Calculating Family Plans
Run Global Consolidation (33.7.1) to calculate the family plan. The consolidation totals marketing site sales forecasts to the global level and calculates the required target inventory and production due quantities. This plan can be based on either family or end-item sales forecasts.
• By default, the family plan is based on family-item forecasts recorded in Forecast Maintenance (22.1). The consolidation collects these from all sites in domains in this database and any connected QAD databases. If you have forecasts in non-QAD databases, load them into Forecast Maintenance in the operations planning database using the CIM load process. You typically use this method for longer-term planning.
• To roll up and consolidate end-item forecasts, first load them, plus beginning inventory balances, into the Enterprise Operations Plan module using either Transaction Data Load (33.13.1) or Item-Site Data Maintenance (33.13.3). You typically use this method for shorter-range planning.
You can recalculate the family plan as many times as necessary. Each calculation overwrites the effects of the previous one.
Before you load or consolidate data for the family plan, you can review planning data for family items or end items.
• To review sales forecasts, use Forecast Inquiry (22.3) or Forecast Report (22.4).
• To review inventory balances, use Stock Availability Inquiry (3.17).
Global Consolidation (33.7.1)
Family Item
Enter the family item number.
Site/To
Enter the site range.
Year/To
Enter a maximum range of three calendar years, starting with the current year.
Roll Up End Items
Enter Yes to calculate global family sales forecast from end-item forecasts and to roll up end-item inventory quantities to the family level. The rollup starts from the end-item level at the bottom of the hierarchy and works upward to the top-level family item, performing a unit-of-measure conversion at each subfamily level. The rollup also calculates the actual percentage of sales forecast that each end item or subfamily in the family-site hierarchy contributes to the family forecast. Enter No to consolidate site-level family forecasts.
Include Actual Inventory in Calculation
If Roll Up End Items is Yes, indicate whether the system should include on-hand inventory quantities for those items in the forecast calculations.
