3. iii
Contents
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Preface
Part 1 Concepts and Tools
1 Introduction to Demantra
Demantra Platform and Applications.......................................................................................1-1
Extending your Demantra Application.....................................................................................1-2
Elements of a Demantra Solution............................................................................................. 1-2
Integration................................................................................................................................. 1-6
Workflow................................................................................................................................... 1-6
How the User Interfaces Can Be Configured........................................................................... 1-7
2 Core Concepts
Worksheets................................................................................................................................ 2-1
The Basic Input Data................................................................................................................. 2-3
Time Resolution........................................................................................................................ 2-3
Levels......................................................................................................................................... 2-3
Combinations............................................................................................................................ 2-5
Series.......................................................................................................................................... 2-6
Filtering and Exceptions............................................................................................................2-7
Methods..................................................................................................................................... 2-8
Security...................................................................................................................................... 2-9
Forecasting................................................................................................................................. 2-9
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3 How Demantra Calculates and Stores Data
How Data Is Stored................................................................................................................... 3-1
How Data Is Calculated at the Lowest Level............................................................................ 3-2
How Data Is Calculated at Higher Levels.................................................................................3-3
How Proportions Are Chosen................................................................................................... 3-5
How Proportions Are Used....................................................................................................... 3-6
How Splitting Handles Null Values.........................................................................................3-7
How Splitting Handles Zero Values.........................................................................................3-7
When and How Data Is Saved to the Database........................................................................ 3-8
4 Implementation Tools and Process
Overview of Tools..................................................................................................................... 4-1
Initial Phase of Implementation............................................................................................... 4-5
Middle Phase of Implementation............................................................................................. 4-5
End Phase of Implementation................................................................................................... 4-9
Hand-off Details...................................................................................................................... 4-10
5 Levels
Introduction............................................................................................................................... 5-1
Level Terminology.................................................................................................................... 5-4
Hierarchy Variations................................................................................................................. 5-5
Types of Levels.......................................................................................................................... 5-6
Members.................................................................................................................................... 5-9
Member Identifiers................................................................................................................. 5-10
Introduction to the Data Model Wizard................................................................................. 5-12
Levels and the Forecast Tree................................................................................................... 5-13
Filtered Levels......................................................................................................................... 5-14
Other Concepts Related to Levels........................................................................................... 5-14
Configuration Notes................................................................................................................ 5-15
6 Series
Introduction............................................................................................................................... 6-2
Main Series Options..................................................................................................................6-2
Data Types of Series.................................................................................................................. 6-3
Types of Series.......................................................................................................................... 6-3
Update Field.............................................................................................................................. 6-5
Editability.................................................................................................................................. 6-5
Series Calculation: Server Expressions..................................................................................... 6-6
5. v
Series Calculation: Client Expressions..................................................................................... 6-8
Series Calculation: Using Both Server and Client Expressions............................................. 6-11
Series Calculation: Proportionality Option............................................................................ 6-11
Summary of Calculation Options........................................................................................... 6-12
Display Properties................................................................................................................... 6-18
Color Expressions.................................................................................................................... 6-18
Display Precision and Format................................................................................................. 6-18
Display-Only Summaries........................................................................................................6-18
Configuring the Display-Only Summary...............................................................................6-20
Other Basic Series Options..................................................................................................... 6-22
Advanced Series Options........................................................................................................ 6-23
Preserving Promotional Data While Moving or Copying......................................................6-23
The Aggregated Base Level Option........................................................................................ 6-27
Extra From and Extra Where....................................................................................................6-28
Note and Promotion Indicators...............................................................................................6-29
Series Groups.......................................................................................................................... 6-29
Configuration Notes................................................................................................................ 6-30
7 Units, Indexes, and Exchange Rates
Introduction............................................................................................................................... 7-1
Unit Conversion Data................................................................................................................7-2
How Units Are Used..................................................................................................................7-3
Time Units................................................................................................................................. 7-3
Setting and Modifying the Base Time Unit..............................................................................7-5
Unit-Level Association.............................................................................................................. 7-7
Indexes and Exchange Rates..................................................................................................... 7-7
Configuration Notes.................................................................................................................. 7-8
8 Worksheets
Introduction............................................................................................................................... 8-1
Main Worksheet Options.......................................................................................................... 8-2
Elements of a Worksheet View................................................................................................. 8-5
Level Layout in a View..............................................................................................................8-6
Filtering per View..................................................................................................................... 8-8
Level and Worksheet Association: Embedded Worksheets..................................................... 8-8
Worksheet and Layout Ownership........................................................................................... 8-9
Worksheet Caching................................................................................................................. 8-11
Configuration Notes................................................................................................................ 8-13
6. vi
9 Methods and Workflow
Introduction............................................................................................................................... 9-1
Overview of Method Types...................................................................................................... 9-3
Overview of Workflow Step Types.......................................................................................... 9-6
Typical Step Properties........................................................................................................... 9-13
Passing Arguments to a Method............................................................................................. 9-14
Workflow Schema Examples.................................................................................................. 9-18
Configuration Notes................................................................................................................ 9-19
