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 brand new forecasts for a designated period. You can also use this subtask to close or update open, past-due, forecast requirements.
When you execute the Load MPS function, the application creates new forecast rows and/or overwrites existing rows. The forecast quantities are visible in the main screen grid and are available for viewing and updating in the Forecasts subtask.
This field displays the part ID. The part description displays in the unlabeled field below this one.
This field displays the part revision number.
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).
This field displays the part's unit of measure.
Select how existing, open forecast quantities for past dates should be processed. Past-due MPS forecast requirements are defined as those requirement rows for the selected MPS planning-only part, project(s), 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 box, select one of these settings:
Rollover to Next Period—Costpoint rolls open, past-due forecasts into the next time period. If Retain Forecast History is selected in MPS Settings, 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.
Remove—If Retain Forecast History is selected in MPS Settings, 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.
No Action—No changes are made to past-due forecasts.
Specify whether existing forecast quantities should be overwritten by the load process. If you select this option, 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 in MPS Settings).
Enter the starting date you wish to generate forecast requirements for. If you select a Qty 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 will exist. See Partial Period Proration for additional details.
Enter the last date you wish to generate forecast requirements for. If you select a Qty 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 box, 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. Select one of these settings:
Daily—A forecast requirement record will be created for each day between the beginning and ending dates (inclusive). If the Lead Time Calculation option in Production Control Settings set to "Shop Days," forecast requirements will only be created for shop days.
Weekly—A forecast requirement record will be 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 in MRP Report Print Options.
Monthly—A forecast requirement record will be 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 Qty Period is set to "Daily." Select one of these settings from the drop-down box:
Ignore Partial Periods—Costpoint generates forecasts only for periods fully within the beginning and ending dates
Apply Full Qty—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—The number of shop calendar days prior to 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 radio button is selected in the Production Control Settings screen in Production Control.
Prorate by Calendar Days—The number of calendar days prior to 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 MPS Settings screen’s User-Defined Forecast Label. If the User-Defined Forecast Label field is not populated, this column is hidden.
Enter, or use Lookup 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.
This field displays the name of the inventory abbreviation you selected in the Inv Abbrev field.
This field displays the inventory project ID linked to the inventory abbreviation you selected in the Inv Abbrev field.
Enter, or use Lookup 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 use Lookup to select, the planner ID of the person responsible for maintaining forecast requirements generated by this process.
Enter, or use Lookup to select a BOM configuration ID if you wish 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 in BOM Settings.
Click the Load MPS pushbutton to generate the forecast requirements based on the parameters you entered on this screen.
The Costpoint tables impacted are listed in the following table:
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Screens |
Tables |
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Load Forecasts |
MPS_FORECAST_RQMT
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