Managing Rules

Subtopics

Note:

A new or updated rule is applied to forecast data when the daily, weekly, monthly, quarterly, or yearly script is executed.

Creating Rules

  To create a rule:

  1. In the Planning Workbench navigation panel, select Statistical Forecasts.

  2. Select Manage Rules.

  3. Click Add.

  4. Enter the following rule details:

    • Name—Rule name

    • Description—Rule description

  5. Click OK.

  6. Enter additional rule details:

    • Action—Algorithm to apply to the data items in the rule

    • Criteria—Conditions for the data items in the rule; for example, Product equals CD Player or Region equals Asia-Pacific

  7. Click OK.

Editing Rules

  To edit a rule:

  1. In the Planning Workbench navigation panel, select Statistical Forecasts.

  2. Select Manage Rules.

  3. Select the name of a rule.

  4. Edit details.

  5. Click OK.

Assigning and Applying Sequences to Rules

  To assign and apply a sequence to a rule:

  1. In the Planning Workbench navigation panel, select Statistical Forecasts.

  2. Select Manage Rules.

  3. In Applied Rules, move a rule from Available Rules to Assigned Rules.

  4. Click Up arrow Down arrow to define the sequence in which the rules will be applied.

  5. Click Save.

Note:

When a rule is assigned, it is activated. Active rules are applied in the sequence defined. If rules conflict, the active rule highest in the sequence is used.