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
Forecast Entry Table
Field Name | Help |
|---|---|
Sell-to Customer | Opportunity’s Account |
Item | GF Item that mapped with Opportunity Line Item’s Product |
Unit of Measure | GF Item’s Sales Unit of Measure |
Quantity | OpportunityLineItem.Quantity |
Conversion | Fomula lookup to Unit of Measure’s Conversion |
Qty. Base | Fomula Quantity * Conversion |
Warehouse | Company default warehouse or opportunity account’s warehouse if warehouse setup is not blank for the account. |
Forecast Date | Opportunity’s Close Date, or if Oppo’s Close Date <= today’s date then use today’s date + 1 day |
Opportunity Product Line | OpportunityLineItem |
Source | Opportunity |
Custom Key | OpportunityLineItem.Id |