WILLIAMS SALES ANALYSIS USD 7/19/95
DSP01 SALES FORECAST MAINTENANCE FIN ADD
Company/Location 001 001 Forecast Yr/Sequence 1994 1 94 SALES FCST 1
Fcst Code/Fcst Type 1 001 Loaded Forecast N
Fcst Maint Code AE Fcst Yr/Seq Fcst Code/Type
Co/Loc Fcst Amount 10000
Wgt Index Fcst Percent .00
1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Total Year
2307 2307 2307 3079 10000
Pd Working Fcst Current Act/Fcst Pd Working Fcst Current Act/Fcst
1 769 F 0 7 769 F 0
2 769 F 0 8 769 F 0
3 769 F 0 9 769 F 0
4 769 F 0 10 769 F 0
5 769 F 0 11 769 F 0
6 769 F 0 12 769 F 0
13 772 F 0
F2=Command F3=Exit F4=Prompt F9=Inquiry
F10=Function Select F11=SA Inquiry F22=End Transaction
This screen is used to enter, modify, and display the sales forecast data for the forecast specified on the Sales Forecast Select screen. The forecast fields cannot be modified on a delete transaction. When in a multi-currency environment, the base currency for the current company/location is displayed in the upper right hand corner of the screen (for financial forecasts only).
BASE CURRENCY
Display only. Base currency associated with company/location which is assigned to the company/warehouse appears in the upper right corner of the screen, to the left of the date field. Type an 'X' and press F11 for extended help text.
COMPANY/LOCATION
Display only. Defines the company/location for the forecast being maintained.
FORECAST YEAR/SEQUENCE
Display only. Defines the forecast year/sequence being maintained.
FORECAST CODE/FORECAST TYPE
Display only. It is used to describe the type of forecast being maintained. Valid values for the forecast code are:
1- Total Location
2- Product Class
3- Customer Class
4- Salesperson
5- Part Number
The values for the forecast type correspond to those entered on the Function Select screen for the corresponding forecast code.
LOADED FORECAST FLAG
Required. This flag indicates if the forecast being maintained should be used for comparisons to actuals. Valid entries are: Y (yes) or N (no).
FORECAST MAINTENANCE CODE
Optional. The forecast maintenance code identifies the type of forecast maintenance processing to be performed. Valid codes are:
AE- Distribute amount evenly
AM- Process specified amount
AP- Amount plus a percent
AR- Amount distributed relative to actual performance
FA- Forecast plus amount
FC- Transfer from existing forecast
FP- Forecast plus a percent
CA- Current actual plus amount
CP- Current actual plus a percent
CR- Transfer current year actuals
QA- Distribute quarterly amounts
SA- Screen amount plus an amount
SP- Screen amount plus a percent
WI- Base forecast on weighting index.
FORECAST YEAR/SEQUENCE
Optional. Defines the forecast year/sequence to be used as reference for the type of forecast maintenance code selected. Must be a valid value on the Reference File (category A05).
FORECAST CODE/TYPE
Optional. Defines the forecast code/type to be used as a reference for the type of forecast maintenance code selected. The forecast code must be a valid value in category A07.
COMPANY/LOCATION
Optional. Defines the company/location to be used as a reference for the type of forecast maintenance code selected. Must be a valid value on the Reference File (category 002).
FORECAST AMOUNT
Optional. Represents the total forecast amount to be prorated according to the forecast maintenance code selected.
WEIGHTING INDEX
Optional. The forecast weighting index used when generating a forecast using the maintenance code WI can be used for seasonal distribution of a yearly forecast amount. Must be a valid index on the Reference File category A06.
FORECAST PERCENT
Optional. Used to indicate the forecast maintenance percentage to be used when generating a forecast using any of the following maintenance codes: AP, FP, CP, or SP.
1ST QUARTER
Optional. When using maintenance code QA, the first quarter forecast amount is a required input. Otherwise, this field is generated by the system.
2ND QUARTER
Optional. When using maintenance code QA, the second quarter forecast amount is a required input. Otherwise, this field is generated by the system.
3RD QUARTER
Optional. When using maintenance code QA, the third quarter forecast amount is a required input. Otherwise, this field is generated by the system.
4TH QUARTER
Optional. When using maintenance code QA, the fourth quarter forecast amount is a required input. Otherwise, this field is generated by the system.
TOTAL YEAR
Display only. This value represents the total sales amount for the forecast year, and is generated by the system.
PERIOD
Display only. This value defines the forecast period for which a value will be either inserted, or generated.
WORKING FORECAST
Optional. Contains the individual forecast amounts per forecast period. Input values are required when manually creating a forecast. Otherwise, when using a maintenance code, these values are generated by the system.
CURRENT ACTUAL/CURRENT LOADED FORECAST
Displays the current actual sales amounts/current loaded forecast amounts. On the left margin of each field A or F is displayed whenever an Actual or Forecast figure is displayed. The system will use forecast values for periods that actual sales haven't been posted yet. The forecast values will always correspond to the current loaded forecast.
COMMAND KEYS
Enter - Process request.
F2 - Display a window where a fast path option or mnemonic can be entered. Fast path allows the next menu selection to be made directly from this screen. When the window is displayed, pressing F3 will remove it.
F3 - Exit program and return to menu.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F9 - Enter the Sales Forecast Inquiry program Function Select screen.
F10 - Returns to the Sales Forecast Maintenance Function Select screen.
F11 - Enter the Sales Analysis Inquiry program.
F22 - Used to end forecast maintenance for the forecast being displayed. This will either add, delete or change the current forecast with the actual values being displayed.
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