Delivery schedules with gross forecast contain information about the current stock situation for the item at the customer’s warehouse, including a minimum and maximum stock level. In addition, the customer gives information about the sales forecast in the future.
When the delivery schedule is retrieved via the Work with inbound delivery schedules in DI menu item, the system processes the information and creates sales order lines if needed.
To exemplify, assume the customer sends the following information in the delivery schedule:
| Minimum inventory: | 25 PCS |
| Maximum inventory | 100 PCS |
| Actual inventory: | 42 PCS |
| Sales forecast week 42: | 12 PCS |
| Sales forecast week 43: | 15 PCS |
| Sales forecast week 44: | 35 PCS |
| Sales forecast week 45: | 35 PCS |
| Sales forecast week 46: | 20 PCS |
The following will describe how to:
- view the information in a gross forecast delivery schedule
- update orders from a gross forecast delivery schedule
- view the order lines created a the gross forecast delivery schedule
Prerequisites
The delivery has to be retrieved via the Work with inbound DI DELFOR menu item. Note: When retrieving the delivery schedule, do not update orders. This means that the Update order field on the Retrieval panel should be set to NO. See step 5 in Retrieve an inbound delivery schedule sent through Data Interchange.
- Select the Work with inbound delivery schedules menu item.
- You access Work with inbound delivery schedules, Header.
- Updated
- This column is set to NO indicating that order lines have not yet been created from this delivery schedule.
- You access Header details.
- Firmed hor end date
- The system will only create order lines with a dispatch date before this date.
- Net/Gross
- Displays the value of 2 meaning that this delivery schedule contains a gross forecast.
- On the Header panel select a delivery schedule and click Item to view the item details.
- You access the Items panel. Select an item and click Display.
- You access the Item details panel.
- Unit
- Displays the unit in which the quantities defined on this schedule is expressed.
- Minimum inventory
- Displays the value of 25, meaning that minimum inventory of the item at the customer’s warehouse is 25. This information is sent by the customer in the delivery schedule.
- Maximum inventory
- Displays the value of 100, meaning that maximum inventory of the item at the customer’s warehouse is 100. This information is sent by the customer in the delivery schedule.
- Actual inventory
- Displays the value of 42, meaning that this is the actual stock situation when the customer sent this delivery schedule.
- Total quantity
- This quantity is calculated by the system when the delivery schedule was retrieved. The system has found that order lines with a total quantity of 175 needs to be created to fulfil the customer’s demand.
- Order number
- No order number is displayed since no order has been created yet. If the Update order field had been set to YES when retrieving the delivery schedule (refer to step 5 in Retrieve an inbound delivery schedule sent through Data Interchange), which was not the case for this example, this field would have displayed the number of the order created.
- On the Items panel, select an item and click Quantity matrix.
- You access Quantity matrix. According to the information in this delivery schedule, the system has found that two order lines have to be created. The first order line of 85 should be dispatched Wednesday in week 43 and the second order line of 90 should be dispatched Wednesday in week 46.
- The same panel is displayed including the sales forecast in each week. The sales forecast for each day is displayed below the input fields for quantity. In the first week (1242), the sales forecast is 12. In the second week (1243) the sales forecast is 15, etc. Note: The sales forecast is also information sent by the customer in the delivery schedule.
- On the Header panel select the delivery schedule to create the order line(s) and click Update order.
- The same panel is displayed. When the system has completed the process of creating order lines, the Updated column will display the value of YES. To view the order line(s) created, select the schedule and click Items.
- You access Items. Select an item and click Maintain order.
- You access Work with sales orders, Order lines. For information about how to handle sales orders see About sales order entry. Tip: Click Shift info to view the dispatch dates of the order lines. Note: You cannot manually add order lines to an order that is created from a delivery schedule. Lines have to be added from the Quantity matrix panel. For this example, click Back until you exit the routine.
View header information
Select the delivery schedule that you wish to view and click Display.
Click OK to return to the Header panel.
Click OK to return to the previous panel.
Caution: If you click OK on this panel, the order line(s) will be created.
Before explaining how the system calculated the quantity, click Fold to view the forecast per week.
The quantities to dispatch during week 1243 and 1246 are calculated as follows:
| Week | Actual inventory | Forecast | New actual inventory | Quantity to dispatch | Calculated as:
|
|---|---|---|---|---|---|
| 1242 | 42 | 12 | 30 (42 – 12) |
0 | |
| 1243 | 30 | 15 | 15 (30 – 15) |
85 | 100 – 15 = 85 |
| 1244 | 100 | 35 | 65 (100 – 35) |
0 | |
| 1245 | 65 | 35 | 30 (65 – 35) |
0 | |
| 1246 | 30 | 20 | 10 (30 – 20) |
90 | 100 – 10 = 90 |
However, since (assuming) the Firmed horizon date in this delivery schedule is November 10th, the system will only create one order line for the quantity of 85.
Click Back until you return to the Header panel, from which you can create the order lines.