Upon completion of the Demand Plan analysis, the user should review the results and edit the demand plan results as required. This can be done at any level of the hierarchy by selecting the level in the drop down.
Please note the following:
- Editing within or out of context.
- Editing can be done at any level and the changes are exploded down and rolled up.
- Editing is only done in the Plan row.
- Pricing changes are only done at the context - item level (lowest level of the hierarchy).
There are two methods to edit a demand plan:
- In the user interface as described in this article.
- As an uploaded file as described here: Downloading, Editing, And Re-Uploading A Demand Plan
Select a Level to Edit From the Drop Down
Any level can be selected to be edited. Select the level and DemandCaster will automatically update the view to show the level.
Please note that when you select a level you will not be in the context view. You will know this because an editable demand plan field will have a box around it. If there is no box it means that you are not within the context. See the article Navigating From Item To Item When Making Demand Plan Edits In Different Contexts to learn how to navigate to a context.
In the example below, the Product Group level has been chosen.
- You may either click on the detail button to drill down, or
- View to open and view the demand plan of the node.
Select the Period to Edit
In the Demand Plan view, you may either edit the demand plan based on total demand of the node, or within context. To edit within context, click the customer in the breadcrumb and then choose the customer to edit.
The example below is the total demand plan view.
To edit, you may choose any of the cells with the demand plan. Please note that the specifics of edited node is communicated by the following color coding scheme:
- If the cell is not bounded by any color, the cell value has not been edited at any level or context.
- A Red outline is used when changes are made on a level ABOVE the current level.
- A Green outline is a change made at the CURRENT cell
- A Blue outline is a change made BELOW the current level
- A Yellow outline is a change made in the current level but out of context.
Please note that an edited node becomes locked and can not be changed by any related edits. Only a direct edit to the item and demand plan period will change the value.
How Edits are Distributed When Demand Plans are Locked
In S&OP Settings under System Settings, there is a setting called Redistribute Forecast that effects how upper level demand plan edits are applied when there are locked demand plan values or when there are birth date, discontinue date, or do not forecasts applied to items. To learn more, please read the article How are Upper Level Demand Plan Edits Distributed to Lower Levels
Edit the Periods and Click Save
Saving commences the process to apply the edits up and down the hierarchy per the calculations made in the Pareto and edit locking rules defined above.
When editing you can choose to batch the changes and continue editing within the same planning level or immediately apply the edit.
The time required depends on the level and size of the hierarchy. The higher the level where the edit is made, the longer it takes to update. Once the update is completed, the edited values appear bounded in a red outline to indicate they are edited.
The edits are also locked and will not be changed unless a user manually overrides the edits or reverts the edit back to a statistical forecast.
It is a good practice to always review the item level context node by downloading and reviewing the rolling 12 month demand plan spreadsheet to be sure the values are cascading as expected after all demand plan edits are made.
Clicking on Adjust in the toolbar, opens a pop-up that allows the user to adjust the demand plan or price up or down by a percent over a selected time horizon. This option is only available when editing within context.
Revert to Statistical Option
Clicking on Revert to Statistical in the toolbar opens a pop-up that lets the user select one or many periods to revert the edited demand plan back to a statistical value. The Revert Price option reverts all the pricing values back to the calculated value. This option is only available when editing within context.
To learn more about revert to statistical, please read the article Revert to Statistical.
Demand plan edits may be made in the item Requirement Planning interface on an as needed basis to address short term demand that was not accounted for during the S&OP process. However, any changes made in Requirement Planning will not be propagated back to the Demand Plan. The edits will be overwritten with the next S&OP approval because the S&OP is the definitive Demand Plan source and the Requirement Plan edits are more short term reactive changes. If the edit is more long term in nature (beyond the frozen Demand Plan period) we recommend adding to the edit to the Demand Plan in advance of the next approval.