Global Settings — Forecasting
A method of applying a configuration parameter at the system level. Global settings can be used to do the following:
• Enable or disable features
• Define limits and boundaries to sets of data
• Control parameters used during processing
These are a few of the more common global settings that apply to the Forecasting module. Contact your Technical Support representative for assistance configuring global settings in your installation of Servigistics.
APPLY_NFF_TO_INT_RETURN_FCST
Description
Determines the NFF Rate that is applied to the internal return forecast for a SKU.
◦ When set to false the NFF Rate is only applied to the external return forecast for the SKU
◦ When set to true the NFF Rate is applied to both the external and the internal return forecast for the SKU
Default Value
true
How Used
APPLY_RETURN_WR_AND_NFF_TO_CONSUMABLES
Description
Enables the No Fault Found for Consumables feature
◦ When set to false the feature is disabled
◦ When set to true the feature is enabled
Default Value
false
How Used
BESTFIT_INTERMITTENCE_REQUIRE_MULTIPLE_DEMAND
Description
Determines whether the Best Fit Analysis process allows demand history with only a single record to be considered intermittent.
◦ When set to true, demand history with only a single record is not considered as intermittent.
◦ When set to false, demand history with only a single record is considered as intermittent.
Default Value
true for upgrades
false for new installations
Recommended Setting
false
How Used
BESTFIT_MIN_FCST
Description
Eliminates forecast methods that produce a forecast below the threshold set by this value.
◦ When set to -1, this global setting is not used.
◦ When set to a number greater than or equal to 0, the threshold is set to that number. Fractional values are acceptable.
Default Value
0
Recommended Setting
0
How Used
BESTFIT_RUN_HIST_ANALYTICS
Description
Determines if the Demand History Management process is run as part of the Best Fit AutoPilot process.
◦ When set to false, it is not run as part of the Best Fit Forecasting AutoPilot process, and the Demand History Management AutoPilot process should be included in the process workflow
Default Value
true for upgrades
false for new installations
How Used
DELETE_DO_NOT_FORECAST
Description
Determines whether future forecast records are deleted during the Forecasting AutoPilot process or Interactive Plan process when the Forecast Method is Do Not Forecast.
◦ When set to false future forecast records are not deleted.
◦ When set to true future forecast records are deleted.
Default Value
false
How Used
Evaluated with the Do Not Forecast Forecast Method during the Forecasting AutoPilot process or Interactive Plan process.
DEMAND_DETAIL_AGGREGATION_BY_SLICE
Description
Defines how Demand Detail will be aggregated.
◦ When set to true the aggregation is one record per slice
◦ When set to false the aggregation is one record per day
Default Value
false
How Used
◦ The DEMAND_DETAIL_AGGREGATION_SLICES global setting
◦ The DEMAND_DETAIL_AGGREGATION_MODE global setting
DEMAND_DETAIL_AGGREGATION_MODE
Description
Defines the method to be used for aggregation. Options are:
◦ P — Partial
▪ Updates the values and inserts new records for the number of history periods defined by the DEMAND_DETAIL_AGGREGATION_SLICES global setting
▪ Honors column locks and preserves overrides
◦ F — Full
▪ Deletes rows with no matching detail
▪ Updates the values for the number of history periods defined by the DEMAND_DETAIL_AGGREGATION_SLICES global setting
▪ Honors column locks and preserves values only in locked columns
◦ T — Truncate
▪ Completely truncates and reloads the history records
▪ Column locking is not honored
▪ Does not respect the number of history periods defined by the DEMAND_DETAIL_AGGREGATION_SLICES global setting
◦ W — Time Window
▪ Completely truncates and reloads the demand history for the history periods defined by the DEMAND_DETAIL_AGGREGATION_SLICES global setting.
Default Value
P
How Used
◦ The DEMAND_DETAIL_AGGREGATION_BY_SLICE global setting
◦ The DEMAND_DETAIL_AGGREGATION_SLICES global setting
DEMAND_DETAIL_AGGREGATION_SLICES
Description
Defines the number of history periods from the present to include in the demand aggregation. This global setting is used by the DEMAND_DETAIL_AGGREGATION_MODE global setting when set to P, F, or W.
