Generate sales forecasts

This procedure is used to convert a total quantity of a part to a sales forecast for a selected period of time. You can also use it to add/delete parts in existing active forecasts.

Different data can be used as basis for the forecast. Different distribution can also be used in order to distribute the quantity over time. You can both create new sales forecasts and update existing ones.

By using the button on the toolbar in the procedure you can generate new forecasts or update existing.

These forecasts are then used in the requirements planning in order to see the requirement of quantities and delivery dates for parts.

If the Warehouse option is installed, it is in the selected warehouse you can load forecast basis and generate sales forecasts.

Update forecasts

This list type is used to update existing forecasts. You can choose to delete and replace existing rows. You can also choose to add new rows and keep existing rows.

Please note! In this list it is not possible to add new parts to existing forecasts. Only parts already registered in the forecast will be updated. Therefore it is these rows that will be replaced or updated. In order to create forecasts for new parts you should instead use the list type called Create new forecasts.

Create new forecasts

This list type is used to create new forecasts.

Add/Remove parts in forecast

This list type is used to add/delete parts in existing active forecasts.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.