Guide: Create a baseline forecast

A production planner can create a baseline forecast either by using time series forecast models or by copying the historical demand. This procedure shows how to copy the historical demand to create a baseline forecast for all products using one item allocation key.

Set up an item allocation key

1. Go to Master planning > Setup > Intercompany planning groups.
2. Use the Quick Filter to find records. For example, filter on the Name field with a value of 10.
   • Demand forecasting runs across legal entities. That's why you need to set up all the companies for which you want to generate forecasts in one intercompany planning group.
3. In the list, find and select the desired record.
4. Select Item allocation keys.
   • Select all the item allocation keys for which you want to create forecasts.
5. In the list, mark the selected row.
   • Select D_Aloc item allocation key.
6. Select >.
7. Close the page.
8. Close the page.

Set up the demand forecasting parameters

1. Go to Master planning > Setup > Demand forecasting > Demand forecasting parameters.
2. Expand the Forecast algorithm parameters section.
3. In the Forecast generation strategy field, select Copy over historical demand.
4. Select Save.

Create a baseline forecast

1. Go to Master planning > Forecasting > Demand forecasting > Generate statistical baseline forecast.
2. In the From date field, enter a date.
   • If you have sales orders starting from January 1, 2015, enter this date. If you don't, enter the earliest date of your sales orders.
3. In the To date field, enter a date.
   • Enter the last date of your sales orders, for example 2015-03-31.
4. In the From date field, enter a date.
   • Enter 2015-04-01. This date will be automatically calculated as the start date of the next forecasting bucket.
5. Expand the Records to include section.
6. Select Filter.
7. In the list, mark the selected row.
   • Mark the row where Field = Intercompany planning group.
8. In the Criteria field, type a value.
   • Type the intercompany planning group (for example, 10) that you used in the first task.
9. In the list, find and select the desired record.
   • Select the row where Field = Item allocation key.
10. In the Criteria field, type a value.
11. Select OK.
12. Expand the Advanced parameters section.
13. In the Forecast bucket field, select Month.
14. In the Forecast horizon field, enter 3.
15. In the Freeze time fence field, enter 1.
16. Select OK.

Visualize the demand forecast

1. Go to Master planning > Forecasting > Demand forecasting > Adjusted demand forecast.
2. In the aggregated view table, select the cell in row 1, column 2. This is the second month for which you have created forecast.
3. Set QtyCell to 400.
   • In the cell, enter a different number than the one that was forecasted, for example, 400.
4. You have made a manual adjustment to the forecast. Notice the graphical indication in the next step.
5. Select Forecast line details.
   • In this page, you can see the accuracy values, historical demand, and forecast. You can make changes to the forecast as well.