When this is set to 0, Demand Detail is not rolled up to Demand History
Default Value
12
How Used
◦ The DEMAND_DETAIL_AGGREGATION_BY_SLICE global setting
◦ The DEMAND_DETAIL_AGGREGATION_MODE global setting
DMDHIST_USE_FIRST_FOUND
Description
Determines whether null demand history values are used by the Best Fit and Forecasting processes.
◦ When set to true, all null Demand History values are ignored.
◦ When set to false, all null Demand History values are considered.
Default Value
true
How Used
DMDHIST_USE_FIRST_FOUND_MIN_SLICES
Description
Determines the minimum number of periods the Forecasting process will use if the DMDHIST_USE_FIRST_FOUND global setting is set to true.
Default Value
6
How Used
ENABLE_RUN_INTERACTIVE_FORECAST_ONLY_OPTION
Description
This setting allows the Forecasting AutoPilot process to be run without having to run the Best Fit process.
◦ When set to true, the Forecasting AutoPilot process can be run without running Best Fit by clicking on the toolbar of the Forecast tab of the Interactive Planner Worksheet.
◦ When set to false, the Forecasting AutoPilot process cannot be run without running Best Fit on the Forecast tab of the Interactive Planner Worksheet.
Default Value
false
How Used
Forecast tab of the Interactive Planner Worksheet
EXP_SMOOTHING_USE_HIST_AVG_BASE
Description
Specifies how the base forecast is initialized for the Single Exponential Smoothing and Double Exponential Smoothing forecast methods.
◦ When set to true, the history average is used to initialize the base forecast. This will generate more consistent forecasts over time.
◦ When set to false, the first slice is used to initialize the base forecast
Default Value
◦ Set to true for new installs
◦ Set to false for upgrades
How Used
FAILURE_RATE_MIN_CUM_CAUSAL
Description
The minimum cumulative causal value for a part before switching from using Host Failure Rate to Calculated Failure Rate. This threshold is applied when either of the following are true:
◦ Causal values are applicable for a part.
◦ The Use Host Failure Rate setting on the Part Causal Type page is not set to Yes for the Part and Forecast Stream combination.
Default Value
1000
How Used
FORECAST_REVIEW_MAX_GRID_ROWS
Description
A numeric value between 1 and 100,000 that determines the maximum number of records that can be exported.
Default Value
65,000
How Used
FCST_REP_RATE_INCLUDE_NFF
Description
Determines whether the amount from applying NFF Rate, (Return Forecast * NFF Rate), is included in the Replacement Rate Forecast.
◦ When set to true, the NFF amount is included in Replacement Rate Forecast.
◦ When set to false, the NFF amount is not included in Replacement Rate Forecast.
Default Value
◦ Set to false for new installs
◦ Set to true for upgrades
How Used
Forecasting AutoPilot process
FCST_REP_RATE_USE_PARENT_SD
Description
Determines how the History Standard Deviation, Forecast Standard Deviation, and Forecast Error Standard Deviation fields are calculated when the Forecast Method is set to Replenishment Rate Forecast.
◦ When set to true, the fields are derived from the parent part's Standard Deviation and the configured Replacement Rate.
◦ When set to false, the fields are derived using the SKU/Stream's own demand and forecast.
Default Value
◦ Set to true for new installs
◦ Set to false for upgrades
How Used
Forecasting AutoPilot process
FCST_RUN_HIST_ANALYTICS
Description
Determines if the Demand History Management AutoPilot process is run as part of the Forecasting AutoPilot process.
◦ When set to true, the process is run as part of the Forecasting AutoPilot process.
◦ When set to false, the process is not run as part of the Forecasting AutoPilot process, therefore the Demand History Management process should be included in the process workflow.
Default Value
true for upgrades
false for new installations
How Used
Forecasting AutoPilot process
FORECAST_ADJ_PROFILE_RESPECT_USER_ADJ
Description
Determines whether profile-based adjustments can be applied with manual adjustment.
