Entering Period Version—Exercises

IMPORTANT
It is extremely important that you set up and work within your own Server ID in order to maintain your data integrity. If you work within any other server id, you will compromise your exercise data as well as the data of other students. Predictable exercise results require that your data be isolated to your own server id.

Basic Data Setup

Entering General Server Data

Purpose: The purpose of this exercise is to show you how to set up general server data for your server ID.

Windows:
Demand Plan Server Setup
Forecast Server

  1. Enter the necessary basic data for your server ID.
  2. Save your changes.

General exercise for Entering General Server Data

Defining Flows

Purpose: The purpose of this exercise is to show you how to define a base flow for your server ID.

Windows:
Demand Plan Server Setup/Base Flows

  1. Create a non-master base flow for your forecast server ID.
  2. Save your changes.

General exercise for Defining Flows

Main Exercise

Purpose: The purpose of this exercise is to show you how to create a period version for your forecast server ID.

Windows:
Demand Plan Server Setup/Period Version

Entering Period Version

  1. Open the Demand Plan Server Setup window, and query for your server ID.
  2. Click the Period Version tab.
  3. In the Start Year field, enter a start year three years before the current year.
  4. In the End Year field, enter an end year three years after the current year.
  5. Click Monthly.
  6. Click Create New Period Version and you will find that the table below fills with periods in accordance with selections made.

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