1
MURRAY FIFE
DYNAMICS AX 2012 TIPS & TRICKS
CONFIGURING DEMAND
FORECASTING
CONFIGURING DEMAND
FORECASTING
BY MURRAY FIFE
Copyright © 2014 Murray Fife
All Rights Reserved
5
What you need for this Blueprint
All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012
...
6
7
Configuring Demand
Forecasting
Dynamics AX has always allowed you to enter in Demand Forecasts against products
and cust...
8
TIP & TRICKS FOR DYNAMICS AX 2012
Before you start, there are a few things that you will want to make sure that you have...
9
TIP & TRICKS FOR DYNAMICS AX 2012
Right mouse click on the sqlanalysis user and select the Properties menu item.
Configu...
10
TIP & TRICKS FOR DYNAMICS AX 2012
Make sure that the db_datawriter and the db_ddladmin options are enabled for the
user...
11
TIP & TRICKS FOR DYNAMICS AX 2012
Next we want to make sure that we have a Forecast Model to post our forecast results
...
12
TIP & TRICKS FOR DYNAMICS AX 2012
If you do not have a forecast, then click on the New button in the menu bar to create...
13
TIP & TRICKS FOR DYNAMICS AX 2012
Also, to make the forecast a little more usable, it’s a good idea to segregate out yo...
14
TIP & TRICKS FOR DYNAMICS AX 2012
When the Item Allocation Keys maintenance form is displayed, add all of the different...
15
TIP & TRICKS FOR DYNAMICS AX 2012
This will open up the Assign Multiple Items maintenance form where you can assign
the...
16
TIP & TRICKS FOR DYNAMICS AX 2012
Now we need to set up the forecasting parameters. To do this click on the Demand
Fore...
17
TIP & TRICKS FOR DYNAMICS AX 2012
Select the items that you want to use for the forecast history sources, and then add ...
18
TIP & TRICKS FOR DYNAMICS AX 2012
Also, switch to the Forecast Dimensions page, and add all of the dimensions that you
...
19
TIP & TRICKS FOR DYNAMICS AX 2012
If you want to modify any of the forecasting algorithm flags, then click on the
Forec...
20
TIP & TRICKS FOR DYNAMICS AX 2012
Here you can tweak the default parameters, but I prefer to leave these alone and just...
21
TIP & TRICKS FOR DYNAMICS AX 2012
Now we have everything configured and we can start generating our forecasts. To do
th...
22
TIP & TRICKS FOR DYNAMICS AX 2012
When the Create Statistical Baseline Forecast dialog box is displayed, click on the
S...
23
TIP & TRICKS FOR DYNAMICS AX 2012
Dynamics AX will now go and generate the forecast for you… it may take a minute or
tw...
24
TIP & TRICKS FOR DYNAMICS AX 2012
If everything is configured correctly you will receive an Infolog with a message that...
25
TIP & TRICKS FOR DYNAMICS AX 2012
When the spreadsheet opens up you will see all of your item groups have been
forecast...
26
TIP & TRICKS FOR DYNAMICS AX 2012
Clicking on the Pivot Table will also show you all of the pivot table fields that are...
27
TIP & TRICKS FOR DYNAMICS AX 2012
If you click on the Product Name dimension, it will add it to the pivot table and you...
28
TIP & TRICKS FOR DYNAMICS AX 2012
Or you can add the Released Product dimension, so that you have a little more real
es...
29
TIP & TRICKS FOR DYNAMICS AX 2012
Now you can start adding your own secret sauce to the forecast by adjusting the
indiv...
30
TIP & TRICKS FOR DYNAMICS AX 2012
You can also adjust all of the product in aggregate by changing the forecast quantity...
31
TIP & TRICKS FOR DYNAMICS AX 2012
When you have finished making your adjustments, click on the OLAP Tools button
within...
32
TIP & TRICKS FOR DYNAMICS AX 2012
Now we want to import the forecasts back into Dynamics AX. To do this, click on the
I...
33
TIP & TRICKS FOR DYNAMICS AX 2012
When the Import Forecast dialog box is displayed, select the Forecast Model that you
...
34
TIP & TRICKS FOR DYNAMICS AX 2012
Dynamics AX will now go to the forecasting cube and start loading the forecasts… it
m...
35
TIP & TRICKS FOR DYNAMICS AX 2012
If everything works, then you will get a dialog box telling you how many adjustments
...
36
TIP & TRICKS FOR DYNAMICS AX 2012
To view your forecasts, click on the Item Groups menu item within the Entry sub folde...
37
TIP & TRICKS FOR DYNAMICS AX 2012
Find the Item Group that you want to see your forecast values for and then click on
t...
38
TIP & TRICKS FOR DYNAMICS AX 2012
That will drill you down into the items forecasts and you will see the updated result...
39
TIP & TRICKS FOR DYNAMICS AX 2012
40
TIP & TRICKS FOR DYNAMICS AX 2012
41
TIP & TRICKS FOR DYNAMICS AX 2012
The Tips & Tricks series is a compilation of all the cool things that I have found th...
42
TIP & TRICKS FOR DYNAMICS AX 2012
43
TIP & TRICKS FOR DYNAMICS AX 2012
Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20
years of experience i...
Configuring Demand Forecasting Within Dynamics AX 2012 R3
Upcoming SlideShare
Loading in...5
×

