Distributed Adjustment

Explanation

Use this dialog box to distribute the adjusted forecast in another way than the standard way. The standard way is that if you have 2 base flows added into a combined flow and base flow 1 part A has a forecast of 60 and base flow 2 part A has a forecast of 40, this makes the combined flow part A forecast to be 100. If you change the combined flow forecast for part A from 100 to 1000 then part A flow 1 becomes 600 and flow 2 becomes 400. This is the standard percentual way. With Distributed adjustment, you can decide that you will make the disaggregation based on another parts percentual distirbution instead of part A own distribution. So if you then select to base the disaggregation on part B instead and part B has a forecast of 20 and 80 for flow 1 and flow 2, then the change above would have given part A an forecast of 200 and 800 for flow 1 and flow 2 instead. When a part has 0 forecast and no history the split is sone evenly (50/50).

Typical usages of Disitrbuted Adjustment are

New part introductions, where you enter/guess the forecast for many base flows and then use another similar part or family for parts forecast/history to decide the disaggregation splits/percentages instead of the standard even split.
New base flows (site), now you enter the total forecast for all parts for the new flow, you can off course divide the parts into several groups/families and enter forecast for these groups separately. Then use distributed adjustment for the disaggregation splits of a similar more mature flow, instead of the standard even split.
Phantom part forecast, this is where you have a part that comes in different variants. This is best explained by an example. Take a T-Shirt, that comes in 3 sizes small, medium and large instead of having to forecast the T-Shirt in 3 different sizes, you just forecast the total forecast for all T-Shirts and then use distributed adjustment for the disaggregation into T-Shirt and sixe by using the size splits of an mature T-Shirt or the family of T-Shirts. The new T-Shirt will then have a forecast with the same size distirbution as your other T-Shirts have sold.

The Dialog is divided into several tabs.

Distribution # -This tab sets the rules for how to do a distribution/split, after the distribution is set push the Calc. Dist. button to see the resulting percentages.
Calculation # - This tab shows a table with the resulting percentages of the split defined in distribution. If wanted you can alter the percentages. If you alter the percentages so that the total/sum is different from 100, you can push the Normalize button to make the totals become 100 again. If you go ahead and push the Generate Result button with an un-normalized calculation table, a warning message is presented. If you want to proceed with un-normailzed table the results generated will result in an altered total forecast different than the one you started the distirbution with.
Result, this tab shows a table where you can see the resulting forecasts on the base flow parts, you can also edit this result table if you want. Pushing Apply will save the forecasts in the result table to the base flow parts.

Target

Here you select what should be the target for the distribution, essentially what to copy from the aggregated level to the base flow levels.There are two options here,

Forecast - This copies the adjusted forecast from the selected aggregated level to the base flows. When selected, you have the option to select the range to copy (From and To Periods)
Lifecycle - This copies the Start Level and saturation level from the selected aggregated level to the base flows.

Distribution # Tab

Based On

Here, you select which part of the base flow parts defined in the source conditions you want to base your percentage/split on. When selecting history you can decide how many periods of the historical data that you want to use, starting from the latest period.

Distribute By

This is what you want to divide or split by, if you are doing a fair share distribution/split then you are standing on a combined flow part and want to split down to the base flow parts, distribute by should then be flow. If you have selected to base it on the Forecast, you can also distribute by flow and periods (Field 1 and Field 2) since the forecast does have unique values per period that can form unique percentages per period as well. This section will have different number of fields depending on the level you are standing on. If you are standing on combined flow part level then there are 2 fields, if you are standing on a family level there can be more fields, the macimum is 4 fields.

Field 1: What dimension to distribute on, the number and the fields available here depends on the level you are standing on in the Demand Forecast/Main screen. Values are <empty>, flow, periods, Part No, <The selected group fields of the Demand Plan Server>.

Field 2: What dimension to distribute on, the number and the fields available here depends on the level you are standing on in the Demand Forecast/Main screen. Values are <empty>, flow, periods, Part No, <The selected group fields of the Demand Plan Server>.

Field 3: What dimension to distribute on, the number and the fields available here depends on the level you are standing on in the Demand Forecast/Main screen. Values are <empty>, flow, periods, Part No, <The selected group fields of the Demand Plan Server>.

Field 4: What dimension to distribute on, the number and the fields available here depends on the level you are standing on in the Demand Forecast/Main screen. Values are <empty>, flow, periods, Part No, <The selected group fields of the Demand Plan Server>.

Source Conditions

This section is the filter to determine which base flow parts that should be included when computing the percentages/splits that the disaggregation will be based upon.

Calculation

This tab shows a table with the percentages of each member of the distribute by field(s) selected in the Distribute by in the Distribution tab. You are free to change the percentages if wanted. If altered so that the totals no longer adds up to 100%, you can normalize the numbers by clicking the Normalize button. Generating the result on an unnormlized calculation will result in a change of the staring forecast, if >100 the forecast will increase in value if <100 then the forecast will decrease in value.

Cells with '-' means that this combination does not exist in the target selection. Eg. the new T-Shirt does not exist in size XXL, then the cells for the new T-Shirt in size XXL will be marked with -.

Red numbers means that this combination does not exist in the source selection. Eg. the new T-Shirt comes in sizes XS, S, M and L, but the T-Shirt model selected to be the source for the distribution only comes in sizes S,M and L, then the Cells for the new T-Shirt in size XS will get red numbers.

Result

This tab shows a table where you can see the resulting forecast numbers on the base flow parts, you can also edit this result table if you want. Pushing Apply will save the forecasts in the result table to the base flow parts.

Cells with Red background means that these periods are not authorized (outside the set phase in / phase out periods)

Prerequisites

Forecast parts should be published, with full access, access level.
The Demand Plan Server needs to be running.
You need to select a combined flow part or a group of parts in the Demand Forecast Client

System Effects

The aggregated forecast or lifecycle model parameters will be disaggregated down to the base flow parts.