Overview
Forecast Overrides allow you to manually adjust demand forecasts for better planning accuracy. This feature is ideal for managing new, rapidly changing, or low-predictability items. You can apply overrides individually or in bulk, and all changes will be reflected in your planning recommendations.
Step-by-Step Guide
Individual Forecast Overrides
Navigate to the Forecasts Page
Locate the item and location you want to adjust.
Edit the Forecast
Click on the forecast value for the desired month(s).
Enter the new forecast value.
(Optional) Add a note explaining the reason for the change.
Save Changes
Click "Save" to apply the override.
Overrides are marked with an icon and can be viewed alongside the original forecast.
Bulk Forecast Overrides
Start the Bulk Forecast Overrides Workflow
If starting from scratch:
Click the “Upload Forecast Overrides” button on the Forecasts page.
Click "Download Template" to download a pre-formatted CSV file.
This will create an example template that you can leverage for bulk overrides. Note Excel and other spreadsheet editors may remove the leading zeros of Item IDs which can cause issues when uploading.
If starting from existing item-location pairs:
Apply filters in the Forecasts page to narrow the view down to the item-location pairs you care about
Click “Download” to download a CSV file with the list of item-location pairs, and their Recurrency-generated forecasts
Override any values as needed.
Edit the CSV File
Update the forecast values for the desired items and locations.
Ensure the file includes the required columns: Item ID, Location ID, UOM, Month(s), and Note (optional).
Upload & Review Overrides
Click “Upload Forecast Overrides CSV” and select your edited file.
The modal will take you through a review workflow, where you can easily identify:
All items and locations being overriden
Largest changes, from both a dollar and a percentage standpoint
New forecasts for any overridden months
Here, you can check for anomalies highlighted in red (e.g., overrides >50% different from the system’s forecast).
Apply Overrides
Click “Apply Overrides” to finalize changes.
A confirmation message will appear once updates are applied.
FAQs
Q: Are there any recommended best practices? Yes!
Use Forecast Overrides for items with unpredictable demand or insufficient historical data.
Always review anomalies to ensure the override aligns with expected trends.
Include notes to track the rationale for overrides and enhance team collaboration.
Q: Will Recurrency stop generating forecasts for overridden items? No, Recurrency will continue to generate forecasts. Overrides will be used for planning until they expire or are removed.
Q: What happens if my uploaded CSV file has errors? The system will validate your file and display specific errors, such as missing columns or invalid data formats, for correction.
Q: Can I revert an override? Yes, you can remove an override at any time to revert to the Recurrency-generated forecast.