Overview
Seasonal indexes considered during sales forecasting are used to register seasonal fluctuations in demand for product groups.
Seasonal indexes are defined for items and business regions by seasonal groups. You need to register them manually or automatically depending on Seasonal item groups and Seasonal groups of business regions.
For additional analysis by warehouses and partners, business regions are used.
With seasonal indexes for items, sales forecast data is distributed by week or month during demand planning.
As a result of the process, seasonal indexes are maintained.
Maintain seasonal indexes flowchart
Paths
| Path | Budgeting and planning → Settings and catalogs → Sales and operations plans → Seasonal indexes |
|---|---|
| In-app link EN code |
e1cib/command/InformationRegister.SeasonalIndexes.Command.SeasonalIndexes
|
| In-app link RU code |
e1cib/command/РегистрСведений.СезонныеКоэффициенты.Команда.СезонныеКоэффициенты
|
How to review actual seasonal indexes
1. Go to Budgeting and planning → Settings and catalogs and then click Seasonal indexes under Sales and operations plans.
2. Click the Indexes tab.
3. Filter Item groups and Business region groups.
4. Review the values of already set seasonal indexes.
Note
The seasonal index time fence is set at the database level. To manage it, go to Master data and settings → Master data and sections → Budgeting and planning. Then go to the Planning section and choose Month or Week in the Specify seasonal indexes every field.
5. Click the Chart tab.
6. Choose Entered values or Normalized values, and select the Chart type.
7. Review the chart of historical seasonal index values and analyze trends for different seasonal groups using appropriate charts.
Note
You can represent seasonal index values graphically in the following value variants:
- Entered values: the graph shows the absolute values of seasonal indexes in accordance with the values entered in the table on the Indexes tab. You can enter absolute values in various units (for example, in the amount of sales, number of sales, and other). The calculated value will be converted to the unit of measure.
- Normalized values: the graph shows the relative values of seasonal indexes. You can define relative values by comparing the entered values of the absolute indicator with the value of the base indicator. Use normalized values to bring analyzed data to a comparable form.
How to create seasonal groups for items
1, Go to Budgeting and planning → Settings and catalogs and then click Seasonal indexes under Sales and operations plans.
2. Click Create to create a Seasonal item group.
3. Specify its Description.
Paths
| Path | Master data and settings → Master data → Items |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.Products
|
| In-app link RU code |
e1cib/list/Справочник.Номенклатура
|
How to maintain item assignment to seasonal groups
1. Go to Master data and settings and then click Items under Master data.
2. Open the list settings and enable the display of Seasonal item group.
3. Review the list of items with this attribute and check its value.
4. If required, update the value. To apply values for multiple selections, click Bulk actions.
Note
One Item is assigned to only one seasonal group.
You can specify a default value for a seasonal group of the Item kind.
Paths
| Path | Budgeting and planning → Settings and catalogs → Sales and operations plans → Seasonal groups of business regions |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.SeasonalGroupsOfBusinessRegions
|
| In-app link RU code |
e1cib/list/Справочник.СезонныеГруппыБизнесРегионов
|
How to create seasonal groups for business regions
1. Go to Budgeting and planning → Settings and catalogs and then click Seasonal groups of business regions under Sales and operations plans.
2. Click Create to create a Seasonal group of business regions.
3. Specify its Description.
Paths
| Path | CRM & Marketing → Settings and catalogs → Partners and contact persons → Business regions |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.BusinessRegions
|
| In-app link RU code |
e1cib/list/Справочник.БизнесРегионы
|
How to maintain business regions assignment to seasonal groups
1. Go to CRM & Marketing → Settings and catalogs and then click Business regions under Partners and contact persons.
2. Open the list settings and enable the display of Seasonal group.
3. Review the list of business regions with this attribute and check its value.
4. If required, update the value. To apply values for multiple selections, click Bulk actions.
Note
One Business region is assigned to only one seasonal group.
How to register seasonal indexes by sales statistics
1. Go to Budgeting and planning → Settings and catalogs and then click Seasonal indexes under Sales and operations plans.
2. Click Calculate by sales statistics.
3. Open the Select period menu.
4. Choose the time horizon and base date.
5. Choose the statistics for seasonal index calculation: number of sales or sales amount.
6. Click Custom filter to specify the scope of statistics.
7. Click Calculate. The system will automatically calculate seasonal indexes and fill them in the table.
8. Click Save.
How to register seasonal indexes manually
1. Go to Budgeting and planning → Settings and catalogs and then click Seasonal indexes under Sales and operations plans.
2. Manually specify seasonal indexes by time fence (months or weeks).
3. Click Save.