RE: Excluding customers from Sales Analysis/Forecastin g

Still another approach could be to define the items to
a separate stockroom and then to exclude the stockroom
from the forecasting model. Of course this would be
practical only if we are not talking about a large
number of items.

I would also like to point out the flip side of this
discussion. The samples were needed so they should be
included in a replenishment plan. So if the forecast
is passing demand to a planning system, samples should
be a part of the mix so that you have sufficient
inventory to meet customer and sales staff demand.

Greg
--- Steve Dodkins <Steve.Dodkins@xxxxxxxxxxxxxxx>
wrote:
> Maybe you could use a kit part parent which has the
> child part you require,
> at zero invoice value but with the sales analysis
> flag set not to update
> sales analysis?
> 
> Steve
> 
> -----Original Message-----
> From: Jeff Klipa [mailto:jklipa@xxxxxxxxxxx]
> Sent: 13 January 2004 14:49
> To: system21@xxxxxxxxxxxx
> Subject: RE: [SYSTEM21] Excluding customers from
> Sales
> Analysis/Forecasting
> 
> 
> I say change your focus to one step further back in
> the process...
> 
> You've already implied that you don't care about the
> Invoice since it's 
> "Zero Priced" so the simplest thing to do is NOT
> post the Invoice to A/R...
> 
> Simply Delete the Zero Priced invoice prior to
> posting and it should never 
> hit Sales Analysis...  Or if you want the visibility
> in A/R then log the 
> Invoices Manually since manually entered items do
> not hit Sales Analysis 
> either.  At least not on our V3.5.1 system.
> 
> I'm not aware of any way to flag a
> customer/destination to not auto-generate
> 
> an invoice in JBA.  Perhaps there is a setting in a
> later version.  Perhaps 
> in Advanced Shipping...
> 
> If there is no invoice then there is nothing to be
> included in the Sales 
> Analysis Rebuild...!!!
> 
> Hope this solves the problem.
> 
> 
> ----Original Message Follows----
> From: "Angus Appleby" <aappleby@xxxxxxxxxxxxxxxxxx>
> Reply-To: System 21 Users <system21@xxxxxxxxxxxx>
> To: System 21 Users <system21@xxxxxxxxxxxx>
> Subject: [SYSTEM21]   Excluding customers from Sales
> Analysis/Forecasting
> Date: Tue, 13 Jan 2004 09:58:11 +0000
> 
> Hi
> 
> We issue a number of samples to our sales reps which
> we do by setting them
> up as customers and raising a zero priced invoice to
> get the goods picked
> & despatched. This has the effect of adding the
> quantities to sales
> analysis, which in turn, goes through to the
> forecasting module and can
> give a false impression as to how well items are
> selling.
> 
> Does anyone know of a way to exclude certain
> customers from being included
> in the sales analysis rebuild?
> 
> TIA
> 
> Angus
> 
>
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