Reviewing Forecast Information

This chapter provides an overview of forecast reviews and discusses how to:

Define forecast inquiry display templates.
Analyze forecasts.
Review forecast items.
Review function audits for key processes.

Understanding Forecast Reviews

PeopleSoft Demand Planning gives you a snapshot of forecast items at any level in the view. Forecast inquiry functionality presents historical and future demand and forecasts in both numerical and graphical formats. You use inquiries to review problems with forecasts.

Although you can use inquiries alone, you typically use them in conjunction with other tools to tune the forecast. For example, you can use inquiries with the audit and accuracy reviews to view forecast items with large error ratios. You can also use inquiries with work queues that provide messages alerting you to events or problems with features such as demand filtering, trend or growth limits, and tracking signals that are related to a forecast item.

In PeopleSoft Demand Planning, you view details about forecast items by using the Review Forecast Information feature. You can find descriptions of other PeopleSoft Demand Planning inquiries in the chapters that they relate to. Those inquiries are:

Adjustment History

See Adjusting Demand and Forecasts.
Event Comparison

See Managing Forecast Events.
Event Profitability

See Managing Forecast Events.
Life Profiles

See Managing Forecast Events.

Common Elements Used in This Chapter

Actual Demand	Displays data that is typically derived from shipments or orders. The system defines specific data that makes up the actual demand when it loads external or internal demand data. Internal demand is made up of transactions from PeopleSoft Order Management, Billing, and Inventory, and it contains demand quantities, dates, and costing information. External demand comes from third-party systems, but you can amend and update those values when you import the demand.
Adjusted Demand	Displays changes to actual demand. If you have not made adjustments, the field value is equal to the actual demand. Adjusted demand can include: Demand filtering to remove large fluctuations. Depromotion to remove the effects of promotions or other unusual events. Management overrides to accommodate external factors, such as problems with availability, new product introductions, competitive product activity, or other market forces.
Adjusted Forecast	Displays a statistical forecast for an item with the impact of any management overrides, events, proration, or summarization.
Average Price	Displays the average price for the forecast item. At level one, the system calculates the price for each period by using the weighted average of the sum of the demand value, input in price periods, and dividing it by the sum of the actual demand input in the price periods. At the next level in the view hierarchy, the system calculates the weighted average of these values for its children.
Demand Value	Displays the monetary value of the demand. To arrive at the demand value, the system multiples the value of the average price by the total quantity for either the period or the year.
Evaluated Adjusted Forecast	Displays data that has been frozen for adjusted forecast information for the evaluated forecast.
Evaluated Forecast	Displays forecast values that the system calculates for a previous period. This enables a forecast to be frozen for a set number of periods. Using the forecast, you can look back in time to see a forecast for a particular period at a specific point in time. A set number of periods determines which period to calculate. You can define the number of evaluation periods for a forecast view. Suppose you set the number of evaluation periods to three, the evaluated forecast for June is the forecast (statistical, prorated, and adjusted) that was produced in March. The evaluated forecast for May is the forecast that was produced in February.
Evaluated Prorated Forecast	Displays data frozen in time for prorated forecast information.
Evaluated Statistical Forecast	Displays data frozen in time for statistical forecast information.
Forecast Item	Displays the specific forecast item that you selected for review. You can review item annual and period totals and any details about adjustments that are made to an items demand history or forecast.
Forecast View	Displays the hierarchical structure that controls the forecast information you are reviewing. Some information, such as period codes, control groups, and user data codes, is associated with the view and determines how the system processes forecasts for items.
MAPE Adjusted Forecast (mean absolute percentage error adjusted forecast)	Displays the forecast accuracy for an adjusted forecast. A MAPE value close to 0 represents a more accurate forecast. The system calculates a MAPE value for each of the available sets of forecast values and uses the number of periods that is stored on the forecast view for calculation. The system uses this formula to calculate a MAPE value: MAPE = ∑ \|ABS(Actual Demand - Forecast)\| * 100 ∑ \| Actual Demand \| Both sums are for the last MAPE periods. The forecast value depends on which MAPE the system is calculating.
MAPE Evaluated Adjusted	Displays the forecast accuracy for the evaluated adjusted forecast.
MAPE Evaluated Prorated	Displays the forecast accuracy for the evaluated prorated forecast.
MAPE Evaluated Statistical	Displays the forecast accuracy for the evaluated statistical forecast.
MAPE Prorated Forecast	Displays the forecast accuracy for the prorated forecast.
Period Average Price	Displays the average selling price for an item for a specific period. This value is different from the standard price where actual sales include discounts or incentives, where most sales are made at a wholesale price. The system calculates the period average price during period-end processing and bases the price on the actual demand quantity and the demand value that is updated from an execution system. The period average price is equal to the demand value divided by the period actual demand. This is only available on a historical basis.
Period Cost	Displays the cost of the forecast item for the period. This cost reflects the cost of one item during the period. The cost is different from the static standard cost for the forecast item only on an exception basis when specific events make it necessary to make adjustments to accurately reflect the item.
Period Price	Displays the standard price of the forecast item for the period. This is the price for one item in the period. This value might change from period to period depending on conditions such as promotions. Normally, the period price is the same as the static standard price. Note. When either the period standard price or the period standard cost is zero, the system uses the standard price or cost from the forecast item.
Prorated Forecast	Displays a forecast that the system develops by factoring the group forecast down one level at a time to make the sum of the item forecasts at the lower level equal to the aggregate forecast. The prorated forecast moves forecast adjustments down the forecast structure. If you do not make forecast adjustments, the prorated and the adjusted forecasts are the same. The statistical forecast equals the prorated forecast only if: A period-end reset has been run without proration. The total statistical forecast of the children is equal to the statistical forecast of the group.
Standard Cost	Displays the cost of the forecast item. This is synonymous with the standard cost in an inventory control system. The cost is a single, fixed value on the forecast item master record.
Standard Price	Displays the price of the forecast item. This is a single price for one unit on the forecast master record and is synonymous with the retail price of a product in an inventory control system.
Statistical Forecast	Displays a forecast that the system develops at each level of the view structure for each forecast item independent of any forecast adjustments or proration. The system calculates the statistical forecast by using the adjusted demand.
Summary Forecast	Displays a forecast that is derived by adding the adjusted forecast totals from the next lower level. That is, the sum of the children's forecasts for the parent. The summary forecast at level one (the lowest level) is always zero because there is logically no lower level.

