Situations tab

The Situations tab displays anomalies (if applicable) that occur during forecasting which can impact the generated forecast.

Situations are displayed in cards containing the details of each situation for the Planning Entity (PE) or Aggregate Planning Entity (APE). Situations can be of No Forecast, Magnitude, or Value type. These are the default Situations:

  • No Tactical Forecast: A No Forecast situation type where no tactical forecast is generated when there is history.
  • No Strategic Forecast: A No Forecast situation type where no strategic forecast is generated when there is history.
  • Forecast Magnitude Change: A Magnitude situation type that compares the net forecast with history for 1 month.
  • Tactical Forecast Change: A Magnitude situation type that compares how the tactical forecast changes compared to the value generated last week.
  • Strategic Forecast Change: A Magnitude situation type that compares how the strategic forecast changes compared to the value generated last month.
  • Tactical Accuracy: A Value situation type where the tactical accuracy is less than 95%.
  • Strategic Accuracy: A Value situation type where the strategic accuracy is less than 95%.
  • Forecast Level Difference: A Magnitude situation type that compares the tactical and strategic forecast values for the first month.

The severity of the situation is indicated by the status icons and color codes on the cards. These colors are used to indicate the severity of the situation.

  • Red: High
  • Amber: Medium
  • Green: Low
  • Blue: Information

You can select one or more cards from the Situations list or click the Select all option, and click Resolve to resolve the situations. This removes the selected cards from the list. When you click the Save option in the workbench toolbar, the resolved situations are removed from the selected PE or APE.

Note: 
  • The Resolve option is enabled only if one or more situations are selected.
  • You can use the Resolve option to resolve and remove all the cards from the list.
  • If all situations are resolved, the status of the selected PE or APE is automatically updated to Reviewed.
  • If the modifications to the demand planning workbench are discarded, the resolved situation remains in the PE or APE.