This page enables you to create, update, and manage forecast archives.

Create Forecast Archive

Scenario Selection 

The table lets you specify the archive record parameters for a forecast.

ParametersValues
Archive?Select to archive a forecast. 
Unconsumed Forecast?Select to include unconsumed forecast.
Production Plan?Select to include production plan data.
CommentsAdd your comments.

Parameters

The below tables specify the archive record parameters.

Inputs

ParametersValues
Current PeriodDefaults to the current planning period.
Default Archive NameThe system-generated name for the archive record.
Override Archive NameDouble click this field to specify a different name for the archive record.
Effective Archive NameDefaults to the Default Archive Name value unless you've changed it in the Override Archive Name parameter.
CommentsUse the field to add notes to the archived record.

 Edit and Effective Parameters

ParametersValues
Archive Full HorizonDefines the demand planning periods to retain (in the archived record) as the full horizon. 
Periods to ArchiveSpecify the number of periods (including the current period) to archive from the selected file. If you've selected No in the Archive Full Horizon parameter, you must enter a value in this field.
Waterfall?Specify if the forecast archive is included in the waterfall analysis by selecting Yes or No.
Forecast Accuracy?Specify if the forecast archive is included in the forecast accuracy tables and charts.
Consensus PlanSpecify if the consensus plan is included.

Steps

Select Update Current Period to update the current period. Furthermore, select Create Forecast Archive to create a forecast archive.

Edit and Delete Archives

You can update and delete forecast archives.

Edit Archiving

To update the waterfall and forecast accuracy, select Update Waterfall & Forecast Accuracy.
The Edit Archiving table displays all the archive records for the earlier plans you can use to review and edit. 

ParametersValues
Current WaterfallIndicates if an archive is included in the Waterfall Analysis and Performance pages.
Add to WaterfallSelect to add archive records to the Waterfall Analysis pages.
Remove from WaterfallSelect to remove archive records from the Waterfall Analysis pages.
Current Forecast AccuracyIndicates if you are using the archive in the Forecast Accuracy pages.
Add to Forecast AccuracySelect to include the Demand Plan in the forecast archive.
Remove from Forecast AccuracySelect to remove archive records from the Forecast Accuracy pages.

Delete Archives

Deletion of an archive is performed by a scheduled process. Select Delete? and then select the Delete Header & Forecast Archive - Process button to delete a forecast archive. 

ParametersValues
DateDisplays the archive date.
CommentsUse the field to add notes to the archived record.
Delete?Select to delete a forecast archive. Deletion of an archive is performed by a scheduled process.

Period Rollover

Select the Period Rollover button to go to the page.

Forecast Accuracy Settings

Parameters

The Forecast Accuracy Settings table allows you to set parameters, with the values entered displayed in the Effective Parameters table. See the bottom of the page for details.

ParameterValue
Forecast Error Basis

Specify how the forecast error is calculated. The absolute forecast error is divided by:

  • Actuals: Uses shipment history as the basis for forecast accuracy.
  • Forecast: Divides the forecast error by the forecast. 
  • Minimum Error: Divides the forecast error by either the history or forecast, whichever gives the lowest error. This helps prevent incentivizing behavior that introduces bias into forecasts. 
Forecast Accuracy Measure

Specify the forecast accuracy measure:

  • MAPE: Uses the Mean Absolute Percentage Error (MAPE) value. 
  • Accuracy: Uses the Forecast Accuracy value, defined as 100% minus the Mean Absolute Percentage Error (MAPE) value. 
Lead Time OffsetSpecify the number of planning periods to be used as lead time offset for forecast error calculations. For example, for a forecast made for Week 1, specifying a value of 2 would begin to measure the forecast made in week 1 from week 3.
Periods to SumSpecify the number of planning periods to sum in the calculation of the Mean Absolute Percentage Error (MAPE) value. For example, specifying a Lead Time Offset value of 2 and Periods to Sum value of 3, measures the forecast made in the week 1 offset to week 3, and sums it for weeks 3, 4, and 5.