Forecasted report¶
The Inventory forecasted report provides a real-time view of projected stock levels, helping businesses manage their inventory efficiently. This report is beneficial for planning and decision making, ensuring stock availability for upcoming sales, manufacturing, and replenishment activities.
重要
The forecast report is only available on products where inventory is being tracked, commonly referred to as a storable product.
Navigating the forecast report¶
The forecast report can be accessed via the Inventory, Purchase, Manufacturing, and Sales apps.
To access the report, click the Forecasted smart button on a product form. Alternatively, the report can be accessed from a sales order (SO) or purchase order (PO) by clicking on the (Graph) icon next to the product, then selecting View Forecast.
The forecasted report consists of a graph and a table. The graph visually represents stock movements over time. The following information is displayed:
On Hand: current stock physically available in the warehouse.
Incoming: quantities expected from confirmed purchase orders or manufacturing orders.
Outgoing: quantities reserved for sales orders or other outgoing operations.
Forecasted: projected stock levels based on confirmed and planned operations.
The table provides detailed metrics regarding operations, including:
Replenishment: Shows reserved quantities, especially useful for multi-step operations.
Receipt: The date of receipt for the items.
Units: The number of units involved in each operation.
Used by: The operation the stock is allocated for.
Delivery: The scheduled or expected date of stock movement.
Forecasted Inventory: The forecasted stock levels.
Forecasted with Pending: The updated stock levels with the pending stock movements considered.
Reserve and unreserve products¶
Users can reserve or unreserve products directly from the forecasted report, ensuring stock allocation aligns with operational needs.
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Replenish products¶
Click the Replenish button at the top of the report to open the Product Replenish pop-up. From here, products can be replenished through purchase orders from vendors, or manufactured. Select the Quantity, Preferred Route and Vendor, before clicking Confirm.
Manufacturing forecast¶
To view the availability of manufactured products, click the Manufacturing Forecast button. This displays the forecasted stock levels for raw materials, showing how much are expected to be consumed for upcoming manufacturing orders.
The manufacturing forecast identifies component shortages before they can impact manufacturing timelines, and helps to align manufacturing activities with sales demands.
Update quantity¶
To manually update the quantity of a product, click Update Quantity. This opens the Change Product Quantity pop-up. Confirm the correct product variant is selected in the Product field, then enter the appropriate value in the New Quantity on Hand field. Click Apply when finished. The report then updates to reflect the new product quantity.
Multi-step reservation¶
Reserved quantities for multi-step incoming and outgoing shipments are indicated on in the Replenishment column on the table of the report.
Stock in Transit refers to products that have been received, but are in transit to their input or quality control locations. Free Stock in Transit refers to available products received in the input location, but not yet placed in stock.
Operations affecting the forecast report¶
The forecast report is influenced by various operations, each impacting stock levels differently. Scheduled delivery dates, planned manufacturing dates, and expected arrival dates all affect the forecast of inventory.
询价单 (RFQ) 不会立即影响预测报告，因为产品尚未确认补货。然而，采购订单 (PO) 会影响报告，因为在采购订单确认后产品将会预计到达。
已确认的 SOs 销售订单会减少预测库存，根据计划的交货日期调整报告。已确认的生产订单 (MOs) 会影响原材料和成品的预测库存。
用例¶
负数量¶
负的预测数量表示在某个时间点上，预计需求超过了可用和即将到货的库存。这可能是因为销售订单 SOs 或生产订单 MOs 需要的库存比当前可用或预期的多，或者是因为运输或生产过程中的延误。
无论原因是什么，当预测报告中显示负数时，它会作为一个预警，使企业能够采取预防措施。这可以包括：
优先处理特定的销售或生产订单。
调整采购策略以加快采购订单的处理。
Manage customer expectations by proactively communicating the possibility for delays.
拆分订单¶
在下面的示例中，目前没有足够的 Cabinet with Doors 产品库存来满足多个销售订单。当前库存已被预留用于发货 WH/OUT/00011 ，剩余部分已分配给两个订单。剩余库存预计通过 WH/IN/00004 到货。一旦收到，它们将被分开以覆盖剩余的订单。
延迟收货¶
补货表可用于确定即将到货的发货是否能及时满足订单需求。例如，一个 SO 显示今天的 交货日期 需要五个 Cable Management Boxes 。当前在手数量为零。一个 PO 已被确认，预计三天后到货。
今天的预测数量显示为 -5 ，因为已确认的需求是五个，但当前在手库存为零。由于 收货 日期 晚于 交货日期 ，因此发货延迟。
这可以提示你是否需要加快当前发货（如果可能的话），或者重新安排 SO 的交货日期。
