Run statuses and settings

Scope: the status pill on a forecast run, and the settings that feed the next generate.

Five demo runs showing Draft, In Review, Approved, PO Created, and Archived — Demo Pharmacy — one row of each status. Totals on this shot are repeated sample figures so the pills are easy to compare.

Statuses

Draft → In Review → Approved → PO Created

Archived sits beside that path. You can archive a run you no longer work.

Status	Meaning	Bulk edit
Draft	Generated, not yet submitted. You can delete a draft if you can archive.	Open
In Review	Submitted. Review Now opens the lines.	Open
Approved	Agreed, purchase orders not created yet.	Locked, unless the role has edit-after-approval (`demand_forecast.edit_after_approved`)
PO Created	Purchase orders have been created from this run.	Locked
Archived	Filed away.	Locked

Who can do what

Admin and tenant owner roles get every action. Other roles need the matching permission.

Button or edit	Permission
Generate Forecast	`demand_forecast.create`
Submit for Review	`demand_forecast.submit_review`
Approve	`demand_forecast.approve`
Create PO	`demand_forecast.create_po`
Archive or delete a draft	`demand_forecast.archive`
Requested days	`demand_forecast.edit_requested_days`
Buffer	`demand_forecast.override_buffer`
DIDs	`demand_forecast.override_dids`
Pack quantity	`demand_forecast.adjust_pack_qty`
Exclude or include on the PO	`demand_forecast.exclude_from_po`
Settings tab	`demand_forecast.edit_view_settings`

A missing permission hides that control. It does not change numbers already saved.

Settings that affect the next run

Open Replenish Stock → Planning → Demand Forecast, then Settings.

Forecast settings with X Y Z days 7 30 90, buffer 1.25, DIDs 18, bounce and PAR on, Demo Central and blocks B and C — Demo settings — 7/30/90 day windows, buffer 1.25, 18 DIDs, bounce and PAR on. Demo Central is central, DBB is mapped, DBC is standalone.

Setting	Demo value	Meaning
X Days	7	Short sales window
Y Days	30	Medium sales window
Z Days	90	Long sales window
Buffer Factor	1.25	Safety-stock multiplier. 1.00 is no extra buffer.
Limit Percentage	125	Cap on how far the forecast may rise versus recent sales
DIDS	18	Desired Inventory Days — days of sales to hold
Bounce Days	14	Window for units lost to stock-outs elsewhere, when Include Bounce is on
Include PAR Levels	On	Adds minimum-stock (PAR) units and can bring in SKUs with no recent sales
Warehouse assignment	Demo Central + Block B & Block C	Which warehouses are central, mapped, or standalone

Saving settings does not rewrite a run you already generated. Generate again to pick up new windows, DIDs, or buffer.

Demo settings snapshot

October cover — Block B & Block C was generated with X/Y/Z of 7/30/90, buffer 1.25, and 18 DIDs. The sample rows in the tutorial are that run’s output, not a worksheet you should recompute by hand.