View daily forecast

You can view the calculated Daily Forecast for each Item, Variant, or Location on the Daily Forecast page using the following procedure:

1. Select the Search icon , enter Daily Forecast, and then choose the related link.
   The Daily Forecast page opens.

2. On the Options FastTab, perform the following steps:

   • In the Forecast Date field, select a date. This field is filled with the work date by default.
   • In the Forecast Day field, you can view the day corresponding to the value selected in the Forecast Date field.
   • In the Location Code field, select a code from the list.
   • In the Item No. field, select an item from the list.
   • Turn on the Show Shortage toggle to filter and view the daily forecast lines that have a shortage quantity greater than zero.
     
     After entering the filters, the lines are displayed based on the selected filter criteria.

   Field	Description
   Forecast Date	Specifies the date on which the forecast is being calculated.
   Forecast Day	Specifies the day of the week that follows the selected forecast date.
   Location Code	Specifies the location code from which daily forecast is calculated.
   Item No.	Specifies the item number for which the daily forecast is being defined.
   Variant Code	Specifies the code of the item variant.
   Sales Unit of Measure	Specifies the unit of measure code used when you sell the item.
   History	Specifies the history from the daily forecast entries.
   Forecast	Specifies the total value of the forecast out of the daily forecast entries.
   Qty. on Sales Order	Specifies the value of the quantity on sales orders measured in the sales unit of measure.
   Shipped Qty.	Specifies the value of the quantity on the posted sales shipments measured in the sales unit of measure.
   Projected Forecast	Specifies the total value of the projected forecast from the daily forecast entries.
   Variance %	Specifies the ratio of the projected forecast to the forecast.
   Inventory	Specifies the quantity of the item in the inventory measured in the sales unit of measure.
   Qty. on Production Order	Specifies the total units of the item to produce (production quantity).
   Shortage	Specifies the total units of the item that are in demand on the selected forecast date.
   Qty. to Produce	Enter the total number of units to produce, to compensate for the shortage.
   Qty. on Future Sales Order	Specifies the calculated sales order quantity measured in the sales unit of measure based on the configuration in the Future Sales Order Date Formula field on the Daily Forecast Codes page.

   The History and the Forecast values are shown based on the Sales Unit of Measure.

3. In the FactBox, the Daily Forecast records are shown for the next three days if they exist. The values are also shown in the Sales Unit of Measure.
4. Select Previous Day to view the forecast information for the day before the specified Daily Forecast date or select Next Day to view the forecast information for the day after the specified Daily Forecast date.

5. Select the drill-down button in the History or Forecast field to view the below forecast entries:

   • Customer No.
   • Customer Name
   • Item No.
   • Variant Code
   • Description
   • Unit of Measure Code
   • Location Code
   • History
   • Forecast
   • Qty. on Sales Order
   • Shipped Qty.

   You can also edit the Forecast value.

The daily forecast entries are also created for new customers with no forecast history when a sales line is added for an item with a daily forecasting code and the shipment date is set to the forecast date.

On the action bar, select Actions > Create Daily Forecast Entry to directly add an entry to the Daily Forecast Entries page when the forecast for an item is already determined before creating a sales order. The created daily forecast entry will have the Manually Created checkbox selected. However, the system displays an error message if a daily forecast already exists for the same combination of the entry. This helps you to keep the inventory on time.

When you run the Calculate Daily Forecast action after adding an entry via the Create Daily Forecast action, the system displays a confirmation message verifying whether the manually created entries should be deleted or kept.

The Manually Created checkbox is hidden, and you can view it through personalization.