◦ When set to true, then the Forecasting process will apply profile-based adjustments only on the periods that do not have manual user adjustment and not on the periods having manual user adjustment.
◦ When set to false, then the Forecasting process will apply profile-based adjustments even if the period has a manual user adjustment.
Default Value
true for upgrades
false for new installations
How Used
Forecasting AutoPilot process
IPLAN_DONOTRUN_BESTFIT
Description
Determines if theBest Fit Analysis process should run when the Interactive Plan process is run from the Forecast tab of the Interactive Planner Worksheet.
◦ When set to true, the process is not run as part of the Interactive Plan process.
◦ When set to false, the process is run as part of the Interactive Plan process.
Default Value
false
How Used
To enable or disable the Best Fit Analysis process as part of the Interactive Plan process.
HIST_ANALYTICS_AVG_DMD_INTERVAL_THRESH
Description
A numeric value that sets the Average Demand Interval threshold used in Demand Categorization to determine whether SKU level demand is intermittent, which is then used in segmentation. Valid entries are any numeric value with 2 decimal places.
Default Value
1.32
How Used
HIST_ANALYTICS_COV_SQUARED_THRESH
Description
A numeric value that sets the COV^2 threshold used in Demand Categorization to determine whether SKU level demand is smooth or erratic, which is then used in segmentation. Valid entries are any numeric value with 2 decimal places.
Default Value
0.49
How Used
INTERMITTENCY_TEST_USE_ADI
Description
Determines if the Best Fit Analysis process uses the Check for Intermittency functionality.
◦ When set to true, a SKU is tagged as intermittent when the calculated value of Average Demand Interval is greater than the parameter value set in Intermittency Test - Average Demand Interval
◦ When set to false, a SKU is tagged as intermittent when the calculated values of Periods Between Demand is greater than the parameter value Intermittency Test - Periods Between Demand, and the Minimum Demand Interval MVR is greater than the parameter value defined in Intermittency Test - Minimum Demand Interval MVR
Default Value
true for new installations
false for upgrades
Recommended Setting
true
How Used
Best Fit Analysis process uses the Check for Intermittency
MF_SKU_FORECAST_ALLOC_METHOD
Description
Determines how the Life Limited Part Forecast is allocated to SKUs. The forecast is generated at the serial number level and must be allocated to parts and locations based on one of the following methods:
◦ When set to 0, the forecast for a serial number is allocated to the part and location specified on the serial number record in the IPCS_MF_SERIAL_NUMBER table. All forecast for a given serial number goes to a single SKU.
◦ When set to 1, only the part specified on the serial number record is used, and locations are obtained from the IPCS_MF_SKU_FCST_ALLOC table. The forecast for all serial numbers is aggregated by part, and then this table is used to distribute that part forecast to one or more locations using the Allocation Percentage (LocAllocationPct) specified in the table.
Default Value
0
How Used
OUTLIER_IGNORE_INTERMITTENCY_CHECK
Description
Determines how outliers are calculated for intermittent SKUs
◦ When set to true
▪ and Use Confidence Level for Outlier Adjustments is set to None, then outliers are calculated for intermittent SKUs using Mean and Standard Deviation.
▪ and Use Confidence Level for Outlier Adjustments is set to All or Slow or Intermittent, then outliers are calculated for intermittent SKUs using Confidence Level.
◦ When set to false
▪ and Use Confidence Level for Outlier Adjustments is set to None, then outliers are not calculated for intermittent SKUs
▪ and Use Confidence Level for Outlier Adjustments is set to All or Slow or Intermittent, then outliers are calculated for intermittent SKUs using Confidence Level.
Default Value
false
Usage
This global setting is used during the Levels calculation.
OUTLIER_IGNORE_RECENTYEARCOUNT
Description
Determines how outliers are adjusted when a full year of demand history is not available.
◦ When set to false, the Outlier Adjustment calculation only adjusts when at least one full year of demand history is available.
 | The History Analysis periods should be greater than or equal to 12 for yearly and 52 for weekly. |
Default Value
false
Usage
This global setting is used during the Outlier Adjustment calculation.
