Name: In the import of forecast you can select to overwrite or update the existing forecast - Microsoft Dynamics 365 Business Central
Uploaded: 2020-11-05T20:05:09+01:00
Duration: 44 s
Description: When you import the Excel sheet from Excel after modifying it or giving it to salesperson or whoever is doing the forecast, you can select the forecast, of course, you want to update and then you can select the action whether to delete existing forecast in the specific period per item variant, per salesperson, etc, or you could add to the existing forecast or you could add only the difference.

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Flexible Forecast" which is available at Microsoft AppSource. Click to visit AppSource. Flexible Forecast

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Presenter: Sune Lohse, Chief Strategy Officer

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When you import the Excel sheet from Excel after modifying it or giving it to salesperson or whoever is doing the forecast, you can select the forecast, of course, you want to update and then you can select the action whether to delete existing forecast in the specific period per item variant, per salesperson, etc, or you could add to the existing forecast or you could add only the difference.

This is what happens in the video

So if you are sending the forecast to 10 different people to add the individual forecast, you will just add the difference in here and it will, of course, only add the difference, and then when you select the forecast and import it, only the different of course will be added.