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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Generating a supplier ...
Small and medium business | Business Central, N...
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Generating a supplier forecast based on Demand Forecast (sales forecast items) - both purchased items and subcontractor items

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Posted on by Peter_SK 36

Hi all,

I need to be able to provide a long term forecast to suppliers, calculated from a Sales Forecast.

pastedimage1641992759380v1.png

I am able to calculate the demand just fine using the Planning Worksheet, and the numbers are just fine.

pastedimage1641993181788v1.png

Here are the issues:

1. For the Purchased parts, I need to be able to provide a forecast to the suppliers. The logic is that I'll place firm Purchase Orders for quantities close to the lead time, but those where the lead time is in months from now, I want to communicate a forecast instead, which can change. I can get the same information with Vendor No and Vendor Item No in the Requisition Worksheet. However, I'm missing the ability to export to excel or other ways to make it a supplier specific forecast.

pastedimage1641993467084v2.png

2. For the subcontractor parts, which are really purchased parts, where I'm supplying one of the components, I need the same ability to combine with vendor information and export to Excel.

Can anyone please guide me how BC is designed to provide vendor forecasts based on the above 2 scenarios?

Thanks a lot!

Best regards from Denmark

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Dynamics 365 Business Central
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  • Suggested answer
    Bryan Tschosik Profile Picture
    Bryan Tschosik on at
    RE: Generating a supplier forecast based on Demand Forecast (sales forecast items) - both purchased items and subcontractor items

    Hi Peter,

    Thank you for contacting BC Communities.  This is Bryan and I'll try to help here.

    Are you on BC SaaS?  I will say my tenant was just updated to 19.2 over night so I'm not sure if it was not there yesterday, but now here today, but I noticed something I have that you don't on your screenshot in your Planning Worksheet.   With that, I can choose 'Open in Excel'.

    pastedimage1642171560312v1.png

    There you could filter the Planning Worksheet to where 'Order Date' > "Desired Date" then "Open in Excel".

    If you don't have that option, maybe earlier version??...Then you could duplicate your BC Web Browser tab, and in the url, after the ?  type in Table=246

    pastedimage1642172014114v2.png

    ...From there 'Select All Entries' and then do a 'CRT+C' to copy the contents and save in Excel Spreadsheet.

    Or you can export table 246 in a Config Package, but the problem with that is it is not as easy to play with the fields all the time, because of the formatting it comes out from the Config. Package.

    But those are some options for you....and btw- there isn't any functionality specifically to provide Vendors a Forecast, the way you are doing it is a good way to do. 
    I hope that helps, and I hope you have the Edit in Excel now.

    Bryan

  • Peter_SK Profile Picture
    Peter_SK 36 on at
    RE: Generating a supplier forecast based on Demand Forecast (sales forecast items) - both purchased items and subcontractor items

    Hi Bryan,

    We're on a hosted version, which is a couple of generations old. However, it's being updated in a couple of weeks from now, so there's light at the end of the tunnel, it seems.

    Thanks so much for your advise. It helps me and confirms that I'm not missing out on anything currently.

    All the best,

    Peter

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