Mass-Releasing the Budget or Forecast

The mass-release feature enables the budget manager to release budget/forecast numbers to multiple locations based on a specified location type for review. This saves time, because the budget manager does not need to manually select the locations on the Worksheet before releasing the numbers to them. After mass-releasing a budget/forecast, you can view it, but you can no longer edit it.

You can mass-release a budget/forecast only if the mass-release functionality is enabled. By default, the feature is enabled for forecasts only. You can use the MASS_RELEASE_FCST_TYPES registry parameter to disable it completely, enable it for budgets only, or enable it for both budgets and forecasts. See the Infor WFM Registry Parameter Reference Guide.

If the mass-release feature is enabled, you can use the MASS_RELEASE_LOC_TYPES registry parameter to specify the types of locations to which to mass-release the budget/forecast. By default, only the budget manager of the location configured as the CORPORATE location type can mass-release the budget/forecast. See the Infor WFM Registry Parameter Reference Guide.

The mass-release feature also enables you to release the budget/forecast to multiple locations that are selected on the Worksheet. In the Mass Release Parameters pop-up window, the budget manager selects Release based on worksheet selection, which is selected by default.

Conversely, to mass-release based on location type, such as Store, the budget manager selects Release to a location type and selects the location type. If the Release to Location check box was not selected for a location of that location type, then Budget Management releases to the next available location above with that selection.

For example, suppose the following location hierarchy existed, where all three stores (Stores 1.1, 1.2, 1.3) reported up to District 1:

Location Type Location Release to Location
District District 1 Selected
Store Store 1.1 Selected
Store Store 1.2 Not Selected
Store Store 1.3 Selected

If Corporate wants to release the numbers to all the Stores for this District, then on the worksheet the corporate budget manager selects the District and then mass-releases the forecast to the Store location type. As a result, the forecast is released to Stores 1.1 and 1.3, respectively. However, since Release to Location is not selected for Store 1.2, the forecast for Store 1.2 is released to the location directly above. This location is the District 1 location where the Release to Location check box is selected.

For budget managers of multiple locations, if you are assigned to the budget manager role for more than one location, then you must take extra care when you release the forecast down. Ensure that no locations are excluded. See Budget manager for multiple locations.