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Set up a forecast model

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

A forecast model names and identifies a specific forecast. You must create a forecast model before you can create the actual forecast lines.

You can set up a forecast model with two levels so that one model includes one or more other models, or submodels. This structure enables you to aggregate the individual forecasts. You must create a forecast model before you can assign it to be a submodel of another forecast model.

Create a forecast model

  1. Click Inventory management > Setup > Forecast > Forecast models.

  2. In the grid section, press CTRL+N or click New to create a forecast model.

  3. Enter an identifier and a name for the model.

  4. In the header section, you can define settings for the forecast.

Assign a forecast model as a submodel

  1. In the grid section, select the forecast model for which you want to set up a submodel.

  2. On the Submodel FastTab, press CTRL+N or click Add to create a submodel.

  3. In the Submodel field, select the model that you want to designate as a submodel and then enter a name for it.

Example

To set up a forecast model structure where the top-level forecast model, named Total, consists of two submodels which are named East and West, follow this procedure:

  1. In the grid section, create three forecast models: Total, East, and West.

  2. Select the Total model line.

  3. On the Submodel FastTab, create a submodel line, and then select the East model.

  4. On the Submodel FastTab, create a submodel line, and then select the West model.

See also

Forecast models (form)