This chapter provides an overview of forecast publishing and published components, lists common elements, and discusses how to:
Create specifications for publishing forecasts.
Publish forecasts to internal and external systems.
Review published forecasts.
Use the Publish Forecast process (DP_PUB_FCST) to send approved and ready-to-use forecast data to other PeopleSoft internal applications and to external systems. With PeopleSoft Demand Planning, you can provide in-depth forecast data that is flexible enough to meet a variety of business requirements.
You can publish forecasts for a forecast item at one level of a specified forecast view. An item represents a combination of user-defined attributes, such as item, customer, or order at which the forecast detail is to be aggregated.
Forecast data that the system publishes to external systems can provide any data available from the forecasting system. You can use this data with products such as Microsoft Excel or external applications such as legacy software programs running in conjunction with PeopleTools. With more than 200 unique fields of data, including numerous user-data fields, you can publish, analyze, and adjust the data to meet most supply and replenishment requirements.
To publish forecasts, the system uses specifications that define what data to publish and where to publish it. These specifications determine the forecast view and selection criteria from the view that you want to associate with each specification. This includes parameters such as the level to publish, periods, which fields of data to publish, and where to send the data.
You can publish forecasts to:
PeopleSoft Supply Chain Management (PeopleSoft SCM) records.
Flat files that are sent to external systems.
Published forecasts provide:
All data series that are associated with a forecast item, including:
Statistical.
Adjusted.
Prorated.
Evaluated.
User-adjusted forecast data.
User period data.
MAPE (mean absolute percentage error) data.
Price, cost, and demand data.
All forecast item attributes that are appropriate to the key.
An extended set of attributes, including statistical parameters that are used to create a forecast.
User-defined field contents for each forecast item, which may be optionally published to a separate companion record to the base forecast item record.
A definition of the forecast item key.
A daily weight calendar for each forecast item.
Forecast View |
A multilevel forecast structure that the system publishes. When you run publish, the system uses the forecast view specifications to determine what data to publish. Each time you publish data from the view, you control which time periods of the view the system publishes and the time bucket for publishing. All types of view information, from the data code and user-defined fields to the levels and forecast results, are available for publishing in the Publish Forecast process. |
Level |
A number that defines the level in the forecast view for which you want to publish data. In publishing, you select a level in the forecast view that supports the level of aggregation needed for the business requirement that uses the data. The forecast that you publish only extracts information for items at this level. |
Publish Name |
A label that other applications use to identify the publish activity. The name is a logical name that you can use to publish a forecast again and again. When you publish the forecast, you can select which name you want to associate with the published data. The system uses this field, along with a forecast publish date, to create a unique publish instance that other applications use to retrieve the published data. |
Publish Specification |
A template that contains a set of parameters for publishing forecasts to internal or external systems. You can reuse the template to consistently publish the same information on a timely basis. |
This section provides an overview of publish specifications and discusses how to:
Define forecast publish specifications.
Define data fields to publish.
Select records to publish.
Define external publish options.
A specification is a template that contains a set of processing parameters that you use and reuse to publish forecasts each period after the forecast is approved. The specification parameters determine the data to be published, the type of publish activity, and the how to publish the data.
When you publish the forecast, the system uses the specification parameters to send forecast recommendations to PeopleSoft Inventory, Inventory Policy Planning, Supply Planning, and external systems.
You define specifications for selected forecast views. The specification determines which data is to be published, its format, output type, and the record selection. You can change the details of a publish specification at any time and reuse it on a regular basis to publish forecast data.
To create specifications and publish forecast data:
Use the Define Publish Specification page to define a specification for the forecast view.
This is the forecast view from which you want to extract data for publishing. You can also use this page to:
Define the level, periods to publish, and UOMs to publish.
Define publish targets.
If you select Internal, field names are required for publishing, and you must indicate what forecast quantity to use and whether the forecast is an item or product forecast.
Note. You can only select one internal option (item or product) to publish at one time. This prevents doubling of the forecast.