10 Security
Data Security........................................................................................................................... 10-1
Feature Security....................................................................................................................... 10-4
Other Security Features........................................................................................................... 10-8
Program Groups...................................................................................................................... 10-9
Configuration Notes.............................................................................................................. 10-10
Password Policy..................................................................................................................... 10-10
11 Proport
Overview................................................................................................................................. 11-1
How You Can Tune the Proport Mechanism..........................................................................11-3
Calculating the Rolling Average Demand..............................................................................11-3
Calculating the Monthly Proportions..................................................................................... 11-3
Calculating the Average Daily Demand for Each Month...................................................... 11-4
Handling Data Issues.............................................................................................................. 11-6
Which Combinations Are Affected.........................................................................................11-9
Other Notes on the Proport Mechanism............................................................................... 11-10
Proport when using Engine Profiles..................................................................................... 11-11
Proport When Forecasting on General Levels...................................................................... 11-11
Part 2 Integration
12 General Integration Guidelines
"Open With" Worksheets........................................................................................................ 12-1
Worksheet Filters.....................................................................................................................12-1
Changing System Time Resolution........................................................................................ 12-2
Analytical Engine Guidelines................................................................................................. 12-4
DM application default users................................................................................................. 12-5
Controlling System and Engine Max Sales Dates.................................................................. 12-6
7. vii
13 Demantra Data Tables and Integration Processes
Demantra Data Tables.............................................................................................................13-1
Data Assumptions and Requirements.................................................................................... 13-3
Loading Basic Data.................................................................................................................. 13-5
Loading Series and Promotions.............................................................................................. 13-6
Executing Integration Interfaces............................................................................................. 13-6
Configure Series Load and Purge Options........................................................................... 13-13
Loading Supplementary Data............................................................................................... 13-16
Exporting Data....................................................................................................................... 13-17
Configuration Notes.............................................................................................................. 13-17
14 Demantra Demand Management to EBS Integration
Demand Management Business Flow.................................................................................... 14-2
Terms and Conventions Used in this Document................................................................... 14-5
Integration Features.................................................................................................................14-6
Seeded Demand Management Component..........................................................................14-11
Summary of Integration Tasks..............................................................................................14-16
Initial Setup........................................................................................................................... 14-17
Download E-Business Suite Data Into Demand Management............................................ 14-23
Download Collections........................................................................................................... 14-24
Combined Collections of Shipment and Booking History.................................................. 14-25
Collecting Legacy Shipment and History Data.................................................................... 14-32
Collecting Returns History Data........................................................................................... 14-35
Collecting Currency Conversion Data ................................................................................. 14-38
Associating multiple Price Lists with a CTO worksheet..................................................... 14-40
Collecting Unit of Measure Conversion Data...................................................................... 14-41
Collecting Price List Data...................................................................................................... 14-43
Downloading Calendars....................................................................................................... 14-45
Purging Data Before Import.................................................................................................. 14-46
Configure Series Load and Purge Options........................................................................... 14-48
Download to Oracle Demantra............................................................................................. 14-48
Demand Management Functional Output............................................................................14-50
Upload from Oracle Demantra..............................................................................................14-51
Publish the Forecast to CP.....................................................................................................14-53
Upload Forecast..................................................................................................................... 14-54
Line Of Business Configuration and Execution................................................................... 14-56
LOB Procedures..................................................................................................................... 14-57
Troubleshooting the Line of Business Forecast Workflow..................................................14-63
Setting Up the New Products List......................................................................................... 14-64
8. viii
Setting Up the Calendar List................................................................................................. 14-65
Base Time Unit...................................................................................................................... 14-70
Creating a New Leaf Level.................................................................................................... 14-70
Creating a New Top Level.....................................................................................................14-71
Creating a New Intermediate Level...................................................................................... 14-73
Deleting a Level.....................................................................................................................14-74
Approval and Upload Setup Process.................................................................................... 14-74
Profile Options...................................................................................................................... 14-76
15 Demantra Demand Management to EBS Service Parts Planning Integration
Introduction............................................................................................................................. 15-1
Integration Points.................................................................................................................... 15-3
Business Process...................................................................................................................... 15-3
Service Parts Planning Navigator Menus............................................................................... 15-4
Integration Considerations..................................................................................................... 15-4
Initial Demantra Setup............................................................................................................15-6
Initial SPP/EBS Setup..............................................................................................................15-7
Importing SPP Data into Demantra...................................................................................... 15-12
Launching the Import Workflows from the Demantra Workflow Manager.......................15-15
Service Parts Forecasting in Demantra................................................................................. 15-16
Exporting SPF Data from Demantra to Service Parts Planning in EBS............................... 15-17
Integration Workflows and Integration Profiles.................................................................. 15-18
Service Parts Forecasting Integration Import Profiles..........................................................15-21
Service Parts Forecasting Integration Export Profiles.......................................................... 15-23
16 Demantra Sales and Operations Planning to EBS Integration
Introduction............................................................................................................................. 16-1
Integration Points.................................................................................................................... 16-2
Sales and Operations Planning Navigator Menus................................................................. 16-2
General Configuration............................................................................................................ 16-4
Integration Workflows and Interface Profiles........................................................................16-5
Demantra Sales and Operations Planning to Strategic Network Optimization Integration
................................................................................................................................................ 16-14
Demantra Sales and Operations Planning to Advanced Supply Chain Planning Integration
................................................................................................................................................ 16-17
Demantra Sales and Operations Planning to Rapid Planning Integration......................... 16-19
SCI Data................................................................................................................................. 16-22
17 Demantra Demand Management to EnterpriseOne Integration
Overview................................................................................................................................. 17-1
