June 30, 2015
Sales Forecast :
Lets created some of the sales quotations or sales orders for future dates (for Month of Dec – 2015 ) through sales module.
User can create a Sales Forecast records for any date range in order to calculate total probable sales for given date range.
In form view user need to define a date range for which forecast records is created
In order to load lines from the sales quotations and order when user clicks on “Load Sales” button, system pops up a wizard where filter criteria can be set
As per the set criteria system loads list of products with cumulative quantity in different sales Quotations/ Orders ordered.
User can generate a automated procurement from the above forecast by clicking on “Create Procurement” button
PO is created when above procurement records are processed.
Purchase forecast :
User can club all the purchase orders generated for a specific date range using purchase forecast.
When clicked on “Load Purchases” it loads all the purchase lines for a given date range