The Monthly Sales Buckets functionality lets you define the distribution portion of the days in the month for an item or a group of items.
To set up a Monthly Sales Bucket
To calculate a Monthly Sales Bucket
To view and modify Monthly Sales Bucket Lines
The distribution portion or percentages are derived from weights that can be either assigned manually or calculated by the system, based on sales history.
To set up a Monthly Sales Bucket
- Click the
icon, enter Monthly Sales Buckets, and select the relevant link. - Click New to create a new Monthly Sales Bucket.
- Fill in the relevant fields:
| Field | Description |
|---|---|
| Item Category Code | This field specifies the Item Category to be considered for the monthly sales bucket calculation. |
| Retail Product Code | This field specifies the Retail Product Group to be considered for the monthly sales bucket calculation. |
| Item No. | This field specifies the Item to be considered for the monthly sales bucket calculation. |
| Location Code | This field specifies the location to be considered for the monthly sales bucket calculation. |
| Per Location | This check box specifies, if the monthly sales bucket will be calculated for each location in the group. This is only applicable to locations existing in the LS Forecast Location. If the check box is not selected and Location Code is blank, the calculation will consider the aggregated sales from all locations.
Note: You can only select this check box, if the Location Code is blank. |
| Sales History Since | This field specifies how far back from the current WORKDATE should the sales history be considered for the monthly sales bucket calculation. The sales history includes the records from both Value Entries and Sales History Adjustments. |
| No. of Lines | This field specifies the number of calculated Monthly Sales Bucket Lines for the Monthly Sales Bucket. You can access the Monthly Sales Bucket Lines page by clicking this field. |
| Calculation Type |
This field specifies whether the sales history calculation will based on quantity or turnover.
|
| Priority | This field specifies which Monthly Sales Bucket Line should be considered for breakdown, when there are multiple Monthly Sales Bucket Lines with the same Item No. and Location Code. The priority number starts with 1, which is the highest rank. |
To calculate a Monthly Sales Bucket
- Click the icon, enter Monthly Sales Buckets, and select the relevant link.
- Click the Calculate action to calculate the selected Monthly Sales Bucket line.
It is possible to calculate the Monthly Sales Bucket periodically by setting up a Scheduler job assigned with the Codeunit Monthly Sales Bucket Mgt. (10012336).
Note: LS Forecast Locations should always be up-to-date before calculating the Monthly Sales Bucket. By default, a notification is shown at the top of the Monthly Sales Buckets page as a reminder. This notification can be enabled or disabled via the Disable Notification (Monthly Sales Bucket) setting in LS Forecast Setup.
To view and modify Monthly Sales Bucket Lines
- Select the Monthly Sales Bucket that you wish to view or modify and click the Show Lines action, or click the No. of Lines field.
- The Monthly Sales Bucket Lines page is displayed with the calculated weight and percentage share.
Based on the Calculation Type selected, the Weight represents the total sales quantity or sales amount calculated by grouping the sales history of the relevant item(s) into 31 days (corresponds to day 1 to day 31 in a month) across the period calculated from the defined Sales History Since. The % Shares for the days of the month are automatically calculated and distributed, based on the Weights. However, due to the variation of the number of days present in a month, the % Share for day 28, day 29, day 30, and day 31 will be recalculated based on the month of the forecast result upon the breakdown. Refer to Monthly Sales Bucket Calculation for details on how the % Share is being recalculated dynamically before it is used for breakdown.
Note: If there is no sales history found, the Weights and % Shares will be equally distributed.
- You can also modify the Weights manually, if needed.
See also
Monthly Sales Bucket Calculation