Defining Forecast Inquiry Display Templates

To set up inquiry templates, use the Inquiry Formats component.

This section provides an overview of display templates and discusses how to define fields to display in inquiries.

Understanding Display Templates

An inquiry display template is a grouping of forecast fields that the system uses to retrieve data for the forecast item inquiry. You create and reuse the template to analyze forecast items. You create the inquiries to meet specific business needs for certain types of forecasts. You assign the template to a specific forecast view when you create the template.

You can create several templates, each with a different emphasis on data. Then, when you perform a forecast item inquiry, you can select from one template to another to analyze and compare data. For example, one template might contain fields that are related to a distribution center's demand against the forecast, while another template might contain fields for comparing different forecasts to the summary.

Page Used to Define Forecast Inquiry Display Templates

Page Name	Object Name	Navigation	Usage
Inquiry Display Templates	DP_INQFORMATS	Demand Planning, Review Forecast Information, Inquiry Display Templates	Define fields to display in reviews.

Defining Fields to Display in Reviews

Access the Inquiry Display Templates page.

When you access this page, you select a forecast view and a display template using a Search Dialog page. Select fields that you want to include in the forecast item inquiry by using this inquiry template.

Note. Make sure that you do not select the same field twice. The system prevents duplication of fields for a template.

After you create a display template, you can use the User Preferences page to make the template the default template when performing forecast item inquiries. All templates are available in the forecast item inquiry.

Analyzing Forecasts

This section provides an overview of forecast analysis, lists common elements, and discusses how to:

Select forecasts for analysis.
Review forecast item error ratios.
Review forecast item error-ratio details.