Define external targets, which include the format of the output and file destination.
If you select external targets, you must define information on the External Options page.
Use the Fields to Publish page to limit which fields of data you include in the published forecast.
Use the Record Selection page to apply filters to create data subsets that limit the range of information for the published output.
Page Name |
Object Name |
Navigation |
Usage |
DP_PUB_SPEC |
Demand Planning, Commit Forecast, Define Publish Specification |
Define specifications for use in publishing forecasts. |
|
DP_PUB_FIELDS |
Demand Planning, Commit Forecast, Define Publish Specification, Fields to Publish |
Define which fields of data from the forecast to publish. |
|
DP_PUB_FILTER |
Demand Planning, Commit Forecast, Define Publish Specification, Record Selection |
Define selection criteria for selecting which forecast items will be published. |
|
DP_PUB_EXT |
Demand Planning, Commit Forecast, Define Publish Specification, External Options |
Define external options, such as output formats and modes, for publishing forecasts to external applications. |
Access the Define Publish Specification page.
Time Period Code |
Determines the time-bucket format in which the system publishes the forecast. While the from and to periods to publish define the range of time for publishing, the output period determines how data within the range is bucketed. For example, you might have a range of time that covers 60 days and elect to have that data published in weekly or monthly formats. The system uses daily weights associated with the weight profile on the forecast item or view to convert the forecast data to the bucket in which you want to publish. You can change the time period code each time that you publish the forecast. Time period codes determine the time bucket values for publishing internal and external forecast specifications. The system uses codes that are defined for the calendar in use with the forecast view. The system processes the forecast between the from and to periods, and then produces results for each bucket of time. The system requires a time period code for specifications. Select the time period code to publish the forecast items. If this code is different than the time period code on the view, the system converts the numeric quantity fields that have been selected for publishing to the new time period code. An example of publishing to a different time period code is taking a monthly or weekly forecast and using calendar weights to convert them to daily or quarterly quantities. To derive the weekly forecast from the monthly forecast, the system:
|
Publish Daily Weights |
Select to have the system automatically publish the daily weights associated with the calendar for the forecast view you are publishing. Other applications use these weights to convert the published forecast into daily time periods for aggregation or reporting purposes. The default value is to omit daily weights. You can publish daily weights regardless of what time period code you select for publishing. Note. To publish to PeopleSoft Supply Planning and PeopleSoft Inventory Policy Planning applications, you must select to publish daily weights or use the DAILY time period code. |
Publish Offset Period From |
Determines the starting period to including in the publishing. The system adds the offset to the forecast start period to determine the starting period for publishing. You can define publishing periods either using the offset method or by indicating the year and period number. Use offsets to avoid changing period and year values as the forecast moves forward in time. An offset is always assumed to be n periods from the forecast start period. Using the Publish Offset Period From and Publish Offset Period To fields, enter the number of periods from the current period that you want to include in the processing. Enter values in both fields to define the range. If you use a single period, enter it in both fields. Zero is not a valid offset. The system assumes that 1 is the first forecast period, with -1 being the last historical period. |
Publish Offset Period To |
Use this field with the Publish Offset Period From field to define a range of periods to include in the publishing. |
Publish Period/Year From |
Determines the first period in the planning horizon, for which you want forecast data published to other PeopleSoft applications or external systems. Use the field in conjunction with the Publish Period/Year To field to define the complete range of periods from the view for publishing data. This is a required field. If you are creating a specification, you must enter a period that is valid for the forecast view. You determined valid periods by the forecast start period and year on the view and the number of historical and future periods. The system validates the formats to prevent mixed formats or formats that are not valid. The system converts only calendar information and units of measure (UOMs) that are within the defined periods. You create periods by using the Periods page. To access the page, select Define Calendar, Structure, Period. During the creation of the view, you define which PeopleSoft Demand Planning calendar and period to use with the view. You also define peripheral information that is associated with periods by using the Control Data page when defining forecast views. |
Publish Period/Year To |
Determines the last period in the planning horizon for which the system publishes item forecast data to other PeopleSoft applications or external systems. Use the field in conjunction with the Publish Period/Year From field to define a complete range of time for publishing data. Characteristics of this field are the same as those for the Publish Period/Year From field. This field is required. |
UOM Conversion Method (unit of measure conversion method) |
Select a UOM to publish quantities. The default value for the field is Base UOM. The system retrieves conversion factors for all UOM conversions based on the hierarchy of conversions. The system first searches for an item-specific conversion. If one is not found, it searches for a generic UOM conversion. Note. If the system cannot find a conversion factor from the base UOM to the publish UOM, it does not publish the forecast item. Instead, it creates a message for the log file. The system uses these rules when publishing UOMs to internal systems:
Conversions available for publishing forecast quantities include:
Note. When the publish UOM value is Cost, Price or Margin, the system does not write the conversion factor in the DP_PUB_FCITEMS record. This is because the conversion factor is the
price, cost, or margin.