9. ix
Architectural Process............................................................................................................... 17-2
Integration Points Overview................................................................................................... 17-2
Business Process...................................................................................................................... 17-3
Mapping.................................................................................................................................. 17-5
18 Demantra Predictive Trade Planning to EnterpriseOne Integration
Overview................................................................................................................................. 18-1
Architectural Process............................................................................................................... 18-3
Integration Points Overview................................................................................................... 18-3
Business Process...................................................................................................................... 18-4
Promotion Method Configuration.......................................................................................... 18-7
Modeling Considerations........................................................................................................18-7
Mapping................................................................................................................................ 18-11
19 Demantra Deductions and Settlement Management to EnterpriseOne
Integration
Overview................................................................................................................................. 19-1
Architectural Process............................................................................................................... 19-2
Integration Points.................................................................................................................... 19-2
Business Process...................................................................................................................... 19-3
Modelling Considerations...................................................................................................... 19-5
Mapping................................................................................................................................ 19-10
20 Demantra Predictive Trade Planning to Siebel Integration
Introduction............................................................................................................................. 20-1
Architectural Process............................................................................................................... 20-2
Integration Point Overview.................................................................................................... 20-3
Business Process...................................................................................................................... 20-5
Siebel Trade Planning/Demantra Intelligence Business Process (Regular Synchronization)
........................................................................................................................................... 20-5
Demantra Predictive Trade Planning/Siebel Trade Management (Near Real-time and
Regular Synchronization).................................................................................................. 20-6
Setup Overview....................................................................................................................... 20-9
Siebel Setup........................................................................................................................... 20-10
ODI Setup.............................................................................................................................. 20-13
Overview of the ODI Applications.................................................................................. 20-13
Understanding Packages and Scenarios.......................................................................... 20-15
Configuring the Demantra Database Connection............................................................ 20-15
Configuring the Demantra Agent.................................................................................... 20-18
Configuring ODI Variables.............................................................................................. 20-19
10. x
Demantra Setup..................................................................................................................... 20-24
Main Batch File Configurations............................................................................................20-28
Running Integration.............................................................................................................. 20-31
Siebel to Demantra ODI Packages and Batch Files..............................................................20-34
Account Hierarchy Planning........................................................................................... 20-34
Plan Master List............................................................................................................... 20-38
Pricing and Cost...............................................................................................................20-40
Product Planning Hierarchy............................................................................................ 20-44
Promotion Status..............................................................................................................20-48
Promotions.......................................................................................................................20-49
Promotional Tactics......................................................................................................... 20-63
Sales Activity................................................................................................................... 20-65
Demantra to Siebel ODI Packages and Batch Files..............................................................20-66
Baseline Volume Forecast................................................................................................ 20-66
Promotional Lift Coefficients........................................................................................... 20-68
Promotions.......................................................................................................................20-71
21 Demantra Sales and Operations Planning to Hyperion Integration
Demantra Sales and Operations Planning - Hyperion Planning Integration Overview...... 21-1
Architectural Process............................................................................................................... 21-2
Integration Points Overview................................................................................................... 21-2
Business Processes...................................................................................................................21-3
22 Integration with Demand Signal Repository
Solution Overview.................................................................................................................. 22-1
Business Process.................................................................................................................22-1
Overview of Procedures.................................................................................................... 22-2
Objects for DSR Integration............................................................................................... 22-2
Importing DSR Data into Demantra.......................................................................................22-3
Running Multiple Forecasts....................................................................................................22-3
Part 3 Basic Configuration
23 Getting Started with the Configuration Tools
About Demantra Configuration Tools....................................................................................23-1
Illegal Characters in Demantra............................................................................................... 23-3
Desktop and Business Modeler Automatic Install.................................................................23-4
Logging Onto the Business Modeler...................................................................................... 23-6
Refreshing the Data in the Business Modeler........................................................................ 23-6
11. xi
Working with Lists.................................................................................................................. 23-7
Configuring Parameters.......................................................................................................... 23-7
Making Changes Available to Users...................................................................................... 23-8
Quitting Business Modeler..................................................................................................... 23-9
Logging into the Workflow Manager..................................................................................... 23-9
Quitting the Workflow Manager............................................................................................ 23-9
Setting Browser Locale ........................................................................................................... 23-9
24 Database Tools
Creating a Table...................................................................................................................... 24-1
Modifying a Table................................................................................................................... 24-2
Recompiling the Database Functions and Procedures........................................................... 24-3
Viewing the Procedure Error Log........................................................................................... 24-3
Wrapping Database Procedures.............................................................................................. 24-5
Cleaning Up Temporary Tables..............................................................................................24-6
Monitoring Oracle Sessions.................................................................................................... 24-6
Index Adviser.......................................................................................................................... 24-6
25 Using the Data Model Wizard
About the Data Model Wizard................................................................................................ 25-2
Before Using the Data Model Wizard.....................................................................................25-2
Getting Started with the Data Model Wizard........................................................................ 25-3
Describing the Staging Tables................................................................................................ 25-4
Specifying the Structure of the Staging Tables...................................................................... 25-6
Joining Multiple Source Files or Tables................................................................................. 25-8
Defining the Minimal Required Data Model.........................................................................25-9
Declaring the Sales Date....................................................................................................... 25-10
Declaring the Sales Quantity................................................................................................ 25-10
Defining an Item Level and a Location Level.......................................................................25-11
Saving the Data Model.......................................................................................................... 25-12