Configuring Demand Forecasting Within Dynamics AX 2012 R3

1,609

Published on

Dynamics AX has always allowed you to enter in Demand Forecasts against products and customers, but with the R3 release of 2012, a new feature was added that allows your to have the system create your statistical forecasts based on the history in the system and then allow you to adjust the forecasts through Excel before automatically uploading them back into the demand forecast tables. Although there still may be cases where you want to use a companion product to create more elaborate forecasts, for most people, this is more than enough, and it’s included in the product at no extra cost.
You don’t have to resort to mysticism and guess work anymore when it comes to forecasting.

Published in: Business, Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
1,609
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
230
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Transcript of "Configuring Demand Forecasting Within Dynamics AX 2012 R3"

  1. 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CONFIGURING DEMAND FORECASTING
  2. 2. CONFIGURING DEMAND FORECASTING BY MURRAY FIFE
  3. 3. Copyright © 2014 Murray Fife All Rights Reserved
  4. 4. 5 What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface
  5. 5. 6
  6. 6. 7 Configuring Demand Forecasting Dynamics AX has always allowed you to enter in Demand Forecasts against products and customers, but with the R3 release of 2012, a new feature was added that allows your to have the system create your statistical forecasts based on the history in the system and then allow you to adjust the forecasts through Excel before automatically uploading them back into the demand forecast tables. Although there still may be cases where you want to use a companion product to create more elaborate forecasts, for most people, this is more than enough, and it’s included in the product at no extra cost. You don’t have to resort to mysticism and guess work anymore when it comes to forecasting.
  7. 7. 8 TIP & TRICKS FOR DYNAMICS AX 2012 Before you start, there are a few things that you will want to make sure that you have configured. First, we need to make sure that our analysis services user that is going to be running the forecast generation has access to the SQL database. To do this open up SQL Enterprise Manager, expand the Databases group, find your Dynamics AX database and then open up the Users folder within the Security group. Configuring Demand Forecasting
  8. 8. 9 TIP & TRICKS FOR DYNAMICS AX 2012 Right mouse click on the sqlanalysis user and select the Properties menu item. Configuring Demand Forecasting
  9. 9. 10 TIP & TRICKS FOR DYNAMICS AX 2012 Make sure that the db_datawriter and the db_ddladmin options are enabled for the user. After you have done that, close out of SQL Enterprise Manager. Configuring Demand Forecasting
  10. 10. 11 TIP & TRICKS FOR DYNAMICS AX 2012 Next we want to make sure that we have a Forecast Model to post our forecast results to. To do this, click on the Forecast Models menu item within the Forecast folder of the Setup group within the Inventory Management area page. Configuring Demand Forecasting
  11. 11. 12 TIP & TRICKS FOR DYNAMICS AX 2012 If you do not have a forecast, then click on the New button in the menu bar to create a new record and then give your forecast a Model and a Name. You don’t have to configure any other options here. When you have done that, click on the Close button to exit from the form. Configuring Demand Forecasting
