Create Sales Forecasts
- Waseem Khan
- Patricia Zhuo
- Steven Wang
- Scott Zhuo
As of 7/1/24, Yakta decided to import Sales Forecasts manually. This scheduled routine is no longer used.
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 |