Defining Additional Elements..............................................................................................25-13
Declaring the Unit Price........................................................................................................ 25-13
Defining a Unit of Measure.................................................................................................. 25-13
Adding Higher Levels........................................................................................................... 25-14
Adding Level Attributes....................................................................................................... 25-15
Defining Other Values.......................................................................................................... 25-16
Impacts of Changing Levels, Series, and Units.................................................................... 25-16
Navigating the Data Model................................................................................................... 25-21
Building the Data Model.......................................................................................................25-22
Loading the Data into the Data Model................................................................................. 25-24
12. xii
Manipulating Existing Data Models.....................................................................................25-24
26 Configuring Levels
Before Configuring Levels...................................................................................................... 26-1
Creating a Level....................................................................................................................... 26-2
Filtering a Level....................................................................................................................... 26-4
Configuring an Existing Level................................................................................................ 26-6
Adding Attributes to a Level...................................................................................................26-9
Dropdown Security............................................................................................................... 26-12
Filtering an Attribute Drop-down List................................................................................. 26-14
Specifying Default Parents for a New Member................................................................... 26-15
Adding a Population Attribute to a General Level.............................................................. 26-18
Creating a time aggregation.................................................................................................. 26-20
Viewing the Members of a Level.......................................................................................... 26-21
Removing Levels................................................................................................................... 26-22
27 Configuring Series and Series Groups
Before Configuring Series.......................................................................................................27-2
Creating a Series...................................................................................................................... 27-2
Creating a New Series Based on an Existing Series............................................................... 27-5
Specifying General Properties of a Series.............................................................................. 27-5
Specifying How to Display a Series....................................................................................... 27-8
Configuring a Dropdown-Style Series................................................................................. 27-12
Filtering a Series Drop-down List.........................................................................................27-14
Specifying Data Properties of a Series..................................................................................27-16
Using the Expression Editors................................................................................................ 27-21
Syntax of Server Expressions................................................................................................ 27-23
Syntax of Client Expressions.................................................................................................27-24
Specifying Server and Client Expressions............................................................................27-25
Creating an Edit-Lock Expression......................................................................................... 27-28
Creating a Color Expression.................................................................................................. 27-29
Controlling Access to Series..................................................................................................27-32
Configuring Desktop Group Expressions............................................................................ 27-33
Deleting a Series....................................................................................................................27-35
Enabling Series Caching By Item......................................................................................... 27-35
Specifying the Order of Series in Dynamic Open Link....................................................... 27-35
Creating or Modifying a Series Group................................................................................. 27-37
Deleting a Series Group........................................................................................................ 27-37
Viewing Dependencies Among Series................................................................................. 27-37
13. xiii
28 Configuring Units, Indexes, and Update-Lock Expressions
Before Configuring Units and Indexes................................................................................... 28-1
Configuring Indexes and Exchange Rates.............................................................................. 28-1
Editing Values for Indexes and Exchange Rates.................................................................... 28-4
Configuring Units................................................................................................................... 28-5
Associating Units with Levels.................................................................................................28-8
Configuring Time Units........................................................................................................ 28-10
Configuring Update-Lock Expressions.................................................................................28-11
29 Series and Level Integration
Before Using the Integration Interface Wizard...................................................................... 29-1
Creating or Modifying an Integration Interface.....................................................................29-2
Creating a Data Import Profile................................................................................................29-4
Creating a Data Export Profile.............................................................................................. 29-10
Specifying Series Data to Import or Export.......................................................................... 29-14
Creating an Export Profile for Any Level............................................................................. 29-19
Creating an Import Profile for a General Level....................................................................29-23
Deleting an Integration Interface..........................................................................................29-27
Details of the Staging Tables................................................................................................ 29-28
Executing an Integration Interface........................................................................................29-34
Checking the Integration Queue...........................................................................................29-35
30 Importing Supplementary Data
Creating or Modifying a File Load Interface.......................................................................... 30-1
Deleting a File Load Interface................................................................................................. 30-2
Creating an Import Profile...................................................................................................... 30-2
Creating the Import Batch File................................................................................................ 30-4
31 Creating Workflows
Creating or Editing Workflow Schemas................................................................................. 31-1
Parameters Used as Arguments for a Workflow.................................................................... 31-4
Deleting Workflow Schemas................................................................................................ 31-12
32 Configuring Methods
Configuring a New Level Method.......................................................................................... 32-1
Passing Arguments to a Method............................................................................................. 32-9
Modifying a Level Method................................................................................................... 32-11
Deleting a Level Method....................................................................................................... 32-12
14. xiv
33 Using the Desktop BLE User Interface
Overview of the Business Logic Engine................................................................................. 33-1
34 Non-Engine Parameters
About These Parameters......................................................................................................... 34-1
System Parameters...................................................................................................................34-1
35 Database Procedures
Recommended Procedure Scheduling.................................................................................... 35-2
ANALYZE_SCHEMA..............................................................................................................35-3
API_CONFIG_SETTLEMENT................................................................................................ 35-3
APPPROC_REBUILD_CONTEXT_CACHES.........................................................................35-3
CHAINING............................................................................................................................. 35-5
CLEAN_LOG_TABLES........................................................................................................... 35-5
COMPUTE_STD_ERR............................................................................................................ 35-6
CREATE_OPT_STRUCT......................................................................................................... 35-6
CREATE_PE_STRUCT............................................................................................................ 35-6
DELETE_FORE_COL.............................................................................................................. 35-6
DELETE_INVALID_GL_POPULATION............................................................................... 35-6
DROP_TEMP_TABLES........................................................................................................... 35-6
EP_LOAD_MAIN.................................................................................................................... 35-7
EP_LOAD_MDP_LEVEL.........................................................................................................35-7
EP_LOAD_ITEMS................................................................................................................. 35-10