|
Publish Alternate UOM (publish alternate unit of measure) |
Select a unit of measure that you want to use as the publish UOM instead of the forecast item base UOM. When you select the Alternate (Using Conversion) option in the Publish UOM field, you must select a value in this field. Also, you must either set up alternate UOMs and conversion factors for each forecast item where adjustments are to be made in units of measure other than the base UOM, or define generic UOM conversions. Values include all UOMs for which a specifically defined conversion exists between the unit of measure and the base unit. You use the Unit of Measure Conversions page to create conversions. To access the page, select Define Forecast Elements, Units of Measure, UOM Conversions. |
Publish UOM Group (publish unit of measure group) |
Select a UOM group to use as the publish UOM. These groups correlate different units of measure so that the system produces a single standard UOM output for a specified UOM group. You can add, delete, or change group descriptions at any time. |
Publish Targets
Use the Publish Targets group box to indicate where you want to publish the forecast.
Internal |
Select to publish forecast data for internal system use. This data then becomes available for use by other applications. When you publish forecasts, the system writes records for the fields that you define on the Fields to Publish page, based on the selection criteria that you define on the Record Selection page. The system publishes the accumulated forecast quantity by either item or product key fields when you select this option. When you select this check box, you must complete selections in the Internal Options group box. |
External |
Select to publish forecasts to external systems, such as a legacy system, or for use with a Microsoft Excel spreadsheet. When you select the Externaloption, you must also define a file output name by using the External Options page. That page becomes active when you select the External option. |
Internal Options
Use the Internal Options group box to define which forecast you want to publish to PeopleSoft SCM when using this specification.
Item/Product Forecast |
Select which forecast type you want to publish. You use this field when you select the Internal check box. Values include:
|
Forecast Field |
Select which forecast quantity values that you want to publish to PeopleSoft SCM using this specification. You can select from system-supplied or user-defined forecasts. Forecast fields include:
|
Access the Fields to Publish page.
Select the fields that you want to include in this publish activity to internal or external targets. To select fields quickly without selecting them individually, PeopleSoft provides check boxes to bring groups of fields to the Selected Fields grid.
To select the group of fields associated with master data, for example, select the Master check box and click the Refresh Grid button.
If you select multiple check boxes, all selected groups are added to the grid when you click Refresh Grid.
Note. The system sorts the fields alphabetically each time the page is refreshed. If you have specific field sort orders, do not click the Refresh Grid button. This sorts the fields again. To maintain a sorted list, order the fields by using the Sequence field.
Master |
Select to make all master fields from the DP_FCITEMS record available for publishing. |
Period Data |
Select to make all time-phased data fields from the DP_FCITEMDATA record available for publishing. This includes system and user-defined period data. |
User Data |
Select to make all user data fields from the DP_FCITEMS record available for publishing. |
Statistics |
Select to make all statistical fields from the DP_FCITEMS record available for publishing. |
Refresh Grid |
Click to populate the Field Name column with fields from the sources that you select in the Selection Fields group box. |
Sequence |
Enter a number that determines the order of the data fields when you publish the forecast. |
Field Name |
Select fields that you want to include in the specification. You can insert rows into the selected fields grid using the + and − keys. |
Access the Record Selection page.
