Large Customers

For customers with significant sales demand or more activity, you can create separate forecasts and actual history records. Use this task to specify customers as large so that you can generate forecasts and actual history records for only those customers.

After you set up the customer, set the appropriate processing option in the Forecast Generation program (R34650) so that the system searches the Sales Order History File table (F42119) for sales to that customer and creates separate Forecast File table (F3460) records for that customer.

Use a processing option to enable the system to process larger customers by Ship To instead of Sold To.

If you included customer level in the hierarchy, the system summarizes the sales actuals with customers into separate branches of the hierarchy.