Create forecast lines

Use this procedure to view existing forecast lines and create new forecast lines for items.

Click Inventory management> Items> Forecasting.
Select Purchaseto open the Purchase forecastform or Salesto open the Sales forecastform.
On the Overviewtab, press CTRL+N to create a new forecast line.
Select the forecast Modelthat you want to use, and enter detailed information such as item, item quantity, or the total transaction amount.
Using the Allocationfields, you can set up the time horizon and the time intervals for allocating the forecast quantities. For detailed field descriptions, see Sales forecast (form).
Click the Explodedsection to view the allocated quantity lines.

Repeat steps 3-6 to create new forecast lines. The following table lists additional paths that you can use to access the Purchase forecastor Sales forecastform.

Forecast	Path
Item groups	Click Inventory management> Setup> Item groups> Forecasting. Select Purchaseto open the Purchase forecastform or Salesto open the Sales forecastform.
Customers	Click Accounts receivable> Customers> Forecastto open the Sales forecastform.
Customer groups	Click Accounts receivable> Setup> Customer groups> Forecastto open the Sales forecastform.
Vendors	Click Accounts payable> Vendors> Forecastto open the Purchase forecastform.
Vendor groups	Click Accounts payable> Setup> Vendor groups> Forecastto open the Purchase forecastform.

See Also