Forecast approval worksheet
The forecast approval worksheet consolidates daily and weekly forecasts, resembling a harvest planning worksheet. It allows grower organizations to approve required quantities by filling in the approved amount column.
This feature enables efficient inventory management and ensures accurate alignment between vendor supply and organizational demand, optimizing resource allocation and reducing waste. The following procedure describes how to perform this activity.
- Select the Search icon
, enter Forecast Approval Worksheet, and then choose the related link.
The Forecast Approval Worksheet page opens. - On the Filters group, set the values in the relevant fields.
- On the action bar, select Load Forecast Documents.
The system displays a dialog box. - Click Yes.
The system fetches line items based on the configured filters.
You can view the detailed overview of the entries in the following fields:
| Field | Description |
|---|---|
| Vendor No. | Specifies the vendor number associated with the generated entry based on the defined filters. |
| Commodity Item No. | Specifies the commodity item number based on the defined filters on the filter group. |
| Item Category Code | Specifies the item category code based on the defined filters on the filter group. |
| Item No. | Specifies the item number based on the defined filters on the filter group. |
| Grower No. | Specifies the grower number associated with the generated entry based on the defined filters. |
| Base Unit of Measure | Specifies the standard unit of measure used for the base quantity of goods. |
| Purchase Unit of Measure | Specifies the unit of measure used for purchasing quantities of goods. |
| Day Forecast (Today) | Specifies the forecasted quantity of items for the specified day. |
| Approved Quantity (Today)(Purch(UOM)) | Specifies the quantity approved on the defined day, expressed in the purchase unit of measure (UOM). |
| Forecasted Quantity (Today) | Specifies the remaining quantity of items that have been approved and for which associated documents have been created for the specified day. |
| Day Forecast (Today + 1 day) | Specifies the forecasted quantity of items for the day following the specified day. |
| Approved Quantity (Today +1 day)(Purch(UOM)) | Specifies the approved quantity of items in the purchase unit of measure for the day following the specified day. |
| Forecasted Quantity (Today + 1 day) | Specifies the remaining quantity of items that have been approved and for which associated documents have been created for one day after the specified day. |
| Day Forecast (Today + 2 day) | Specifies the forecasted quantity of items for two days after the specified day. |
| Approved Quantity (Today + 2 day)(Purch(UOM)) | Specifies the approved quantity of items in the purchasing unit of measure for two days after the specified day. |
| Forecasted Quantity (Today + 2 day) | Specifies the remaining quantity of items that have been approved and for which associated documents have been created for two days after the specified day. |
| Week Forecast (WH1) | Specifies the week one first half forecast for vendor or grower activities. |
| Approved Quantity (WH1)(Purch(UOM)) | Specifies the approved quantity forecasted for week one first half, measured in purchase units of measure (UOM). |
| Forecasted Quantity (WH1) | Specifies the total remaining quantity of items that have been approved and for which associated documents have been created for week one first half. |
| Week Forecast (WH2) | Specifies the week one second half forecast for vendor or grower activities. |
| Approved Quantity (WH2)(Purch(UOM)) | Specifies the approved quantity forecasted for week one second half, measured in purchase units of measure (UOM). |
| Forecasted Quantity (WH2) | Specifies the total remaining quantity of items that have been approved and for which associated documents have been created for week one second half. |
| Week Forecast (Next Week) | Specifies the forecasted quantity of items expected for the second week in the future, helping to plan inventory and resource allocation. |
| Approved Quantity (Next Week)(Purch(UOM)) | Specifies the quantity of items or produce forecasted for a specific day in the second week. |
| Forecasted Quantity (Next Week) | Specifies the total remaining quantity of items that have been approved and for which associated documents have been created for the entire second week. |
| Week Forecast (Week 3) | Specifies the forecasted quantity of items expected for the third week in the future, helping to plan inventory and resource allocation. |
| Approved Quantity (Week 3)(Purch(UOM)) | Specifies the quantity of items or produce forecasted for a specific day in the third week. |
| Forecasted Quantity (Week 3) | Specifies the total remaining quantity of items that have been approved and for which associated documents have been created for the entire third week. |
| Week Forecast (Week 4) | Specifies the forecasted quantity of items expected for the fourth week in the future, helping to plan inventory and resource allocation. |
| Approved Quantity (Week 4)(Purch(UOM)) | Specifies the quantity of items or produce forecasted for a specific day in the fourth week. |
| Forecasted Quantity (Week 4) | Specifies the total remaining quantity of items that have been approved and for which associated documents have been created for the entire fourth week. |
You can access additional information by selecting the Actions > Advanced View on the action bar.