Understanding Forecast Analysis

Analyzing forecasts helps you focus on exception situations. Use the Analyze Forecast feature to assess individual forecast item accuracy and the overall forecast accuracy rate of change. You use this feature to check for error ratios that might not be within the standards or requirements. The inquiry displays items ranked by their error ratio that meet selection criteria that you enter. Using the feature, you can single out items to which you can make adjustments or fine tune.

After you define selection criteria, the system provides a list of items that meet the criteria based on the error ratio. You use the statistical forecast deviation and the error ratio together to tune the forecast and improve forecast accuracy. Then, you use the inquiry to identify those items that need the most attention. When you finish the review, you can remove the item from consideration.

Common Elements Used in This Section

Review Done	Click to indicate that the audit review is completed for this forecast item and that you want it removed from error consideration. After you select the check box, click the Save Reviews button to update the status of the error and remove it from the page.
Clear Reviews	Click to clear the Review Done check boxes on all reviewed items. You can review all forecast item errors that were originally associated with this inquiry after clearing the review. When you click Clear Reviews, the system displays the Analyze Forecast page where you can define another set of selection criteria.
Error Ratio	Displays the error ratio for this item's forecast. The system calculates the ratio by dividing the statistical forecast deviation value by the base component. The higher the error ratio, the less accurate the forecast. For example a ratio of .03 might apply to stable products, and a ratio of .06 might apply to new products. When the system determines that the error ratio is exceeded, it automatically resets the forecast item for calculation during the next processing run.
Return to Filter	Click to return to the Analyze Forecast page, where you can define another set of forecast error filters.
Save Reviews	Click to save reviews. This sets the forecast item status to Review Done so that it does not appear in the forecast analysis. So, if you indicate that an item review is complete, the item is excluded from the inquiry the next time it is run. When you click Save Reviews, the system displays the Analyze Forecast page where you can define another set of selection criteria.
Statistical Forecast Deviation	Displays the average deviation between historical forecast data and actual demand. To calculate the value, the system averages two sets of data. It checks each period and computes the difference between the historical value and the actual demand value for that period. Then, it averages those values to arrive at the statistical deviation. This provides you a measurement of how well items are forecasted compared to demand. The value in the field also depends on other factors that affect the forecast, such as seasonality, weather, or even consistent demand. Generally, the lower the value, the more accurate the forecast is. Note. PeopleSoft statistical forecast deviation is not computed the same as the industry standard forecast deviation. Standard deviation uses a single series of demand values to arrive at a fixed average demand value. This computation then measures the deviation between the actual demand and the average value. With statistical deviation, PeopleSoft uses two sets of data series: one for actual demand values, and the other for forecasted values.
Suspended Item	Indicates whether the system considers an item to be suspended. If the check box is selected, it means that the forecast item has reached the number of consecutive periods of zero demand that are specified on the control group, and it is deactivated from creating future forecasts.

Pages Used to Analyze Forecasts

Page Name	Object Name	Navigation	Usage
Analyze Forecast	DP_FCERRORS_FILTER	Demand Planning, Review Forecast Information, Analyze Forecast	Select forecasts items for analysis.
Define Selection Criteria	DP_FCERRSSEL_SEC	Click the Search button on the Analyze Forecast page.	Define selection criteria for analyzing forecasts. See Defining Selection Criteria.
Forecast Item Review	DP_FCERRORS_TABLE	Click the Save Reviews button on the Analyze Forecast page.	Review forecast item error ratios, forecast accuracy details, utilization, and period information about the forecast.
Forecast Item Detail	DP_FCERRORS_DETAIL	Click a forecast item in the Forecast Item column on the Forecast Item Review page.	Review forecast error-ratio details about tracking signals, statistics, control groups, and periods.

Selecting Forecasts for Analysis

Access the Analyze Forecast page.

Using selection criteria, you can filter which items to include in the error-ratio inquiries. This filtering makes it possible for you to control and limit ranges of data or types of errors that you want to review. The system uses levels within forecast views as the basis for displaying errors.

