Redwood: Manage Order Forecasts and Commits Using a New User Experience

Welcome to the demo of the 24D Update Feature, Redwood Manage Order Forecast Commits Using a New User Experience and SCM Supply Collaboration.

This feature allows you to use the Redwood User Experience to manage order forecast commits. Using the order forecast commits task, you can gain visibility into aggregated order forecast and commits for all collaboration plans with the previously supported features. For example, the ability to download all records or download search results and a CSV file in your preferred layout, upload your order forecast commits files and viewing OTBI reports.

With this release, we have enhanced the editing experience by allowing you to edit multiple order forecasts in a grid view where you can edit individual or multiple current order forecasts or current commit sales, as well as individual or multiple current forecasts or current commit rows. Knowing now that you can view and edit multiple order forecasts in a grid, we have also added a supply chain collaboration setting which allows you to configure the viewable measures for your business needs. And all this feature will reduce time and effort for your suppliers to analyze and commit against order forecasts.

Let's move on to the demo where we're going to focus specifically on the multiple order forecast editing enhancements. As you can see, I have already logged in to Supply Collaboration and filtered my search results on Organization M1 and Collaboration Plan SCC-Production-02, where I'm going to edit multiple order forecasts by selecting three order forecasts and clicking on the edit button in the tables toolbar.

This opens a grid view exposing all three of the previously selected order forecasts. Notice that only four measures are exposed in the grid view. This is because I limited the displayed measures using the new supply chain collaboration settings parameter called display measures while editing order forecasts to only show these four to save vertical space.

Within this grid view, you have multiple options to edit current commit or current forecast quantities. You can simply click into an individual cell and enter your new quantity. Or you can select multiple cells, and click the edit icon in the grid's toolbar to expose a panel where you select your commit action. And click the update button to confirm your changes.

You can also edit single or multiple rows of the same measure. For example, you can highlight multiple current commit rows and click the edit icon in the grid's toolbar, which once again opens a panel allowing you to select the appropriate edit action. And submit your changes by clicking on the Update button, which brings you back to the grid view, displaying your updated quantities.

Once you're happy with all of your commit updates, you can submit your current commit quantities by clicking on the page-level Commit button. To navigate back to the order forecast in Commits page, you simply click on Order Forecast Commits in the in-app navigation bar at the bottom of the page. Now the Order Forecast Commits page is showing your updated aggregated quantities that you just committed.

Before we finish up the demonstration, I also wanted to highlight a few other features that we brought forward into Redwood. First is the ability to mass edit and commit forecasts using the Edit and Commit Forecast action button in the tables toolbar. When you select at least one order forecast, you can then click Edit and Commit Forecasts action button, which opens the Edit and Commit Forecast panel, where you can set all of the underlying current commit buckets to the current forecast or previous commit for their respective order forecasts.

You can also still mass-edit and publish forecasts using the Edit and Publish Forecast action button in the tables toolbar. When you select at least one order forecast, you can then click Edit and Publish Forecast action button, which opens the Edit and Publish Forecast panel, where you can set all the underlying current forecast buckets to the previous forecast for the respective order forecasts or increase or decrease the forecast by a given percentage.

As in previous versions, you can also download your search results or all records for which you have access. Clicking either menu option will open the download file panel where you can select all the appropriate parameters for your download file. You can also still upload a file from the More Actions toolbar icon, where you can click the Upload action to open the Upload File panel, allowing you to drag and drop your upload file, select a different file name if you prefer, and choose your process action upon upload.

Once you've selected an order forecast, you will find enabled links to the OTBI Waterfall and Supplier Performance reports under the More Actions toolbar icon. Lastly, we have added a table filter to control the display of order forecasts in the current planning cycle, previous planning cycle, or both cycles. This concludes this demonstration. Thanks for listening and have a great day.