Summary Code Constants

For each summary code, use summary constants to define each level of the hierarchy. You can use category codes from the Address Book program (P01012) and Item Master table (F4101) to define up to 14 levels in the hierarchy. You can define these levels as follows:

  • Define the top level as the Global Summary to summarize forecasts for several companies into a single corporate view.

  • Define the second level as the Company Summary to summarize forecasts for all of the facilities in a single company.

  • Define up to 11 middle levels, which include the category codes and the customer level.

  • Use as many as 20 address book category codes and 20 item branch category codes to assign other levels in the hierarchy.

  • Use the Customer Level field as another category code. You can specify each of the large customers as a level of the hierarchy.

    This action enables you to create specific forecasts for each large customer.

  • The lowest level that you can define is the item level.

  • Define an Item Summary level that provides forecasts for the individual item level.

    All detail forecast records for an item can be summarized at this level.

Detail records for a branch/plant item are automatically placed after all levels of the hierarchy. The system does not include these detail records as one of the 14 levels of the hierarchy.