15 Grouping Management Task

Grouping Management allows you to review the automatic group number assignments set for item/location.You can also change any group number assignments based on the information provided in the Grouping Management Workbook.

Grouping Management Workbook

To build the Grouping Management workbook, perform these steps:

1. Click the New Workbook icon in the Grouping Management task in the Forecasting Support Process activity.

   Figure 15-1 Grouping Management Task

   
   

2. The Workbook wizard opens. Select the stores you want to work with and click Next.

   Figure 15-2 Workbook Wizard: Select Stores

   
   

3. Select the items you want to work with and click Finish.

   Figure 15-3 Workbook Wizard: Select Items

   
   

The Grouping Management workbook is built.

Review and Approve Group Assignments View

This view displays the group assignments and some historical demand information.

Figure 15-4 Review and Approve Group Assignments View

Measures: Review and Approve Group Assignments View

The Review and Approve Group Assignments view contains the following measures:

Group Assignment

This measures determines to which group a certain item/location combination belongs.

There are various ways to make the assignment. First, the assignment can be determined outside of RDF, and then loaded. Second, rules can be configured to determine item location combinations that belong to certain groups. Third, you can manually assign item location combinations to a group.

Note: Any item/location combination can only belong to one group.

History Length

This measure contains the number of periods in history since the first sale. It is calculated as:

History Length = today - date of first sale

This measure is useful when you want to manually assign time series to groups. For example, you may want to assign every item/location with 55 weeks of sales to Group number 3. Or you may want to assign every item/location with sales history less than three weeks to Group 5.

History Length Tier

This measure displays the classification for a range of history length. For example, RDF can display short, medium, or long history length tiers, that can be set as 0-10 weeks, 11-56 weeks, and 57 and higher.