Default rules for default situations

A default creation rule is assigned to each default situation. These pre-assigned rules cannot be deleted by users. The following sections outline the logic and parameters for each default rule:

  • Default rule for No Tactical Forecast situation

    This table lists the default field values for the No Tactical Forecast situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type No Forecast
    No Forecast Generated For Tactical Forecast
    Where Net History
    Has Values In 6
    With The Previous "X" Periods 13
    Note: 
    • The situation is calculated each time the tactical forecast is regenerated.
    • If there are 6 or more history values in the last 13 weeks and no tactical forecast is generated, the planning entity is added to the ‘’No Tactical Forecast’’ situation.
    • If there are 6 or more history values in the last 13 weeks and a tactical forecast is generated, the planning entity is not added to the ‘’No Tactical Forecast’’ situation.
    • If there are 5 or less history values in the last 13 weeks and no tactical forecast is generated, the planning entity is not added to the ‘’No Tactical Forecast’’ situation.
  • Default rule for No Strategic Forecast situation

    This table lists the default field values for the No Strategic Forecast situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type No Forecast
    No Forecast Generated For Strategic Forecast
    Where Net History
    Has Values In 6
    With The Previous "X" Periods 12
    Note: 
    • The situation is calculated each time the strategic forecast is regenerated.
    • If there are 6 or more history values in the last 12 months and no strategic forecast is generated, the planning entity is added to the ‘’No Strategic Forecast’’ situation.
    • If there are 6 or more history values in the last 12 months and a strategic forecast is generated, the planning entity is not added to the ‘’No Strategic Forecast’’ situation.
    • If there are 5 or less history values in the last 12 months and no strategic forecast is generated, the planning entity is not added to the ‘’No Strategic Forecast’’ situation.
  • Default rule for Forecast Magnitude change situation

    This table lists the default field values for the Forecast Magnitude change situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Magnitude
    Threshold Type %
    Creation Threshold 5
    Compare Net Forecast
    (time selector) 1 Month
    With Net History
    From (Disabled & blank)
    Note: 
    • The situation is calculated when the Net Forecast is updated.
    • The application compares the first month of forecast (x) with the most recent month of history (y). If the first forecast month is partially complete, only the remaining forecast for that month is considered.
    • The exception value is calculated as 100 - ((x/y) * 100).
    • The value is compared with the creation threshold (Requires ABS (Exception Value)). If the value is greater than 5, the planning entity is added to the Forecast Magnitude situation.
  • Default rule for Tactical Forecast Change situation

    This table lists the default field values for the Tactical Forecast Change situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Magnitude
    Threshold Type %
    Creation Threshold 5
    Compare Tactical
    (time selector) 1 Week
    With Tactical
    From Period -1
    Note: 
    • The situation is calculated when moving into a new weekly bucket.
    • The application compares the current forecast generated for the first week (x) with the previous forecast version (y); both values correspond to the same weekly bucket due to the period change.
    • The exception value is calculated as 100 - ((x/y) * 100).
    • The value of this exception is compared with the creation threshold (requires ABS (Exception Value)). If the value is greater than 5, the planning entity is added to the Tactical Forecast Change situation.
  • Default rule for Strategic Forecast Change situation

    This table lists the default field values for the Strategic Forecast Change situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Magnitude
    Threshold Type %
    Creation Threshold 5
    Compare Strategic
    (time selector) 1 Month
    With Tactical
    From Period -1
    Note: 
    • The situation is calculated when moving into a new monthly bucket.
    • The application compares the new current forecast from the first month (x) with the previous forecast version for the same period (y); both values correspond to the same monthly bucket due to the period change.
    • The exception value is calculated as 100 - ((x/y) * 100).
    • The value of this exception is compared with the creation threshold (Requires ABS (Exception Value)). If the value is greater than 5, the planning entity is added to the Strategic Forecast Change situation.
  • Default rule for Tactical Accuracy situation

    This table lists the default field values for the Tactical Accuracy situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Value
    Planning Entity Attribute Tactical Percentage Forecast of Demand
    (operator) <=
    (value) 95
    (logical operator) (blank)
    (operator) (blank)
    (value) (blank)
    Note: 
    • The situation is calculated when moving into a new weekly bucket.
    • The Tactical Percentage Forecast of Demand is calculated based on the Forecast Accuracy calculations.
    • If the value is less than or equal to 95, the Tactical Accuracy situation is calculated.
  • Default rule for Strategic Accuracy situation

    This table lists the default field values for the Strategic Accuracy situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Value
    Planning Entity Attribute Strategic Percentage Forecast of Demand
    (operator) <=
    (value) 95
    (logical operator) (blank)
    (operator) (blank)
    (value) (blank)
    Note: 
    • The situation is calculated when moving into a new monthly bucket.
    • The Strategic Percentage Forecast of Demand is calculated based on the Forecast Accuracy calculations.
    • If the value is less than or equal to 95, the Tactical Accuracy situation is calculated.
  • Default rule for Forecast Level Difference situation

    This table lists the default field values for the Forecast Level Difference situation:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Magnitude
    Threshold Type %
    Creation Threshold 5
    Compare Tactical
    (time selector) 1 + Month
    With Strategic
    From
    Note: 
    • The situation is calculated when moving into a new monthly bucket.
    • The application compares the new tactical forecast generated for the first month (x) with the new strategic forecast generated for the first month (y).
    • The exception value is calculated as 100 - ((x/y) * 100).
    • The value of this exception is compared with the creation threshold (requires ABS (Exception Value)). If the value is greater than 5, the planning entity is added to the Forecast Level Difference situation.
  • Default rule for User Magnitude 1-5 situations

    This table lists the default field values for the User Magnitude 1-5 situations:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Magnitude
    Threshold Type %
    Creation Threshold 5
    Compare Tactical
    (time selector) 1 + Month
    With Strategic
    From
    Note: The default situations for user to modify configuration before enabling.
  • Default rule for User Value 1-5 situations

    This table lists the default field values for the User Value 1-5 situations:

    Field Value
    Creation Rule Default Rule
    Description (blank)
    Type Value
    Planning Entity Attribute Strategic Standard Deviation
    (operator) <=
    (value) 95
    (logical operator) (blank)
    (operator) (blank)
    (value) (blank)
    Note: The default situations for user to modify configuration before enabling.