U9 cloud Demand Forecast: Version, Collaboration and Accuracy
Create auditable forecast versions and continuously calibrate them against actual demand.
Learning objective
Create auditable forecast versions and continuously calibrate them against actual demand.
Roles
Planning, purchasing, sales, warehouse, production, quality, finance and IT
Prerequisites
- Relevant master data and access are confirmed.
- Normal and exception examples are prepared in test.
Completion checks
- Results trace by source document and owner.
- Quantity, status and exceptions agree with approval.
Common errors
- Executing before validating data.
- Handling exceptions offline without evidence.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational safety require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Define product family, customer, region, period, unit and forecast owner.
- 02
Load demand history and identify promotions, one-off orders, shortages and outliers.
- 03
Create a baseline with method, assumptions, version and frozen horizon.
- 04
Let sales, planning and finance adjust collaboratively; retain rationale and approval for overrides.
- 05
Compare forecast with actuals and analyse accuracy, over-forecast and under-forecast bias.
- 06
Feed only the approved version to supply planning and retain old versions read-only.
- 07
Review parameters and events each cycle and document improvements.
Implementation notes
- Pilot one shift or item family.
- Retain owner and approval for every exception.
References
- 构建灵活高效的计划模式，U9 cloud让电子行业企业底气十足 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开场景；实际菜单、字段、算法与许可须在客户当前版本和批准蓝图中验证
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开供应链与制造场景；案例能力不构成客户项目效果承诺