Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Forecast Management

• JD Edwards EnterpriseOne Forecast Management Overview
• JD Edwards EnterpriseOne Forecast Management Integrations
  • JD Edwards EnterpriseOne Resource Requirements Planning
  • Master Production Schedule
  • Material Requirements Planning
  • Distribution Requirements Planning
• JD Edwards EnterpriseOne Forecast Management Implementation
  • Global Implementation Steps
  • Forecast Management Implementation Steps
• Business Interface Integration Objects

2 Understanding Forecast Management

• Description of Forecast Management
• Features of Forecast Management
• Tables Used by Forecast Management

3 Understanding Forecast Levels and Methods

• Forecast Performance Evaluation Criteria
  • Best Fit
• Forecasting Methods
  • Method 1: Percent Over Last Year
    • Example: Method 1: Percent Over Last Year
  • Method 2: Calculated Percent Over Last Year
    • Example: Method 2: Calculated Percent Over Last Year
  • Method 3: Last Year to This Year
    • Example: Method 3: Last Year to This Year
  • Method 4: Moving Average
    • Example: Method 4: Moving Average
  • Method 5: Linear Approximation
    • Example: Method 5: Linear Approximation
  • Method 6: Least Squares Regression
    • Example: Method 6: Least Squares Regression
  • Method 7: Second Degree Approximation
    • Example: Method 7: Second Degree Approximation
  • Method 8: Flexible Method
    • Example: Method 8: Flexible Method
  • Method 9: Weighted Moving Average
    • Example: Method 9: Weighted Moving Average
  • Method 10: Linear Smoothing
    • Example: Method 10: Linear Smoothing
  • Method 11: Exponential Smoothing
    • Example: Method 11: Exponential Smoothing
  • Method 12: Exponential Smoothing with Trend and Seasonality
    • Example: Method 12: Exponential Smoothing with Trend and Seasonality
• Forecast Evaluations
  • Mean Absolute Deviation
    • Method 1: Last Year to This Year
    • Method 4: Moving Average, n = 4
  • Percent of Accuracy
    • Method 1: Last Year to This Year
    • Method 4: Moving Average, n = 4
• Forecast Management and Demand Patterns
  • Six Typical Demand Patterns
  • Forecast Accuracy
  • Forecast Considerations
  • Forecasting Process

4 Setting Up Forecast Management

• Understanding Forecast Management Setup Requirements
  • Supply and Demand Inclusion Rules
  • Fiscal Date Patterns
  • 52 Period Date Pattern
  • Forecast Types
  • Large Customers
  • Company Hierarchies
  • Distribution Hierarchies
    • Example: Distribution Hierarchy
    • Example: Manufacturing Hierarchy for Company 200
  • Summary of Detail Forecasts and Summary Forecasts
    • Summary of Detail Forecasts
    • Summary Forecasts
  • Summary Forecast Setup
    • Summary Codes
    • Summary Code Constants
• Setting Up Detail Forecasts
  • Forms Used to Set Up Detail Forecasts
  • Setting Up Forecasting Supply and Demand Inclusion Rules
  • Setting Up Forecasting Fiscal Date Patterns
  • Setting Up the 52 Period Date Pattern
  • Setting Up Large Customers
  • Assigning Constants to Summary Codes
• Setting Up Planning Bills
  • Understanding Planning Bill Setup
    • Item Master Information
    • Planning Bills
  • Forms Used to Set Up Planning Bills
  • Setting Up Item Master Information
  • Setting Up Category Code Information
  • Setting Up Additional System Information
  • Entering Planning Bills

5 Working with Sales Order History

• Understanding Sales Order History
• Running the Refresh Actuals Program
  • Understanding the Refresh Actuals Program
  • Prerequisites
  • Running the Refresh Actuals Program
  • Setting Processing Options for Refresh Actuals (R3465)
    • Process
    • Dates
    • Summary
    • Interop
• Working with the Forecast Revisions Program
  • Understanding the Forecast Revisions Program
    • Example: Revising Sales Order History
  • Form Used to Revise Sales Order History
  • Setting Processing Options for Forecast Revisions (P3460)
    • Defaults
    • Interop
    • Versions
    • Production No.
  • Using Real-Time Summarization in the Forecast Revisions Program (P3460)
  • Revising Sales Order History

