Forecast

Form ID: (AM202000)

Note: This form is available only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to manually add forecasts used by the process of inventory planning regeneration performed on the Regenerate Inventory Planning (AM505000) form and view generated forecasts. You can use the Generate Forecasts (AM502000) form to generate forecasts.

Before you can start creating forecasts on the current form, you should make sure that the following tasks have been completed:

Tip: If you want to delete some forecasts, you can use a filter to select the records to delete and then use the Delete button on the form toolbar.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Table

The table displays the forecast data for inventory items and subitems if configured.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Inventory ID The stock or non-stock item for the forecasted line.
Subitem The subitem of the inventory item.
This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Warehouse The warehouse for the forecasted line.
Interval The interval that the forecast will occur in the period of time specified. The possible values are the following:
  • One Time
  • Weekly
  • Monthly
  • Yearly
Begin Date The start date of the date range for which the forecast is effective.
End Date The end date of the date range for which the forecast is effective unless another forecast having the same item and warehouse and optionally the customer has a begin date earlier than this end date.
Quantity The forecast quantity in the base units of measure.
UOM

The base unit of measure for the item.
Customer

The customer for the forecast line. The process of inventory planning regeneration will net sales orders for a specific customer against a forecast for that customer. If you enter a customer specific forecast, you should not enter a non-customer specific forecast because sales orders for the specific customer will net against both.
Customer Name The name of the customer for the forecast line.
Dependent A check box that indicates (if selected) that the forecast is dependent
  • Dependent (the check box is selected): This forecast may be consumed by actual demand (sales orders) with promise dates between the Begin Date and End Date of the forecast.
  • Independent (the check box is cleared): Regardless of the sales orders, this forecast is not consumed by any of them. The process of inventory planning regeneration will always plan based on the quantity of the forecast specified.
Active A check box that indicates (if selected) that the forecast is active. A forecast is considered active if it is considered by the process of inventory planning regeneration. By default, this check box is selected and the system clears it when the end date has passed.
Description The description for the stock or non-stock item included in the forecast.