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Forecast Management Fundamentals

This class covers the major functions used in the monthly process, concentrating on the mastering of the fundamental topics so that Forecast Management can be used most effectively and efficiently.

The Monthly Process - an overview

The Basics of Data

  • The Basic Data Fields
  • Database Options
  • The Forecasting Screen
  • The Item Master Information


Adjusting the Forecast

Viewing Data

Moving Around and Order of Access


  • AND Logic Ranges
  • OR Logic Ranges
  • Combination Logic Ranges

Basic Filters

  • Using the results as a Control File range

Aggregation and Proration

  • Creating Aggregation Specifications
  • Finding Aggregate Records
  • Adjusting Aggregate Records
  • Creating Proration Specifications
  • Verifying the Proration Process

Getting Data in and out of DS FM

  • Append/Extract options
  • Import/Export options

Saving Data for Performance Evaluation

Summary and Discussion of the Monthly Process

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Forecast Management Advanced

This class covers Forecast Management in more depth as well as many topics that are not covered in the Fundamentals class.

A Review of the basics of the Item Screen

Review of Ranges and User Defined Fields

  • Use of externally created Control Files

Review of Aggregation and Proration

ABC Analysis

  • Details of the Options
  • Effects of UOM and how to use this information

Performance Evaluation

  • Details of the Options and how to use them correctly
  • Using Ranges to control the items for Review

Planning Bills of Material

Build Weekly Forecast


SS/ST Calculations


  • Seasonality
  • Lifecycle

Evaluations: Causes and Effects

Getting Help and Troubleshooting

  • On-line help
  • Users Web site


Labeling Utilities


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Requirements Planning

Covers all of the primary functions and utilities associated with the Requirements Planning process.

Understanding Requirements Planning:

  • Processes
  • Principles
  • Goals

Establishing a Manufacturing/Distribution Network

Understanding and interpreting the planning screen data

How the Planned Order quantities are calculated

Interfaces between the mainframe and the DS RP system


Understanding the various kinds of demand in the system and the effect on the planning process

The effect of system options on the planning data

  • Lot sizing strategies
  • Calendar settings
  • ABC Options

Identifying exceptional Items or circumstances using the Action messages / Alerts

The Order Plan

  • Creating
  • Adjusting / Leveling

Closed Days

The many methods available to constrain orders

  • Maximum quantities
  • Forecast distribution percentages
  • Firm Planned Orders
  • Order Time settings
  • Variable Safety Stock
  • Safety Time settings and Forecast Adjustments

Using the Performance Summary information to validate data

Using Ranges and Tables

  • Identify items
  • Narrow the effect of certain processes

Using the DSRPLD function to automate processes in the Requirements Planning

Exporting and Reporting

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Topics Covered:

DSX Core Functionality

  • Logging into DSX
  • User Definable Screens
    • Workspaces
    • Navigation Panel
    • Spreadsheet Panel
    • Descriptive Panel
    • Charts Panel
    • Navigation
      • Finding records
      • Group By
    • Ranges
    • Filters
    • Note
    • Conversion (UOM)
    • Global Options
  • Global Changes


DSX FM Functionality

  • Forecasting
  • Aggregation / Proration
  • Performance Evaluation
  • ABC Analysis


DSX RP Functionality

  • Bill of Materials (BOM)
    • Traditional Bills
    • Dependent Detail Panel
    • BOM Options
    • Customer Order, Receipts, Onhand… Panels
    • Order Plan
    • Summarize Dependent Demand
    • All Inventory

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