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Documentation > MAC-PAC Reference Library > Distribution > Sales Analysis > Screens > Sales Forecast > SA110S02 - Detail

SA110S02 - Detail

 

 

 

 

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.