Transfer from Orders
The Transfer from Orders tool is intended for planning using the automatic planning on the basis of data in Orders.
You can open it by clicking it in the Wizards menu.
The Transfer Order To Planned Sales tool includes the following elements:
| Document Types |
Select the orders document types to be transferred (filter for Documents).
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| Documents |
Select the orders documents to be transferred. |
| Order From |
Select the start date (Date from orders documents) for wanted documents interval (filter for Documents). |
| Order To |
Select the end date (Date from orders documents) for wanted documents interval (filter for Documents). |
| Customer |
Select the customer (Ordered by from orders documents) for wanted documents (filter for Documents). |
| Button Show |
Displays all fitting documents according to all filters (Document Types, From, To, Customer) |
| Button Transfer |
Performs transfer from Orders documents into planning. |
The plan generator provides the following:
- select the members of specific dimensions (paremeters), whose past results you want to use as the plan basis (customers, items, departments...). Here you can include all documents, including empty ones, or only those document pertaining to the members (Include All, Even if Empty). Furthermore, you can decide whether you want to distribute the plan by a specific parameter (separately by each memeber), or do you want only one record for all members (select the Combined option);
- select the referential (source) year from which data will be drawn;
- mark whether you want to distribute the plan by currencies as evident in the source data or whether you want to recalculate it to the primary currency (select the All in Primary Currency option) the option is disabled if you checked in the General panel the
Planning in Primary Currency Only checkbox);
- enter or change the Quantity as well as the Value factor, by which you can change the base value. Example: A factor of 1.2 would mean that your plan represents 120% of the base results or that it will be 20% greater than the results in the selected period;
- by clicking the Generate button you perform planning automatically. Prior to this you need to decide whether you want to perform automatic planning for the selected line and period or whether you want to do this for the selected line and all periods or for all lines and all periods;
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You can add data to the details table by using the plan generator.
If generating the plan twice, duplicated records can thus occur in the detailed table.
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Instructions for use:
Related topics: