Supply forecast (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Inquiries > Forecast > Supply forecast.

Use this form to create and view supply forecast lines for items, item groups, vendor accounts, and vendor groups.

For each forecast line, select the forecast model to use and then specify the item plus the quantity or the transaction amount. You can also set up a time schedule for allocating the forecast quantity.

Task that uses this form

Create forecast lines

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview tab	Create supply forecast lines. You can also view and modify current lines.
General tab	Create, view, and modify general information about the selected supply forecast.
Item	Create, view, and modify item information on the selected supply forecast.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.
Filter	Define criteria to filter the supply forecast lines that are displayed.

Buttons

Button	Description
Edit	Modify, copy, and delete existing forecast lines.
Forecast balances	View selected forecasts by fiscal period.
Inventory forecast	View the projected inventory transactions for the selected forecast line.
Cash flow forecasts	View the cash flow forecast that is generated for the selected line.
Inventory	Select the inventory dimensions that are displayed.

Fields

Field	Description
Model	The forecast model with which the transaction is associated.
Date	The starting date of the transaction.
Vendor account	The vendor account with which the transaction is associated.
Vendor group	The vendor group with which the transaction is associated.
Item number	The item identification.
Item group	The item group with which the transaction is associated.
Item allocation key	The item allocation key that is associated with the forecast.
Quantity	The forecast quantity in the given purchase unit.
Unit	The unit in which the item is purchased. This is retrieved automatically from the item setup, but you can modify it if Unit conversions are set up.
Amount	The gross amount, less discounts, that the forecast transaction contributes to the forecast.
Currency	The currency used in the forecast transaction. The default currency is entered automatically, but you can change it.
Method	The method of allocating the forecast transaction. Select one of the following options: None - No allocation takes place. Period - Use this method to forecast the same quantity per period. When you select this option, you use it along with the Per field where you specify a quantity, and the Unit field, where you select the unit of time. Key - The forecast is allocated according to the period allocation key that you specify in the Period key field. You can use this method when you want to take seasonal variation into account.
Per	Enter the number of time intervals that the forecast extends into the future. This field is enabled when you select Period in the Method field. Example Select Period in the Method field. Enter 1 in the Per field. Select Months in the Unit field. Specify an ending date in the End field that extends one year into the future. The program creates one forecast line for each month of the coming year, based on the item and quantity stated in the header line.
Unit	The unit of time interval. Select one of the following options: Days - Allocation corresponds to the number of days that you specify in the Per field. Months - Allocation corresponds to the number of months that you specify in the Per field. Years - Allocation corresponds to the number of years that you specify in the Per field.
Period key	The period allocation key.
End	The ending date when you use the Per and Unit fields.
Report	Select the check box to include the transaction in reporting.
Comments	Enter any comments regarding the forecast transaction.
Active	Select the check box to include the transaction in budget reporting.
Cash flow forecasts	Select the check box to allocate the forecast transaction to General ledger. The field cannot be modified for reporting transactions.
Sales tax group	The tax group that is used to specify tax for the forecast transaction.
Item sales tax group	The item tax group that is used to specify tax for the forecast transaction.
Unit price	The purchase price per number of units specified in the Price unit field. The information is retrieved automatically from the item, but you can modify it.
Price unit	The number of purchase units for which the purchase price applies. The information is retrieved automatically from the item, but you can modify it.
Charges on purchases	The fixed purchase charges that are independent of quantity. The information is retrieved automatically from the item, but you can modify it.
Discount percentage	The discount expressed as a percentage.
Cash discount amount	The discount amount per purchase unit.
Inventory	The transaction quantity in item units.
Sub-BOM	The BOM number of a specific sub-BOM. When blank, the active number is used.
Subroute	The route number of a specific subroute. When blank, the active number is used.
Configuration	Select an item configuration to specify an item with specific attributes.
Size	Select the size of the item.
Color	Select the color of the item.
Warehouse	Select the warehouse where you store the items.
Batch number	Select the batch number.
Location	The location inside the warehouse.
Pallet ID	The pallet identification.
Serial number	Select the serial number.
Financial dimensions	The financial dimensions that were set up in the Financial dimensions form.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.