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Purchase forecast

  • 1.  Purchase forecast

    GOLD CONTRIBUTOR
    Posted 8 days ago

    Hello dear AXUsers,

    I'm new to forecasting in AX (although I'm using old AX 2009) and I'm struggling a bit with all the setups.

    I'd love to have some hints about purchase forecast in AX – is any of you using it?

    Below are more details of what I've attempted to do.

    For one item, I've created a purchase forecast, based on an allocation key.

    On my master plan, I've selected a forecast plan and a forecast model (just named them – nothing else).

    I ticked "include forecast plans" and I've selected "Reduction principle = Purchase/ sales orders".

    I was hoping that with that setup, my forecast would generate planned purchase orders, but that the actual purchase orders would be subtracted to them.

    I run "forecast plan" then "master plan".

    I get a planned purchase order for the forecasted quantity, but it doesn't seem to be taking into account the purchase orders that I've already created and received the same months…  Quite useless then 😉

    I've tried adding a "reduction key" on the item's coverage group, just in case, although I'm not sure it's necessary when the reduction principle is "purchase / sales orders" (isn't it only for "percent"?).  It didn't help anyways.

    Any idea what I'm missing?  Any feedback is very welcome (even if it's something like "strange, this should work, it does for me…").

     

    Thank you by advance!



    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------


  • 2.  RE: Purchase forecast

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Hi Alexandra.
    Have you setup your Item Allocation Keys?

    You find the menu here:
    Inventory management/Setup/Forecast/Item allocation keys

    ------------------------------
    Glenn Linaa
    Tasklet Factory Mobile WMS
    Aalborg, Denmark
    ------------------------------



  • 3.  RE: Purchase forecast

    SILVER CONTRIBUTOR
    Posted 7 days ago
    This link helps you a long way, I think. :-)

    Forecasting in Dynamics AX 2009
    Rehan Aqeel's Blog remove preview
    Forecasting in Dynamics AX 2009
    Forecast can be setup up manually or can be imported from external forecasting tools such as Demand Planner. This post covers the following topics; 1. Importance of Forecasting 2. Forecast in Dynamics AX 2009 - An Overview 3. Setting up Forecast Models 4. Setting up Forecast Plans 5.
    View this on Rehan Aqeel's Blog >



    ------------------------------
    Glenn Linaa
    Tasklet Factory Mobile WMS
    Aalborg, Denmark
    ------------------------------