Popular Tasks in Microsoft Forecaster

Do you use Microsoft Forecaster for budgeting? Do you use the calculation set feature, which allows you to specify calculations for an input set and automatically calculate budget numbers? Do you use the Human Resources details capabilities, allowing you to track detailed HR information used as the basis for budget calculations? If so, you may benefit from these tasks you can configure.

A Forecaster task can process a single action, or a series of actions, on demand. To create a task, navigate to Data | Tasks in Forecaster, then right-click and choose “New.”

Enter a name for the task and mark the Create Using Wizard checkbox. Then click “OK.”

Click “Next” on the Welcome window.

To insert a command into the task, click the “Insert Task Package” icon in the upper right corner.

Then select the command to insert from the dropdown list. Depending on the task package you select, you may receive different options. We are going to look at two particularly useful task packages/commands. The first is the “Run Input Set Calculations” task package. This command will process the calculation set(s) defined for the selected input set and departments and save the results. Normally, calculations run (either automatically or manually) for departments as they are accessed in Data | Input. However, this would require each department to be accessed before the calculated results would be saved. By creating and running a task to run these calculations automatically, you can update all departments with the latest calculation results. This can be particularly useful if you have changed a calculation set or made other budget adjustments.

The second task package we are going to look at is “Recalculate Human Resources.”

You may have seen references to this task package as the COMP task. When you make a change that may impact calculations in Setup | Budgets | Human Resources, you are prompted to automatically run a COMP task when saving. This task recalculates the results of the HR details for all departments, or you can define a line set (Build | Lines) with the departments you want to include in the resummarization. This does not affect the detail; it recalculates the amounts in resulting accounts like wages, hours and FTE, as well as benefit amounts.

Once you have selected the task package, click “OK”, then “Next” and “Finish” to create the task. To run the task, you can right-click on the task and choose Run (in the Data | Tasks) view or select Data | Run Task.

For tasks that involve printing, like reports, you can complete the printing options. Otherwise, click “OK” to process the task and the status will be displayed until the process has completed. Beware! Tasks will change information in Forecaster; when in doubt, make sure you have backup before running a task, and always review the results afterward. Tasks can be very helpful in ensuring your Forecaster data is up-to-date and reflects the latest information and calculations.

For more information on configuring and using tasks in Forecaster, contact your Microsoft partner or email gpsupport@bkd.com.

Originally posted here:
Popular Tasks in Microsoft Forecaster

June 4, 2012 · Christina Phillips · No Comments
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Calculated Fields in Extender and the Builders

Here are a few tips to keep in mind when using the Extender Calculated Fields. These can also apply to SmartList Builder, Excel Report Builder, and Navigation List Builder.

1. When trying to set a value to something that is in a drop down list, keep in mind that most likely the data is stored as a numeric value in the SQL tables. For example, with the SOP Type, in GP, you will see Quote, Order, Invoice, Return, Back Order, and Fulfillment Order. In SQL, this is stored as 1, 2, 3, 4, 5, and 6. If you are doing something in a calculated field, you need to use the numeric value for the type you want.

Here is an example of one where we are looking for the Back Orders.

CASE Sales Transaction Work:SOP Type
WHEN 5 THEN ‘We apologize for the Delay’
ELSE 300

2. Remember that the calculated fields are using some SQL Syntax. When entering string values, you need to have single quotes around the value. You can see that in the Case Statement above where we set the value of the field to “We apologize for the Delay.” Because it is a string field, you need the single quotes.

3. When entering in a field from a table that is on your setup, you need to list it in the format of table name:field name. When you use the list of fields that is there, it will do this for you, but if you are typing them in, the format and name need to be exact.

4. The Case statement is what can be used as a function to create an IfThen type of statement.

5. There are occasions where the data type isn’t what you need it to be. For example, if you have an integer value being stored in a User Defined Field, it is going to be setup as a String value. If you want to do a calculation on it, you have to first change it to an integer value. To do this, you would use the Cast function to change the data type on the field.

6. You cannot use a calculated field in another calculated field. Instead, you would need to enter in the calculation you used for that field where you want to use the field.

7. The calculations use the standard mathematical practices. It will multiply and divide before it does addition and subtraction. It will also do what is in parenthesis ( ) together first.

8. There is a Knowledge Base article with a description of each of the functions available for the calculated fields along with syntax examples. This is Knowledge Base 929207.


Thank you,
Nicole A.

Originally posted here:
Calculated Fields in Extender and the Builders

February 23, 2012 · Nicole Albertson · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 455

Psychic Inventory

The Wikipedia article on carrying cost includes an interesting concept called “psychic stock.” While we are all familiar with reorder points and safety stock, psychic stock may be a new concept. In retail, this is best demonstrated by the process of fronting shelves

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Psychic Inventory

January 6, 2011 ·  · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 464