Forecast Planning

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Forecast Planning

 

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

Description/Activity

Search Criteria

Code

Enter the code of the Forecast Planning to be searched.

Description

Enter the description of the Forecast Planning to be searched.

Search Results

Code

Displays the code of the Forecast (s) searched.

Description

Displays the description of the Forecast Planning(s) searched.

Subsidiary

Displays the Subsidiary of the Forecast planning searched.(If Subsidiary is enabled)

[OK]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.

 

Data Setup Screen

Field

Description/Activity

Code

Specify the code for the Forecast Planning. A unique code of maximum 20 alphanumeric characters can be entered.

Description

Mention the description for the Forecast Planning. A description of maximum 100 alphanumeric characters can be entered.

Applicable Subsidiary

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.

clip0227This field will be available if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.

Historical Sales Year

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.

Forecast Year

Specify the Year for which the forecast is to be generated.

Based On

Select one of the following.

Product

Product Category

Product Group

Merchandise Hierarchy

From

Select the value associated to the Based On. For example if the Based On is Product, then From would be the Product code.

clip0228This field will not be shown in case the forecast is being generated based on the Merchandise Hierarchy.

To

Select the value to be considered for generating the forecast.

clip0229This field will not be shown in case the forecast is being generated based on the Merchandise Hierarchy

Merchandise Hierarchy

Select a Merchandise Hierarchy from the list of Merchandise Hierarchy(s). Click [...] to open the Merchandise Hierarchy Search screen and select the Merchandise Hierarchy.

clip0230

Merchandise Hierarchy Node

Select a Merchandise Hierarchy Node from the above selected Merchandise Hierarchy. Click [...] to open the Merchandise Hierarchy Node and select the Merchandise Hierarchy node.

clip02311. Field will be visible only for Based On Merchandise Hierarchy.

   2. Allow to select only parent level node of hierarchy.

Consider Refund In Forecast

Check this flag in case you want to consider the refunds made while generating the forecast.

Details

Select

Select the warehouse to include in forecast.

Warehouse Id

It is read only field and display the Warehouse Id.

Warehouse Description

It is read only field and display the Warehouse Description.

[Ok]

This button saves the changes and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.


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