Update Children

You can use the Update Children option on the Demand Planning Workbench screen to apply the selected Aggregate Planning Entity (APE) settings to the linked base Planning Entities (PEs). This ensures consistency across planning hierarchies, reduces manual effort, and minimizes the risk of configuration errors. Streamlined configuration and optional forecast generation help users to manage large-scale planning scenarios with greater speed, accuracy, and control. For example, if an APE has a discontinuation date set, users can push that date to all child PEs in one step. This approach eliminates manual updates and ensures alignment throughout the planning hierarchy.

Note: The Update Children option is displayed only if you select an APE.

The Update base planning entities of currently selected aggregate window is displayed if you click the Update Children option.

You can specify this information:

Status

Indicates the status of base PE. Possible values:

  • Open
  • Reviewed
  • Approved
Note: If this switch is enabled, the status defaults to Approved if the status of the selected APE is set to Publishing or Published. This indicates that the base PE is ready to publish.
Introduction date

Indicates the date when the base PEs becomes available for forecasting.

Note: If this switch is enabled, this defaults to the value from the Introduction date field of the APE (if specified). Else, you can specify a date. You can only select a date that is on or after the specified Forecast From Date.
Discontinuation date

Indicates the date when the base PEs becomes unavailable for forecasting.

Note: If this switch is selected, this defaults to the value from the Discontinuation date field of the APE (if specified). Else, you can specify a date. You can only select a date that is on or after the specified Freeze Period.
Periods used (Freeze)

Indicates the period range used to calculate the consolidated net forecast value for the Freeze forecast level for the base PEs.

Note: 
  • If this switch is enabled, this defaults to the value from the Freeze Periods used field of the selected APE.
  • This value cannot exceed the value specified in the All Periods field for the Freeze forecast level.
Periods used (Customer)

Indicates the period range used to calculate the consolidated net forecast value for the Customer forecast level for the base PEs.

Note: 
  • If this switch is selected, this defaults to the value from the Customer Periods used field of the selected APE.
  • This value cannot exceed the value specified in the All Periods field for the Customer forecast level.
Periods used (Tactical)

Indicates the period range used to calculate the consolidated net forecast value for the Tactical forecast level for the base PEs.

Note: 
  • If this switch is selected, this defaults to the value from the Tactical Periods used field of the selected APE.
  • This value cannot exceed the value specified in the All Periods field for the Tactical forecast level.
Forecast engine (Tactical)

Indicates the forecast engine that generate forecasts for the Tactical forecast levels of the base PEs.

Note: 
  • If this switch is selected, this defaults to the value from the Tactical Forecast engine field of the APE. Else, you can select from available forecast engines with weekly periodicity.
  • This switch is disabled if the Tactical forecast level uses a Data Series.
Do not auto forecast (Tactical)

Indicates whether a PE is excluded from the automatic generate forecast processes when using the Generate Forecast or Forecast From Date option from the System Settings screen.

Note: If this switch is enabled, this defaults to the value from the Tactical Do not auto forecast field of the selected APE.
Periods used (Strategic)

Indicates the period range used to calculate the consolidated net forecast value for the Strategic forecast level for the base PEs.

Note: 
  • If this switch is enabled, this defaults to the value from the Strategic Periods used field of the selected APE.
  • This value cannot exceed the value specified in the All Periods field for the Strategic forecast level.
Forecast engine (Strategic)

Indicates the forecast engine that generate forecasts for the Strategic forecast levels of the base PEs.

Note: 
  • If this switch is enabled, this defaults to the value from the Strategic Forecast engine field of the selected APE. Else, you can select from available forecast engines with monthly periodicity.
  • This switch is disabled if the Strategic forecast level uses a Data Series.
Do not auto forecast (Strategic)

Indicates whether a PE is excluded from the automatic generate forecast processes when using the Generate Forecast or Forecast From Date option from the System Settings screen.

Note: If this switch is enabled, this defaults to the value from the Strategic Do not auto forecast field of the selected APE.

When you specify the required information and click OK, a confirmation message is displayed. If you click Yes, the application updates the base PE based on the selected settings and generates the forecast.