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Controlling how Old Purchases Impact Forecasting

Distributor guide to Setting 457 in Encompass: control whether past-due New or Ordered purchases count in the current week's inventory forecast (None, Previous Week, 6 Months). Requires v24.12+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.12

Steps

  • Setting 457 - Include past-due New and Ordered purchases in the current week's forecast, will control how old purchases impact forecasting calculations. Setting options include None, Previous Week, and 6 Months and is based on the receive date of the shipment.
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  • Purchases quantities in New or Ordered status are displayed on the purchases row in forecasting and will have a red font. Received purchases are displayed in green font.
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  • None - Purchases in past forecast periods that have not been received will be displayed, but will not impact inventory values or forecast calculations.
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  • Previous Week - New or ordered purchases in the previous forecast period will be included in inventory values or forecast calculations.
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  • 6 Months - New or ordered purchases in the previous 6 months will be included in inventory values or forecast calculations.
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  • If the setting is not None, the sum of all purchases will be displayed on the purchases row in the current forecast period.

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