Menu Path: None
To use Demand Forecasting Import, click DF Import in Min-Max Buying Recommendations.
Import demand forecasting information from third-party software.
Use Demand Forecasting Import to import a demand forecasting import file from third-party demand forecasting software.
For import format information, see Demand Forecasting Import Format.
To import a demand forecasting import file:
Select an import file name and path, as well as the external forecasting system the file is coming from (MARS or Demand Forecasting). This file is the requisition file that is generated by the third party software (file extension ".req").
Click the Print Options tab, and select output options for the import report.
Click the Import button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Import Status field displays the status of the import, including any error messages.
After the import is complete, data will not be visible in the Products to Produce grid of Min-Max Buying Recommendations until you select the buying ID (using the Lookup button next to the Buying ID field) that the import created. A buying ID is created for each requisition number that the third-party demand forecasting software created. The buying ID is created based on the requisition number, for example, if the requisition number is "00000005," the buying ID will take up the prefix of the buying location and use "XXX00000005."
After information is visible in the scroll box, you can make adjustments to the Quantity and Add to This PO/WO fields. Alternately, you can export the data into an Excel spreadsheet, make modifications per your requirements, and import it back into Min-Max Buying Recommendations for purchase order creation.
The Totals by Supplier grid at the bottom of the screen displays the total costs of items to be ordered for the listed supplier(s). The total cost for each supplier sums up the total cost of each supplier’s line item total cost from the Products to Produce grid.
When you are ready to create purchase orders, verify / change the PO class field; purchase orders will be created for the selected PO class. (The default PO class will be populated in this field if it was assigned for your user’s extended purchasing options). Click the Create button to create purchase orders based on the data in Min-Max Buying Recommendations. Purchase orders created through this method are finalized in Purchase Order Maintenance. This allows you to make any last-minute modifications to items on the orders. Purchase orders need to be "ordered" for each order. Doing so will update each purchase order’s line item’s quantity On Order field in Inventory Matrix Inquiry.
Button |
Description |
Exit |
Click this button to close the Demand Forecasting Import window. |
Import |
Click this button to start the import process. |
Field or Button |
Description |
Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. |
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Select the forecasting system that created the import file:
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This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
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Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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