EP_LOAD_LOCATIONS...................................................................................................... 35-13
EP_LOAD_SALES................................................................................................................. 35-16
EXECUTE_PROFILES........................................................................................................... 35-23
EXPOSE_PROMOTIONS..................................................................................................... 35-23
INSERT_UNITS.................................................................................................................... 35-23
MANUALS_INS.................................................................................................................... 35-25
MANUALS_INS_INTEGRATION....................................................................................... 35-25
MANUALS_INS_RECOVERY..............................................................................................35-25
MDP_ADD............................................................................................................................ 35-25
POP_ALL_MATCH_PROPOSAL......................................................................................... 35-33
POP_OI_MATCH_PROPOSAL............................................................................................ 35-34
PRE_LOGON......................................................................................................................... 35-34
REBUILD_INDEXES............................................................................................................. 35-34
REBUILD_SCHEMA............................................................................................................. 35-34
REBUILD_TABLES............................................................................................................... 35-35
REPLACE_APOSTROPHE_LEVELS.................................................................................... 35-35
16. xvi
SummaryMin.........................................................................................................................38-17
SummarySum........................................................................................................................ 38-17
SummaryWAVG................................................................................................................... 38-18
Today..................................................................................................................................... 38-18
Truncate................................................................................................................................. 38-18
Year........................................................................................................................................ 38-19
Z_Val......................................................................................................................................38-20
39 Workflow Steps
Specifying a Task.................................................................................................................... 39-2
BLE Step...................................................................................................................................39-3
Condition Step.........................................................................................................................39-5
Container Step......................................................................................................................... 39-7
Create Member Step................................................................................................................ 39-9
Custom Step...........................................................................................................................39-10
Delete Member Step..............................................................................................................39-13
Edit Member Step..................................................................................................................39-13
Email Step.............................................................................................................................. 39-14
Exception Step....................................................................................................................... 39-16
Executable Step......................................................................................................................39-19
Group Step.............................................................................................................................39-21
Paste Member Step................................................................................................................ 39-24
Refresh Population Step....................................................................................................... 39-25
Selection Step........................................................................................................................ 39-27
Simulation Step..................................................................................................................... 39-30
Stored Procedure Step........................................................................................................... 39-33
Transfer Step......................................................................................................................... 39-34
Update Data Step...................................................................................................................39-35
User Step................................................................................................................................ 39-36
Wait Until Step...................................................................................................................... 39-38
Worksheet Cache Step...........................................................................................................39-41
Worksheet Step......................................................................................................................39-44
Part 4 Configuring Specific Applications
40 Configuring Predictive Trade Planning
Overview of Promotion Effectiveness.................................................................................... 40-2
Overview of the Configuration Process..................................................................................40-2
Configuring Levels for Promotion Effectiveness................................................................... 40-2
17. xvii
Setting Parameters................................................................................................................... 40-3
Configuring the Activity Browser...........................................................................................40-3
Configuring the Application Server....................................................................................... 40-4
Configuring Promotion Statuses............................................................................................ 40-4
Loading Promotion Data......................................................................................................... 40-6
Reference: PE Levels................................................................................................................40-7
PTP Data Needs....................................................................................................................... 40-9
Integration in PTP................................................................................................................. 40-10
Reference: Staging Tables..................................................................................................... 40-11
Reference: Integration Interfaces.......................................................................................... 40-17
Configuring the Default Promotion Start and Span............................................................ 40-18
Changing the Default Retailer Profile.................................................................................. 40-18
Configuring the Right-Click "Open With" Option.............................................................. 40-19
Removing Right-Click Menu Options..................................................................................40-21
Replacing Collaborator Workbench Graphics..................................................................... 40-21
Configuring Promotion Status Behavior.............................................................................. 40-22
Re-configuring Series if Syndicated Data Is Not Used........................................................ 40-24
41 Configuring Promotion Optimization for Predictive Trade Planning
Overview of the Configuration Process..................................................................................41-1
Set Up Promotion Optimization Without Using the Installer............................................... 41-2
Configuring the Optimization Step........................................................................................41-2
Other Important Notes............................................................................................................ 41-6
42 Configuring Deductions and Settlement Management
Overview of DSM................................................................................................................... 42-1
Data Flow in DSM................................................................................................................... 42-4
Overview of the Configuration Process..................................................................................42-5
Setting Up Database Structures.............................................................................................. 42-6
Configuring Promotions and Promotion Series..................................................................... 42-8
Identifying Key Promotion Series........................................................................................ 42-11
Configuring Settlement Matching........................................................................................ 42-11
Configuring Write-Offs.........................................................................................................42-12
Loading Initial Data and Creating Possible Matches...........................................................42-13
Describing Customer Relationships..................................................................................... 42-14
In Case of Problems...............................................................................................................42-14
Reference: DSM Levels......................................................................................................... 42-15
Reference: DSM Series.......................................................................................................... 42-23
Reference: DSM Integration Interfaces................................................................................ 42-23
Reference: Other DSM Tables.............................................................................................. 42-31
18. xviii
Part 5 Other Configuration
43 Fine Tuning and Scaling Demantra
Basic Parameters...................................................................................................................... 43-2
Application Server...................................................................................................................43-2
Collaborator Workbench......................................................................................................... 43-2
Database.................................................................................................................................. 43-5
Date/Time Formats.................................................................................................................. 43-8