See Also
Access the External Options page.
When you publish a forecast to an external application, the system writes the data to a file. Use this page to define the external address for the forecast publish file along with its formatting criteria.
File Date Format |
Select a format in which the system writes dates to the published file. This is a required field. Values include:
|
File Date Delimiter |
Select a character to use to distinguish between a date's day, month, and year. The character determines how the system processes and divides dates in published files. For example, you can use a hyphen as a date delimiter, 12-20-2003. The default value for a delimiter is a back slash. This is a required field. |
File Output Format |
Select a file format from the list of predefined formats. You can also create file formats for publishing forecast external specifications by using PeopleTools Application Designer File Layout Objects. This is a required field. See Enterprise PeopleTools 8.48 PeopleBook: PeopleTools Application Designer Values include:
|
File Output Mode |
Select Create a New File to create a new file. Select Append File to add records in this publish specification to an existing file. |
Column Labels in First Row |
Select to set the first record as column headings in the output file. The system uses either the field name or its caption as the label for the column. You determine the label by using the Headings Type field. |
Headings Type |
Determines how a field of information is labeled when it is published to an external file. For example, the title for a column heading in a Microsoft Excel file might use the PeopleTools field name or the caption that is assigned to the name. Captions are the descriptions that are associated with a field. Values include:
|
File Output Name |
Enter the name of the output file. Use this name to recall the file in the external system. |
This section discusses how to:
Run the Publish Forecast process.
Update forecasts.
Page Name |
Object Name |
Navigation |
Usage |
DP_PUBFCST_RUN |
Demand Planning, Commit Forecast, Publish Forecast |
Run the Publish Forecast process and write the approved forecast to the target publish locations defined on the specification. |
|
DP_RDOUPD_RUN |
Demand Planning, Commit Forecast, Forecast Data Update |
Update forecast data in PeopleSoft SCM. |
Access the Publish Forecast page.
Edit Publish Specification |
Click to access the Define Publish Specification page, where you can make changes to the specification that you select to run this process. This link is not available until you select a specification by using the Publish Specification field. |
Description |
Enter a description that indicates the use of this publish activity. |
Forecast Publish Date |
Enter the date that you want to use for this publish activity. This field is required. This field along with the publish name, provide a unique key to access a specific, approved forecast at any time in the future. For example, you might define a publish activity as: MARKETING. (Publish Name) Approved marketing forecast for December. (Description) 12/1/03. (Forecast Publish Date) |
After you run the Publish Forecast process, go to the external system or to other PeopleSoft SCM applications to review forecasted information and make inventory, purchasing, production, and sales decisions.
Access the Update Forecast page.
The final step in making forecast data available to PeopleSoft SCM is to run the PeopleSoft Application Engine DP_IPRDOUPD process. This process loads forecast data into the PeopleSoft Financial, Distribution, and Manufacturing system.
Forecast Set |
Enter the name of the forecast set for which you want to apply published forecast data. PeopleSoft Demand Planning uses forecast sets to identify the item and product forecast information that is uploaded into PeopleSoft SCM records. |
Item/Product Forecasts |
Select the type of forecast to publish. Values include:
|
Forecast Update Method |
Select how you want the system to process the records as they are loaded into the forecast set. Values include:
|
After publishing forecasts, you can view forecast data the system published.
This section lists common elements and discusses how to:
View published item details.
View published forecast period data.
View published user data fields.
View published planning fields.
