Overview
The company-specific adjustments of the sales figures within the forecasting horizon are calculated and applied based on the consolidated (market-driven) sales forecast.
All estimates and assumptions of the potential impacts of these adjustments need to be specified in the calculation and population rules of the plan profile. They represent a list of relevant product categories and other components.
M&A activities and the running or upcoming capital activities/events/projects are also considered in the adjustment, e.g. new store openings, old store closings, building renovations, refurbishment, and other.
As a result of the process, the impacts of the capital projects are considered, the sales forecast adjustment is calculated, and the reasons are documented.
Adjust sales forecast for capital projects 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 adjust sales forecast for effect of capital projects
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. In the Comment field, specify the business activities/events/projects you consider in this adjustment document.
Note
If you keep the list of events/capital projects as a system directory, you can add a new attribute to the document form and specify an item of this directory directly in the document.
Click More actions → Edit additional attributes.
Subsequently, you will be able to display this attribute on the report form.
7. Go to the Product categories / Goods / Manufactured products tab.
8. 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.
9. Review the information and check that the data is complete.
10. Correct the figures if necessary.
11. Specify any relevant notes, such as special requirements, in the Comment field.
12. Click 
and attach additional files.
13. 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
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| In-app link RU code |
e1cib/app/Обработка.УправлениеПроцессомПланирования
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How to submit sales forecast adjustment for effect of capital projects
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.