Summary
The events report screen displays all the events that you have in your system. It is accessible by clicking on Forecast --> Events
When first displayed, the screen will show all events at your very lowest level of the forecast hierarchy, which is normally the item-site-forecast group level.
Clicking on any particular row will show the forecast summary chart for this node. As well, you can right-click on any entry to get a context menu with various actions, including the event editor if you wish to update an event.
Use the display options to move your way up and down the hierarchy to see events more or less aggregated on your items, and use the filters to reduce the size of data with which you are dealing if required.
Report Columns
Several columns of information are shown, many of which are self-evident. Here is a bit more explanation on some of the others:
Event Name: The name of the event. When you are looking at an event at the level at which it was created, the name will match what a person typed in. If the event is inherited from either a parent or child level of the hierarchy (check the "Inheritance Type column), then it will show something like "Parent Events..." or "Child Events..."
Period Date: The period date of this particular period date entered for the event. Note that the same event will appear multiple times in the report if it is a multi-period event. Tip: Group by the event name to see these all next to eachother.
Expected Effect: This is the quantity entered by you (or the feature, e.g. blanket sales orders, promos etc) that reflects the expected amount, or effect, of the event.
Estimated Actual Effect: For all events that are not strongly linked to a quantity, such as exceptional-sales-order linked events, this is StockIQ's estimate of the event size, after the event has passed. For example, if you put in a 40% uplift, but the actual event appeared to only be for about 5%, SIQ's estimate would appear there.
Units: The Unit-Of-Measure in which the event period quantities were entered, either Units, or Percent.
Event Group: The family, or group to which this event belongs, as shown in the Event Editor topic.
Interval: Events are normally created in the some forecasting interval (e.g. Monthly or Weekly) as the item for which it's created. However, some events, such as some blanket sales orders are created with specific daily resolution, then converted to the correct interval for showing on the forecast summary chart.
Inheritance Type: Describes if, or how, the event is being inherited up and down the hierarchy.
- Master - No inheritance, this event was created at this level of the hierarchy.
- Parent - This event was inherited from higher up in the hierarchy, e.g. somebody created a product-group level event.
- Child - This event was propagated up from lower in the hierarchy, e.g. a summation of all of a particular type of event in all the children of this particular hierarchy node
Removing Events
If you wish to delete or mass delete events you can select the rows and right-click to get a context menu to delete those events. This screen will not allow you to delete inherited events from other processes or other levels of hierarchy.