Customer Forecast Group Maintenance

Menu Path: Purchasing $Images\bluerarw.gif$ Distribution Resource Planning $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Customer Forecast Group Maintenance

Purpose

Enter, view, edit, or delete customer forecast groups.

Overview

Use Customer Forecast Group Maintenance to assign customers to forecast groups for inventory forecasting, sales history, and purchasing. Every customer must be assigned to a customer forecast group.

Example You do business with Wal-Mart, Target, and numerous other smaller customers. Wal-Mart and Target electronically send you point-of-sales data and forecasts. You could set up one forecast group for Wal-Mart, one for Target, and use the default customer forecast group All Others for all your other customers.

$Images\warning.gif$ If an existing customer is changed from one forecast group to another, a warning message appears, which informs you that this change only affects sales history going forward. If you want to recast prior forecast sales history, use Forecast Sales History Rebuild Utility (only after first checking with Apprise Customer Care).

For database information for this window, see Customer Forecast Group Maintenance Database Information.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Forecast Group Maintenance window.
New	Click this button to create a new customer forecast group.
Update	Click this button to update the selected customer forecast group.
Delete	Click this button to delete the selected customer forecast group.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer forecast group.
Prev	Click this button to display the previous customer forecast group.
Next	Click this button to display the next customer forecast group.
Last	Click this button to display the last customer forecast group.

Fields and Buttons

Field or Button	Description
Forecast Group	Enter the customer forecast group ID, or click the Lookup button to select a customer forecast group ID.
Description	Enter a description of the customer forecast group.

Main Tab Fields and Buttons

Field or Button	Description
Display Sequence	Enter a sequence number for displaying customer forecast groups.
Forecast Lock Days	Enter the number of forecast lock days. Note This only determines whether a forecast audit record is considered the original forecast. For more information, see Forecast Audit Inquiry.
Default Cash Account	Enter the default cash general ledger account for the customer forecast group, or click the Lookup button to select the default cash account.
Adjusted Net Sales Location	Select one of the following to indicate the location to use when calculating adjusted net sales for the customer forecast group: Customer Default Location - Use the customer default location to calculate adjusted net sales. Order Location - Use the order location to calculate adjusted net sales.
Exclude From System Forecast Calculations	Select this check box to exclude customers in the customer forecast group from calculated system forecasts. This check box is cleared by default.
Exclude Sales Orders from Forecast Demand	Select this check box to exclude sales orders for customers in the customer forecast group from calculated forecast demand. This check box is cleared by default.
Billing Customer Code	Enter a billing customer code for a billing customer you want to add to the forecast group, or click the Lookup button to select a billing customer code. For more information on billing customers, see Structure and Concepts. If you add a billing customer to a customer forecast group, all customers associated with the billing customer are added to the customer forecast group.
Add (Billing Customer Code)	Click this button to add the selected billing customer to the customer forecast group.
Name (Billing Customer)	Enter a billing customer name for a billing customer you want to add to the forecast group, or click the Lookup button to select a billing customer name. For more information on billing customers, see Structure and Concepts. If you add a billing customer to a customer forecast group, all customers associated with the billing customer are added to the customer forecast group.
Remove (Billing Customer Code)	Click this button to remove the billing customer selected in the Selected Customers grid from the customer forecast group.
Customer Code	Enter a customer code for a customer you want to add to the forecast group, or click the Lookup button to select a customer code. For more information on customers, see Structure and Concepts.
Add (Customer Code)	Click this button to add the selected customer to the customer forecast group.
Name	Enter a customer name for a customer you want to add to the forecast group, or click the Lookup button to select a customer name. For more information on customers, see Structure and Concepts.
Remove (Customer Code)	Click this button to remove the customer selected in the Selected Customers grid from the customer forecast group.
Remove All	Click this button to remove all customers in the Selected Customers grid from the customer forecast group.
Selected Customers	This grid displays customers for the selected customer forecast group. Use the Add, Remove, and Remove All buttons to add or remove customers from the selected customer forecast group. Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.