Consume Forecasts Subtask

Use this subtask to specify how Costpoint consume forecasts once reservations are created for a sales order line.

If you select the Allow Change of Forecast Qty in Enter Sales Orders option on the Configure Master Production Scheduling Settings screen you can modify values on this screen and adjust the forecast part and inventory abbreviation to be consumed by the sales order line.

You can also select forecast records by need date and adjust the quantity to be consumed on each open forecast. You are not required to match the amount to be consumed from forecasts with the sales order line quantity. It is acceptable to consume more or less than the sales order quantity.

Use the fields preceding the table window to specify what forecasts you want loaded on the screen. Select the desired part, inventory abbreviation, and date range option, then click the Autoload Forecasts button to load the forecast requirements.

Contents

Field Description
Part

Enter, or click to select, the part you want to consume forecasts from. This part defaults from the sale order line item's MPS Planning Part field on the Manage Item Billings screen in Product Definition.

Rev

Enter, or click to select, the part revision you want to consume forecasts from. This field is disabled if Allow Multiple Revisions for Each Item check box is not selected on the Configure Product Definition Settings screen.

Inv Abbrev

Enter, or click to select, the inventory abbreviation you want to consume forecasts from. This inventory abbreviation defaults from the sales order line's inventory abbreviation.

Limit to Ship by Date Month

Select this option to load only forecasts with the same need date month and year as the sales order line ship by date.

Limit to Ship By Date Week

Select this option to load only forecasts where the need date week is the same as the as the sales order line ship by date's week. Weekly periods are determined using the Ending Day of Production Week value on Configure MRP Report Print Options screen.

Don't Limit

Select this option to load all open sales forecasts for the designated part and inventory abbreviation, regardless of the forecast requirement's need date.

Autoload Forecasts

Click this button to populate the table window based on the selected part, inventory abbreviation and designated data range. Once the forecast requirements have been populated, you can manually modify the forecast.

Total Consume Qty

This field displays the sum of all Order Consume Forecast Quantity fields currently displayed on the screen.

Table Window

Field Description
Clear Forecast Quantities

Click this button to set the Order Consume Forecast Qty field on all records to zero.

Forecast Part

Enter, or click to select, the part you want to consume forecasts from. This field is modifiable only for new records.

Rev

Enter, or click to select, the part revision you want to consume forecasts from. This field is modifiable only for new records. This field is also disabled if Allow Multiple Revisions for Each Item is not selected on the Configure Product Definition Settings screen.

Description

The description of the selected part and revision displays in this column.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the part/revision is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the part/revision you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

  • Unrestricted: The part/revision is not subject to data security restrictions.
  • Restricted: The part/revision is subject to data security restrictions and that you are authorized to access detailed part information.
  • ***UNAUTHORIZED***: The part/revision is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.

If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit SO lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items.

Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Order Consume Forecasts Qty

Enter the quantity you want to reduce the open forecast quantity by when reservations are generated for this sales order line.

Forecast Need Date

Enter the forecast need date you want to consume forecasts from. This field is modifiable only for new records.

Open Sales Forecast Qty

This field displays the open sales forecast quantity for the record's part inventory abbreviation and need date.

Inventory Abbrev

Enter, or click to select, the inventory abbreviation you want to consume forecasts from.

Project

Enter, or click to select, the project you want to consume forecasts from.

Original Sales Forecast Qty

This field displays the original sales forecast quantity for the record's part inventory abbreviation and need date.

U/M

This field displays the forecast part's inventory, or default, unit of measure.

Forecast Planner

This field displays the ID of the planner responsible for the forecast record.