Minimum Version Required: 23.05
Pre-Conditions
Customers using forecasting will now be able to see the forecast data in the Available to Promise (ATP) Dashboard.
Steps
Filters and Display Options
Filter/Option | Description |
Location | Filters inventory, production orders, and invoices for the selected location |
Tax Entities | Filters on the tax entity associated with the product |
Brand | Filters on the brand associated with the product |
Package | Filters on the package associated with the product |
Product Type | Filters on the product types associated with the product |
Product | Filters on specific products |
Recipe Version | Filters on the product and source products associated with the recipe version |
Production Order | Filters on products belonging to a production stage and production order |
Bin Zone | Bin Zone - Filters on products that have inventory in the selected bin zones |
View Type | Day) A column will be created for each day in mm/dd format from the current date to + 4 months |
Group By | This will group the data by Product Type, Brand, Brand Family, Supplier, or Package |
Sort By | Sort the data by Product ID, Product Name, or Package |
Product Status | Filter the database on the status effective field on the inventory table |
Hidden Zero Qty | Hides any production order or invoice data with zero quantities |
Only Show Shortages | Only show products that have 1 or more periods with negative inventory |
Show Forecast | Show forecast data when the view type is week or month |
Creating an ATP Report
1. Select the filter and view options listed above
2. Click the Create Report button
Saving an ATP Report
1. After creating the report, click the Save Report button
2. Complete the information in the save report dialog box
Report Name - give your report a meaningful name
Category - create a category to keep your report organized in your saved reports
Report Owner - this will usually be you, but you can make someone else the owner of a report. Only the owner of the reports can save a report.
Role View Permissions - Share your report with other is the same or even different roles
Format - most common are HTML (Browser) and Excel.
Viewing Forecast Data in ATP
1. To view forecast data, turn on the Show Forecast toggle button and click create report.
NOTE: Forecast data is only available when the view type is Week or Month
2. Forecast data will be in the form of Sales Forecast for finished goods or Production Demand for non-finished goods. In both cases, forecast data will be displayed in the Demand row.
3. The graph icon
will indicate that the value is coming from forecast data and not an actual invoice or production order.
4. If a period has demand from both forecast and actual orders, the value displayed will be the max value. See the example below where the sales forecast is 235 BBLs for week 20, and the actual orders are for 208 cases. The value displayed will be the greater value of 235 BBLs
Editing Forecast Data in ATP
1. Editing forecast data requires the user to belong to a role with Forecast Edit permissions. If the user’s role does not have Forecast Edit permissions, a User Permission must exist with Forecast Edit.
It is recommended to stay away from Users Permissions and control permissions at the Role level. This makes permissions earlier to maintain.
2. If a cell has the graph icon
, editing the forecast data can be done by hovering over the value in a cell and clicking on the pencil icon
when it appears.
3. After clicking the pencil icon
the icon will change to a save icon
. Click the save icon to save your changes.
4. Saving using the save icon
will update inventory for the current period and future periods.
Editing Forecast Data from the Forecasting Dashboard
1. Click on a demand value in ATP
2. On the Demand Details Popup, click on the Sales Forecast link to open Forecasting.
3. Sales forecast data can be edited from the Forecast Dashboard.
Recalculating Forecast Demand
1. If making changes to Production Demand or Sales Forecast, use the Recalculate Production Demand button to update production demand for non-finished good products in the same recipe version
