Creating a temporary new item for planning
At times a new item needs to be planned even though it has not been formally released. Often this is done to drive materials or plan capacity. The following article describes the steps to create a temporary item and enter a demand plan. Once the new item is released to the ERP and loaded into DemandCaster it may be linked to the temporary item.
Go to Data Maintenance
- Select Item from the Data Maintenance drop down (item is the default selection)
- Click the "Add New" to open the interface to add a new item
Populate with the Required Information
Enter all the values required as shown in the example below and click save when complete.
Please note that the SKU properties section must also be completed. SKU properties overwrite item properties in top section where applicable.
Newly Created Item is Visible in the Item Data Maintenance List
And the Item Location List
Next Steps
Once the item is created, you may link the new item to an old item per the article Linking Finished Goods. This approach will associate all the old items customers and locations to the new item to facilitate forecasting and demand planning.
In demand planning, you may create associations of customers and locations to the new item via the demand plan upload process, as documented in the article Advanced Planning User Defined Demand Plan Upload. This process creates the associations and provides a starting demand plan for the newly created item. Once sales begin to populate, the system will start to automatically create forecasts for the new item.
Alternate Approach
As an option, if you have many new items to add, you may upload the files by creating an incremental item.txt file and itemlocation.txt file and then uploading. Since the upload is incremental these items will remain even if the automated upload files do not include them. The manually upload items will be time and date stamped.
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