Supply forecast (form) [AX 2012]

Updated: February 4, 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.

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

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.

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.

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

  1. Select Period in the Method field.

  2. Enter 1 in the Per field.

  3. Select Months in the Unit field.

  4. 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.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


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