Forecast entry

Kinetic ERP
1

Hello,

We are looking to streamline our forecast entry process with one particular Customer, who has a WebEDI site that we currently export the data into Excel, use a Macro to format, look up each Customer PO, then enter a new Release on the open Sales Order. This currently takes about 3-4 hours each week. Long term, we are potentially looking at using EDI, but would like an alternative or at minimum, a shorter term solution. Is there a tool or SQL script that anyone currently uses that would make this a more automated process? I don’t have the SQL knowledge to create something myself but would outsource if it is possible to do. I just would like some direction on where to start. Any help would be greatly appreciated!

Thank you,
Michelle

2

Hi Michelle,

I am sure some others will have more elegant solutions. However, we have found DMT useful for working up data and loading records, run automatically via overnight Powershell. Do you have DMT? You can upload your Excel to a UD table via DMT import, make some BAQs that mimic the data records (sales orders/lines/releases) you want to create, export the BAQ data and then re-import as the sales order records. We do not do this with sales orders but do it with creating engineering methods on parts.

Nancy

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