Return to Filter |
Select to access the Review Published Forecast filter page, where you can change the selection criteria that you use to create the inquiry. |
Return to Details |
Select to access the Published Item Details page where you can select another item to view. |
Planning Fields |
Select to view the Published Item Details page that displays planning analysis information associated with the forecast item. |
User Data Fields |
Select to view the Published Item Details page that displays information about user-defined fields. |
Page Name |
Object Name |
Navigation |
Usage |
DP_FCPUB_FILTER |
Demand Planning, Commit Forecast, Review Published Forecast |
Select fields to include in the Published Forecast Inquiry. |
|
DP_FCPUB_TABLE |
Demand Planning, Commit Forecast, Review Published Forecast Enter the selection criteria and then click the Search button. |
View published forecast details. |
|
DP_FCPUB_DETAIL |
Demand Planning, Commit Forecast, Review Published Forecast Click one of the Forecast Items. |
View published forecast details by period. |
|
DP_FCPUB_TABLE2 |
Demand Planning, Commit Forecast, Review Published Forecasts Click the User Data Fields link on the Published Item Details page. |
View published user data fields. |
|
DP_FCPUB_TABLE3 |
Demand Planning, Commit Forecast, Review Published Forecasts Click the Planning Fields link on the Published Item Details page. |
View published planning fields. |
Access the Published Item Details page.
This page provides basic details about the published forecast data. Using a variety of tabs and links, you can review different types of forecast data. To view item details, click the link for the item in the Forecast Item field to access the Published Period Data page for that item, where you can review demand and forecast data for all data series that were published.
Utilization Tab
Select the Utilization tab.
Displays utilization data, which includes the group and type. Published values also appear for weight and life profiles, seasonality information, the control group, and forecast model.
Period Information Tab
Select the Period Information tab.
Displays data that relates to periods and years. This includes historical and demand periods. Also, the inquiry displays reset periods, forecast effective periods, and current model periods.
Units Tab
Select the Units tab.
Displays UOM-related information, including base and publish units, conversion factors, and volume and weight published values.
Access the Published Period Data page.
This page displays values for published data series. This includes period-by-period values for actual and adjusted demand. Select the Return to Forecast Item Review link to access the Published Item Details page, where you can review information for another published item.
Forecast Data Tab
Select the Forecast Data tab.
Displays the published adjusted, prorated, summary, and statistical forecast. This tab also displays the forecast adjustment and process action code.
Evaluated Tab
Select the Evaluated tab.
Displays evaluated adjusted, prorated, and statistical forecasts. This tab also displays period price and cost information.
MAPE Values Tab
Select the MAPE Values tab.
Displays published values for mean absolute percentage error (MAPE) evaluated and statistical forecasts.
User Forecast Tab
Select the User Forecast tab.
Displays published values for user-defined adjusted forecasts.
User Data Tab
Select the User Data tab.
Displays published values for user data forecasts.
Access the Published User Data page.
This page displays published values for user-defined fields. Values include the item code and location. Click a value in the Forecast Item field to access the Published Forecast page, where you can view period-by-period details. Click a tab to view additional user-data fields.
Access the Published Planning Fields page.
This page displays values for data that the system published to PeopleSoft SCM applications. Values include the source and region code and category identification. Click a value in the Forecast Item field to access the Published Forecast page, where you can view period-by-period details.
Business Units Tab
Select the Business Units tab.
Displays the PeopleSoft Order Management, Inventory, and w.Billing business units to which the system publishes forecast data. This page also displays other business unit information including the territory, region, division, invoice, currency, and classification.
Item Tab
Select the Item tab.
Displays the item type, group, family, and color, along with user-defined fields.
Item 2
Select the Item 2 tab.
Displays forecast item data that is published in user-defined fields.
Product Tab
Select the Product tab.
Displays the product brand and category, along with user-defined fields for products.
Product 2 Tab
Select the Product 2 tab.
Displays forecast product data that is published in user-defined fields.
Customer Tab
Select the Customer tab.
Displays corporate, ship to, and ship from customers, along with the customer channel and group. This page also displays user-defined fields for customers.
Customer 2 Tab
Select the Customer 2 tab.
Displays forecast customer data that is published in user-defined fields.