Skip to main content

How To: Defrost (Revert) Adjusted Forecasts

Written by Judi Zietsman

For necessary background, please pre-read Understanding Forecast Adjustments & Freezing before proceeding with this article.

Purpose

This guide explains how to defrost (revert) a previously frozen forecast so the system can regenerate values automatically.


Defrosting is necessary when a manual adjustment is no longer valid or when market conditions have returned to normal.


Step 1: Identify Frozen Forecasts

Frozen forecasts can be identified in several places throughout the app. A few examples are:

  • Inquiry > Demand panel: A snowflake icon appears next to the average forecast value.
    ​

  • Inquiry > Forecast tab: A snowflake icon appears beside the months that have been manually adjusted and frozen.
    ​

    ​

  • Reports: Certain reports include a snowflake icon to indicate that one or more months in the forecast are frozen.
    ​

  • Order Schedule: Items with frozen forecasts display a snowflake icon next to the relevant demand values.
    ​


Step 2: Defrost Forecasts at Item Level

  1. Navigate to Inquiry > Forecast tab for the affected item.
    ​

  2. Click Amend Forecast.

  3. To defrost selected months:
    ​


     • Untick the months you no longer wish to keep frozen.
    ​


     • To defrost all months, click the Defrost button.
    ​

  4. Click Apply new forecast to confirm your changes. (Item level forecast adjustments save automatically, but hitting Apply ensures good practice).
    ​

    ​

  5. The snowflake icons disappear, indicating that the selected months have been unfrozen.
    ​

  6. The system will regenerate new forecasts for these months during the next monthly forecast run.


Step 3: Defrost Forecasts at Macro Level

  1. Users cannot defrost multiple items at once within the app interface.

  2. To revert frozen forecasts applied through a macro-level adjustment, you have three options:

    • Contact Support: Request that the frozen forecasts be defrosted in the back end.

    • If your company has the Advanced Forecasting module:

    • Defrost individually on the Inquiry screen: Open each affected item and defrost one by one. This method is functional but not efficient for large-scale changes.


Step 4: Verify the Status

  1. Return to the Forecast tab to confirm that the snowflake icons have been removed where required. Spot check one or two items.

  2. Verify system behavior:

    • Frozen: Values remain fixed and are excluded from regeneration.

    • Defrosted: Values will update automatically during the next monthly forecast run.


⚠️ Watchouts

  • Bulk Defrost Limitations: Macro-level defrosts cannot be performed by users; only Support or the Advanced Forecasting module can quickly revert them in bulk.

  • Loss of Manual Adjustments: Once defrosted, any previously entered manual values are replaced during regeneration. Verify accuracy before defrosting.


💡 Tips

  • Prevent Unnecessary Freezes: Only freeze forecasts that must remain static; doing so minimizes later defrost work.


Forget about these 👇 😞 😐 😃 Have your say here!

Did this answer your question?