How it works

Start at the forecast. Work down to the order.

Edit the forecast by customer and SKU, see projected on-hand turn a gap into a reorder recommendation, and test a change in a scenario before you publish it.

  • Forecast worksheet Ridgeline Castings PN-5218-07 Kestrel Fasteners CP-0447
  • Snapshot FCST-0912

Forecast worksheet

Edit the forecast as you plan

Plan by customer and SKU, period by period, across whatever horizon your site is set up for. Change a number for one customer’s SKU and the totals recompute as you type. A snapshot keeps the version you published, so you can always see what the floor is running against.

  • Worksheet rows by customer and SKU, period by period
  • Horizon configured per site, aggregates recomputed on every edit
  • Snapshots keep the version you published
  • Machining rising demand ruleRULE-201 On
  • No conflicting rule found

Forecast rules

Write rules as plain sentences

Type a rule the way you’d say it. No formula. Scope it to one account and SKU, or the whole worksheet. If it conflicts with a rule already running, it’s flagged. If the parser can’t act on the sentence, it comes back unchanged.

  • Add, list, and delete rules without writing a formula
  • Apply at one account and SKU, or the whole worksheet
  • Conflicts flagged, and a sentence it cannot act on comes back unchanged
  • Projected on-hand, PN-5218-0740
  • Shortfall by week 5

Projected on-hand

See the shortfall early

Projected on-hand runs your forecast against inventory, period by period, so a shortfall on a part number shows up weeks before it bites. Demand imports from the system that raises the orders and refreshes on its own schedule. Maintenance and repair demand is projected right beside production demand.

  • Demand imported from the system that raises the orders
  • Refreshes on a schedule, with no manual re-import
  • Maintenance and repair demand projected beside production demand
  • Requirements short of policy 5 CS-4471-00 3 PN-5218-07 2 PN-6034-03 1 PN-4471-02

Needs ordering

Turn a shortage into a reorder for approval

Material requirements roll up from the bill of materials and the plan. Whatever falls short of the reorder point, safety stock and lot size you’ve set comes back as a reorder recommendation. A person approves it before it becomes a purchase order.

  • Requirements calculated from the bill of materials and the plan
  • Reorder point, safety stock, and lot size held as inventory policy
  • Recommendations convert to purchase orders on approval
  • Behind the forecast, week 41 PN-4471-02: 640 pc SO-20817, imported 06:10 DO-5531, imported 06:10

Demand orders

Trace the orders behind the number

Every forecast row traces back to the demand and sales orders it came from, listed right beside it. Each import carries a time stamp, so you know exactly what the number in front of you reflects.

  • Demand orders and sales orders listed beside the forecast
  • Imports time-stamped, so you know what the number reflects
  • Production requirements read from the same order set
  • Scenario recomputed Units scheduled: 19,640 pc Finished goods cover: 8.2 d Castings on hand: 640 pc

Requirements scenario

Test a change before you publish it

A scenario carries its own set of demand periods, so testing a change never touches the plan the floor is running against. Compare it to the snapshot you published. Nothing on the live plan changes until you publish the scenario yourself.

  • Each scenario holds a separate set of demand periods
  • Compare a scenario against the snapshot you published
  • The live plan changes only when you publish it
  • Buy list unclaimed since 06:10
  • Buy list, 6 lines Approve Hold

Plan handoff

It plans. It never buys or runs the floor

Your forecast is one input to the rest of the platform. The Scheduling Engine sequences the jobs it calls for, and run readiness is checked against the materials it expects on hand. The Demand Planner doesn’t run the floor and it doesn’t buy: you approve every order a recommendation produces.

  • The Scheduling Engine sequences the jobs the plan calls for
  • Run readiness is checked against the materials the plan expects
  • A person approves every order a recommendation produces

What a planner sees running the week's numbers

    • RULE-201Machining rising demand On
    • Worksheet recomputed

    Every rule change lands on the sheet.

    Type a rule the way you'd say it and the worksheet recomputes right away, with no formula and no overnight batch. A conflict with a rule already running comes back flagged so you can check it.

    How rules are scoped
    • Scenario SC-0119 Recomputed against BOM Compared to snapshot Awaiting publish
    • Finished goods cover 8.2 d

    Test the change before it's real.

    A scenario runs against its own set of demand periods, separate from the plan the floor is running against. Compare it to the snapshot you published, then publish it yourself when it's ready.

    See scenario compare

FAQ

Bring the shortfall you track by hand.

30 minutes on your demand data and how the Demand Planner shows a shortfall before it lands.