2.0 KiB
2.0 KiB
Special concepts
- relationships betwen dates (order, request, ship) and apply that mix to a new month
- apply a base mix of promo codes and terms codes to a new month of forecast where there is no existing baseline to pull from
- effects of building baselines off of original, or all changes so far
- pricing and units
Slowness Options
- move json to a separate table and the change can be marked with a sequence
- have the data actually be a query from the database
- reduce number of columns in fc_pool
Discussion
- special look at Mar-Apr sales since it is being copied from plan or older data
- at the end of March, we will swap out the budget from March with actuals and re-forecast
- need to think through how to overlay actuals into the budget
- last price paid snap - preload
- dont do this
- FX - currently nothing loaded
- we'll pick one (see Bruno)
- cost - snap to current cost
- snap to current
- need to be able to reload the forecast as we lock in new months of sales data - replay changes over top?
- item 1
- refresh new part list
- add comments on monthly
- add a tag that is separate from the comment?
- need to test extrapolating osm_pool into osmp_dev
Review
- continuous update with actuals
- next years sales is going to change everyday as new things happen with open orders
- need to be populating shipping season instead of leaving null
- need to do with past-due's -> when do they ship?
- snapshot several years of history into the forecast so there is no need to bring in actuals
- going to have to rebuild the forecast when actuals change
CI
- snapshot pool
- adjust 2021 orders
- integrate with 2020 open to get to 2021 sales (osm_stack)
- show 2021 forecasted order as forecast
- show 2021 forecasted sales (need to update ship season so it is not null)
Walk Issues
- canceled orders
- changed orders
- short ships
- exchange rates
Things to Demo
- product swap out
- pivot re-org
- don't use filters
- assumes all changes target USD