Disaggregation IN IBP

[former_member743161]

We need to disaggregate our demand plan based on our customer source ratio. Currently the disaggregation takes our forecast and disaggreagates it accross all of our locations that have been setup for that cusotmer. We DONT want that to happen. We presently maintain a customer ratio in the CustomerSource master data where we place a "1" against the location where we want ALL the demand to be sourced from for that customer. So when the forecast is entered at the product customer level ALL the fcst amount should be disagged against the one location....however....it disaggs over several locations. How can I set it up to do what we want?????

Thank you.

Zoran

[AyanBishnu · Accepted solution]

I think thier is some confusion. Let me address it step by step

1) if harcoded value of 99 works, so will the KF value. But check the following

2) You are using attribute "MAXCUSTOMERQUOTA" and in my example i used ''CRATIO''. this are different attributes.

3) mark the KF as both stored & Calculated. Presently it shows that the KF is stored.

4) Use the below Dissagg expression and let me know if that works.

IF("MAXCUSTOMERQUOTA"=1,"SALESFORECASTQTY",NULL)

If this doesnt work then only options is to do some screen sharing session and see where exaclty it is missing.

Regards

Ayan

[AyanBishnu]

Hello Zoran

The best way to acheive this is by using dissaggregation expression in the traget KF where the forecast is getting dissaggregated and saved. Please use the below approach and it will work.

Assuming that the target KF is stored, use the below steps

select the above highlighted option for your target KF. That will open a expression section in the calculation area and you need to use the below expression thier

This is the expression window and use the follwing expression. please keep in mind not to mention any planning level in dissagg expression

IF(''CRATIO''=1,"SOURCEKF",NULL)

Regards

Ayan

[former_member707423]

Ayan,

What is the significance of the disaggregation mode being equal distribution. Is this the disaggregation across time say from month to week?

Mark

[former_member743161]

Ok so are you saying that if I chnage the sales forecast qty KF to stored AND Calculated it should work? I will try that and return to the KF in the disagg expression form the "99" i currently have.

[mark_j15]

Hi zoransto,

Did you ever resolve? I have the same requirement and my disaggregation expression appears to only work with '99' instead of using KF1 in the disaggregation expression.

Thanks,

Z

[former_member743161]

Well I chnaged the expression to this

IF("MAXCUSTOMERQUOTA"=1,99,NULL)

And no it is working....very strange....if I change 99 to 0 then it does not work and it disaggs equally across all locations.....dont know why 99 or any number > 0 works....the mysteries of IBP

[AyanBishnu]

I think thier is some confusion. Let me address it step by step

1) if harcoded value of 99 works, so will the KF value. But check the following

2) You are using attribute "MAXCUSTOMERQUOTA" and in my example i used ''CRATIO''. this are different attributes.

3) mark the KF as both stored & Calculated. Presently it shows that the KF is stored.

4) Use the below Dissagg expression and let me know if that works.

IF("MAXCUSTOMERQUOTA"=1,"SALESFORECASTQTY",NULL)

If this doesnt work then only options is to do some screen sharing session and see where exaclty it is missing.

Regards

Ayan

[former_member743161]

I logged out and back in....then the error went away. BUT it is still disaggreagating over ALL the locations not just the one that is sole sourced. SO the expression you suggested is not working.

Thanks

Zoran

[former_member743161]

Here is the screen shot of the error

[former_member743161]

That's odd my copy and paste of the screen shots did not work

here is the attachment with screen shots

hope this worked

[former_member743161]

Thank you for the suggestion. I tried it and it did not work....I got this error

Here is the setup

Thanks again for helping...BTW I entered the data at the product Customer level in excel.

[former_member743161]

Here is the screen shot of the setup