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Demand and Supply Plan Detail List View Overview

This article provides an overview of the layout of the Demand Planning and Supply planning list views.

There are three critical demand and supply planning elements that require definition:

  • Level: The level is the hierarchical level of the demand plan as described here.
  • Node: Is a single item or category within the level. For example, a specific customer is a node within the customer level.
  • Context: Is the a specific node within the drill down of levels. For example, it could be a item within a product group sold to a specific customer and would look like this - Company >> Customer >> Product Group >> Item

General View and Process Buttons

  1. Demand and Supply Plan Toolbar as described here.
  2. Drop down to select a different hierarchical level to view.
  3. Currency Button: Change list view from units to currency.
  4. Excel: Report selection download. Each level includes the Rolling 12 Month Context Demand Plan for the level or the UI Detail view to download as an excel. The Rolling 12 Month Context Demand Plan is the demand plan detail for the specific level within their hierarchical context. The UI Detail is the excel version of the table. The item level has additional reports used to facilitate demand planning and analysis.
  5. Run Demand Plan: Click to commence the demand plan process as described here.
  6. Run Supply Plan: Click to commence the supply plan process.
  7. Copy Budget: Click to set the current demand plan as the fiscal year budget.
  8. Detail: Click to view the detail list for the specific node. Each line up until the lowest level item level has a Detail view which is a table that lists all the measures as shown in image below.
  9. View: Click to view the graph and demand plan and supply plan table for the specific node.

Not Shown - Run Holdback: This is available only to DemandCaster personnel to run a holdback analysis to fill the past fiscal year periods with demand plan forecast values. This is helpful when starting to use DemandCaster after the start of your fiscal year.

Demand Plan Upper Level - Detail View

  1. Code / Node: If the level is the item or customer level, then the code is included. If it is a user defined level, then Node Name is used.
  2. Name: This is the name of the node. If the level is the item or customer level, then the name is included. If it is a user defined level, then Name is not included.
  3. Parent Name: A value is provided if the Node is linked to a value at the level above. This is what sets the hierarchy.
  4. Last Month Demand Plan: The nodes demand plan during the prior month.
  5. Last Month Shipments: The nodes actual shipments during the prior month.
  6. Error: The error between last month plan and shipments. The formula is ABS(Actual-Forecast)/Actual.
  7. YTD Demand Plan: The total cumulative demand plan since the beginning of the current fiscal year including month to date demand plan.
  8. YTD Shipments: The total cumulative shipments since the beginning of the current fiscal year including month to date shipments.
  9. YTD Error: The total error since the beginning of the current fiscal year using the Error formula.
  10. Level YTD MAPE: MAPE is the acronym Mean Absolute Percent Error. Calculated by taking the average absolute percent error of each month's or week's (if weekly buckets are used) demand plan value against actual during a set number of periods as defined by the setting MAPE Calculation Window established in the S&OP System Settings.
  11. Detail MAPE: Calculated by taking the average absolute percent error of each node below the level.
  12. Detail WMAPE: Weighted Mean Absolute Percent Error. Calculated by taking absolute error of each node below the level and multiplying by the total sales for the month for each node. The values for each node are then summed and then divided by the total Shipments value. The measure provides an indication of the degree of error within the level.
  13. VAF: Value Added Forecast is the Mean Absolute Percent Error of the statistical forecast. Calculated by taking the average absolute error of each month's statistical forecast value against actual during the current fiscal year. The goal is to have your Demand Plan MAPE value be less than the statistical forecast MAPE value.
  14. Bias: Is the measure to determine if the demand plan is consistently over or under the actual value. If the value is Over it means the demand plan is consistently greater than actual. If under, it is consistently less than actual. If None then the demand plan is following the plan on average. The time frame used to calculate BIAS is the same as the time frame used to calculate MAPE.
  15. Balance Fiscal Year Demand Plan: The quantity or value shipment plan for the balance of the year.
  16. Past Due: The quantity of value of open orders / backlog that are past due.
  17. Total Projected Demand: The sum of YTD Shipment plus Balance Fiscal Year Demand Plan. YTD Actual ( actual demand from the start of the fiscal year until start of the current month or week (depending on bucket size basis plus Balance Fiscal Year Demand Plan.
  18. Total Fiscal Year Demand Plan:  This the entire fiscal year demand plan without actuals or orders. It is the same value as the demand plan row in current fiscal year view.
  19. Stability Index: The value comparing the average 3 month forecast to average 3 month demand.
  20. Search: Search for an value within the list

