Overview
You need to fill in sales forecasts for specific business units manually within the external demand planning scenario. This also includes importing data from the spreadsheet.
The analytics set which comes from scenario settings will guide you through this process. Besides product categories, the analytics set also includes a warehouse, store format, and assignment.
You need to review all the assumptions specific to the scenario. It will help you to make root cause analysis within the review process.
The expected sales figures (e.g. expected delivery dates) must be specified in the sales forecast document which is based on the available external information such as market intelligence, data sources, insights, specific customer information, and expertise.
The comments to each figure of the forecast must contain the sources of information, the assumptions considered, and the adjustments made. This will help you to make root cause analysis in the future.
As a result of the process, sales forecasts for specific business units are filled in and submitted to demand planning.
Capture sales forecast for business units manually flowchart
Paths
| Path | Budgeting and planning → Budget process → My budget tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.BudgetTask
|
| In-app link RU code |
e1cib/list/Задача.БюджетнаяЗадача
|
How to find and review budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the budgeting process step and open it. 3. In the Budget task document, click the Additional information tab. 4. Review the time requirements in the Due date field. 5. Review the task details in the Instructions field and make sure you understand them. 6. Review the start date and time in the Start field. 7. Review the Main task and Process stage - base document fields. 8. Click the hyperlink in the middle of the form and review the input settings. 9. Click the Task action tab. 10. Click Enter plan to drill down to the entry form to fill in or the reference document. Note Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.
Paths
| Path | Budgeting and planning → Sales and operations plans → Sales forecasts by categories |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesPlanByCategories
|
| In-app link RU code |
e1cib/list/Документ.ПланПродажПоКатегориям
|
How to capture sales forecast for business unit manually
Fill in header
1. Go to Budgeting and planning and click Sales forecast by categories under Sales and operations plans.
2. Open the Sales forecast by categories document and go to the Main tab.
3. Fill in the Scenario and the Plan profile relevant for the planning step.
4. Specify the Period to fill in.
5. Choose the Business unit (or Dispatching unit), Warehouse, or other applicable analytics, if required by the plan profile settings.
6. Go to the Product categories tab.
7. Click More actions → Periods and choose the Periods in columns view.
Note
In the Periods in lines mode, you can set the exact date of shipment for each line.
Fill in lines manually
1. Choose the Product category.
2. Choose the Sales rank if required by the plan profile settings.
3. Review the time buckets applied and specify a Quantity for the required Periods.
4. Select the cell and specify relevant notes in the Comment field if needed.
Note
When the Population settings in the plan profile have the Fill in using formula option:
1. To keep track of the final figure, click Set formula and set the formula for the final figure.
2. Click Specify arbitrary formula to apply it.
3. To change the final figure, enter a new value.
4. Review the Variance from formula field to see the difference between the formula result and entered value.
Import lines from the spreadsheet
1. Click the 2. In the import from external file form, paste data copied from the spreadsheet. 3. Click Next. The system will automatically parse all the data pasted and fill in the form with the system master data. 4. Review and amend the information and click Move and close. The system will automatically fill in the form.
Import from external file icon.
Finalization
1. Check if the list of product categories and quantities is complete.
2. To exclude product categories from the document, select line(s) and click More → Cancel plan lines / Clear marks.
3. Set the Created status, specify relevant notes in the Comment field and post the document.
4. You cannot post the document if it contains completely blank lines. To delete all blank lines, click More → Delete empty lines.
The system will highlight all the cancelled quantities in transparent color.
Paths
Path | Budgeting and planning → Tools → Planning process management |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.PlanningProcessManagement
|
| In-app link RU code |
e1cib/app/Обработка.УправлениеПроцессомПланирования
|
How to submit sales forecast for business unit
1. Go to Budgeting and planning and then click Planning process management under Tools. 2. Choose the Scenario and specify the planning Period. 3. Find the Plan profile related to the process. 4. Double-click the relevant flowchart area, select the plan document, and click Set status → Submitted. The system will automatically set the Submitted status for the document.
How to complete budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the process step and open it. 3. Enter the date of completion in the Completed field. 4. Click Complete and close.