Actions

Actions

From the Tool Bar, you can access the Actions drawer, which houses many useful application commands: View Log, Start of Planning Process, Demand Review, Supply Review, and of End of Planning Process.




View Log

  1. Click the View Log button to view a list of actions performed by yourself and your team members. Here you will see the action initiated, the duration of the action, activity, the user who performed the action, and the Details button which shows additional data type information. 







Start of Planning Process

  1. Refresh Input Data: Input data from your import system.
  2. Run Job: Run a job on the Arkieva Enterprise site.
  3. Transfer Data from Database: Transfer data from an Arkieva Enterprise site. 
  4. Transfer Data to Database: Transfer data to an Arkieva Enterprise site. 
  5. Refresh Demand Types: Import data for selected demand types.
  6. Refresh Attributes: Refresh data for selected custom attributes.
  7. Refresh Units of Measure: Refresh data for selected custom units of measure. 





Refresh Input Data

Refresh Input Data action replaces all Sales History, Production, Transfer, and Procurement records that occur after the earliest date found in your input data. Records prior to the earliest date found in your new file will be retained. All Sales Orders will be replaced. 


Run Job

To run a job, first select a Server and Database from the dropdown, then select a Job and click Run Action. 





Transfer Data from Database/ Transfer Data to Database 

While using the Runtime tool, these two actions you have the ability to transfer data tables from Arkieva to Arkieva Enterprise and from Arkieva Enterprise to Arkieva. 
  1. You will need the data_transfer schema in both the Arkieva and Arkieva Enterprise sides of the Runtime tool. The data_transfer schema is automatically created for tenants on the Arkieva side, but you will need to manually create the data_transfer schema for tenants on the Arkieva Enterprise side.
  1. Once tables are created within those data_transfer schemas on the Arkieva and Arkieva Enterprise sides, users can transfer data back and forth. 
  1. Now you can select the table from the dropdown of the Transfer Data from Enterprise Action dropdown and send it to Arkieva, or select a table from the dropdown of the Transfer Data to Enterprise Action dropdown and send data from Arkieva to Arkieva Enterprise. 








Demand Review





Run Segmentation

Run segmentation is a procedure that is automatically done during data ingestion. If you would like to manually rerun segmentation, you can do this by calling the run segmentation action; this will rescan the data and apply the configured settings to the historical data.


Run Outlier Analysis

You can rescan for outliers by manually running Outlier Analysis to search through the historical data and scan for outliers.  


Run Statistical Forecast

A statistical forecast is created after ingestion of data. You can choose to manually generate a baseline forecast for the entire product portfolio clicking Run. You might do this after making changes to your data, and instead of ingesting all the data again, you can run the statistical forecast manually. 


Cascade Demand Type

Using the Cascade Demand Type action, you can copy on line of demand type data into a different demand type. First you must select a source and target scenario, then select a source and target demand type. Next select a start and end date from when to pull the demand type data, then run the action. Optionally you can check to preserve any overrides made during this session, and optionally select a previously created global filter. 



  1. Below is an example of a demand cascade with preserved overrides. Notice how the values in the Demand Plan columns Oct 2nd and 16th are preserved after the Demand Cascade action is run. 














Date Range Type

Selecting Static will give you access to cascade from Start Date to End Date.  




Selecting Relative Date Range will give you access to cascade by Period Size (Days, Weeks, Months), Offset Type (Before Planning Period, After Planning Period), Starting Period Offset, and Total Periods.





Below is an example of a Relative demand cascade from Sales Orders to Demand Plan, after the planning period, with 2 months historical and 12 total months. 










Open / Close Edit Window for Demand Type

Allow or restrict editing for a selected Demand Type. 







Calculate Net Forecast

Use this action to run the net forecast formula. This formula is Demand Plan - Shipments + Orders. The result is then pushed to the S&OP Planning Worksheet. 

Select Stock or Customer from the Calculate by dropdown, select Sandbox or Official before, and select Monthly or Weekly before clicking Run Action to calculate the Net Forecast. Check Stabilize Demand to make the daily rate use the remaining days in the month/week (outstandingForecast/remainingDays). Leave Stabilize Demand unchecked (default) to make the daily rate use the total days in the month/week (outstandingForecast/totalDays).





Calculate Price Forecast

Running the Calculate Price Forecast action will calculate future prices. When you run Calculate Price Forecast, the sales history and sales revenue quantity at the ILC (Item Location Combination) level will be processed by the engine to generate an accurate price forecast based on provided data and any additional parameters or variables. This is accomplished with the demand type Price Forecast. 


 



Delete Demand Data

Delete Demand Data within a time range. 





Submit Demands Type

Set the Demand Types to be used for supply processes. 




Supply review




Run Safety Stock Optimization

Run Safety Stock Optimization takes into consideration your Demand and Supply, then uses the previously set target stocks to show when the reorder quantity and frequency should appear. 

Run DRP Optimization

Calculate production, purchase, and transfer requirements based on the input demand. 




Run MRP Optimization

Once the Demand Plan and Inventory Targets have been set, running the MRP Engine will create a solution for demand that exists. 

Cascade Planning Object

Functions the same as Cascading a Demand Object, except this is used to cascade Planning Object data. 





Publish Budget Scenario

Takes a snapshot of the current scenario to use for budget comparison. 





Delete Planning Object Transactions

Deletes transactions for one or more Supply Planning objects. You can select more than one object by clicking each separately. 







End of Planning Process

Snapshot - Demand Type (Official): Run individual reports using the Run Snapshots Official DataSources and Custom DataSources dropdowns.




Update Geo Locations: Update the stored latitude and longitude coordinates for each location for mapping features. 




Job Dependency between SQL and Arkieva 

When executing an action on a schedule from a task with a predecessor, Arkieva will check completion/action status of predecessor and only execute action if predecessor completed/successful.

The following API are exposed to trigger for Public:

Configuration 
protocol: https://
hostname: api.staging.arkieva.com
public_api_client: arkieva.public
public_api_secret: WNVbnoWuwQm8R1UCU4t3uLQ6Js5IKg7pSu2boHtjmXDUeab9vw58
identityhost:svc.staging.arkieva.com

Get workflow task details
{{protocol}}{{hostname}}/api/sop/workflows/public/task/{workflowTaskId}

Invoke workflow task and mark complete
{{protocol}}{{hostname}}/api/sop/workflows/public/task/{workflowTaskId}/invoke?markComplete=true

Search workflowTask ID by Name
{{protocol}}{{hostname}}/api/sop/workflows/public/process/{workflowProcessId}/tasks?taskName=Segmentation&contains=true

Get children workflow ID
{{protocol}}{{hostname}}/api/sop/workflows/public/task/{workflowTaskId}/children

Get predecessor workflow ID
{{protocol}}{{hostname}}/api/sop/workflows/public/task/{workflowTaskId}/predecessor



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