The system automatically uses the Audit Review Done and Demand Value field values to display error data. If the Review Done field value is already set to Y, the system does not include the field in the inquiry. If the Demand Value field is equal to 0, the system does not include errors for the field.

After you enter selection criteria, click the Search button to access the Forecast Item Review page. If there are no forecast items that meet the criteria, the system displays a message.

Reviewing Forecast Item Error Ratios

Access the Forecast Item Review page.

You use the Forecast Item Review page to manage forecast items that have error ratios that do not meet organizational requirements. To use the inquiry:

Review error-ratio information that is associated with the forecast item by selecting tabs on the page.
Click Forecast Item to review error-ratio details and optionally access the Simulation feature, which enables you to compare and make changes to forecasts.
Use the Review Done check box to indicate that this error should be removed from consideration when you perform the next inquiry.

Forecast Item	Click an item in this column to access the Forecast Item Details page, where you can review additional information about the forecast item's errors. Error information in the corresponding row on this page pertains to this forecast item.
Standard Forecast Deviation	Forecast deviation is a statistical method that measures the dispersion of a data series and displays the average deviation between historical forecast data and actual demand. The more dispersed the data is, the larger the standard deviation that appears for each forecast type in this group box. Generally, the lower the value is, the more accurate the forecast.
Demand Average	Displays the calculated average demand for the current period of a forecast item. The system averages past demand quantities with future forecast quantities to arrive at this value. The calculation uses a number of the most recent periods of demand with the same number of forecast periods to determine the span of the calculation. The starting period is the current period and the number of periods to average is user defined. The default value for the calculation is six periods, (totals 12 periods). As an example, if you have only three periods of demand or have set the effective periods to use three, then the system uses that number of periods of demand (three) with that same number of periods of forecast in the calculation.
Standard Cost	Displays the target cost for the item. This is usually synonymous with the standard cost in an inventory control system. It is a single, fixed value held on the forecast item master record. The system multiplies the forecast quantities by the fixed standard cost for the forecast item to arrive at the value.

Utilization Tab

Select the Utilization tab.

Utilization Type	Displays the ABC primary class code for a forecast item if the item is used in ABC classification. Also known as a utilization code, you generally use this inventory indicator to determine the contribution of the item to the overall inventory value.
Utilization Group	Displays the group that defines how items are maintained by using PeopleSoft Inventory. Utilization groups are system-supplied, and you assign them to items by using the Physical Accounting link on the Inventory page in the Items feature.
Weight Profile	Displays the template that controls how the system distributes calendar weights for this forecast item. Weights indicate the relative importance of demand for each day of the calendar. One weight profile must be defined on each forecast view as a default. When new forecast items are created, the item uses the default weight profile that is associated with the view.
Life Profile	Displays the name for the set of characteristics that this forecast view applies to items that are assigned to it. The system uses these characteristics to guide assigned items through their life cycles by using an expected total life volume for each profile item.
Last Reset Period	Displays the last period in which calculations for this forecast item were reset. When an item is reset for calculation, the system automatically includes it in the next processing run.
Last Reset Year	Displays the last period in which calculations for this forecast item were reset. When an item is reset for calculation, the system automatically includes the item when it recalculates a forecast.
Suspended Item	Displays if the system considers this item to be suspended. Suspended items are those that have zero demand for the number of periods that are specified on their control groups. Selected check boxes indicate suspended items.
Historical Periods	Indicates the number of periods of historical demand data that are maintained for the items in a view. The number of historical periods should be at least twice the periods per year (two years) in order to support the development of seasonal models based on an item's demand history.
Demand Periods	Displays the number of periods of demand that the system uses to determine a forecast.

Period Information Tab

Select the Period Information tab.

