Forecast Planning
Use this feature to search for the existing forecast planning templates and to setup new forecast planning templates.
Based on the forecast planning templates, user can generate the sales forecast for the products.
To open the window, choose Inventory Transactions > Forecast Planning.
Field
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Description/Activity
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Search Criteria
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Code
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Enter the code of the Forecast Planning to be searched.
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Description
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Enter the description of the Forecast Planning to be searched.
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Search Results
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Code
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Displays the code of the Forecast (s) searched.
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Description
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Displays the description of the Forecast Planning(s) searched.
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Subsidiary
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Displays the Subsidiary of the Forecast planning searched.(If Subsidiary is enabled)
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[OK]
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The button updates changes to the database and closes the screen.
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[Cancel]
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The button does not save any changes and closes the screen.
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Data Setup Screen
Field
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Description/Activity
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Code
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Specify the code for the Forecast Planning. A unique code of maximum 20 alphanumeric characters can be entered.
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Description
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Mention the description for the Forecast Planning. A description of maximum 100 alphanumeric characters can be entered.
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Applicable Subsidiary
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Select a Subsidiary to which the forecast planning belongs from the list of Subsidiaries. Click [...] to open the Subsidiary Search screen and select the Subsidiary.
This field will be available if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.
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Historical Sales Year
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Specify the year from which the sales should be considered for generating the forecasts.
For e.g. if the selected year is 2011 and the current year is 2014 then all the sales that are done between 01-Jan-2011 and 31-Dec-2013 will be considered for generating the forecast for the year 2014.
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Forecast Year
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Specify the Year for which the forecast is to be generated.
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Based On
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Select one of the following.
•Product
•Product Category
•Product Group
•Merchandise Hierarchy
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From
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Select the value associated to the Based On. For example if the Based On is Product, then From would be the Product code.
This field will not be shown in case the forecast is being generated based on the Merchandise Hierarchy.
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To
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Select the value to be considered for generating the forecast.
This field will not be shown in case the forecast is being generated based on the Merchandise Hierarchy
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Merchandise Hierarchy
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Select a Merchandise Hierarchy from the list of Merchandise Hierarchy(s). Click [...] to open the Merchandise Hierarchy Search screen and select the Merchandise Hierarchy.
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Merchandise Hierarchy Node
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Select a Merchandise Hierarchy Node from the above selected Merchandise Hierarchy. Click [...] to open the Merchandise Hierarchy Node and select the Merchandise Hierarchy node.
1. Field will be visible only for Based On Merchandise Hierarchy.
2. Allow to select only parent level node of hierarchy.
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Consider Refund In Forecast
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Check this flag in case you want to consider the refunds made while generating the forecast.
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Details
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Select
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Select the warehouse to include in forecast.
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Warehouse Id
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It is read only field and display the Warehouse Id.
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Warehouse Description
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It is read only field and display the Warehouse Description.
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[Ok]
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This button saves the changes and closes the screen.
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[Cancel]
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The button does not save any changes and closes the screen.
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