Email........................................................................................................................................ 43-9
Integration............................................................................................................................. 43-11
Item Aggregation................................................................................................................... 43-12
Logs and Old Data................................................................................................................. 43-12
Proport Mechanism............................................................................................................... 43-13
EngineOutputThreshold....................................................................................................... 43-15
Simulation............................................................................................................................. 43-16
Solution Branding................................................................................................................. 43-17
Threading.............................................................................................................................. 43-17
Workflow............................................................................................................................... 43-21
Worksheets............................................................................................................................ 43-21
Languages.............................................................................................................................. 43-26
Configuring User Productivity Kit (UPK) ........................................................................... 43-30
44 Customizing Demantra Web Pages
Logging onto the Collaborator Workbench Administrator....................................................44-1
Configuring Menus in Collaborator Workbench................................................................... 44-2
Running Oracle Executables from Collaborator Menus........................................................ 44-6
Configuring the Panes.............................................................................................................44-7
Specifying Content Pane Security........................................................................................ 44-10
Replacing Default Demantra Graphics................................................................................ 44-10
Customizing the Collaborator Workbench Login Page....................................................... 44-12
Configuring Links in Collaborator Workbench................................................................... 44-12
45 Configuring Rolling Data
About Rolling Data................................................................................................................. 45-1
Creating or Modifying Rolling Data Profiles.........................................................................45-2
Executing Rolling Data Profiles.............................................................................................. 45-3
Creating Rolling Data Profile Groups.................................................................................... 45-4
19. xix
46 GL Synchronization
Overview................................................................................................................................. 46-1
47 Performing Constraint Profit Optimization
About Constraint Profit Optimization....................................................................................47-1
Creating or Modifying an Optimization Profile.................................................................... 47-2
Deleting a Constraint Optimization Profile........................................................................... 47-8
Running a Constraint Optimization Profile........................................................................... 47-8
48 Creating a Standard Error Process
Creating a Standard Error Process.......................................................................................... 48-1
Part 6 Configuring and Running the Analytical Engine
49 Introduction to the Analytical Engine
Overview................................................................................................................................. 49-1
Engine Modes: DP and PE.......................................................................................................49-2
What the Engine Does............................................................................................................. 49-3
Batch and Simulation Modes.................................................................................................. 49-3
Engine Profiles........................................................................................................................ 49-4
Specifying the Demand Stream in an Engine Profile............................................................ 49-7
Maintaining Engine Versions................................................................................................. 49-9
Illegal Characters in Demantra............................................................................................. 49-10
50 Basic Concepts
Overview of Forecasting......................................................................................................... 50-1
Causal Factors.......................................................................................................................... 50-2
Promotions (PE Mode Only)................................................................................................... 50-6
Forecasting Models and the Engine Flow...............................................................................50-8
The Forecast Tree.....................................................................................................................50-8
Influence and Switching Effects (PE Mode Only)................................................................50-13
Combination-Specific Settings............................................................................................. 50-16
The Forecast Data.................................................................................................................. 50-20
51 Configuring the Analytical Engine
Configuring the Engine...........................................................................................................51-1
General Data Requirements....................................................................................................51-2
20. xx
Structure and Requirements of the Forecast Tree.................................................................. 51-3
Split Forecast by Series........................................................................................................... 51-5
Configuring SALES_DATA node-splitting............................................................................51-5
Guidelines for the Forecast Tree............................................................................................. 51-6
Guidelines for Causal Factors................................................................................................. 51-7
Setting Up Configure to Order............................................................................................... 51-8
52 Configuring the Forecast Tree
Configuring the Forecast Tree.................................................................................................52-1
Pooled Time Series.................................................................................................................. 52-5
Defining Influence and Competition (PE Mode Only)..........................................................52-8
Defining the Forecast Tree for Service Parts Planning Supersessions.................................. 52-9
Specifying Additional Parameters........................................................................................ 52-10
53 Configuring Causal Factors
Notes About Causal Factors.................................................................................................... 53-1
Creating a Global Factor..........................................................................................................53-3
Creating a Local Causal Factor................................................................................................ 53-5
Configuring Global and Local Causal Factors........................................................................53-6
About Activity Shape Modeling........................................................................................... 53-10
Enabling Activity Shape Modeling...................................................................................... 53-12
Deleting a Causal Factor........................................................................................................53-13
54 Configuring Promotions and Promotional Causal Factors
Base Behavior.......................................................................................................................... 54-1
Customizing the Promotion Levels.........................................................................................54-3
Loading Historical Promotions............................................................................................... 54-3
How the Analytical Engine Uses Promotions.........................................................................54-4
Configuring Promotional Causal Factors............................................................................... 54-8
Adjusting the Promotion Dates............................................................................................ 54-13
About Promotion Shape Modeling.......................................................................................54-14
Enabling Promotion Shape Modeling.................................................................................. 54-15
55 Tuning the Analytical Engine
Editing Engine Parameters...................................................................................................... 55-1
Creating or Renaming Engine Profiles................................................................................... 55-2
Tuning Analytics..................................................................................................................... 55-3
Tuning Performance................................................................................................................ 55-6
Reconfiguring the sales_data_engine Table.........................................................................55-11
21. xxi
Enabling Engine Models Globally....................................................................................... 55-14
Configuring the Engine Mode.............................................................................................. 55-16
Advanced Analytics (Nodal Tuning).................................................................................... 55-16
56 Using the Engine Administrator and Running the Engine
Before Running the Analytical Engine................................................................................... 56-1
General Notes about Running the Analytical Engine............................................................56-2
Registering the Analytical Engine.......................................................................................... 56-3
Starting the Engine Administrator..........................................................................................56-3
Configuring Engine Settings.................................................................................................. 56-4
Running the Engine from the Engine Administrator.............................................................56-8
Running the Engine from the Start Menu............................................................................ 56-11