  12. 12. 13 TIP & TRICKS FOR DYNAMICS AX 2012 Also, to make the forecast a little more usable, it’s a good idea to segregate out your products into different item allocation groups. To do this, click on the Item Allocation Keys menu item within the Forecasts folder of the Setup group of the Inventory Management area page. Configuring Demand Forecasting
  13. 13. 14 TIP & TRICKS FOR DYNAMICS AX 2012 When the Item Allocation Keys maintenance form is displayed, add all of the different item groups that you want to forecast by. Then for each of the Allocation Keys, click on the Assign Items button in the menu bar. Configuring Demand Forecasting
  14. 14. 15 TIP & TRICKS FOR DYNAMICS AX 2012 This will open up the Assign Multiple Items maintenance form where you can assign the items to your group. After you have set up all of the Allocation Groups click on the Close button to exit from the form. Configuring Demand Forecasting
  15. 15. 16 TIP & TRICKS FOR DYNAMICS AX 2012 Now we need to set up the forecasting parameters. To do this click on the Demand Forecasting Parameters within the Demand Forecasting folder of the Setup group within the Master Planning area page. Configuring Demand Forecasting
  16. 16. 17 TIP & TRICKS FOR DYNAMICS AX 2012 Select the items that you want to use for the forecast history sources, and then add a parameter for Forecast Method Used. Configuring Demand Forecasting
  17. 17. 18 TIP & TRICKS FOR DYNAMICS AX 2012 Also, switch to the Forecast Dimensions page, and add all of the dimensions that you want to slice and dice your forecasts by. When you have done that, click on the Close button to exit from the form. Configuring Demand Forecasting
  18. 18. 19 TIP & TRICKS FOR DYNAMICS AX 2012 If you want to modify any of the forecasting algorithm flags, then click on the Forecasting Algorithm Parameters menu item within the Demand Forecasting folder of the Setup group of the Master Planning area page. Configuring Demand Forecasting
  19. 19. 20 TIP & TRICKS FOR DYNAMICS AX 2012 Here you can tweak the default parameters, but I prefer to leave these alone and just close out of the form. Configuring Demand Forecasting
  20. 20. 21 TIP & TRICKS FOR DYNAMICS AX 2012 Now we have everything configured and we can start generating our forecasts. To do this, click on the Generate Statistical Baseline Forecast menu item within the Demand Scheduling folder of the Periodic group within the Master Planning area page. Configuring Demand Forecasting
  21. 21. 22 TIP & TRICKS FOR DYNAMICS AX 2012 When the Create Statistical Baseline Forecast dialog box is displayed, click on the Show More Fields button in the bottom left of the form to see more details. Select the Start and End date to use for the history data, and also select a Start date for the baseline forecast. If you want to only forecast a select number of items, then you can modify the selection parameters to filter to specific Item Allocation Keys. Finally select the Forecast Bucket and the number of periods that you want to forecast and click on the OK button. Configuring Demand Forecasting
  22. 22. 23 TIP & TRICKS FOR DYNAMICS AX 2012 Dynamics AX will now go and generate the forecast for you… it may take a minute or two based on the number of periods you are forecasting and also the number of items you are forecasting. Configuring Demand Forecasting
  23. 23. 24 TIP & TRICKS FOR DYNAMICS AX 2012 If everything is configured correctly you will receive an Infolog with a message that the forecast has been created and that there is a spreadsheet that is waiting for you. If you select the second message, then you will be able to click on the Open Excel File button. Configuring Demand Forecasting
