Introduction and discontinuation dates applied to forecast calculations

The introduction and discontinuation dates impact base‑level forecast values in forecast calculations. These dates are stored in measures mapped to the Introduction Date and Discontinuation Date parameters on the Measure Mapping tab of the Engines screen.

The forecast is first prorated to the base item locations. If the Introduction Date or Discontinuation Date mapped measure is populated for the item and location combination, the forecast is zeroed for any periods before the introduction date, and after the discontinuation date.

Example 1:

A forecast is generated at the Forecasting Group at Location level. The group contains Item 1000, Item 1001, and Item 1002 and the spreading is based on the TUPLE_EXISTS measure.

For the forecast cycle period starting in FY16 M01, the group-level forecast value is 120 for FY16 M01. If Item 1000 has an Introduction Date of 01-Feb-2016, the forecast is first prorated to all item locations based on tuple_exists. The forecast value for Item 1000 is then set to zero because the forecast period occurs before Introduction Date. The prorated value is calculated as follows:

  • Item 1000: 0 (Forecast set to 0, since introduction date is beyond the forecast period)
  • Item 1001: 40
  • Item 1002: 40

Example 2:

If an introduction or discontinuation date falls within a period, the prorated forecast value is proportioned based on the number of active days within that forecast period.

  • Forecast period: FY16 M01
  • Introduction Date: 15‑Jan‑16
  • Original forecast value: 100

The proportioned value is calculated as follows:

New forecast value = (Number of active days x forecast value) / number of days in period

New forecast value = 17×100/31=54.84

Here, 17 is the number of active days (from 15 January to 31 January).