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Use this form to create and view purchase forecast lines for items, item groups, vendor accounts, and vendor groups.

For each forecast line, you select the forecast model to use and then specify the item plus the quantity or the transaction amount. You can also set up a time schedule for allocating the forecast quantity.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

Create new purchase forecast lines. You can also view and edit existing lines.

General tab

Create, view, and edit general information about the selected purchase forecast.

Create, view, and edit item information on the selected purchase forecast.

Dimension tab

Create, view, and edit item dimension information.

Define criteria to filter the purchase forecast lines that are displayed on the tab.

Buttons

Button

Description

Edit, copy, and delete existing forecast lines.

View selected forecasts by fiscal period.

View the projected inventory transactions for the selected forecast line.

View the cashflow forecast that is generated for the selected line.

Select the inventory dimensions that are displayed on the tab.

Fields

Field

Description

Forecast model with which the transaction is associated.

Starting date of the transaction.

Vendor account with which the transaction is associated.

Vendor group with which the transaction is associated.

Item identification.

Item group with which the transaction is associated.

Item allocation key that is associated with the forecast.

Forecast quantity in the given purchase unit.

Unit in which the item is purchased. This is retrieved automatically from the item setup, but you can edit it if is set up.

Gross amount, less discounts, that the forecast transaction contributes to the forecast.

Currency used in the forecast transaction. The default currency is entered automatically, but you can change it.

Method of allocating the forecast transaction. For more information about this method, see

ForecastPurch_AllocateMethod_More

Enter the number of time intervals that the forecast extends into the future. This field is enabled when you select Periodin the field.

Example

  1. Select Periodin the field.

  2. Enter 1 in the field.

  3. Select in the field.

  4. Specify an ending date in the field that extends 1 year into the future.

  5. The program creates 1 forecast line for each month of the coming year based on the item and quantity stated in the header line.

The unit of time interval. The options are: , , . For more information about these options, see

ForecastPurch_FreqCode_More

The period allocation key.

The ending date when you use the and fields.

Select the check box to include the transaction in reporting.

Enter any comments regarding the forecast transaction.

Select the check box to include the transaction in budget reporting.

Select the check box to allocate the forecast transaction to . The field cannot be edited for reporting transactions.

Tax group that is used to specify tax for the forecast transaction.

Item tax group that is used to specify tax for the forecast transaction.

Purchase price per number of units specified in the field. The information is retrieved automatically from the item, but you can edit it.

Number of purchase units for which the purchase price applies. The information is retrieved automatically from the item, but you can edit it.

Fixed purchase , which are independent of quantity. The information is retrieved automatically from the item, but you can edit it.

The discount expressed as a percentage.

The discount amount per purchase unit.

The transaction quantity in item units.

The BOM number of a specific sub-BOM. When blank, the active number is used.

The route number of a specific subroute. When blank, the active number is used.

Select the department.

Select the cost center.

Select the purpose.

Select an item configuration to specify an item with specific attributes.

Select the size of the item.

Select the color of the item.

Select the warehouse where you store the items.

Select the batch number.

Location inside the warehouse.

Pallet identification.

Select the serial number.

See Also