1. Using Demand Management
  2. Run a Demand Plan

Run a Demand Plan

Run a demand plan to generate forecasts. When you run a demand plan, you can specify the scope of the plan that you want to run. You can decide whether to refresh the plans input data before running it.

Also, you can run the plan immediately or you can run the plan in the background at a set time or on a repetitive schedule, such as daily or weekly.

After you create a plan, you must run the plan to generate the data. In the Run Plan dialog box, Parameters tab, run plan options are sequenced in the order of operations: data refresh, scope, and demand. The forecasting process runs first, and then the output is used for planning calculations. You can configure the following options for a demand plan:

  • Data Refresh Options

  • Scope Options

  • Demand Plan Run Options

Data Refresh Options

The following data refresh options are available:

  • Do not refresh with current data: Select this option to run your plan with no changes to demand, including no advancement of the plan start date. You also use this option for simulation planning.

  • Refresh with selected current data: Select this option to partially refresh your data. You can refresh transaction data and some reference data without performing a full refresh.

  • Refresh with current data: Select this option to refresh the complete plan with the latest collected data and advance the plan start date. If you're running the plan for the first time, this is the only data refresh option available and it's selected by default.

Scope Options

Select Archive plan to archive data from the plan.

Demand Plan Run Options

Use Demand Plan Run Options to generate a demand forecast. Select the forecasting profiles that you want to include as part of the plan. If you don't select a forecasting profile, then the demand forecasting process doesn't run.

Forecast Profiles: Select the forecasting profiles that you want to include as part of the plan. If you don't select a forecasting profile, then the forecasting process doesn't run.

Include details of forecast methods: Select to specify whether to provide details of the forecast methods that make up the forecast. You must select this option to view the resulting forecast decomposed by the forecasting method. Selecting this option increases the time required to run the plan.

Include details of causal factors: Select to specify whether to provide details of the causal factors that make up the forecast. You must select this option to view the resulting forecast decomposed by the causal factor group. Selecting this option increases the time required to run the plan.

Running a Demand Plan

To run a supply plan or an integrated plan, do the following:

  1. Open the Run Plan dialog box:

    1. In the Navigator, click the Demand Management work area.

    2. Click the Plans panel tab and expand the Plans list.

    3. Select the plan that you want to run, click Actions, and then select Run.

  2. In the Run Plan dialog box, Parameters, tab, expand Details to review the plan options:

    1. In the Data Refresh Options section, review the options and make appropriate selections.

      Note: If you're running the plan for the first time, you must select Refresh with Current Data. This option refreshes historical data, imports sales orders, and advances the plan start date to align with the current date.

    2. In the Scope Options section, select Archive plan to archive the plan during the plan run.

    3. In the Demand Plan Options section, select the appropriate options, including the forecasting profiles that you want to include as part of the plan run.

  3. To schedule running the plan, click the Schedule tab to set up the frequency parameters:

    1. To run the plan immediately, select As soon as possible.

    2. To run the plan in the background at a set time, select Using a schedule and then select a Frequency, such as Daily or Weekly

      .

  4. Click OK to run the plan.

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