Forecast Effective Period	Displays the period at which an item becomes usable or effective in the forecasting process.
Forecast Effective Year	Displays the year for which the item is effective in forecast processing.
Forecast Model	Defines how the system controls and processes the forecast. PeopleSoft Demand Planning provides a variety of methods for computing forecasts, such as Adaptive Exponential Smoothing and Box Jenkins. See Setting Up Forecast Item Model Controls.
Seasonality Type	Displays a seasonality pattern on which a seasonal forecast model processes forecast data.
Seasonality Group	Displays a user-defined grouping of forecast items that help in analyzing and understanding patterns of demand over time. Seasonality is a repetitive pattern of demand from year to year where some periods are higher than others. The group contains a set of forecast items that all have similar seasonality. The system aggregates the demand for the contributors to the group to create a seasonality profile.
Control Group	Displays the control group to which this forecast item belongs. Control groups determine the major forecast process options for a forecast view and its associated items.

Reviewing Forecast Item Error-Ratio Details

Access the Forecast Item Detail page.

This is a display-only page that provides basic information about an item's forecast.

Fields in the Tracking Signals group box indicate biases in the forecast and provide early warnings of unstable forecasts. You use the signals to evaluate structural errors that exist within a forecast by identifying situations where a forecasting model is over or under forecasting.

A positive value indicates that the system is under forecasting, and a negative value indicates that it is over forecasting. As a general rule, the only time that a forecast should be adjusted is when the tracking signal is at + or - .5 or greater.

The system uses six tracking signals, starting with the current forecast period and progressing back five additional periods.

Effective Demand Periods displays the number of historical demand periods that are used for the model reset option when it simulates item forecasts. This value excludes older, possibly unrepresentative historical demand data from model optimization. The number is less than or equal to the Periods of Demand to Use field on the Update Controls page for defining seasonality profiles.

Click the Go to Item Simulation link to access the Simulation Options page. You use that page to make changes to forecast items and see the results of the changes before applying the changes. The system opens another window when you click the link.

Reviewing Forecast Items

Using the Review Forecast Items feature, you can review a variety of information about forecast items, including annual and periodic forecast totals for each type of forecast.

This section discusses how to:

Review forecast item values.
Review adjustment details for items.
Review forecast item fiscal year data.
Use charts to review forecast item values
Use charts to review forecast item annual data.

Pages Used to Review Forecast Items

Page Name	Object Name	Navigation	Usage
Forecast Items	DP_FCITEMINQUIRY	Demand Planning, Review Forecast Information, Forecast Items	Review forecast item values that include demand and forecast information. The grid displays 12 periods at a time.
Change History	DP_FCITEMINQDETAIL	Click a numeric field link on the Forecast Items page.	Review adjustment details for items. This includes the quantity of the change and reason for it. This option is available only for items that are adjusted and have adjustment history usage set.
Fiscal	DP_FCITEMINQUIRY2	Demand Planning, Review Forecast Information, Forecast Items, Fiscal	Review forecast item fiscal year data. The page displays the projected forecast for the current fiscal year and enables you to compare the projected total with the actual total for previous years. Information appears for statistical, prorated, and adjusted forecasts only.
Value Charts	DP_FCITEMINQCHART	Demand Planning, Review Forecast Information, Forecast Items, Value Charts	Use charts to review forecast item values. The system provides a graphic view of the demand and forecast data for the forecast item.
Year Charts	DP_FCITEMINQCHART2	Demand Planning, Review Forecast Information, Forecast Items, Year Charts	Use charts to review forecast item annual data.

Reviewing Forecast Item Values

Access the Forecast Items page.

The Forecast Items page is made up of these elements:

Basic information about the view and item.

This information is at the top of the page.
Two collapsible data areas that relate to certain aspects of the Forecast Item Inquiry.
A Period Values grid area with tabs.

To use this page:

If you want to change sets of data, change the Display Template field.

Note. You must click the Refresh button to make changes to display parameters.

