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module:report:forecasting

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Forecasting

Forecast Report provides user a summarized information about the expected quantity of material upon consideration of inventory affecting records.

Report Filters:

  • Project Number - selection of projects you want to consider in forecast;
    1. only items of selected projects will be shown in forecast report
  • Parts list - selection of parts list (draft and final sample/sale) without preparation job order that you want to consider in forecast;
    1. selected parts list item quantity will be deducted from inventory on hand as these items have the possibility of being sold or issued out of the system
  • Reserved Parts List - selection of parts list (Reserved type) that you want to consider in forecast;
    1. selected parts list item quantity will be deducted from inventory on hand as these items is considered sold or owned by a particular project or client;
  • Inventory Order - selection of confirmed inventory order without receiving job order that you want to consider in forecast;
    1. selected inventory order quantities will be added to inventory on hand as these items will be part of inventory on due time;
  • Item Color - further selection to show only the items with matching color;
  • Item Category - further selection to show only the items with matching category;
  • Item Department - further selection to show only the items with matching department;
  • Item Supplier - further selection to show only the items with matching supplier;
  • Item Classification - further selection to show only the items with matching classification;
  • Warehouse Code - further selection to show only the items located in selected warehouse;

Note: no selected option means all records will be considered

Report Columns: Project No - reference project no under the selection - department/employee/status; Client Company - company name of selected clients; Project Title - registered project name; Currency - currency used in the project value; Project Value - value of project as stated in Total on offer value (must be updated regularly)

module/report/forecasting.1407485734.txt.gz · Last modified: 2014/08/08 16:15 by target