Overview
The process of creating sales forecasts by items based on a sales forecast by category is fully automated, provided that you correctly fill the relevant standards.
Within the process, you need to fill items based on the adjusted sales forecasts and the distribution standards of product categories. See how to Maintain distribution standards of product categories.
As a result of the process, a sales forecast is distributed from the category to item level.
Distribute sales forecasts from category to item level 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 items |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesPlan
|
| In-app link RU code |
e1cib/list/Документ.ПланПродаж
|
How to distribute sales forecasts from category to item level
1. Go to Budgeting and planning and then click Sales forecasts by items under Sales and operations plans.
2. Open the Sales forecast by items document and click 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 forecasts by items
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.