When the Opportunity is in the “Commitment” or “Closed Won“ stage and does not have a sales order linked then the checkbox “Ready to create sales forecast” will be checked.
A scheduled routine Database.executeBatch(new GF_CalculateSalesForecastBatch()); will check if
“Ready to create sales forecast” = True
and Populate the Goldfinch Forecast table as demand for supply plan calculation.
This will include
Item
Qty
Date of forecast