Advanced Forecast

Generate thousands of Forecast entries in a matter of minutes.

Your Advanced Forecast spreadsheet starts with previous sales, existing or anticipated orders  ̶  any forecasting component needed to provide the financial and operations guidance you need.  Load Forecast Orders from multiple spreadsheets for different product lines or responsibilities, for specific customers or aggregate product codes.  Replace current forecasts or close past due forecasts for historical reporting.

Benefits

•Accurate Forecast Generation | Create and consolidate forecasts using one of the most common desktop forecasting tools

•Lean Tool Support | Get the best from traditional MRP Push and Lean Pull

•Forecast Consumption | Consume forecasts by netting sales orders and shipments against the forecast amount

•Timely Adjustments | Quickly replace current forecasts

•Improved Sales Analysis | Compare original and modified forecasts to actual sales activity 

•Support for Advanced Forecasting Tools | Integrate with  Avercast – a proven forecasting solution

The MAXToolKit Advantage:  Why spend half a day manually entering forecast orders every planning cycle when you can create and load a realistic forecast in minutes with Advanced Forecast?

Other tools implemented by Advanced Forecast users include Data Collection and MAX Toolbar for GP.

Balance Point Technologies also creates custom enhancements for MAX and Dynamics GP, extending their capabilities to meet your specific business requirements.

*This solution requires a first year enhancement plan for upgrades and support.

• DotNet Framework 4

• Advanced Forecast User Manual for MAX 5
• Advanced Forecast User Manual for MAX 4

Advanced Forecast (SQL) - MAX 5.5.x and higher

• Updated 1/25/2023 - v23.1.1.25
• Updated 4/10/2021 - v21.4.10
  • Updated functionality for loading forecast orders to check the length of fields UDFKey and UDFRef and to adjust the length of the provided value as required
• Posted 8/09/2019

Advanced Forecast(SQL) - MAX 5.0.x and 5.5 v2017.0.0.7

• Updated 3/7/2018 - v18.3.7
  • Improved funcitonality for loading forecast with multiple configured bucket date ranges
  • Corrected issue with netting of cancelled orders
• Updated 6/22/2017
  • Fixed syntax issue with Customer Include / Exclude logic
• Updated 4/12/2017
  • Delete by Part fixed to handle a zero forecast entry in spreadsheet
• Updated 2/4/2017
  • Now single button process
  • Improved Bucket Range Maintenenance
• Updated 10/25/2016
  • Simplified one step forecast load process
  • Print function added for Bucket Ranges
  • Snow Plowed forecast orders will show "SnowPlowed" in order reference along with original bucket code
• Updated 5/26/2016
  • Bucket start date will be advanced to next work date if it is non work in shop calendar - it was being pushed back.
• Updated 5/16/2016
  • Command Line Purge added
  • As Is Table option to delete all versus just current user
• Updated 2/1/2016
  • Added dispaly of last run
  • Added Login using MAX Credentials
• Updated 12/19/2014
  • Uses different Office drivers depending on spreadsheet format
• Updated 11/11/2014
  • Added an error log when loading FC orders
• Updated 6/24/2014
  • Added drill down netting option for top or component level
• Updated 6/18/2014 
  • Report history of sales versus forecast using a selected Bucket Range
• Updated 1/27/2014 
  • Integration with Forecasting Application Avercast added
• Updated 10/03/2013 - Enhancements added
  • Multiple bucket range templates, which define time periods for forecast loading, can be created and saved. Individual forecast spreadsheets can be linked with a “bucket range” template which means that for example it is easy to load near term forecasts in monthly or weekly buckets and further out forecasts in quarterly buckets. Once the bucket range templates are created they can be paired with any selected spreadsheet based on a forecast ID. The Forecast ID represents a profile for forecast loading including parameters for netting, deleting existing forecasts and drill down options. Each spreadsheet has a forecast ID which determines how it will be treated when loading the forecast.
  • Forecast spreadsheets can be generated from sales and forecast history by selecting a date range, filtering by planner, commodity, account type and/or part ID ranges and adding a growth or shrinkage factor by year. Once the spread sheet is generated it can be massaged as needed but is ready as is to be loaded into MAX.
  • Spreadsheets can be opened from within the Advanced Forecast application, modified, saved and loaded.
  • Forecast Analysis has been simplified to extract sales and forecast data into a simple to use summary table for easy reporting.

The primary purpose for these enhancements is to make it easier to create, load and manage forecast orders in MAX. This tool is a time saver which can load thousands of forecast entries in a few minutes.

• Update 10/11/2012
  • Made compliant wityh MAX 5.5.1
• Updated 6/1/12
• Added ability to include parameters for running from a command
• Command Parameters:  Location ID, Spreadsheet and cut-off date can be passed

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  No options parameters, defaults will be used:

         C:\Program Files\AdvanceForecastSQL\AdvForecast_SQL.exe/AUTO

         With optional paramerters:

         C:\Program Files\AdvanceForecastSQL\AdvForecast_SQL.exe\AUTO BPT

         C:\Projects\2009\AdvForecastSQL_2009\XLS\Tester2_FCSTmax.xls 6/2/2012

Advanced Forecast (PVS) 2008.1.16 - MAX 4.x

Advanced Forecast 1.9.9 Build 22 - MAX 3.7

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