Rolling over unconsumed forecast in DP

[former_member768066]

Hi All,

We have DP implemented.

For forecast consumption within IBP, understand that there is a standard functionality available.

In our scenario, however, the requirement is to roll over any unconsumed forecast from the current month to the next month.

Ex:- the Forecast for August month is 100 units. however, the actual shipments were only 30. How can we roll over the unconsumed forecast of 70 units to the September month?

Thanks,

[former_member768066]

Hi Lokesh, Girish, Riyazahmed,

With your inputs I did proceed to develop the solution.

The Forecast quantity for the current week needs to be calculated using the previous week 'updated' Forecast.

Say week 2 forecast was 500, however the unconsumed forecast from week 1 was 100. Then the updated forecast for week 2 is 600. This qty of 600 needs to be used for calculation of unconsumed forecast for week 2. This calculated unconsumed forecast of week 2 will be input to week 3 and so on. See the ss.

Did set up the calculations using new KFs. However, while activation, got the ' Cycle found in the calculation chain of the key figure.' error.

Can you kindly review and provide your inputs.

Thanks.

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[riyazahmed_ca2]

Hi Sameer,

IBP_RAGGR or IBP_DYNAMIC_RAGGR would be the appropriate simplified calculations that you can use to get the desired results for your problem.

Best Regards,

Riyaz

[former_member768066]

Hi Riayazahmed,

Thanks for your review and valuable suggestion.

Will share my results.

Thanks,

Sameer

[former_member768066]

Hi Lokesh and Girish,

Thanks a lot for the detailed review and inputs. Appreciate the timely guidance.

Will share my feedback once the set up is done.

Thanks,

Sameer

[girish_nitie]

Hi Sameer,

Use IBP_CAGGR(), it will be much simple.

Thanks

Girish

[lokesh_reddy4]

Hi Sameer,

If your unconsumed forecast of Current Tech week is to roll forward to the remaining tech weeks in September (Current Month) and should not roll forward to future months then you can apply the below logic

Step1-> Identify the remaining Tech weeks in the current month as below

KF1@TWPRODCUST= if the period ID (month) is the current month and period ID (Tech Week) is future Tech weeks then Populate 1 else populate null. This Logic will populate constant value one in the future tech weeks in September and the rest of the tech weeks have null values.

Example:KF1@TWPRODCUST=IF(PERIODID3= $$PERIODID3CU$$ and PERIODID5 => $$PERIODID5CU$$,1,Null)

Step2-> Aggregate unconsumed forecast to month level (KF2)

Step3-> Disaggregate the month level values (Step2) to the Tech week level based on KF1.

This logic will allow you to roll forward the unconsumed forecast to future tech weeks in the current month only and will not populate any value to future months.

BR,

Lokesh Reddy

[lokesh_reddy4]

Hi Sameer,

Below are the options you can choose.

Option-1:Use the IBP_PERIODSHIFT function in the key figure expression. This function will shift the unconsumed forecast by one month dynamically.

Option-2:If you want to control the shifting unconsumed forecast then choose option period shift in copy operator profile.

Option-3: If you want to roll forward to future buckets in the current year then aggregate the unconsumed forecast to the yearly level and disaggregate to the month level using copy operator profile. Data will be disaggregated to current and future buckets.

For your requirement, you can choose the first two options.

Thanks and Regards,

Lokesh

[former_member768066]

Hi Lokesh,

Many thanks upfront for the review and suggestion.

Was able to check the first option using the period shift function.

However, the requirement is do the summation of the balance at the technical week levels alone. We cannot move it ahead to the next month.

Say for September, there are five technical weeks. The unconsumed forecast for the last (fifth) week of September should not be moved to the next week.

Can you suggest what would be the preferred approach to accomplish the above.

Thanks.