To avoid re-keying a lot of details for similar forecasts, for example, a new year, an existing forecast can be copied to a new forecast.
There is a separate menu option and list view button to Copy Sales Forecast, but whilst entering or amending a forecast, it can also be copied to a new forecast.
Open: Cim200 Planning > Sales Forecasts > Enter New Sales Forecast
Open: Cim200 Planning > Sales Forecasts > Amend Sales Forecast
1. If entering a new Sales Forecast, complete all forecast details including any forecast lines that you want to copy.
2. Click the Copy Forecast… button to open the Copy Sales Forecast screen.
3. In Start Date set the new date, if different.
4. In End Date set the new date, if different.
5. Set the new Status of the new forecast. It will default to Entered.
6. Set a New Reference for the new forecast.
7. Change the setting for Is Customer Specific, if different.
8. Set the new forecast to a different customer account, if required.
9. Click Confirm to confirm header details for the new forecast.
10. Enter or amend forecast line details, as required, or click Export to export the new forecast to Excel.
11. If exported to Excel and updated, click Import to import the updated forecast details from Excel.
12. Click Save to save the new forecast and close the Copy Sales Forecast screen.
13. Click Save on the original forecast screen to save your new forecast or any changes that have been made.
