Minimum Version Required: 23.10
Steps
If special order invoices are skewing your forecasted sales data, and you just want the sales from those invoice out of forecast data, this feature is for you! Special event invoices might include sales for fairs and rodeos, concerts, or even displays promotions.
How to exclude an invoice transaction or an entire invoice from forecasts:
Go to the Exclude Invoices from Forecast Dashboard
Apply any filters including Route, Customer, Invoice Num, Product, and Date Range
Check the box next to any transaction that is to be excluded from forecasts
Check the box next to any invoice to exclude the entire invoice from forecasts
Click Save Changes
How to Exclude from the Forecasting Dashboard:
Click on a link for any sales values for Sales, Backorders, or Backfills
This will open the Forecast Sales Report Drilldown fusion report in a new tab
Click on the Exclude link in the report, this will open the Exclude Invoices from Forecasts Dashboard
Follow steps 3 - 5 above.
How to "undo" an invoice transaction or entire invoice that has previously been excluded from forecasts:
Go to the Exclude Invoices from Forecast Dashboard
Filter on the Invoice Num, Product, or Date Range
Un-check the box next to the transaction or invoice
Click Save Changes
How to see changes in Forcasting:
In the Forecast dashboard, click the Refresh Data button to see updated sales forecasts after invoice data has bee excluded.
These changes will not be reflected immediately and will require the data warehouse to sync, which runs every 15 minutes.