To generate forecasts for your products while managing their life cycles, you can use
the Product Lifecycle Management page layout in your demand, demand and supply,
replenishment, or sales and operations plan.
The following is the high-level procedure for forecasting for your products while
using this page layout:
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Set up your plan.
Include the predefined Forecast Bookings Including Product Life Cycle or
Forecast Shipments Including Product Life Cycle forecasting profile in your
plan.
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Perform the collections process or use the file-based data import (FBDI)
templates for importing data.
Collect or import values for the Launch Date and Discontinuation Date measures
for your products.
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Do the following:
- If you want to generate the forecast on the basis of historical
bookings, in the table, make the bookings forecast measures visible, and
hide the shipments forecast measures.
- If your products in your plan are in a different Product dimension level
than what’s used in the tables, do the following:
- Make a copy of the page layout.
- Make copies of the page layout’s tables, and select or hide the
shipments forecast or bookings forecast measures as you
require.
- Change the Product dimension level for the copied tables.
- Ensure that the copy of the Manage Product Life Cycle by Item and
Date table is dynamically linked to the copy of the Manage Forecast
During Product Life Cycle table, and that the top table passes the
highlighted selections in the required Product dimension level to
the bottom table.
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Run the plan.
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Open the plan, and view the information in the copy of the page layout.
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If you’re generating a forecast using shipments history, enter a value in the
Adjusted Shipments Forecast or Change to Shipments Forecast Percentage measure
to view the result in the Final Shipments Forecast measure. Save your changes in
the table layout.
If you’re generating a forecast using bookings history, enter a value in the
Adjusted Bookings Forecast or Change to Bookings Forecast Percentage measure to
view the result in the Final Bookings Forecast measure. Save your changes in the
table layout.
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If you must modify the launch date for a product, enter a value in the Adjusted
Launch Date measure to view the final date in the Final Launch Date measure.
Save your changes in the table layout.
If you must modify the discontinuation date for a product, enter a value in
the Adjusted Discontinuation Date measure to view the final date in the Final
Discontinuation Date measure. Save your changes in the table layout.
Run the plan again to view the forecasts for the required periods for your
products.
If required, modify the value in the Adjusted Bookings Forecast, Change to
Bookings Forecast Percentage, Adjusted Shipments Forecast, or Change to
Shipments Forecast Percentage measure. Save your changes in the table
layout.