Enter Historical Data

Explanation

Use this page to enter historical transactions that you want to become historical data (historical demand) in demand planning. Note that you must alter the flow setup in Demand Planning to get these transactions read into Demand Planning. There are two main ways of using this component. The first one is that only the transactions entered to this list will become historical data in Demand Planning. For this purpose, you only need to enter the Site, Part No, Issue Date, Issue Qty and Customer No. This is all you need to create forecasts with multiple base flows. This is an easy way of getting customer data imported into Demand Planning.


The second one is a join between transactions written in this list and ordinary transactions in IFS Cloud.


Note: You do not need to enter values into all the fields in the list; which ones to use varies with the task in hand. If you are planning to combine the entered historical transactions with actual ordinary transactions, you must use the same fields as the fields that you plan to use in the base flow SQL from the original transactions. If you are using this tool to enter customer transactions, you can choose which field you want to use freely. However, you need to enter at least the Site, Part No, Issue date, Issue Qty, and Customer No. If you need more than Customer No to create the base flows, you will need to specify more direction fields.


As quantity fields it is normal to use one of these: Issue Qty, Desired Qty, Planned Qty, Net Price, Weight, Volume, Expected Average Price, Base Price.
As date fields it is normal to use one of these: Issue Date, Desired Date, Planned Date, Promised Date.
As where clause fields it is normal to use one of these: Sales Part Group, Sales Price Group, Customer No, Customer Group, Customer, Category, Market, Region, District, Country, Salesman.

Prerequisites

None.

System Effects

Depends on the Demand Plan flow setup historical data will get changed.