This document explains the basic settings that must be made in order for the sales forecasting to work.
The process results in an activated dataset that can be used in sales forecasting.
When dataset forecasting is enabled the following files are affected:
Sales forecasting using datasets can be used when you want to forecast in dimensions other than a fixed combination of item/warehouse. For example, sales forecasts can be used in collaborative demand planning in M3 Demand Planner.
Define Forecasting Settings for Company and Division
The forecasting settings for company and division consist of the following:
Define Distribution Curves and Indices
The seasonal curves and indices that should be used in the dataset forecasts must be defined, in 'Seasonal Curve. Open' (CRS915) and 'Trend Curve. Open' (CRS916). Seasonal and trend curves control how values are distributed over a period.
Define Forecast Method
The forecast method that should be used in the dataset must be defined, in 'Sales Forecast Method. Open' (OSS430). Forecast methods specify how demand should be calculated, and can for the most part be defined by the user with the help of control parameters, check parameters, limits and optional calculation options.
Activate Forecast for Dataset Accumulators
This activity can be performed parallel to the dataset enabling process. When you connect an accumulator field to the dataset, in 'Dataset. Connect Accumulator Fields' (OSS402/E), you can specify whether a sales forecast should be calculated for this accumulator field. Most accumulator fields and key combinations can be forecasted.
If you want to use advanced forecasting the dataset must contain transaction type 34 and accumulator field UCDEMA (Demand).
Connect Forecast Method to Dataset Header
This activity can be performed parallel to the dataset enabling process. The forecast method, defined in 'Sales Forecast Method. Open' (OSS430), is connected to the dataset in 'Dataset. Open' (OSS401/E).
Before the dataset forecasting can start to work, the dataset must be activated, in 'Dataset. Open' (OSS401). How to activate the dataset is further described in the Enabling Dataset process.