Summary
The Edit Child Seasonality wizard is designed to help you make changes for seasonality settings across a wide set of items easily, anywhere in your hierarchy
While you can make top-down and bottom-up forecast changes according to your forecast hierarchy, most of the time the forecast hierarchy is not well-suited to changing seasonality for only a single customer, customer group, or product group that might not align with how your hierarchy is arranged.
So, the Edit Child Seasonality wizard allows you to make this kind of cross-cutting seasonality settings change for a targeted set of values at a targeted hierarchy level, all at once.
Loading the Wizard
Begin the Edit Child Seasonality Wizard by selecting the hierarchy node or hierarchy level that has the items under it that you want to edit. The easiest way to do this is in the hierarchy tree. Select your node, that select the "Edit Child Seasonality " option from the Edit window.
Step 1: Select Hierarchy Level
When you load the wizard, StockIQ will give you a list of your hierarchy levels below the level you've selected, allowing you to choose the level at which you'll be making your changes.
Step 2: Select Matches
StockIQ will then show you a list of matching values at the hierarchy level you selected. Use the checkbox column to select the match(es) you want to edit.
Step 3: Select the Matching Hierarchy Nodes
Based on your selections, you next will select the specific hierarchy combos (e.g. nodes) that you want to make an edit for. As before, you can use the checkbox in the column header to select all visible rows. Make your selections and click next.
TIP: Here is the best place to make additional filter adjustments, such as using the grid column filters for filtering on the ABC code if you only want to make adjustments to "A" items, or perhaps on the Order Policy, if you only want to adjust forecasts for Order Point or Lot for Lot items, etc. Once you apply a filter to the grid, the "Select All" checkbox in the column header applies ONLY to the rows visible in the grid, so it becomes an easy way to filter on a criteria and then select all matches.
Step 4: Make your Adjustments
This is the screen where you actually enter the adjustment(s) that you want to make. These inputs are the same as the ones in the usual seasonality settings tab, and will apply to all matches in your previous selections:
Step 5: Apply
StockIQ will begin to apply your changes, and when complete, you can close the window. The forecast changes will take place immediately, and modify your replenishment suggestions right away.
Next Steps & Undo
The effect of these changes is that each item you select will have its seasonality settings overridden and your change made for that item/site/customer individually - you are not making a global top-down change. This means that each one of your modified items will now have its own seasonality settings override.
This means that there is no one-step way to "undo" these changes, but you have three options:
- To restore an item to its default setup, e.g. where it is using the statistical forecast and default forecast settings, load it in Forecast Manager, click the "Seasonality Settings" tab, and click the Delete button. This will delete the seasonality settings override, and return it to defaults, restoring the auto forecast.
- If you want to make additional/different changes, you can simply run the wizard again, and type in your new adjustments.
- If you want restore some or all of the items to default seasonality en-masse, you can delete seasonality settings overrides in the 'Admin' Module--> 'System Configuration' --> 'Seasonality Settings Overrides' Screen.
Troubleshooting
TIP: For your first use of this wizard, you may want to start with a relatively small group or selection, to make sure you like and understand the effects
TIP: While you can select the very top level of your hierarchy to make item-site-forecast-group level changes for ALL items in your warehouses, this may take too long to execute if you have a large number of SKUs. We recommend doing individual product groups/families at least one step down in your forecast hierarchy from the top
Tags/Metadata
Forecast Manager Selection Tabs | Seasonality Settings