Forecast Management Tab

This section includes the fields and descriptions for the Forecast Management tab.

Selection Criteria Island

Field Description
Show lines If this field is marked, the purchase order lines matching the criteria specified in the selection criteria will be shown in the table part of the window. Please note that Maconomy does not consider whether the lines are shown in the table part when you use the actions in the Action menu. The purchase order lines that match the selection criteria are affected by the functions regardless of whether they are shown in the table part.
Show jobs with opportunity budgets In this field, you can specify whether the table part should include jobs for which an opportunity budget has been set up. For further information about opportunity budgets, see the window Opportunity Budgets in the Contact Management module.
Show jobs with job budgets In this field, you can specify whether the table part should include jobs for which a job budget has been set up.
Budget Type If you select a budget type in this field, only jobs using the selected budget type will be shown in the table part.
Job No. In these fields, you can specify a range of job numbers. The table part will only include jobs whose number is within the specified range.
Status In this field, you can select a job status (Quote or Order). If you select a status, the table part will only include jobs with the selected status.
Job Group In this field, you can select a job group. If you select a job group, the table part will only include jobs belonging to the selected group.
Department No. In this field, you can select a department. If you select a department, the table part will only include jobs assigned to the selected department.
Project Manager No. In these fields, you can specify a range of employee numbers. The table part will only include jobs whose project manager is an employee whose number is within the specified range.
Sales Person No. In these fields, you can specify a range of employee numbers. The table part will only include jobs whose sales representative is an employee whose number is within the specified range.
Customer Group In this field, you can select a customer group. If you select a customer group, the table part will only include jobs assigned to customers within the selected group.
Customer No. In these fields, you can specify a range of customer numbers. The table part will only include jobs assigned to customers with numbers within the specified range.
Responsible In these fields, you can specify a range of employee numbers. The table part will only include jobs whose responsible is an employee whose number is within the specified range.
Company No. In these fields, you can specify a range of company numbers. The table part will only include jobs assigned to a company whose number is within the specified range.

Selection Criteria, Dimensions Island

Field Description
Location In these fields, you can specify a range of location numbers. The table part will only include jobs assigned to a location whose number is within the specified range.
Entity The functionality of this field is similar to the functionality of the field “Location” above.
Project The functionality of this field is similar to the functionality of the field “Location” above.
Purpose The functionality of this field is similar to the functionality of the field “Location” above.
Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Location” above.
Local Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Location” above.

Show Figures Island

Field Description
Budget In this field, you can select a job budget type. The figures in the field “Forecasted” in the table part will be retrieved from the periodic forecast for the selected budget type.
Forecast Figure In this field, you can select the type of figure to be shown in the field “Forecasted” in the table part. You can choose between various forecasted figures such as revenue, cost or gross margin.
Currency In this field, you can specify the currency in which amounts in the field “Forecasted” in the table part should be shown.