Understanding Forecast Management Setup Requirements

This section discusses:

• Company hierarchies.

• Distribution hierarchies.

• Summary of detail forecasts and summary forecasts.

• Summary forecast setup.

Before you generate a detail forecast, you set up criteria for the dates and kinds of data on which the forecasts are based, and set up the time periods that the system should use to structure the forecast output.

To set up detail forecasts, you must:

• Set up inclusion rules to specify the sales history records and current sales orders on which you want to base the forecast.

• Specify beginning and ending dates for the forecast.

• Indicate the date pattern on which you want to base the forecast.

• Add any forecast types not already provided by the system.

• Define large customers for separate customer forecasts.