Loading direct forecast data

Before you can create a direct forecast, you must load the data from Payables, Receivables, and Purchasing into the forecast. This process can be performed daily, or as often as a refresh is required. The forecast parameters that you created determines the way in which to report the loaded data.

  1. Select Load Direct Forecast.
  2. Complete the fields.
    Include Direct Forecast Import Records
    Select this check box to include imported records.
  3. Click Submit.