Purpose
The Inventory Forecast dashboard uses forecasted quantities from SKY Vendor, combined with information about Product availability from Agvance to determine if the company has enough Product to cover what has been forecasted.
This dashboard honors user restrictions based on Product Location.
Details
Filters include Fiscal Year, Fiscal Month, Transaction Selection, Department ID/Name, Product ID/Name, Location ID/Name, Product Classification Name, Product Manufacturer, Active Ingredient, and Region.
Choosing the Fiscal Month range and Fiscal Year will include inventory from the selected months in the current fiscal year and forecast values from the selected Fiscal Year.
- PY Sales – Quantity from sales Invoices for one year prior to the Sales date range filter.
- CY Sales – Quantity from sales Invoices within the Sales date range filter.
- Forecast – Forecast quantity is based on the Forecast Year and Forecast Fiscal Month filters. For any closed fiscal months that fall in the year and month filters, the sales for that month are used. For months that have not been closed, the forecast quantity will be used.
- On Hand – Amount on hand (found on the Product profile in Agvance).
- Ordered – Amount unreceived on Purchase Orders.
- Unprocessed Sales – Amount on loaded, unprocessed Delivery and Blend Tickets.
- Booked – Amount of booked Product left that has not been invoiced or delivered. Calculated by taking the amount remaining on the Booking that has not been invoiced and subtracting the amount from loaded/unprocessed Delivery and Blend Tickets. If the total amount of loaded/unprocessed Delivery and Blend Tickets is greater than what is remaining on Bookings, this number will be 0.
- Available – On Hand + On Order - Booked
- Forecast Remaining – Forecasted - CY Sales - Booked
- Forecast Position – Available - Forecast Remaining
- % Covered – Available / Forecast Remaining
