Entry and Maintenance Options

Actual entry and maintenance of forecast sales quantities is accomplished through the File Maintenance conversation.  After selecting the forecast year/sequence, the company/location key, forecast type, and forecast data type, the projected sales figure can be generated.  This may be done manually, or by using any of the 14 maintenance methods available.

Forecast Maintenance Code

A two-position alphanumeric code that identifies the type of forecast maintenance processing to be performed.  Valid codes are:

AE  Distribute amount evenly.  The value in the Forecast Maintenance field is divided by 12 or 13 (based on whether monthly or period processing has been specified for the sales year) and the resulting amount is duplicated in each period field.

AM Process specified amount.  The value in the forecast maintenance amount field is duplicated in each period field.

AP  Amount plus a percent.  The value in the Forecast Maintenance Amount field is inserted in the period 1 field.  The values for each subsequent field equals the amount from the previous period plus an incremental amount that is based on the specified maintenance percent.  The incremental value equals the forecast amount from the previous period multiplied by the forecast maintenance percent.  For example, the period 2 forecast amount is derived by taking the period 1 amount, multiplying it by the forecast maintenance percent, and adding the result to the period 1 forecast amount.

AR  Amount distributed relative to actual performance.  The actual amounts for each period are divided by the actual year-end total amount (calculated by taking the year-to-date actual amount and adding the remaining year forecast amounts) to get the percentage of each period amount as of the year-end total.  The forecast maintenance amount is multiplied by the resulting percent to get the new forecast amount for each period.

FA  Forecast plus an amount.  The new forecast amount for each period is calculated by taking the forecast amount from the corresponding period in the Based-on Forecast File and adding to it the forecast maintenance amount.

FC  Transfer from existing forecast.  The new forecast amount for each period is generated by taking the forecast amount from the corresponding period in the based-on forecast and moving it into the New Forecast field.

FP Forecast plus a percent.  The new forecast amount for each period is calculated by taking the forecast amount from the corresponding period in the based-on forecast, multiplying it by the forecast maintenance percent and adding the result to the based-on forecast amount.

CA  Current actual plus an amount.  The new forecast amount for each period equals the actual amount for the period (or the loaded forecast amount if actual amounts were not posted for the period) plus the forecast maintenance amount.

CP  Current actual plus a percent.  The new forecast amount for each period is calculated by taking the actual amount for the period (or the loaded forecast amount if actual amounts were not posted for the period), multiplying it by the forecast maintenance percent and adding the result to the current actual amount.

CR  Transfer current year actuals.  The new forecast amount for each period is generated by taking the actual amount for the  period (or the loaded forecast amount if actual amounts were not posted for the period) and moving it to the New Forecast field.

QA Distribute quarterly amounts.  The amounts specified in the quarterly fields are distributed evenly over each period that falls in the quarter.  For example, if 300 is entered in the first quarter field, the forecast amounts for periods 1, 2 and 3 is 100.

SA  Screen amounts plus an amount.  The new forecast amount for each period equals the displayed forecast amount for the period plus the forecast maintenance amount.

SP  Screen amounts plus a percent.  The new forecast amount for each period is calculated by taking the displayed forecast amount for the period, multiplying it by the forecast maintenance percent and adding the resulting amount to the displayed forecast amount.

WI  Base forecast on a weighting index.  The new forecast amount for each period is calculated by multiplying the forecast maintenance amount by the percent entered for the period on the specified weighting average record.