to the SyteLine Forecasting

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• Welcome,
• to the SyteLine Forecasting
• self-paced demonstration.

Improving business performance with technology.
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Contents

• BTA Forecasting
• Calculating A Forecast
• Viewing and Manipulating the Forecast
• Safety Stocks/Order Minimum
• Updating MRP
• Exception Messaging
• Forecasting Models
• Summary

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SyteLine Forecasting

• For 16 years, BTA has worked with SyteLine
  customers who have searched for more
  functionality to satisfy their demand planning
  needs.
• In response, BTA developed SyteLine Forecasting
  for Infor as a complimentary package to SyteLine
  MRP\APS.
• SyteLine Forecasting is fully integrated with
  SyteLine using the same user interface and
  technology and is supported by Infor.
• SyteLine Forecasting is available for all
  versions of SyteLine 4.xx through 7.xx.

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Forecasting Module Functionality

• Calculates forecasts from historical trend, or
  customer supplied forecasts.
• Advanced algorithms used to model trends and
  seasonality. Manipulations are performed in the
  system not on spreadsheets.
• Graphs forecasts vs. history and allows
  adjustments by item or group.
• Allows you to analyze the calculated forecasts
  comparing to historical trends and forecast
  variations in the past then easily override with
  your judgment.
• Calculates optimal item safety stock, order min.
  
• As demand and product mix changes, your
  inventory drivers are dynamically calculated to
  right-size your inventory.
• Updates SyteLine MRP\APS forecast.
• The calculated and adjusted forecasts are pushed
  through to the SyteLine Forecast for the MRP/APS
  processing.
• Monitors the forecast vs. actual demand.
• Between forecasting cycles, actual demand is
  compared to the forecast and your are alerted to
  spikes and trends that might cause inventory
  problems.

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Calculating a Forecast
Calculating a Forecast
Item history retrieved from SyteLine customer
orders or usage transactions
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Calculating a Forecast
Click to calculate forecast
Select one of 11 statistical models or use
Automatic Selection
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Viewing and Adjusting the Forecast
Viewing and Adjusting the Forecast
Select the graph button
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Viewing and Adjusting the Forecast
Group Adjustments and Item Adjustments are
available to manipulate the calculated forecast.
This allows you to mass adjust a group of items
or to make adjustments for special circumstances
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Safety Stock/Order Minimums
These calculations can be run as a monthly
utility to recalculate these inventory drivers as
demand changes. The suggested changes can be
reviewed in a spreadsheet, then approved and
posted directly to SyteLine Item Master.
Safety Stock and Order Minimums
The system considers item usage, variation in
usage, and desired service level to calculate a
Safety Stock.
The system considers item cost, setup cost,
carrying cost, and annual usage to calculate
Order Minimum
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Update MRP
Updating MRP\APS
When satisfied with the calculated and adjusted
forecast, select the Update MRP button
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Exception Messaging
Predetermined values trigger exception messages.
Exception Messaging

• Review date message is triggered at a future
  point in time
• Tracking exceptions are generated when the
  forecast trend varies from the actual demand
  trend.
• Demand Filter exceptions are triggered if a spike
  in actual demand occurs.

The forecasts are monitored and exception
messages are generated when the actual demand
varies from the forecast.
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Customer Roll-Up allows us to import forecast
received from customers
Combo Forecast allows us to combine the Customer
provided forecasts with historical data
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Full Compliment of Reports Included
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Summary

• Reduces inventory levels and carrying costsby
  simplifying and automating the demand planning
  process and minimizing the just in case
  inventory.
• Decreases stock outs and expediting costsby
  quickly calculating more accurate forecasts,
  monitoring variances, and alerting you to
  problems.
• Helps you spot trends and potential inventory
  problemsby providing graphical demand and trend
  analysis.
• Saves time tracking 1,000s of items
  automatically - you only deal with the
  exceptions by automatically calculating
  forecasts and inventory drivers.

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Improving business performance with technology.
For More Information or a complete product
demonstration please contact BTA [phone] Ra
ndy.Washam_at_BTAsystems.com Leigh.Lathrop_at_BTAsystem
s.com Or, Contact your Infor representative.