Navigation Path: Planning>Master>Forecast

1. Follow the above steps to open the ‘Forecast’ screen.

2. Choose the already created ‘Forecast Set’ from the drop-down list in the ‘Set’ field. Selecting the Forecast Set populates all the fields (i.e. Period Type, Backward Days, Max Percent PerDocument, Forward Days, Consumption, Level) with input provided during the creation of the Forecast Set.

3. Select the ‘Code’ of the ‘Forecast’ to be created.

4. Enter the ‘Name’ of the ‘Forecast’ to be created.

5. Select the ‘Forecast Incharge’ from the drop-down list. Forecast Incharge help allocate an employee the responsibility of overlooking the Forecast created.

6. Choose ‘Period Type’ from the drop-down list.
a. Day: When selected, the total quality will be split into Daywise production.
b. Week: When selected, the total quality will be split into Weekly production.
c. Month: When selected, the total quality will be split into Monthly production.

7. Choose ‘Level’ from the drop-down list.
a. Item: Currently only ‘Item’ selection is available.
b. Customer Item: Featured
c. Allocation Item: Featured
d. Task Item: Featured

8. Choose whether to use ‘Consumption’.
a. If enabled, the forecast set considers both the Forecast quantity and Sale order quantity (Eg. FQ=20, SOQ=10 Total =20).
b. If disabled, the forecast set considers both the Forecast quantity and Sale order quantity as separate quantities (Eg. FQ=20, SOQ=10 Total =30).

9. Foreword Days: Featured

10. Max Percent Per Document: Featured.

11. Backward Days: Featured

12. Click ‘Save’ to create a new Forecast or ‘Update’ if modifications are made to the previously created Forecast.