The following transactions are used to generate base demand history:

  • Sales demand- if the 'Independent demand source' forecasting parameter is 'Sales orders', sales order lines (SalesLine records) are  used, otherwise invoice lines (CustInvoiceTrans records) are used
  • Production demand - posted picking list journal lines (ProdJournalBOM records) and posted Inventory journal transactions (InventJournalTrans records) with Journal type of 'BOM' are used
  • Projects demand - posted Inventory journal transactions (InventJournalTrans records) with Journal type of 'Project' are used

The period in which demand history is recorded is determined by the following fields for each transaction type:

  • Sales order lines – Requested ship date
  • Sales invoice lines – Invoice date
  • Production issues – Physical date on the inventory transaction
  • Project issues – Physical date on the inventory transaction

The warehouse on a demand history record is determined by the following fields for each transaction type:

  • Sales orders lines:

1) If the 'Sales warehouse selection sequence' forecasting parameter is 'Customer default/Sales order' and the customer on the sales order has a sales order warehouse, this warehouse is used, otherwise the warehouse on the sales order line is used.

2) If the 'Sales warehouse selection sequence' forecasting parameter is 'Sales order/Customer default' and the warehouse on the sales order line is not blank, it is used, otherwise the customer's sales warehouse is used.

  • Sales invoice lines:

1) If the 'Sales warehouse selection sequence' forecasting parameter is 'Customer default/Sales order' and the customer on the sales order has a sales order warehouse, this warehouse is used, otherwise the warehouse from which the item was dispatched is used.

2) If the 'Sales warehouse selection sequence' forecasting parameter is 'Sales order/Customer default' the warehouse from which the item was dispatched is used.

  • Production issues – the warehouse on the picking list journal or inventory journal transaction
  • Project issues – the warehouse on the inventory journal transaction:

1) If the 'Sales warehouse selection sequence' forecasting parameter is 'Customer default/Sales order' and the customer on the project has a sales order warehouse, this warehouse is used, otherwise the warehouse on the inventory journal transaction is used.

2) If the 'Sales warehouse selection sequence' forecasting parameter is 'Sales order/Customer default' the warehouse on the inventory journal transaction is used.