Use this subtask to create multiple forecast quantities records across a range of dates for the specified part. You can overwrite existing forecasts that are no longer accurate, or load new forecasts for a designated period. You can also use this subtask to close or update open, past-due, forecast requirements.
When you click the Load MPS button, the application creates new forecast rows and/or overwrites existing rows. The forecast quantities are visible in the main screen table window and are available for viewing and updating in the Forecasts subtask.
This field displays the part ID.
This field displays the part revision number.
This field displays the part description.
This field displays the part's unit of measure.
This field displays the MPS planning code for the schedule selected on the main screen (P is the code for the "official" MPS Production plan; other codes represent "what-if" plans).
Select how existing, open forecast quantities for past dates are processed. Past-due MPS forecast requirements are defined as those requirement rows for the selected MPS planning-only part, projects, and (optionally) warehouses for which the forecasted requirement date falls before the current Costpoint system date, and the open sales forecast quantity and/or the open user-defined forecast quantity are greater than zero.
From the drop-down list, select one of these settings:
Remove — If the Retain Forecast History check box is selected on the Configure Master Production Scheduling Settings screen, the open forecast quantities in the past-due requirements for the specified MPS plan, part, inventory abbreviation and warehouse (if entered) are set to zero; otherwise the past-due forecasts are deleted.
Rollover to Next Period — Costpoint rolls open, past-due forecasts into the next time period. If the Retain Forecast History check box is selected on the Configure Master Production Scheduling Settings screen, the open forecast quantities for the past-due requirements for the specified MPS plan, part, inventory abbreviation and warehouse (if entered) are set to zero; otherwise the past-due forecasts are deleted.
No Action — No modifications are made to past-due forecasts.
Use this check box to specify whether existing forecast quantities are overwritten by the load process. If you select this check box, any previously existing forecasts needed between the specified begin and end date for the specified MPS plan, part, inventory abbreviation and warehouse (if entered) are deleted (regardless of the Retain Forecast History value on the Configure Master Production Scheduling Settings screen).
Enter, or click 
to select, the starting date you wish to generate forecast requirements for. If you select a Quantity Period of Weekly or Monthly, and the Beginning Date does not fall on a day one greater than a period end date, a partial period condition exists. See the documentation for the Partial Period Proration field for additional details.
Enter, or click to select, the last date you wish to generate forecast requirements for. If you select a Quantity Period of Weekly or Monthly, and the Ending Date does not fall on a period end date, a partial period condition will exist. See Partial Period Proration for additional details.
From the drop-down list, select the period for which you are entering forecast quantities. This option determines how frequently Costpoint generates forecast requirements for the specified sales and UDF forecast quantities. Valid options are:
Daily — If you select this option, a forecast requirement record is created for each day between the beginning and ending dates (inclusive). If the Lead Time Calculation option on the Configure Production Control Settings screen is set to Shop Days, forecast requirements are created only for shop days.
Weekly — If you select this option, a forecast requirement record is created for each weekly end date that falls between the beginning and ending dates. The weekly end date is calculated using the Ending Day of Production Week setting on the Configure MRP Report Print Options screen.
Monthly — If you select this option, a forecast requirement record is created for each calendar or shop month-end date that falls between the beginning and ending dates.
Specify how Costpoint should create forecast requirements to partial periods if the beginning or ending date does not correspond with the beginning or end of a period. This option does not apply if Quantity Period is set to Daily. Select one of these settings from the drop-down list:
Ignore Partial Periods — If you select this option, Costpoint generates forecasts only for periods fully within the beginning and ending dates
Apply Full Qty — If you select this option, Costpoint does not generate forecast requirements for any partial periods before the first full period and after the last full period within the specified beginning and ending dates.
Prorate by Shop Days — If you select this option, the number of shop calendar days before the first full period and the number of shop calendar days after the last full period is divided by the number of shop days in each period. The ratio is applied to the specified forecast quantities. If the part's unit of measure is EA, the calculated number is rounded up to the next whole number. This option is available if the Shop Days option is selected in the Lead Time Calculation group box on the Configure Production Control Settings screen.
Prorate by Calendar Days — If you select this option, the number of calendar days before the first full period and the number of calendar days after the last full period is divided by the number of calendar days in each period. The ratio is applied to the specified forecast quantities. If the part's unit of measure is EA, the calculated number is rounded up to the next whole number.
Enter the quantity of sales forecast requirements you want to load for each period within the designated date range. This populates both the original and open sales forecast quantities for each new forecast record.
Enter the quantity of user-defined forecast requirements you want to load for each period within the designated date range. This populates both the original and open user-defined forecast quantities for each new forecast record.
The actual column label depends on what is entered in the User-Defined Forecast Label field on the Configure Master Production Scheduling Settings screen. If the User-Defined Forecast Label field is not populated, this column is hidden.
Enter, or click 
to select, the inventory abbreviation you want to load for each new forecast requirement record generated by this process. The inventory abbreviation determines the project the forecast is linked to. This is a required field.
The field to the right displays the inventory abbreviation name.
This field displays the inventory project ID linked to the inventory abbreviation you selected in the Inventory Abbrev field.
Enter, or click to select, a warehouse ID you want to load for each new forecast requirement record generated by this process. This is a required field.
Enter, or click to select, the planner ID of the person responsible for maintaining forecast requirements generated by this process.
Enter, or click to select, a BOM configuration ID if you want a specific configuration to be applied when planning components for forecast requirements generated by this process. This field is hidden if BOM configurations are not enabled on the Configure Bills of Material Settings screen.
Click the Load MPS button to generate the forecast requirements based on the parameters you entered on this screen.