Sales History Adjustment Calculation Rules support different rule types to increase or decrease the sales history quantity for an item in a store on a specific date.
To define the Calculation Rule Type
To learn more about the calculation rule types
The system calculates the quantity needed to be adjusted according to the following rule types:
- Planned Demand Event
This Calculation Rule Type calculates the adjusted quantity in Sales History Adjustment entries according to the average sales over a defined period preceding each adjustment date. For more information, see How to: Calculate Sales History Adjustment from Planned Demand Events. - Outlier Detection
This Calculation Rule Type calculates the adjusted quantity in Sales History Adjustment entries when the system detects the outliers in the sales history data. An outlier is an observation point which is distant from other observations that can cause statistical analysis to be inaccurate and should be excluded from the data set. For more information, refer to How to: Calculate Sales History Adjustment from Outlier Detection. - Item Ledger Entries
This Calculation Rule Type calculates the adjusted quantity in Sales History Adjustment entries for a specified location based on the Sales History entries for another location using predefined filters. For more information, see How to: Calculate Sales History Adjustment from Item Ledger Entries.
To define the Calculation Rule Type
- Click the
icon, enter Replen. Sales Hist. Adj., and select the relevant link. - Click Calculate - Calculation Rules to open the Replen. Sales History Adjustment Calculation Rules page.
- Click New to create a new Replen. Sales History Adjustment Calculation Rule, or open an existing Replen. Sales History Adjustment Calculation Rule from the list.
- On the Replen. Sales History Adjustment Calculation Rule Card page, select a calculation rule type in the Type field.
Shortcuts to:
- Planned Demand Event field descriptions
- Outlier Detection field descriptions
- Item Ledger Entries field descriptions
Fields in the Replen. Sales History Adjustment Calculation Rule Card page with Planned Demand Event calculation rule type:
| Field | Description |
|---|---|
| Linked Planned Demand Event | This field specifies the Replen. Planned Event that is currently applied to the Replen. Sales History Adjustment Calculation Rule. |
| Event Start Date | This field specifies the starting date of the selected Linked Planned Demand Event. |
| Calculation Method | This field specifies if the Replen. Sales History Adjustment Calculation Rule will run manually or using job scheduler. |
| Sales Hist. Period Start Date Formula | To obtain sales history adjustment quantity for an item, the Planned Demand Event Rule Type first calculates the average quantity sold within a defined date range. This field specifies the date formula for the starting date to calculate the average sales quantity until the adjustment date. If Stock Out Functionality has been enabled in the Replen. Setup page, the item sales that occurred on an out-of-stock day will not be considered in the average sales quantity calculation. |
| Consider Date of First Sale Within Sales Hist. Period | To obtain sales history adjustment quantity for an item, the Planned Demand Event Rule Type first calculates the average quantity sold within a defined date range. This field specifies whether the average calculation should start from the date of first sales or the defined start date, in case the item is introduced after the defined start date. |
| Last Run Date | This field specifies the last system date when the Replen. Sales History Adjustment Calculation Rule was executed, either manually or using job scheduler. |
| Last Calculated Date | This field specifies the latest Date of the Replen. Planned Sales Demand that was included in the Sales History Adjustment calculation. Note: Manually changing this field might cause the existing Sales History Adjustment entries to be overwritten on the next calculation. |
Fields in the Replen. Sales History Adjustment Calculation Rule Card page with Outlier Detection calculation rule type:
| Field | Description |
|---|---|
| Division Code Filter | This field specifies the Division that will be used to filter the items. |
| Item Category Code Filter | This field specifies the Item Category that will be used to filter the items. |
| Retail Product Filter | This field specifies the Retail Product Group that will be used to filter the items. |
| Item No. Filter | This field specifies the item number that will be used to filter the items. |
| Location Code Filter | This field specifies the value that will be used to filter the item's sales locations. |
| Consider only Locations active for Replenishment | This field specifies if the outlier calculation should only consider location(s) which are active for Replenishment. |
| Consider Calendar | This field specifies which calendar should be considered for the outlier calculation. The available options are:
|
| Calc. Period Date Type | This field specifies whether the date range for the outlier calculation will be entered manually or calculated based on a given date formula. |
| Calc. Period Start Date | This field specifies the starting date for the outlier calculation. This is used when the Calc. Period Date Type is Date. |
| Calc. Period Start Date Formula | This field specifies the formula to calculate the starting date for the outlier calculation. This is used when the Calc. Period Date Type is Date Formula. |
| Calc. Period End Date | This field specifies the ending date for the outlier calculation. This is used when the Calc. Period Date Type is Date. |
| Calc. Period End Date Formula | This field specifies the formula to calculate the ending date for the outlier calculation. This is used when the Calc. Period Date Type is Date Formula. |
| Comp. Period Date Type | This field specifies whether the comparison date range for the outlier calculation will be entered manually or calculated based on a given date formula. |
| Comp. Period Start Date | This field specifies the comparison starting date for the outlier calculation. This is used when the Comp. Period Date Type is Date. |
| Comp. Period Start Date Formula | This field specifies the formula to calculate the comparison starting date for the outlier calculation. This is used when the Comp. Period Date Type is Date Formula. |
| Comp. Period End Date | This field specifies the comparison ending date for the outlier calculation. This is used when the Comp. Period Date Type is Date. |
| Comp. Period End Date Formula | This field specifies the formula to calculate the comparison ending date for the outlier calculation. This is used when the Comp. Period Date Type is Date Formula. |
Fields in the Replen. Sales History Adjustment Calculation Rule Card page with Item Ledger Entries calculation rule type:
| Field | Description |
|---|---|
| Source Location Code | This field specifies the source location to copy the Sales History entries from. This is a mandatory field to calculate the adjusted sales quantity using Rule Type Item Ledger Entries. |
| Destination Location Code | This field specifies the destination location to copy the Sales History entries to. This is a mandatory field to calculate the adjusted sales quantity using Rule Type Item Ledger Entries. Only Locations with Data Source Calculated (from Item Ledger Entries) can be used as Destination Location Code. For more information on setting up the Data Source for Locations, see Setting Up a Location for Replenishment. |
| Division Code Filter | This field specifies the Division that will be used to filter the items. |
| Item Category Code Filter | This field specifies the Item Category that will be used to filter the items. |
| Retail Product Filter | This field specifies the Retail Product Group that will be used to filter the items. |
| Item No. Filter | This field specifies the item number that will be used to filter the items. |
| Retail Customer Group Filter | This field specifies the Retail Customer Group that will be used to filter the customers. |
| Customer No. Filter | This field specifies the customer number that will be used to filter the customers. |
| Calculation Method | This field specifies if the Replen. Sales History Adjustment Calculation Rule will run manually or using job scheduler. |
| Last Run Date | This field specifies the last system date when the Replen. Sales History Adjustment Calculation Rule was executed, either manually or using job scheduler. |
| Last Calculated Date | This field specifies the last WORKDATE when the Replen. Sales History Adjustment Calculation Rule was executed, either manually or using job scheduler. Note: Manually changing this field might cause the existing Sales History Adjustment entries to be overwritten on the next calculation. |
To learn more about the calculation rule types
The list below describes the details of each calculation rule type and their differences:
| To | See |
|---|---|
| Learn more about the calculation rule type Planned Demand Event. | How to: Calculate Sales History Adjustment from Planned Demand Events |
| Learn more about the calculation rule type Outlier Detection. | How to: Calculate Sales History Adjustment from Outlier Detection |
| Learn more about the calculation rule type Item Ledger Entries. | How to: Calculate Sales History Adjustment from Item Ledger Entries |
See also