Overview

Here you will learn how to correctly distribute the adjusted sales forecast by months in accordance with seasonal indexes. See how to Maintain seasonal indexes.

This process applies only to those industries where this factor is significant.

As a result of the process, the sales forecast is distributed by periods based on seasonal indexes.

Distribute sales forecast by periods based on seasonal indexes flowchart

Paths

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.

Paths

How to distribute sales forecast by periods based on seasonal indexes

1. Go to Budgeting and planning and click Sales forecast by categories under Sales and operations plans.

2. Open the Sales forecast by items 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 / Goods / Manufactured products tab.

7. Click Fill in categories / goods → By default rule. The system will automatically fill in the lines in accordance with the Population settings of the Plan profile.

8. Review the information and check that the data is complete.

9. Correct the figures if necessary.

10. Specify any relevant notes, such as special requirements, in the Comment field.

11. Click  and attach additional files.

12. Set the Created status and post the document.

Paths

How to submit sales forecast distributed by periods based on seasonal indexes

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.