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Overview

YAKTA would like to know the demand based on the “Commitment” stage of the opportunity to plan their materials/labor accordingly and in time.

This will enable YAKTA to run a Supply plan based on generated Sales Forecasts from Opportunities and create Purchase Orders / Work Orders.

How it works

When the Opportunity is in the “Commitment” stage and does not have a Sales Order linked, the “Ready to create sales forecast” will be checked. This formula can be edited.

A scheduled routine Database.executeBatch(new GF_CalculateSalesForecastBatch()); will check if “Ready to create sales forecast” = True and populate the Goldfinch Forecast table as the demand for the supply plan calculation.

This will include:

  • Item

  • Qty

  • Date of Forecast

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