The Forecast Screen
This Tech Note describes the Forecast Screen and the features it provides.
The buttons and Items in the Forecast screen are as follows:
D/T is the Date and Time the screen is opened.
Search button opens the "Search Editor" and allows searching of the Item file.
Do Set makes a "current selection" out of the listed Sales Orders, Purchase Orders and/or "Item" records. This current selection can then be used in Quick Reports.
Omit button removes highlighted records from the list.
Select button makes a new list of highlighted records.
Calendar button opens a calendar for viewing.
Clicking by Orders searches and displays all activities (Purchase Order lines and Sales Order lines) that relate to open (not totally Invoiced) Orders.
When the by "Order" button is clicked, a warning dialog box opens to say the procedure takes a while. The time is directly related to the number of open Orders in CommerceExpert/WebClerk.
To increase the size of any field in the records list, move the cursor to the Header until the pointer turns into the column width tool. Then drag the field to the desired width.
Clicking by Items searches and displays Bill of Material information for any "Item" record in the list.
The first step in using this feature should be using the "Search" button to locate "Item" records that are needed for the report.
The next step is to click the "By Items" button.
Using the screen in this manner allows you to view the activity for selected Items.
The Save button is used if the selection of records is to be reloaded at a later time. When you click on the "Save" button, the selection remains until the "Save" button is clicked again.
The Retrv (Retrieve) button is used to reload the selection saved previously.
Note: You can highlight all or a group of records in the list: Edit menu > Copy and then paste directly into Excel or a similar spreadsheet program.
The Item Info button loads the more detailed information about the highlighted Item in the "Information" area.
The Mod Item (Modify Item) button takes you to the "Item" record. Any area of the "Item" record can then be modified.
The Save Item button is used if modifications have been made to the information displayed on the "Forecasting" page concerning the highlighted Item. This is only possible if you have the correct password privileges.
The information area contains fields directly from the highlighted "Item's" record.
The listed records contain the information to be used for making purchase and assembly decisions. Below is an explanation of each of the fields displayed for the records.
Item Num the Item Number from the "Item's" record.
Description the Description from the "Item's" record. This is only after the "Balance" button is used.
Date If Type is IT = no date
If Type is SO or PO = need date
Qty Chg (Quantity Change) the number of Items to be added or subtracted from the Quantity on Hand.
Qty OH (Quantity on Hand) the quantity that will be the Quantity On Hand after the Qty Change takes place. This is only displayed after the "Balance" button is used.
Level this field reveals the cause of the record being displayed
Item Record = the basic item record
Purchase = the item is being purchased on a PO
Prime No BOM = the Item is being sold and it does not contain a bill of materials
Prime w/BOM = the Item is being sold and it has a bill of materials
Intermediate = it is a component of an Item being sold and it also has a bill of materials
Root Level = it is a component of an Item being sold and it has no other bill of materials
Doc Item this field reveals the Item being sold or purchased. If the record level is Root Level or Intermediate, the Parent Item is displayed.
Type this field reveals the origin of the record.
IT = Item record
SO = Sales Order or Order record
PO = Purchase Order
Doc ID (Document ID) reveals the ID number of the origin. This is either the Order number or the PO number.
Tally Inventory updates the Quantity on Hand field in the "Item" record. The Tally adjusts inventory for entries made through the "Adjust on Hand" feature, found under the Item menu, as well as adjustments due to the creation of "Order", "Invoice" and "Purchase Order" records.
This Tally is necessary if the "Track Inventory" box, found in the "Defaults" record, is activated (X) and the "Auto Track Inventory" box, also found in the "Defaults" record, is de-activated.
If the "Auto Track Inventory" box is activated (X), this Tally should also be run occasionally. If the "Item" record is locked by another network user, the adjusting information is stored until the Tally is run.
If the "Track Inventory" box is de-activated, this Tally is not necessary.
If Tally Inventory Changes is chosen, the process indicator shown below opens, displaying the process.
Pending Inventory Changes is not a Tally but an Output layout listing all inventory changes that are pending. This screen is for viewing only.