You use this program to create and maintain forecasts for both stocked and non-stocked items.
Within SYSPRO, forecasts and sales orders are combined using the gross requirements rule and the yield percentage to generate a gross requirement. The gross requirement can then be compared to the build schedule, generating the suggested build schedule values.
When maintaining forecasts, they are shown on the screen in date sequence. Among the forecasts are special lines indicating where the time fences appear. When a new forecast is added (or an existing one moved or deleted) the screen immediately indicates the new list of forecasts.
As stock items are invoiced, the active forecasts are reduced according to your selections on the Forecast Depletion tab of the Requirements Planning Setup program. If you do not select any of the options on the Forecast Depletion tab of the Requirements Planning Setup program, then as stock items are invoiced, the active forecasts are reduced from the earliest forecast forwards and credit notes increase any depleted forecast up to the original value of the forecast, starting with the latest depleted forecast.
| Field | Description |
|---|---|
| Preferences | |
| Preferences | Select this to indicate your preferences for displaying and entering information in the listview. |
| Warehouse |
Indicate a valid warehouse code. If the Inventory Control module is not installed, then all entries are assumed to be non-stocked. |
| Non-stocked | Select this to create/change forecasts for non-stocked items. |
| Stock code |
You use this field to indicate the code of the stock item for which you want to maintain a forecast. You can use the previous and next buttons to browse through the stock codes for the warehouse selected (this option is not available if non-stocked has been selected). You can maintain forecasts for stock items which are on hold (Stock Code Maintenance). A stock item defined as a Notional part (Stock Code Maintenance) cannot be selected for processing. |
| Previous | Select this to navigate to the previous stock code. The system automatically enters this code in the Stock code field. |
| Next | Select this to navigate to the next stock code. The system automatically enters this code in the Stock code field. |
| Change Rev/Rel | Select this to use the ECC History program
to indicate the specific revision and/or release of the stock
item for which you want to maintain a forecast. This option is only enabled if you entered a stock item defined as ECC controlled (Stock Code Maintenance - Tracking), in the Stock code field. |
| Use current | Select this if you want to maintain the forecast for
only the current revision/release of an ECC controlled stock
item. This option is only enabled if you entered a stock item defined as ECC controlled (Stock Code Maintenance - Tracking), in the Stock code field. |
| Refresh the forecast | Select this to re-display details of the forecast, to reflect changes made to the warehouse, stock code or the revision or release. |
This pane enables you to indicate your selections you require and then displays the forecast in a graphical format accordingly.
| Field | Description | ||||||||
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| Redraw graph |
Select this to view the graph according to the selection criteria you entered. The graph is displayed using the Graphs program. |
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| Date selection | |||||||||
| Use starting date | Select this to specify the date from which you want to start plotting the information on the graph. | ||||||||
| Date | Enter the date from which you want to start plotting
the information on the graph. This is only available if you selected the option: Use starting date. |
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| Type | |||||||||
| Selection | Indicate the forecast type(s) for which you want to plot the graph. | ||||||||
| Forecast type | Indicate the single forecast type for which you want to generate the graph. | ||||||||
| Include inactive | Indicate whether you want to include inactive forecasts
in the graph.
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| Projection | Indicate the projection period required for the graph. | ||||||||
| Period | This enables you to indicate the projection period required for the graph. | ||||||||
| Days |
Select this to project the required quantity in terms of days. The default is seven days, but this can be changed using the Projection days field below. |
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| Months | Select this to project the required quantity in terms of months. | ||||||||
| Projection days | Indicate the number of projection days required. | ||||||||
| Number of graph points |
Indicate the number of projection periods you want to display on the graph. For example, if you set the projection period to months and you set the number of graph points to 24, then 24 projection months are displayed. Similarly, if you set the projection period to days, set the projection days to 20 and set the number of graph points to 2, then two projection periods of 20 days each are displayed. |
This displays stock code details for the item currently highlighted in the MRP Forecast listview.
Refer to Time Fences for details on the information displayed in this pane.
![[Note]](images/note.png)
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This is an editable listview which enables you to maintain the forecasts displayed for the selected stock or non-stock item as well as to add new forecasts.
| Field | Description |
|---|---|
| Delete |
Select this to delete the entry currently highlighted in the listview. You are not prompted to confirm the deletion of the selected forecast. However, the forecast is not deleted until you select the Save icon. |
| Save | Select this to save the details you entered or changed and the forecasts you deleted. |
| Show active forecasts only | Select this to display only active forecasts in the
listview. This defaults to your selection at the preference: Show active forecast only, but can be changed. |
| Date | Indicate the date required for the forecast. |
| Quantity required | Indicate the forecast quantity. |
| Type | Indicate the type of forecast. This is a single character which can be used as a selection criterion for forecasts. |
| Reference |
Indicate up to 30 characters to be the reference assigned to the forecast. The reference can be used to explain the reason for the forecast (e.g. an anticipated sales order). The entry made here is printed on the List of Forecasts report. |
| Resource parent | Indicate a resource parent code. If a resource parent
code is defined against the stock item (Stock Code Maintenance) then it is displayed here as the
default. If you enter an invalid resource code, then a warning message is displayed if you selected the preference: Warn if resource not available. |
| Customer | Indicate the customer for whom you are preparing the
forecast. If you enter an invalid customer code, then a warning message is displayed if you selected the preference: Warn if customer not available. |
| Description | Describe the forecast. This defaults to the stock code description assigned to item. |
| Activate | Select this to toggle between activating and
inactivating the forecast line currently highlighted in the
listview. Inactivating a forecast means that it will be excluded when creating the Master Production Schedule and can be used later to report on the accuracy of forecasting. This is possible because depletion of forecasts does not actually reduce the original forecast quantity, it merely stores the invoiced quantity and presents only the balance as the current forecast. |
This screen is displayed when you select the Preferences option from the Preferences menu.
| Field | Description |
|---|---|
| Save Preferences | Select this to save the preferences against your operator code. |
| Close | Select this to save the preferences only for the current run of the program. |
| Forecast type | |
| Selection | This enables you to indicate the type(s) of forecasts you want to display in the listview. |
| Type | Indicate the single forecast type for which you want to display information. |
| Other options | |
| Show active forecast only | Select this if, by default, you want to display information for active forecasts only. |
| Warn when inactivating/activating |
Select this if you want a warning message displayed when you toggle between activating and inactivating a forecast in the MRP Forecast listview. If you select this preference, then you are requested to confirm the activation/deactivation of the selected forecast. |
| Warn if customer not available | Select this if you want to display a warning message when you enter a customer code that does not exist when adding or maintaining forecasts. This is merely a warning and does not prevent you from entering and saving a forecast for a non-existent customer. |
| Warn if resource is not available | Select this if you want to display a warning message when you enter a resource code that does not exist when adding or maintaining forecasts. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.