Overview tab

Create and name a forecast plan.

General tab

Set up parameters for the selected forecast.

Time fences

Enter values for the various time fences that are used when the program calculates forecast scheduling.

Safety margin

Enter values for the various safety margins that are used when the program calculates forecast scheduling. If you specify safety margins here, they do not override item-specific safety margins but are added to them instead.

Forecast plan

Unique identification of the forecast plan. You can, for example, name the forecast plan after the Inventory forecast modelthat is being updated.

Name

Forecast name.

Include purchase forecast

Select if you want to include the purchase forecast when you run forecast scheduling.

Include sales forecast

Select if you want to include the sales forecast when you run forecast scheduling.

Inventory forecast model

Enter the forecast Modelthat is to be updated and forecast-scheduled with the current forecast plan.

Planned order number sequence

Enter the number sequence that you want to use for picking planned-order numbers. Every time that a planned order is created, it is assigned a sequential number from this number sequence. It helps if the planned orders each have their own number sequences so that you can differentiate them from other requirements.

Session number sequence

Number sequence that is used for job numbers. Every time you run forecast scheduling, the results are assigned a sequential number from this number sequence.

Skip coverage calculations

When this check box is selected, forecast scheduling is faster because planned orders that cover sales forecasts are not created. However, planned purchase orders are created if a purchase forecast exists. You can apply this option when you execute forecast scheduling only in order to create a master schedule.

Coverage time fence

Enter the coverage time fence in days. The coverage time fence determines the period in which forecast scheduling transfers and covers the purchase and sales forecast. The coverage time fence is calculated from the day's date.

Note
The Coverage time fencethat you set up with the Coverage groupsform is not used in the Forecast schedulingclass form.

Explosion time fence

The explosion time fence, which is expressed in days, is the period in which BOMs are exploded for requirements for component items. The time fence is calculated from the day's date.

Note
The Explosion time fencethat you set up with the Coverage groupsform is not used in the Forecast schedulingclass form.

Capacity time fence

The capacity time fence, expressed in days, is the period in which planned BOMs are capacity scheduled. Forecast scheduling uses the item's active production route and schedules backward from the requirement date. If the requirement date for a planned BOM falls outside the capacity time fence, the lead time is determined by the item's delivery time. The time fence is calculated from the day's date.

Receipt margin

A safety margin, expressed in days, that is added to the receipt's requirement date during forecast scheduling. Note that safety margins for the coverage group and safety margins for the forecast plan are summed during forecast scheduling.

For example, if the receipt margin is set to 4 days, and a purchase forecast line is scheduled for receipt on the fifteenth of the month, forecast scheduling calculates the adjusted receipt date as the nineteenth of the month.

Issue margin

A safety margin, expressed in days, that is deducted from the issue's requirement date during forecast scheduling. Note that safety margins for the coverage group and safety margins for the forecast plan are summed during forecast scheduling.

For example, if the safety margin is set to 4 days, and a forecast line is scheduled for delivery on the fifteenth of the month, forecast scheduling calculates the adjusted delivery date as the eleventh of the month.

Reorder margin

A safety margin, expressed in days, that is added to an item's lead time. The safety margin could, for example, express internal administrative processing time. Note that safety margins for the coverage group and safety margins for the forecast plan are summed during forecast scheduling.

The safety margin is not used directly in forecast scheduling. It is used to calculate net requirement order dates.

Session log

Open the Logform, which provides an overview of the forecast and master schedule statistics that have been executed in the past.