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Object documentationGenerate Forecasts - Set Up Window Locate this document in the navigation structure

 

Use this window to generate forecasts based on the sales history.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
Forecasts Generation Fields
Select Items By

Filters to be included in the forecast.

You may filter items by Item, preferred Vendor, and Default Warehouse.

Base on Sales History

Determines the sales documents to be included into calculation and the calculation method.

Available calculation methods vary in accordance to the definition of the View field.

  • Simple Average

    1. Total quantities for the selected item, from the selected sales document, within the history start and end date are summed up.

    2. Summed quantities are then averaged by the number of days, weeks or months according to the forecast start and end date

  • Daily Average

    1. Total quantities for the selected item, from the selected sales document, for each day within the history start and end date are extracted.

    2. Extracted quantities per day are populated into each day within the forecast start and end date.

  • Weekly Average

    1. Total quantities for the selected item, from the selected sales document, for each week are summed up.

    2. Summed quantities per week are populated into each week within the forecast start and end date.

  • Monthly Average

    1. Total quantities for the selected item, from the selected sales document, for each month are summed up

    2. Summed quantities per month are populated into each month within the forecast start and end date

History Start Date

Enter the sales history start date. SAP Business One automatically generates an end date according to your definition of the forecast horizon.

Note Note

SAP Business One may adjust your input of History Start Date according to your definition for the forecast View.

End of the note.

The application uses the dates below to filter the corresponding documents with the history range you defined:

  • Sales orders: Del. Date in item lines.

  • Deliveries: Actual Delivery Date in item lines

  • A/R invoices: Actual Delivery Date in item lines

More Information

Managing Forecasts