Process

These processing options let you specify how you want the system to process the manual changes that are made to the applicable summary forecast.

1. Hierarchy Direction

Specify the direction in which to force the changes made to the summary forecast. The system updates the changes in the Forecast table (F3460).

Blank: Forces the changes up and down the hierarchy and automatically resets the flag on the record to indicate the change.

1: Forces the changes up the hierarchy.

2: Forces the changes down the hierarchy.

If you set this processing option to 1 or 2 and you want the system to reset the flag on the changed record, set the Revised Flag processing option to 1.

2. Revised Flag

Specify whether the system resets the revised flag for the records changed when you set the Hierarchy Direction processing option to 1 or 2.

Blank: Does not reset.

1: Resets.

3. Quantities and Amounts

Specify whether the system forces the changes made to quantities or amounts or both.

Blank: Quantities and amounts.

1: Quantity changes.

2: Amount changes.

4. Ratio Calculations

Specify whether the system calculates the parent/child ratios using the original or the adjusted forecast values. The parent/child ratio is the percentage of the amount or quantity for each child level, based on the total amount or quantity of the parent.

Blank: Original forecast values.

1: Adjusted forecast values.

5. Summary Code (Required)

Specify the summary code for which to force changes. This processing option is required and the system overrides any summary code specified in the data selection. Summary code is a user-defined code (40/KV) that identifies the summary code. You define summary codes using the Summary Constants program from the Forecasting Setup menu (G3441).

Enter the summary code to use or select it from the Select User Define Code form.

6. Fiscal Date Pattern

Specify the fiscal date pattern used to create this summary forecast. This processing option is required if you set the Hierarchy Direction processing option to force changes down and if you created the summary and detail forecasts using different fiscal date patterns. Fiscal date pattern is a user-defined code (H00/DP) that identifies the date pattern for the forecast. The system retrieves the pattern from the Date Fiscal Patterns table (F0008). Enter the fiscal date pattern to use or select it from the Select User Define Code form. If you leave this processing option blank, the system forces the changes both up and down the hierarchy.