The initial data for this page is determined by the display template that is assigned using the User Preferences feature. Fields of data for the template are defined using the Inquiry Display Template feature.
Use the from and to periods and years to expand the inquiry to include the entire forecast view or to limit the data.
Select the Align Periods check box to order the forecast by periods when viewing the forecast. This allows you to review periods side by side across years, giving you a quick referencing of changes across the planning horizon.
Use the Year Totals grid area to review annual totals for the field information that can be totaled. These are the fields that you define for the inquiry by using the Inquiry Display Template page.
Use the Period Values grid area and its tabs to review forecast item data that meets the inquiry parameters. The data includes data for each period and for all fields that you define for the display template.

If the display template contains larger numbers of fields, additional details are available by using tabs.
Use the Level arrows to select different forecast items at different levels in the view.

After you review the item, you can select to review a parent or a child item by using the up and down arrows.

Level	Displays the current item's level for the forecast item inquiry. Levels make it possible to summarize up and prorate down levels in the view. With each process, the system produces new values for an item. You can change the level if you click the Up and Down arrows next to the field. Click the Up arrow to go to the level, 2 if the level is currently at level 1. The system immediately updates the inquiry information with data from the new forecast item for the level that you select. Note. If an arrow is low-lighted, you are at the top or the bottom of the view structure. You can also change to the next logical sibling record without losing the time horizon or display settings by click the left or right arrows. The arrows access the previous or next forecast item at the current level of the view.
Start Period/Year	Displays the period and year defined as the period and year on the Control Data page in the Define Forecast Views feature. This is the period and year that the forecast becomes effective.
Base Unit	Displays the unit of measure (UOM) in which the system stores demand and forecast quantities for the selected forecast item. This is also the UOM that is associated with all standard prices and costs. You can change the UOM for inquiry quantities by using the Grid Unit field.
Forecast Model	Displays the statistical model that is currently used by this view. Models control how the system calculates forecasts.

Display Parameters

Use this group box to change basic settings for the item inquiry. Make selections and click the Refresh button to display a new set of data.

Period Code	Displays the time bucket format in which the system displays the forecast. The system determines the start and end date of each period by using the calendar and time period code that is defined for the forecast view.
Display Template	Select an inquiry display template. The template controls which fields of data appear in the forecast item inquiry. You define the template by using the Inquiry Display Templates feature. You can assign the default template by using the User Preference page.
Grid Unit	Select a UOM value from the drop-down list. When you refresh the display, the values for the item appear in the UOM that you select. Available UOMs are determined by a predefined list.
Grid Format	Determines which type of display you want to use for inquiries or workbenches. The Record format displays grids with the key row going up and down, whereas the Spreadsheet format displays data with the key row across the top of the page. You set up the default format for this page by using the User Preferences page.
From Period/Year and To Period/Yearand	Displays the time span for the inquiry. The default values are based on information contained in the User Preferences page

Year Totals

This grid area displays the annual totals for meaningful forecasting values. You can total demand value, but you cannot total the average price or cost for an item. The quantities are totaled for each year in the range that you define in the Display Parameters group box.

Period Values

This grid area displays values for each forecast period.

Note. If you have imported negative forecast adjustments, the system adjusts the forecast value to zero. This value displays in the Adjusted Forecast field.

Reviewing Forecast Item Fiscal Year Data

Access the Fiscal page.

Fiscal Year Begin	Displays the beginning period and the year for the fiscal year that you select to review.
Current Period	Displays the forecast start period and year as defined on the forecast view.
Year-to-Date Demand	Displays the sum of the actual demand from the fiscal year beginning up to the current period.
Forecast for Balance of Year	Displays the sum of the forecast values from the current period to the end of the year for statistical, prorated, and adjusted forecasts
Projected Total	Displays the sum of each of the statistical, prorated, and adjusted forecast for balance of year values plus the year-to-date demand.
Prior Year Actual Demand	Displays the sum of the actual demand for the year prior to the current year.
Prior Year - 1 Actual Demand	Displays the sum of the actual demand for the year prior to the current year.

Using Charts to Review Forecast Item Values

Access the Value Charts page.

Select a type of forecast in any of the Field 1, Field 2, Field 3 fields. Quantities for the forecasts that you select appear in the line graph under the fields.

