Reviewing Forecast Fulfillment

This topic provides an overview of forecast fulfillment and discusses how to review forecast fulfillment.

Page Name

Definition Name

Usage

Forecast Fulfillment Search Page

PL_FCSTFULFIL_SRCH

Specify the search criteria that you want the system to use when returning forecast fulfillment information.

Forecast Fulfillment Summary Page

PL_FCST_FULFILLMNT

Review forecast tasks that are fulfilled, delayed, or canceled for a planning period.

Net Forecast Page

PL_FCSTFULFILL_DMD

Review adjusted forecast details.

Forecast Fulfillment Summary Page

Forecast fulfillment is the process PeopleSoft Supply Planning uses to meet forecasted demand when there is not enough supply to meet all of the demand at once. During forecast fulfillment, the system divides net forecasts into smaller increments that are associated with the original planning period. For example, each forecast is associated with a planning period, and planning periods are defined as daily, weekly, or monthly. The sum of the smaller increments meets the forecasted demand. Forecast fulfillment violations represent the number of these smaller increments that have been delayed or canceled

Using the Review Forecast Fulfillment component, you can:

  • Review the results of the forecast proration, consumption, and adjustment processes.

  • Review the fulfillment size breakdown of the adjusted forecast.

  • Review the impact of the solvers on the adjusted forecast.

  • Refine the adjusted forecast and modify the manner in which solvers interact with the forecast.

The Review Forecast Fulfillment component complements the Material and Capacity workbenches. Determined by the search criteria that you define, the system displays a list of items with forecast fulfillment information.

Forecast Fulfillment Search

After you define criteria, the system displays a list of items that meet the search criteria that you entered. You can:

  • Click any link in the Item ID column to review forecast fulfillment details for an individual item.

  • Populate the selection check box for multiple items, and click the Generate Summary button to review forecast fulfillment details for a group of items.

  • Select all of the items in the list and then click the Generate Summary button to review the details for all of the items that meet the search criteria.

Forecast Fulfillment Summary

You can review forecast fulfillment summary data for items that have completed the forecast consumption phase. You can also navigate to view forecast fulfillment details, maintain adjusted forecasts, and review the supply chain details supporting the forecast.

Use the Forecast Fulfillment Search page (PL_FCSTFULFIL_SRCH) to specify the search criteria that you want the system to use when returning forecast fulfillment information.

Navigation:

Supply Planning > Solve Plan > Analysis > Forecast Fulfillment

Field or Control

Description

Fulfillment Status

Include only items that have at least one forecast matching the status selected. You can select any combination of the status check boxes.

Start Date

Include only items with forecasts that occur at least partially after the specified start date.

End Date

Include only items with forecasts that occur at least partially before the specified end date. If you specify a start date and an end date, the start date must occur before the end date.

Search

Click to retrieve all of the items that meet the specified criteria. Items that meet the criteria appear in the Item List group box.

Clear

Click to delete all of the specified search criteria.

Select All

Click to select all of the items that appear in the Item List group box.

Show Selected

If you have selected multiple items in the Item List group box, you can click this button to access the Forecast Fulfillment Summary page, where you can review the forecast fulfillment details for all of the items that meet the search criteria.

Selection (check box)

Select those items that you want to include for review on the Forecast Fulfillment Summary page.

Use the Forecast Fulfillment Summary page ( PL_FCST_FULFILLMNT ) to review forecast tasks that are fulfilled, delayed, or canceled for a planning period.

Navigation:

Supply Planning > Solve Plan > Analysis > Forecast Fulfillment > Forecast Fulfillment Summary

Field or Control

Description

Start Date/Time

Include only items with forecasts that occur at least partially after the specified start date.

End Date/Time

Include only items with forecasts that occur at least partially before the specified end date. If you specify a start date and an end date, the start date must occur before the end date.

Forecast Adjustment Action

Displays the forecast adjustment action associated with the item. The Forecast Adjustment phase is part of the Forecast Consumption process.

Forecast Summary

Select the Forecast Summary tab.

Field or Control

Description

Forecasted Quantity

Displays the PeopleSoft Publish Forecast tables forecast quantity converted to PeopleSoft Supply Planning forecast quantity, based on attributes such as planning bucket size, forecast percentages, and demand fence. This forecast data originates with Demantra Demand Management.

Net Forecast Quantity

Displays the remaining forecast quantity after the system runs the Forecast Proration and Consumption phases.

Adjusted Forecast Quantity

Displays the net forecast quantity after the system runs the Forecast Adjustment phase.

Click any link in this column to access the Net Forecast page, where you can review the adjusted forecast details.

Fulfillment Information

Select the Fulfillment Information tab.

Field or Control

Description

Filled Quantity

Displays the net forecast quantity to be supplied early or on time. The system calculates this value by summing the smaller forecast increments that are supplied on time.

Delayed Quantity

Displays the net forecast quantity to be supplied late. The system calculates this value by summing the smaller forecast increments that are delayed.

Canceled Quantity

Displays the net forecast quantity that will not be supplied. The system calculates this value by summing the smaller forecast increments that are canceled.

Consumption Information

Select the Consumption Information tab.

Field or Control

Description

Customer Orders Consumed

Displays the quantity of sales orders, quotes, and buying agreements netted against the forecasted quantity during the forecast consumption process. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Publish Forecast table periods to PeopleSoft Supply Planning periods.

Transfer Orders Consumed

Displays the quantity of transfer orders and planned transfer orders netted against the forecasted quantity. The system displays this value PeopleSoft Publish Forecast table periods to PeopleSoft Supply Planning periods.

Stock Requests Consumed

Displays the quantity of stock requests netted against the forecasted quantity. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Publish Forecast table periods to PeopleSoft Supply Planning periods.

Production Consumed

Displays the calculated production demand netted against the forecasted quantity. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Publish Forecast table periods to PeopleSoft Supply Planning periods.

Extra Demand Consumed

Displays the extra demand netted against the forecasted quantity.