Filtering Demand for Exceptional Sales

Use the exceptional sales percent inventory parameter in Product Maintenance to identify an exceptional sale. The system eliminates from demand forecasting any sale exceeding the percentage amount between the largest sale and the next largest sale in the forecast period.

For example, an exceptional sales percent of 50 would flag any sale with a quantity that is 50% more than the quantity of the second largest sale. If the largest sale was 13 and the second largest sales was 8, any quantity greater than 12 becomes an exceptional sale. Therefore, 13 would be considered exceptional and not be included in the demand calculation.

Note: The following procedure is a manual process for a single product. Use the Mass Load program to enter inventory parameters to groups of products.

To set inventory parameters for identifying exceptional sales:

  1. From the Maintenance menu, select Product to display the Product Maintenance window.

  2. Display a product record.

  3. From the Inventory menu, select Primary Inventory Maintenance to display the Primary Inventory Maintenance dialog box.

  4. From the Edit menu, select Forecast Parameters to display the Product Forecast Parameters dialog box.

  5. From the File menu, select Hierarchy to display the Product Forecast Parameters dialog box.

  6. In the Enter hierarchy branch field, enter the branch or territory ID.

  7. Click OK to display forecast parameters for the selected branch in the Product Forecast Parameters dialog box.

  8. In the Exceptional Sales % column, enter a percentage for the branch or a territory.

For items that sell...

To eliminate exceptional sales, use a...

Frequently

Higher percentage

Infrequently

Lower percentage

  1. Enter other forecast parameters, if needed.

  2. Save the information and exit the dialog box.

Changes take effect when you exit Product Maintenance.

See Also:

Auditing the Demand Calculation

Exceptional Sales Overview

Setting the Backorder Tolerance Quantity (BTO)