The Periods to Display field defines the total number of periods that appear in the graph. Each forecast appears in a different color and overlays the previous data field so that they can be viewed for the same time period. The total number of historical and future periods on the view controls the number of periods that are available in the planning horizon. While you can enter an indefinite number, only the actual number of periods on the view appears in the graph.

Note. You can define graph preferences by using the Charts page in the User Preferences feature. Those settings are the default values for this page. You can override the setting by selecting different field values.

Use the left and right arrow buttons in the Field Selection group box to move the graph forward or backward in time. The movement is based on the number of periods that appear in the Periods to Display field. For example, if the setting is 6, then when you click a button, the graph moves the corresponding number of periods forward or backward. You can only display values to the extent of the planning horizon. Use the Refresh button to rebuild the chart.

A seasonality chart also appears on the right side of the page. Data appears in the chart if the item is a seasonal item. The Seasonality graph displays the indices for the seasonality profile that is in effect for this item.

Using Charts to Review Forecast Item Annual Data

Access the Year Charts page.

This page provides a means of reviewing an item's forecast over an extended period of time. You can review item data at any level in the forecast hierarchy by using the up and down arrows that are next to the level field. The level adjusts up and down as you click the buttons.

Use the Field 1 field to select the field that you want to display. Select the years that you want to include in the chart. The maximum number of years that are available for graphing depends on the view's forecast horizon. If the horizon goes into any portion of a year, that year is available for charting.

A seasonality chart also appears on the right side of the page. Data appears in the chart if the item is a seasonal item.

Reviewing Function Audits for Key Processes

Function audits indicate whether a function is completed successfully or not. When a process begins, it writes a record to the function audits table with the start date and time; when it is successfully complete, it writes another record to the audit with the end date and time. This provides visibility to processes that are not complete. You can review audits to determine why the process is not complete and what action to take.

The system uses a set of predefined codes to indicate the statuses of forecast processes. You cannot add to or change the codes, but you can use them to review process information in Work Queues and in the function audit inquiry.

This section discusses how to:

Filter function audit details.
Review function audit details.

Pages Used to Review Function Audits for Key Processes

Page Name	Object Name	Navigation	Usage
Review Function Audits	DP_FUNCAUDT_FILTER	Demand Planning, Review Forecast Information, Function Audits	Define criteria for function audit searches.
Function Audits History	DP_FUNCAUDITS	Click the Search option on the Review Function Audits page.	Review function audit details.

Filtering Function Audit Details

Access the Function Audits Inquiry page.

Filtering makes it possible for you to control and limit ranges of data or types of function audits that you want to review. Select a value from the Field Name field.

You can filter function audits by:

End Date Time
Function Code
Start Date Time
Status Message

If you do not make a selection, the system includes all function audit records in the inquiry.

Search	Click to initiate a search for the function audit data that matches the search criteria you define on this page. If the result of the filtering produces an empty table, a message indicates that the search did not find audit data.
Clear Filter	Click to remove filters you defined for this page. This removes all filters so that you do not have to remove them one at a time. You can enter a new set of filters after you clear the page.

Reviewing Function Audit Details

Access the Function Audits History page.

Function Code	Identifies the types of functions can be used in PeopleSoft Demand Planning. When a process is run, the system verifies that the audit for the function is in use and writes the transaction history record to record the change.
Start Date Time	Indicates when the processing run started for this process.
End Date Time	Indicates when the processing run ended for this process.
Status Message	Indicates the state for the job. The messages are system generated from within the function.
User ID	Defines the user who performed the function.

Reason Code	Displays a user adjustment reason code. These are user-defined reasons that the system uses to track changes that are made to demand history. You define the codes on the User Adjustments Reason page.
Adjustment Value	Displays the amount of the change. A minus sign indicates if the quantity is lowered. If the demand is adjusted lower by 500, the field entry is -500.
Function Code	Identifies the function that was responsible for the change. When a process is run, the system verifies that the audit for the function is in use and writes the transaction history record to record the change.