Sales Input Forecast Prep and Upload

A sales input forecast is a demand plan forecast that is used as reference against the demand plan. It has no bearing on the demand plan.

The following steps describe how to upload a sales input forecast.

Go to System Settings

  1. Click on Utilities
  2. Click on System Settings

Enable Consensus Forecast in System Settings

Click "Yes" for "Enable sales input row in demand plan"

Prepare Upload File

Create an upload file with the customer number in column A and the item number in column B.

The consensus forecast will follow in each column with the date in the header of each column.

Save the file as a tab delimited text file with the name "consensusforecast", zip the file, and upload per the instructions described in the article Manually Uploading Data.

View Result

Go to the customer item context by following the steps described in the article Navigating from item to item when making demand plan edits in different contexts or performing a direct search. You will see the Sales Input row populated with data.

Removing a Consensus Forecast

To remove a consensus forecast for an item or specific bucket(s), make the period cell in the upload file an empty string prior to upload.

Please note that a zero in the field does not achieve the same result since it makes the forecast for the period a zero and not empty.

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