  24. 24. 25 TIP & TRICKS FOR DYNAMICS AX 2012 When the spreadsheet opens up you will see all of your item groups have been forecasted for you. Configuring Demand Forecasting
  25. 25. 26 TIP & TRICKS FOR DYNAMICS AX 2012 Clicking on the Pivot Table will also show you all of the pivot table fields that are available for your to slice and dice your forecasts through. Configuring Demand Forecasting
  26. 26. 27 TIP & TRICKS FOR DYNAMICS AX 2012 If you click on the Product Name dimension, it will add it to the pivot table and you will see all of the forecasts that make up the item group forecast. Configuring Demand Forecasting
  27. 27. 28 TIP & TRICKS FOR DYNAMICS AX 2012 Or you can add the Released Product dimension, so that you have a little more real estate to work with. Configuring Demand Forecasting
  28. 28. 29 TIP & TRICKS FOR DYNAMICS AX 2012 Now you can start adding your own secret sauce to the forecast by adjusting the individual product forecast buckets which will then roll up to the allocate groups forecast. Configuring Demand Forecasting
  29. 29. 30 TIP & TRICKS FOR DYNAMICS AX 2012 You can also adjust all of the product in aggregate by changing the forecast quantity for the parent group and it will update the child nodes by prorating based on the old values. Configuring Demand Forecasting
  30. 30. 31 TIP & TRICKS FOR DYNAMICS AX 2012 When you have finished making your adjustments, click on the OLAP Tools button within the Calculations group of the Analyze ribbon bar, select the What-If Analysis menu item and then click on the Publish Changes button. Configuring Demand Forecasting
  31. 31. 32 TIP & TRICKS FOR DYNAMICS AX 2012 Now we want to import the forecasts back into Dynamics AX. To do this, click on the Import Forecast menu item within the Demand Forecasting folder of the Periodic group of the Master Planning area page. Configuring Demand Forecasting
  32. 32. 33 TIP & TRICKS FOR DYNAMICS AX 2012 When the Import Forecast dialog box is displayed, select the Forecast Model that you want to import the forecasts into and then click on the OK button. Configuring Demand Forecasting
  33. 33. 34 TIP & TRICKS FOR DYNAMICS AX 2012 Dynamics AX will now go to the forecasting cube and start loading the forecasts… it may take a minute or two depending on how much you are forecasting. Configuring Demand Forecasting
  34. 34. 35 TIP & TRICKS FOR DYNAMICS AX 2012 If everything works, then you will get a dialog box telling you how many adjustments were made to the forecast and you can close out of the form. Configuring Demand Forecasting
  35. 35. 36 TIP & TRICKS FOR DYNAMICS AX 2012 To view your forecasts, click on the Item Groups menu item within the Entry sub folder of the Forecast folder within the Periodic group of the Inventory Management area page. Configuring Demand Forecasting
  36. 36. 37 TIP & TRICKS FOR DYNAMICS AX 2012 Find the Item Group that you want to see your forecast values for and then click on the Demand button on the right hand side of the form. Configuring Demand Forecasting
  37. 37. 38 TIP & TRICKS FOR DYNAMICS AX 2012 That will drill you down into the items forecasts and you will see the updated results from the forecast. How cool is that? Configuring Demand Forecasting
  38. 38. 39 TIP & TRICKS FOR DYNAMICS AX 2012
  39. 39. 40 TIP & TRICKS FOR DYNAMICS AX 2012
  40. 40. 41 TIP & TRICKS FOR DYNAMICS AX 2012 The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  41. 41. 42 TIP & TRICKS FOR DYNAMICS AX 2012
  42. 42. 43 TIP & TRICKS FOR DYNAMICS AX 2012 Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author

×