Automation in DemandCaster

DemandCaster includes the capability to automate requirement planning, specific analytics, report deliveries, and other processes.

Open Automation Page

  1. Click on Utilities in the top menu bar
  2. Click on Automation in the Utilities menu group
  3. Click Add New
Open Automation Page

Create a New Automation

  1. Enter the name of the Automation
  2. Select the type of automation per the next step
  3. Determine Selection Type:
    1. All Items: Runs the requirement plan automation against all active items
    2. Filter Selection: Runs the requirement plan automation against a filter group of items using the selection filter options i.e. tags, classification, product class, vendors, etcetera.
    3. Selected Items: Runs the automation against a one or more individually selected items.
  4. Click Next
Create a New Automation

Select the Type of Automation to Run

  1. Requirement Plan Schema: Automates requirement planning
  2. Supply Plan Schema: Automates supply planning updates
  3. Classification Schema: Automates the classification analysis
  4. Segmentation Schema: Automates the segmentation analysis
  5. Lead Time Schema: Automates the lead time analysis
  6. Stocking Schema: Automates the stocking analysis
  7. Reverse ETL Schema: Automates reverse load to ERP or other external data sources
  8. Custom Report Schema: Automates the update and deliver of custom reports including email delivery

Click next to follow the steps to build the automation.

Select the Type of Automation to Run

Set Trigger

  1. The trigger is another process that triggers the requirement plan to run when the trigger process is completed. In most every case, the trigger for a requirement plan is tied to an ETL. The ETL is the data integration process.
  2. Select "Automated Data Upload" and select the ETL template that is used to run the daily data upload. If no ETL template is shown, contact DemandCaster support.
  3. When triggers are selected, the Scheduling tab is not applied.
  4. Click the back arrow to save the automation
Set Trigger

Scheduled Automation List Overview

  1. Triggers have date stamps of when they were last run and show the ETL template that triggers the event.
  2. Scheduled automation show the previous and next schedule run.
  3. Clicking the run icon will initiate the automation off schedule
  4. The time icon shows that the specific automation is a scheduled automation
  5. Clicking edit icon open the specific automation for editing
  6. Delete icon deletes the specific auotmation
Scheduled Automation List Overview
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