Using Microsoft Dynamics AX R3 Demand Forecasting In Your Business – Part 3

Using Microsoft Dynamics AX R3 Demand Forecasting In Your Business!

In Part 1 and 2 we covered what Demand Forecasting is and how to set it up/implement it in your AX 2012 system. In part 3, we reveal how to create and adjust a forecast. With the setup done, let’s get started!

Let’s create a forecast!

Master planning>Periodic>Demand forecasting>Generate statistical baseline forecast


This is a batch able transaction to have your baseline forecast created.

Your historical start/end dates is telling the system what periods to look back on for previous demand.

You can select when you want the system to begin generating a Baseline forecast start date. Use your Select button to identify filters you want to use.

Using the Advanced parameters, you are able to determine if your Forecast buckets will be Day, Week or Month.

Forecast horizon will determine how many periods you want to forecast out into the future. Use the Freeze time fence to determine how many forecast bucket can be frozen. When your baseline forecast is generated, those buckets will be highlighted in light yellow as your indicator not to change them (although you can if you so desire).

You may want to add a comment and also determine where you want the forecast file to be generated (be sure of your file path permissions here).

If your permissions are correct, you should see an Infolog similar to this:


Double click the message to open the Excel forecast file. (Hint…you will need Excel on your machine.)

That should open up your baseline forecast in a pivot table:


Use your pivot table fields to display as well as filter what you are wanting to see.

You can make edits to individual buckets or if you want you can change the Grand total and it will update the parent group and prorate the update to the child nodes.


Important note: After you have completed your edits/adjustments, go to Pivottable Tools>Analyze>Calculations>OLAP Tools>What-If analysis>Publish Changes.

If you don’t do this, your edits will not go into Dynamics AX when you import this file back.

You are almost done!

Click on Master planning>Periodic>Demand forecasting>Import forecasting


That will display the Import forecast form of the file you just worked on.

Click OK.


You should see an Info log similar to this:


Where are you able to see the forecast?

There are a couple of places you can go to find the Demand Forecast:

  • Inventory management>Periodic>Forecast>Entry> select a menu item
  • Released products>Plan tab>Demand forecast


And there you have it folks! A full overview of what R3 Demand Forecasting is, how to set it up, and how to actually use it to benefit your business.