Create a Multi Action
Objective
In this exercise, you will create a multi action with two steps.
Guided Tour
You can access the guided tour for Forecasting by clicking here. For this lesson, focus on steps 27 through 51.
Create a Multi Action and add two steps to it
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In the main navigation panel, on the left, click on the Multi Actions icon
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Under Create New click on the Multi Action tile.
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The New Multi Action screen will be displayed. In the main canvas section, click on the + icon to add the first step to your Multi Action. From the menu that opens, select the Predictive Step option.
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Click on the Predictive Scenario drop-down and then click Select other predictive scenario…
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Select the Predictive Liquidity Planning scenario.
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You will see that the Step Name is now automatically set to the same naming convention used for the scenario. In the Predictive Model drop-down, select Model 1. You will see that the Corresponding Planning Model will automatically change to NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING.
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Click on the selection icon for Save Forecast To Version. Then select public.Predictive Forecast and click OK.
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Click on the Add Version Management Step icon in the main toolbar to add another Multi Action step.
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In the Step Details panel on the right, under Version to Publish click on the Model drop-down and then Select other model…
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Select the model NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING.
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Click on the selection icon for Version. Then select public.Predictive Forecast and click OK.
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Enter the Step Name as Publish Predictive Forecast.
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Click on the Save icon then click Save.
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Name your Multi Action Predictive Liquidity Forecast <Your User ID> and then click OK.
Summary
Now that you have created a Multi Action you can continue on to the next lesson - how to delete version data before running the prediction.
In this exercise, you will create a multi action with two steps.
Guided Tour
You can access the guided tour for Forecasting by clicking here. For this lesson, focus on steps 27 through 51.
Create a Multi Action and add two steps to it
-
In the main navigation panel, on the left, click on the Multi Actions icon
-
Under Create New click on the Multi Action tile.
-
The New Multi Action screen will be displayed. In the main canvas section, click on the + icon to add the first step to your Multi Action. From the menu that opens, select the Predictive Step option.
-
Click on the Predictive Scenario drop-down and then click Select other predictive scenario…
-
Select the Predictive Liquidity Planning scenario.
-
You will see that the Step Name is now automatically set to the same naming convention used for the scenario. In the Predictive Model drop-down, select Model 1. You will see that the Corresponding Planning Model will automatically change to NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING.
-
Click on the selection icon for Save Forecast To Version. Then select public.Predictive Forecast and click OK.
-
Click on the Add Version Management Step icon in the main toolbar to add another Multi Action step.
-
In the Step Details panel on the right, under Version to Publish click on the Model drop-down and then Select other model…
-
Select the model NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING.
-
Click on the selection icon for Version. Then select public.Predictive Forecast and click OK.
-
Enter the Step Name as Publish Predictive Forecast.
-
Click on the Save icon then click Save.
-
Name your Multi Action Predictive Liquidity Forecast <Your User ID> and then click OK.
Summary
Now that you have created a Multi Action you can continue on to the next lesson - how to delete version data before running the prediction.