Overview

Sales forecast consolidation by business units allows you to aggregate sales forecast data by time bucket and prepare other analytics for further adjustments. Consolidated data usually has an aggregated period, for example, sales forecasts by business units are built for 10 days ahead. But at the consolidated level, you need to understand sales volumes for the quarter.

The consolidation, aggregation, and population rules are already set, and the sales forecast sources are already specified.

All the assumptions specific to the scenario must be reviewed. It will help you to make root cause analysis within the review process.

Once the consolidated figures are reviewed, the person in charge of the sales forecast source documents must receive the feedback.

As a result of the process, the sales forecast is consolidated and confirmed.

Consolidate sales forecast by business units 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 consolidate sales forecasts

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.

How to initiate changes in business unit sales forecast

1. Open the required document.

2. Create a Duty based on the document.

3. Specify the work name in the Duty field.

4. Assign it to the responsible user within the database.

5. Set the Priority and specify the Due date.

6. Describe the actions to take in the Subject field.

7. Start and close the document.

Paths

How to confirm sales forecasts by business units

1. Go to Budgeting and planning and 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 → Confirmed.

The system will automatically set the Confirmed status for the document.

How to confirm consolidated sales forecasts

1. Go to Budgeting and planning and 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 → Confirmed.

The system will automatically set the Confirmed 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.