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ReportWhere do you get a report of Customer Forecast information? Forecast vs Actual for Sales Orders?
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Where do you get a report of Customer Forecast information? Forecast vs Actual for Sales Orders?
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Hello Tina,
Thank your for this update.
One possiblity to make the actual - forecast comparison is the following:
1. In the inventory module identify the periodic forecast functionality that allows you transferring the forecast quantities and values to the budgeting module
2. Select the sales budget to ledger function, which shifts your forecast to a budget model.
3. Once the budget is transferred you can use the standard budgeting module controls to run the actual - forecast/budget comparisons.
An alternative is the use of BI tools where you can do the actual budget comparison.
I am not sure whether the standard BI cubes for AX2012 include all the necessary measure but it is worth giving it a try.
Best regards,
Ludwig
It is a "Customer Forecast" under the Customer Card, then the Forecast Tab. It is not a Budget. The purpose is to record the Customer demand by Item so that it can be used for Production and Inventory Planning. However, we also want to use it to measure the customer's actual order volumes against their anticipated, or forecasted order volumes.
Hello Tina,
The main question is what you understand under 'forecast' and how you report your forecast values.
If a forecast is a budget in the budgeting module then you can use the standard budgeting forms to compare actual and budget (forecast) values.
Can you provide some additional information on how and where you record your forecast values?
Many thanks and best regards,
Ludwig
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