6 Working with Detail Forecasts

• Understanding Detail Forecasts
• Creating Detail Forecasts
  • Running the Forecast Generation Program
  • Setting Processing Options for Forecast Generation (R34650)
    • Method 1-3
    • Methods 4-6
    • Methods 7-8
    • Methods 9
    • Method 10-11
    • Method 12
    • Defaults
    • Process
    • Interop
• Creating Forecasts for a Single Item
  • Form Used to Create Forecasts for a Single Item
  • Setting Processing Options for Forecast Online Simulation (P3461)
    • Method 1-3
    • Method 4-6
    • Method 7-8
    • Method 9
    • Method 10-11
    • Method 12
    • Process 1
    • Process 2
    • Versions
  • Creating Forecasts for a Single Item
• Reviewing Detail Forecasts
  • Understanding Detail Forecast Review
  • Form Used to Review Detail Forecasts
  • Setting Processing Options for Forecast Review (P34201)
    • Defaults
    • Versions
  • Reviewing Detail Forecasts
• Revising Detail Forecasts
  • Understanding Detail Forecast Revisions
  • Form Used to Revise Detail Forecasts
  • Revising Detail Forecasts
• Revising Forecast Prices
  • Understanding Forecast Price Revisions
  • Form Used to Revise Forecast Prices
  • Revising Forecast Prices
• Generating a Forecast Price Rollup
  • Generating a Forecast Price Rollup
  • Setting Processing Options for Forecast Price Rollup (R34620)
    • Control
• Purging Forecast Records
  • Setting Processing Options for the Purge Forecast Program (R3460P)

7 Working with Summary Forecasting

• Understanding Summary Forecasts
  • Address Book Category Codes
  • Business Unit Data
  • Item Branch Category Codes
  • Summary Forecast Generation
  • Summary Sales Order History
  • Summarized Detail Forecasts
  • Summary Forecasts Using Forecast Forcing
  • Example of Forecast Forcing (R34610)
• Setting Up Summary Forecasts
  • Prerequisites
  • Forms Used to Set Up Summary Forecasts
  • Revising Address Book Category Codes
  • Reviewing Business Unit Data
  • Verifying Item Branch Category Codes
• Generating Summary Forecasts
  • Understanding Generating Summary Forecasts
    • Summary Sales Order History
    • Summary Forecasts
    • Sales Order History Revisions
    • Summary Forecast Update Program (R34600)
  • Prerequisites
  • Forms Used to Generate Summary Forecasts
  • Running the Forecast Generation for Summaries Program
  • Setting Processing Options for Forecast Generation for Summaries (R34640)
    • Method 1-3
    • Method 4-6
    • Method 7-8
    • Method 9
    • Method 10-11
    • Method 12
    • Defaults
    • Process
  • Setting Processing Options for Forecast Summary (P34200)
    • Defaults
    • Versions
  • Revising Sales Order History
  • Running the Summary Forecast Update Program
  • Setting Processing Options for Summary Forecast Update (R34600)
    • Process
  • Reviewing a Summary Forecast
  • Revising a Summary Forecast
  • Revising Summary Forecasts Using Forecast Forcing (R34610)
  • Setting Processing Options for Forecast Forcing (R34610)
    • Process

8 Working with Planning Bill Forecasts

• Understanding Planning Bill Forecasts
  • Planning Bills
  • Planning Bill Forecasts
    • Document Types for MRP/MPS Requirements Planning (R3482)
    • Example: Average Parent Item
  • Exploding the Forecast to the Item Level
    • Example: Exploding the Forecast
• Prerequisites
• Generating Planning Bill Forecasts
• Setting Processing Options for MRP/MPS Requirements Planning (R3482)
  • Horizon
  • Parameters
  • On Hand Data
  • Forecasting
  • Document Types
  • Lead Times
  • Performance
  • Mfg Mode
  • Parallel

9 Glossary

• Address
• Address Number
• Alpha Name
• Branch/Plant
• Company
• Effective Date
• End Extract Date
• Forecast Type
• Item Number
• Planner Number