Process

These processing options let you specify the default values the system uses for the Summary Forecast Update program (R34600). These default values include summary code, forecast type, beginning and ending dates, address, and fiscal date pattern.

The Summary Forecast Update program generates summary forecasts that are based on data from the Forecast File table (F3460) and stores the forecasts in the Forecast Summary File table (F3400). The summary forecasts provide both sales amount and item quantity data. Proper data selection is critical to accurate processing. Include only items in the summary constants hierarchy.

Summary Code

Specify which summary code the system uses when running the summary. Summary code is a user-defined code (40/KV) that identifies the summary code for running the summary. You define summary codes using the Summary Constants program (P4091) from the Forecasting Setup menu (G3441). Enter the summary code to use as the default value or select it from the Select User Define Code form.

Forecast Type

Specify the detail forecast type that you want the system to use to summarize the forecast. Forecast type is a user-defined code (34/DF) that identifies the detail forecast type. Enter the forecast type to use as the default value or select it from the Select User Define Code form.

From Date and Thru Date

Specify the date from which the system begins or ends the summary forecast. Enter a date to use as the beginning or the ending forecast date, or select a date from the calendar. If you leave these processing options blank, the system uses all data to generate the summary forecast.

Address

Specify whether the system considers the address book numbers are part of the hierarchy or if the system retrieves the address book numbers from the business unit associated with the forecast.

If you leave this field blank, the system retrieves the address book numbers from the business units associated with the forecast detail. In the Business Units program (P0006) on the Organization Account Setup menu (G09411) you can determine which address number is assigned to a business unit. In this case, the system uses the category codes for that address number if you are using address book category codes in the summarization hierarchy.

If you enter 1, the system considers the address book numbers of the customers are part of the hierarchy. This customer number comes from the Forecast table (F3460). The customer number would be part of the forecast as a result of generating forecasts for large customers. If you did not generate forecasts for large customers or if you do not have any customers defined as large (ABC code on the Customer Master table (F0301) set to A) the system does not associate address book numbers with the forecasts. Values are:

Blank: Retrieves the address book number from the business units associated with the forecast detail.

1: Considers the address book numbers of the customers are part of the hierarchy.

Fiscal Date Pattern

Specify the monthly fiscal date pattern the system uses to create summary forecasts. Fiscal date pattern is a user-defined code (H00/DP) that identifies the date pattern for the forecast. The system retrieves the pattern from the Date Fiscal Patterns table (F0008). Enter the fiscal date pattern to use as the default value or select it from the Select User Define Code form. If you leave this processing option blank, the system creates records using dates from the detail forecast records.