Running the Engine from the Command Line..................................................................... 56-11
Troubleshooting.................................................................................................................... 56-12
Viewing the Engine Log........................................................................................................ 56-15
Examining Engine Results.................................................................................................... 56-16
Running the Engine in Recovery Mode................................................................................56-17
Stopping the Engine.............................................................................................................. 56-17
57 Engine Details
Preparing the Database........................................................................................................... 57-1
Promotion Effectiveness Engine Phases ................................................................................ 57-2
The Forecasting Process.......................................................................................................... 57-6
Comparison of Batch and Simulation Modes.......................................................................57-17
Engine Components and High-Level Flow.......................................................................... 57-17
Details of the Distributed Engine......................................................................................... 57-20
58 Engine Parameters
About Engine Parameters........................................................................................................58-1
Analytical Engine Parameters................................................................................................. 58-1
59 Theoretical Engine Models
Introduction............................................................................................................................. 59-2
Flags on Causal Factors........................................................................................................... 59-2
ARIX........................................................................................................................................ 59-3
ARLOGISTIC.......................................................................................................................... 59-4
ARX.......................................................................................................................................... 59-4
BWINT..................................................................................................................................... 59-5
CMREGR................................................................................................................................. 59-6
22. xxii
DMULT.................................................................................................................................... 59-8
ELOG..................................................................................................................................... 59-10
FCROST................................................................................................................................. 59-12
HOLT..................................................................................................................................... 59-13
ICMREGR.............................................................................................................................. 59-15
IREGR.................................................................................................................................... 59-16
LOG....................................................................................................................................... 59-17
LOGISTIC............................................................................................................................. 59-18
Moving Average.................................................................................................................... 59-19
MRIDGE................................................................................................................................ 59-20
NAIVE................................................................................................................................... 59-21
REGR..................................................................................................................................... 59-23
Part 7 Administration
60 Administering Demantra
Keeping the System Running................................................................................................. 60-1
Periodic Maintenance Tasks................................................................................................... 60-2
Data Cleanup Script................................................................................................................ 60-3
Demantra URLs....................................................................................................................... 60-5
Log Files and Tables................................................................................................................ 60-9
Illegal Characters in Demantra............................................................................................. 60-10
Required Third-Party Software............................................................................................ 60-10
61 Managing Security
Creating or Modifying a Component..................................................................................... 61-1
Deleting a Component.......................................................................................................... 61-10
Creating or Modifying a User............................................................................................... 61-10
Copying a User...................................................................................................................... 61-15
Deleting a User...................................................................................................................... 61-16
Creating or Modifying a User Group....................................................................................61-16
Deleting a Group................................................................................................................... 61-19
Providing Access to the Workflow Editor............................................................................ 61-19
Logging onto the Collaborator Workbench Administrator..................................................61-20
Defining a Program Group................................................................................................... 61-20
Redefining a Program Group................................................................................................ 61-24
Deleting a Program Group.................................................................................................... 61-25
Specifying Permissions for Menu Items.............................................................................. 61-25
Logging Out Users.................................................................................................................61-28
23. xxiii
62 Managing Workflows
Viewing Workflow Status.......................................................................................................62-1
Starting Workflow Instances.................................................................................................. 62-3
Scheduling Workflow Instances............................................................................................. 62-3
Stopping Workflow Instances................................................................................................ 62-6
Creating or Editing a Schema Group...................................................................................... 62-7
Deleting a Schema Group....................................................................................................... 62-8
Viewing the Workflow Process Log....................................................................................... 62-9
Recovery and the Workflow Engine....................................................................................... 62-9
Web Services for Demantra Workflows............................................................................... 62-10
63 Managing Worksheets
Viewing the Worksheets......................................................................................................... 63-1
Changing Worksheet Ownership........................................................................................... 63-2
Changing Worksheet Access................................................................................................... 63-2
Deleting a Worksheet.............................................................................................................. 63-3
64 Other Administration
Other Web-based Administration Tools................................................................................ 64-1
Logging Messages of the Application Server......................................................................... 64-2
Managing Level Caching........................................................................................................ 64-2
Viewing and Modifying Cache Properties............................................................................. 64-5
65 Upgrading Using Oracle Demantra Business Application Language
Overview................................................................................................................................. 65-1
The Upgrade Process............................................................................................................... 65-2
BAL Explorer Screen Elements............................................................................................... 65-4
Using the BAL Explorer...........................................................................................................65-6
Understanding Objects, Schemas, Folders, Files and Repositories.................................... 65-6
Schema Procedures............................................................................................................ 65-8
Folder Procedures............................................................................................................ 65-14
Upgrading Procedures..................................................................................................... 65-15
Troubleshooting............................................................................................................... 65-32
66 Tips and Troubleshooting
Initial Logon to Demantra....................................................................................................... 66-1
About Demantra Configuration Settings............................................................................... 66-5
Key Settings Controlled by the Installer................................................................................ 66-6
24. xxiv
Redirecting Demantra to a Different Database...................................................................... 66-8
Java Tips.................................................................................................................................. 66-9
Tomcat Tips........................................................................................................................... 66-10
Error Messages or Trouble Descriptions.............................................................................. 66-12
A Key Tables
T_SRC Tables............................................................................................................................ A-1
Index
25. xxv
Send Us Your Comments
Oracle Demantra Implementation Guide, Release 7.3
Part No. E05136-11
Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.
