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  11. Regenerate a forecast connected...

Regenerate a forecast connected to a sales promotion

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  1. Select the Work with sales promotions menu item.
  2. On the initial panel, select the applicable sales promotion that has a connected item related key and click Forecast det.
  3. You access Work with sales promotions, Forecast details. All items that belong to the item related key, which was defined for the sales promotion are displayed together with the forecasted estimation. Click the Generate forecast details function key.
  4. You access Work with sales promotions, Generate forecast details.

    5. When you access this panel for regeneration, you have the following choices:

    • Enter the new values to adjust the forecast and then click OK (batch) or F2 (interactive) to regenerate the details for all included items.
    • Or, if you do not enter any values, and want to return to the previous panel, click Cancel.

Caution: If you click OK/Enter without entering new values, you will erase all values on existing forecast details previously generated for the sales promotion.
The Actual % increase field is completely manually handled in this version of DC1. In order for the value in the field to be 100 percent accurate, you should manually check the actual outcome of the applied sales promotion by studying the last historic forecast period and then adjust the value in this field before inventory calculation is run for the next actual period.

How to adjust the forecast for only certain items

If you only want to adjust the forecast details for some of the items, select the applicable items on the Work with sales promotions, Forecast details header panel and click Change. Enter the new percentages for each of the items and click OK. The forecast adjustment will only be regenerated for these items. Click Refresh to view the update.

Conclusion

After the valid period for a sales promotion has ended, the actual outcome from the sales promotion needs to be checked. If, for instance, the result was an actual increase of 16%, then the originally entered value in the Actual % increase field must be changed to 16. If you do not change the value, the forecast will be updated by 10% and not by 16%, which is the actual value. For more information, see About working with sales promotion adjustments.

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