Use this procedure to process existing forecast lines. You can copy, edit, and delete forecast lines.

  1. In the form or the form, click to open the form. Click .

  2. On the tab, select the criteria that identify the source forecast data that you want to copy, update, or delete. This could include the forecast model, forecast date, and item number. Click OK. The program runs a query to select all the forecast data that meet your criteria. When this data is selected, you can define how to copy, edit, or delete it by using the form.

    Note Note

    This step is a prerequisite to using the form. Without this step, the program selects all forecast lines and updates them. This could result in the unintended duplication of transactions.

  3. In the field group of the form, select:

    • to copy forecast lines to another forecast model.

    • to edit forecast lines.

    • to delete forecast lines.

  4. Use the field group to change the parameters of the forecast. Select the check box of the parameter and select from the available options.

    ExampleSelect the check box and select the forecast model number to which you want to copy existing forecast lines.

  5. Use the field group to move the forecast start and end dates forward or backward. Select the check box and use the quantity and period fields to define the time period for moving the forecast dates. You can also enter a negative quantity to move the starting date forward.

    ExampleSelect the check box, enter 6, and select to delay the forecast transaction starting date by 6 months.

  6. Use the field group to update the actual forecast data.

    • In the field, select the criterion that you want to change.

    • In the field, enter a multiplication factor to apply to the criterion that you select, or enter an addition or subtraction constant.

    ExampleSelect , and enter a factor of 1.5 to multiply the item quantity by 1.5. Enter a constant of -25 to decrease the item quantity by 25 units.

  7. Click OKto apply the changes.

See Also