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26.
27. xxvii
Preface
Intended Audience
Welcome to Release 7.3 of the Oracle Demantra Implementation Guide.
See Related Information Sources on page xxxiii for more Oracle E-Business Suite product
information.
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28. xxviii
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representations regarding the accessibility of these Web sites.
Structure
1 Introduction to Demantra
This chapter provides an overview of the Demantra platform.
2 Core Concepts
This chapter explains worksheets and other basic concepts.
3 How Demantra Calculates and Stores Data
As an implementor, you should understand how Demantra calculates and stores data,
because this can affect how you set up your solution. This chapter provides an overview
of most important details.
4 Implementation Tools and Process
This chapter provides a quick overview of the implementation and hand-off processes
and tools you use during these processes.
5 Levels
This chapter describes levels and related concepts, outlines the primary configuration
options, and summarizes the available tools.
6 Series
7 Units, Indexes, and Exchange Rates
This chapter describes units and related concepts, outlines the primary configuration
options, and summarizes the available tools.
8 Worksheets
This chapter describes worksheets, outlines the primary configuration options, and
summarizes the available tools.
9 Methods and Workflow
This chapter describes options that you can use to create automated actions in your
application, outlines the primary configuration options, and summarizes the available
tools.
10 Security
This chapter explains the Demantra security mechanisms.
11 Proport
This chapter explains the proport mechanism.
12 General Integration Guidelines
29. xxix
A pre-made model supports out-of-the-box integration of the Oracle e-Business Suite or
EnterpriseOne applications with the Oracle Demantra Demand Management
application. This model contains necessary definitions to support both Oracle
e-Business Suite and EnterpriseOne applications and uses many common building
blocks. The Oracle e-Business Suite model serves as the core best practice for Oracle
Demantra Demand Management integration. Where EnterpriseOne information is
missing, e-Business Suite documentation applies
13 Demantra Data Tables and Integration Processes
This chapter describes the Demantra table structure (at a high level) and gives the basic
data requirements. It also describes ways you can import data into and export data
from Demantra.
14 Demantra Demand Management to EBS Integration
This chapter overviews integration processes that synchronize or move data between
the Oracle Demantra and E-Business Suite applications.
15 Demantra Demand Management to EBS Service Parts Planning Integration
This chapter describes the integration between Oracle Demantra Demand Management
and EBS Service Parts Planning.
16 Demantra Sales and Operations Planning to EBS Integration
This chapter describes the integration between Sales and Operations Planning and EBS
products, including Strategic Network Optimization (SNO), Advanced Supply Chain
Planning (ASCP), and Rapid Planning (RP). It also describes the handling of SCI data.
17 Demantra Demand Management to EnterpriseOne Integration
This chapter describes how Demantra Demand Management (DM) integrates with
EnterpriseOne.
18 Demantra Predictive Trade Planning to EnterpriseOne Integration
This chapter describes how Demantra Predictive Trade Planning (PTP) integrates with
EnterpriseOne.
19 Demantra Deductions and Settlement Management to EnterpriseOne Integration
This chapter describes how Demantra Deductions and Settlement Management (DSM)
integrates with EnterpriseOne.
20 Demantra Predictive Trade Planning to Siebel Integration
This chapter provides detailed information about how Demantra Predictive Trade
Planning (PTP) integrates with Siebel Trade Promotion Management (TPM).
21 Demantra Sales and Operations Planning to Hyperion Integration
This chapter describes how Demantra Sales and Operations Planning integrates with
Hyperion.
22 Integration with Demand Signal Repository
This chapter describes how Demantra integrates with Demand Signal Repository.
23 Getting Started with the Configuration Tools
This chapter introduces the primary tools you use to configure Demantra, namely,
Business Modeler and Workflow Manager.
24 Database Tools