Transfer sales budget to item forecast

You can use this procedure to transfer budget values from a sales budget to forecasts per item for a selected warehouse in the Forecasting module and in the master demand schedule.

Before you start

  • A dataset is defined and activated in 'Dataset. Open' (OSS401). See Datasets.
  • A sales budget version is defined and activated for the dataset in 'Sales Budget. Open' (OSS420). See Create Sales Budget Version.
  • Key field Item number (UCITNO), Family item (FJBUIT), or Planning entity (NDCCIT) is included as part of the key for the selected dataset.
  • A transferable dataset accumulator is defined in the dataset and contains budget values. See Sales Budgeting.

Follow these steps

  1. Select 'Manual Forecast. Update for Sales Budget' (FCS425).

  2. Specify the dataset, budget version, field, transaction type, and period from/to for the sales budget to transfer.

  3. Specify the warehouse for which the budget values have to be created. If planning entity (NDCCIT) is used as key in the dataset, warehouse may be left blank indicating that all warehouses have to be transferred and updated.

  4. To update the master demand schedule, specify a master demand schedule version.

  5. In the 'Cumulative' field, specify whether the values from the sales budget must be added to or replace existing values in the forecast system.

  6. Press Enter to start the transfer.

Restart (FCS425)

When the job 'Budget transfer to item forecast' (FCS426CL) is interrupted, the corresponding job record in 'Job. Display History' (MNS320) is updated from status 20-'Is Running' to status 26-'Terminated'. The terminated job must be restarted before another job can be submitted from (FCS425).

To restart the job:

  1. Select (MNS320).
  2. Specify the job queue, job queue party, change date, change time, changed by, or job number, depending on the sorting order in use.
  3. Select the terminated job and choose the related option 20-"Restart". The status of the job updates to 20, indicating the job is running.
  4. The job is updated to status 30-'Is Completed' once it is successfully processed.
    Note: The job restart solution for (FCS426CL) only applies to forecast jobs running in parallel as set in 'Settings – Parallel Jobs' (CRS797). This does not support single-threaded jobs.
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