Overview
Currently, forecasts on the choice level are automatically triggered when certain inputs change. However, re-forecasting does not occur immediately when an actual input changes but remains the same in value. For example, if a Store Opening Date is modified, the forecast does not update immediately and instead requires an overnight task.
To address this, a scheduled job configuration is being introduced, allowing for flexible overnight job scheduling based on each customer’s needs.
1. Creating a Scheduled Job
To enable Scheduled Jobs, users should reach out to their Customer Success Manager (CSM).
1.1 Available Tasks
Users can choose from the following tasks to be scheduled:
Forecast
Generate Inventory
1.2 Available Frequencies
Scheduled jobs can be configured to run at the following frequencies:
Daily: The job will execute once every day at the specified time.
Weekly: The job will execute on a specific day of the week at the specified time.
1.3 Scheduling Details
For weekly scheduled jobs, users will need to specify:
Day of the Week: The specific day the job should run.
Time & Timezone: The exact time and timezone in which the job should be executed. This setup will be handled by the Toolio team.
2. The Dirty Flag List
A Dirty List is maintained to track changes that require scheduled job execution. In the following events, your effected choices will be forecasted or inventory will be generated.
2.1 Forecasting Triggers
For all choices where LockForecast: false, re-forecasting will be triggered if any of the following changes occur:
Unit ticket, cost, retail, or default discount rate changes (on both offering and choice levels)
Return Profile changes:
In settings
In choice
Pricing table updates
Sales Curve modifications:
If a relative rolling time-frame is used
If Build/GSU is adjusted
Launch Curve updates:
In settings
In choice
Promo Causals changes (settings only)
Actualized Data (Selling Product) updates
Store Opening Date changes in location settings
2.2 Inventory Generation Triggers
Scheduled inventory generation jobs will run if:
Inventory Units Changed (Actual) - due to an inventory import
On Order Units Changed (Actual) - due to a purchase order import
Forecast Changes (Plan) - due to GSU Adjustments