Demand and Supply Plan Item Level - List View

  1. Code: The item code.
  2. Name: This is the name of the item.
  3. Location: The warehouse/manufacturing location where the item is located if DRP is enabled.
  4. Supplier: The supplier of the item within the location (if applicable)
  5. Product Category: A value is provided if the Node is linked to a value at the level above. This is what sets the hierarchy.
  6. BI: A, B, or C classification Business Importance by location if DRP is enabled. It is by item if DRP is not enabled.
  7. Demand Type: I, D, or I & D. I represents independent demand which is demand generated by customers via sales orders and/or forecast. D represents dependent demand which means demand generated by demand that is a pass through from another location via DRP or finished goods via MRP.
  8. Last Month Demand Plan: The nodes demand plan during the prior month.
  9. Last Month Shipments: The nodes actual shipments during the prior month.
  10. Error: The error between last month plan and shipments. The formula is ABS(Actual-Forecast)/Actual.
  11. Past Due: The quantity of value of open orders / backlog that are past due.
  12. YTD Demand Plan: The total cumulative demand plan since the beginning of the current fiscal year including month to date demand plan.
  13. YTD Shipments: The total cumulative shipments since the beginning of the current fiscal year including month to date shipments.
  14. YTD Error: The total error since the beginning of the current fiscal year using the Error formula.
  15. Progress to Plan: The measure of how actual has performed against the fiscal year plan or when a ending plan target is set. If the value is greater than 100% it means actual is exceeding the plan.
  16. Should Be At: The measure of where actual should be against plan at the current point in time. The time frame is based on the current fiscal year period or target.
  17. Level YTD MAPE: Calculated by taking the average absolute percent error of each month's demand plan value against actual during the current fiscal year.
  18. VAF: Value Added Forecast is the Mean Absolute Percent Error of the statistical forecast. Calculated by taking the average absolute error of each month's statistical forecast value against actual during the current fiscal year. The goal is to have your Demand Plan MAPE value be less than the statistical forecast MAPE value.
  19. Interim Demand Plan / Orders Balance: Similar to the Balance Fiscal Year Demand Plan but takes the greater of order or forecast per period. The value is generated as part of the supply plan process.
  20. Current Inventory: Current inventory level of a specific item at a specific location (if DRP is enabled).
  21. Current Turns: Current turns of a specific item at a specific location (if DRP is enabled).
  22. Planned interim target inv.: The target inventory level at a specific point in time (if selected) or at the end of the 12 month rolling period. This is a calculated value that takes into consideration the items safety stock level and demand plan at the time of the target.
  23. Interim target open and plan supply: The planned supply and open supply between the current period and target period (if selected) or at the end of the 12 month rolling period.
  24. Overrun inventory vs. target: The level of excess inventory or shortage inventory relative to the target inventory level taking into account current inventory levels and open and planning supply.
  25. Total Fiscal Year Demand Plan: This the entire fiscal year demand plan without actuals or orders. It is the same value as the demand plan row in current fiscal year view.
  26. Total Projected Demand: YTD Actual ( actual demand from the start of the fiscal year until start of the current month ) + Balance Fiscal Year Demand Plan.

Common Statistics and their Calculation Periods

The statistics are aligned with the monthly grouping type (periods per fiscal year) and SOP buckets type. The MAPE, WMAPE and VAF calculations are bucketed weekly if the SOP bucket is weekly.

Here's list with the common statistics and their calculations period:

Statistic Calculation Basis
Last Month Demand Plan Monthly
Last Month Shipments
Monthly
Error Monthly
Current Month Demand Plan Monthly
MTD Shipments Current month start till date of regenerating
Open Orders Current Month Monthly
Open Orders Future 2 years from next month start
Next Month Forecast
Monthly
YTD Demand Plan
Fiscal year start till date of regenerating
YTD Shipments
Fiscal year start till date of regenerating
YTD Error
Fiscal year start till date of regenerating
Level YTD MAPE
On the basis of the SOP bucket type for a user defined or system defined historical period
WMAPE
On the basis of the SOP bucket type for a user defined or system defined historical period
VAF
On the basis of the SOP bucket type for a user defined or system defined historical period
Detail MAPE
On the basis of the SOP bucket type for a user defined or system defined historical period
Total Projected Demand
Yearly (fiscal)
Progress to Plan
YTD vs Fiscal year
Should Be At
YTD vs Fiscal year
Current Inventory
At the time of statistics calculation
Current Turns
Last 52 weeks
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