Overview
Forecasting algorithms use statistical information and generate sales forecasts for business unit data within the external demand planning scenario.
You need to check the automatically populated data. The relevant parameters are accounted for in the forecast calculations, and then the data is submitted.
The analytics set which comes from scenario settings will guide you through this process. Planning by assignments allows you to use additional planning analytics (for example, lines of business or sales orders).
The forecast adjustments must be left in the comments fields. It will help you to make root cause analysis in the future.
As a result of the process, the sales forecast for a specific business unit is populated with statistics.
Populate sales forecast for business unit with statistics 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
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How to populate sales forecast for business unit with statistics
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 / 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
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.