Enhanced Forecasting Worksheet: Customize the Predicted Value and Change Item Planning Expressions

Enhanced Forecasting Worksheet: Customize the Predicted Value and Change Item Planning Expressions

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The Enhanced Forecast Worksheet allows you to preview forecasted values and see a detailed breakdown of the calculated forecast (from Microsoft’s Sales and Forecast extension) before applying it.

You can also calculate Safety Stock, Reorder Point, Reorder Quantity, Maximum Inventory and apply those item planning parameters in a similar way to the Item Planning Worksheet by using forecast values as the basis instead.

You can also adjust the calculated value itself with the Forecast Expression field on the Enhanced Forecast Setup page.

For assistance on general expression support, available variables, and functions help with expressions, see the Expression Evaluator page.

To change the expressions for the Enhanced Forecasting Worksheet:

  1. Navigate to Enhanced Forecast Setup in Business Central.
  2. Locate the Calculation Expressions section and modify the available expressions.

Default values

Field Default
Safety Stock Expression avg_daily_usage
Reorder Point Expression avg_daily_forecast * lead_time_days
Maximum Inventory Expression avg_daily_forecast * lead_time_days * 2
Reorder Quantity Expression forecast_qty
Forecast Expression Forecast_qty (or blank).

When blank it is effectively equivalent to Forecast_qty

 

If you wanted to simulate a “what if” scenario that hypothesizes 20% growth in addition to the predicted value, use a formula such as forecast_qty*1.2

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