OUTLIER_LOWER_TRIP
Description
The Outlier Adjustment calculation will not adjust any SKU with an annual demand of the latest year that is less than this value.
Default Value
3
Usage
This global setting is used during the Outlier Adjustment calculation.
OUTLIER_MIN_HISTORY_SLICES
Description
The Outlier Adjustment calculation will not adjust any SKU with fewer history periods than this value.
Default Value
3
Usage
This global setting is used during the Outlier Adjustment calculation.
OUTLIER_MIN_NON_ZERO_DEMAND_SLICES
Description
Determines the minimum number of non-zero demand periods that must still exist after being corrected for outliers using only non-outlier data. Valid values are:
◦ > 0 to set a minimum
◦ <= 0 to disable (no minimum)
Outlier periods are excluded from adjustment calculations if the OUTLIER_USE_NON_OUTLIER_SLICES global setting is set to true and the OUTLIER_MIN_NON_ZERO_DEMAND_SLICES is set to value greater than zero. If there is fewer non-zero periods, then all of the demand periods are used, including the demand periods that have outliers for the calculations
Default Value
1
Usage
This global setting is used during the Levels calculation.
OUTLIER_USE_NON_OUTLIER_SLICES
Description
Determines whether the demand periods that are flagged as outliers are used to calculate the final outlier adjusted demand.
◦ When set to true, only non-outlier periods are used, given the number of non-zero demand periods in the non-outlier periods is >= the value of the OUTLIER_MIN_NON_ZERO_DEMAND_SLICES global setting.
◦ When set to false, outlier and non-outlier periods are used.
Default Value
true
Usage
This global setting is used during the Outlier Adjustment calculation for Intermittent SKUs.
OUTLIER_USE_VARIABILITY_CAP
Description
Determines if Demand Outlier Analysis should use COV/VMR cap to calculate the Upper Control Limit.
◦ When set to true, Demand Outlier Analysis will use COV/VMR cap.
◦ When set to false, Demand Outlier Analysis will not use COV/VMR cap.
 | The recommended setting is false, to disable the usage of COV/VMR caps, as using variability caps can generate false positive outliers and increase the total number of outliers. |
Default Value
false
◦ For upgrades, the value is set to true
◦ For new installations, the value is set to false
Usage
This global setting is used during the Outlier Adjustment calculation.
RUN_NETTING_WITH_FORECAST
Description
Determines if the Forecast Netting AutoPilot process should run automatically once the Forecasting AutoPilot process is complete.
◦ When set to true, the Forecast Netting AutoPilot process runs automatically after the Forecasting AutoPilot process completes.
◦ When set to false, the Forecast Netting AutoPilot process is not run automatically after the Forecasting AutoPilot process completes.
Default Value
false
Usage
This global setting is used during the Forecasting AutoPilot process.
RUN_POST_FORECAST
Description
Determines if the Post Forecast process is run as a stand-alone process:
◦ When set to true the Post Forecast process is included as part of the following processes:
▪ AutoPilot Processes:
▪ Forecasting
▪ Run button on pages:
▪ Forecast Adjustment Profile
▪ Causal Forecast Scenario
▪ Processes on pages:
▪ Interactive Plan, Forecast Rollup process
▪ Production Forecast Rollup
◦ When set to false the Post Forecast process is not run as part of other processes and can only be run as a stand-alone process.
Default Value
true
How Used
Impacts the Post Forecast AutoPilot process.
WINTERS_VERSION
Description
Defines the calculation processing for the Winters Multiplicative Forecast Method
Option | Description |
|---|---|
1 | Do not consider Alpha, Beta, and Gamma |
2 | Consider Alpha, Beta, and Gamma |
3 | Consider Alpha, Beta, and Gamma, and use the full year in the # of History Slices to calculate Winters Multiplicative Forecast Method |
4 | Handles the issue of unexpected forecast whenever the forecasting process uses more than 36 history slices. |
Default Value
4
How Used