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Microsoft Dynamics AX (Archived)
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Importing EXCEL Demand Forecast

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Posted on by Microsoft Employee

Hello,

Our client provide us with 6 month demand forecast information on EXCEL.

What is the most efficient way to import this information onto Dynamics AX?

Sincerely,

ABTS

*This post is locked for comments

  • Antigonie Profile Picture
    Antigonie 100 on at
    RE: Importing EXCEL Demand Forecast

    Hi,

    Can you have different units in your forecast?

  • Antigonie Profile Picture
    Antigonie 100 on at
    RE: Importing EXCEL Demand Forecast

    Hi Guy! Thank you so much. Do you know what fields are required to be filled out for this entity? Also, after uploading, how does one view this forecast in Dynamics?

  • Guy Terry Profile Picture
    Guy Terry 28,626 Super User 2024 Season 2 on at
    RE: Importing EXCEL Demand Forecast

    Hi Antigonie

    Dynamics 365 F&O (Supply Chain Management) has an out-of the-box data entity called Demand forecast entries. You can use this. You can see it in action with Excel if you go to Master planning > Forecasting > Manual forecast entry > Demand forecast lines and hit the Open in Microsoft Office button. Under OPEN IN EXCEL, choose Demand forecast entries. Note that Excel is not the only way to interact with a data entity.

  • Antigonie Profile Picture
    Antigonie 100 on at
    RE: Importing EXCEL Demand Forecast

    Hi, i am currently on Dynamics 365, and i cannot see any Import Forecast option. How would i go about importing a forecast in Dynamics? Or is that not standard?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing EXCEL Demand Forecast

    Hi Folks,

    Requirement is to Generate Demand forecasting in AX 2012 R3 using Sales transactions data from external Retail POS system.

    What are the ways to use Sales data - using Excel files for DIXF or SSIS or any SQL Database links.

    What will be the mandatory fields to consider from Sales transactions when used Sales order Header and Sales order Lines templates?

    Are there any better ways to generate Demand forecast using Sales transaction data?

    Suggestions and guidelines are highly appreciated.

    Thank you in advance.

  • GeorgeB Profile Picture
    GeorgeB 345 on at
    RE: Importing EXCEL Demand Forecast

    Have you found it efficient to use standard AX "Import Forecast" where the only forecast is what is being imported.

    i.e. All forecasts are negotiated with a small number of customers?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing EXCEL Demand Forecast

    Hi ABTS ,

    I am working on importing data into forecast sales by using DIXF, but i'm facing the same situation as you faced earlier , as data is visible in the table but not in the demand forecast sales form. can you help me in this regard.

    Thanks in advance,

    Srikanth Adi

  • Kris Victoriano Profile Picture
    Kris Victoriano 100 on at
    RE: Importing EXCEL Demand Forecast

    Hi, by Inventory Dimension Code, do you mean the InventDimId?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing EXCEL Demand Forecast

    Hello ABTS,

    How did you include a Inventory Dimension code? Because I am also running into the same issue where I can import data but the Form will not display it

    Thanks,

    Al

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing EXCEL Demand Forecast

    Thank you very much!

    I could manage to view the record from demand forecast form.

    I needed to include Inventory Dimension Code on the import list.

    Sincerely,

    ABTS

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