Forecast

A forecast is used to calculate a service item (machine). The price for the basic machine and assets for configuration, applied sales discounts, external equipments, workshops and other charges are calculated so that you gain on overview over the numbers.

This chapter is divided into the following sections:

Setting up a Margin for Forecasts

This section describes how to set up the margin for forecasts.
You can set up general or a manufacturer-specific margins.

To set up a margin for the forecast, please do the following:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Margins.
  • The page Margins is displayed.
  • To create a new margin, click New in the menu bar.
  • Complete the following information for the new created margin.

Tip

If you want to set up a general margin that is to be used for all forecasts without manufacturer-specific margins, click on New and enter the general margin in the Margin % column. If you want to set up a manufacturer-specific margin, please proceed as follows:

Column Description
Manufacturer Code Select from the drop-down list in the Manufacturer Code field the code of the manufacturer for who you want to set up a margin that is to be used for forecasts of service items from this manufacturer.
Manufacturer Name The manufacturer’s name is automatically added by the system if you select a value for Manufacturer Code from the drop-down list.
Category Code Select from the drop-down list of the Category Code column the code of the service item category for which you want to deposit a margin.
Category Name The category name is automatically added by the system if you select a value for Category Code from the drop-down list.
Subcategory Code Select from the drop-down list of the Subcategory Code column the code of the service item subcategory for which you want to deposit a margin.
Subcategory Name The subcategory name is automatically added by the system if you select a value for Subcategory Code from the drop-down list.
Model Select from the drop-down list of the Model column the model of the service item for which you want to deposit a margin.
Model Name The model name is automatically added by the system if you select a value for Model from the drop-down list.
Margin % In this column, enter the percent margin that is to be used for the combination of manufacturer, service item category, service item subcategory and model for forecasts.

You have defined one or more margins.
You can see which margin is used for the forecast and which amounts result from it under the Configurations tab.

Creating a Forecast

This section describes how to create a forecast. The forecast is used in sales calculations to calculate the machine(s). Click here to find more information on creating sales calculations and adding forecasts.

You can set up the following data on the forecast card:

General tab Field Description
No. This field is filled with a number from the set up number series by the system.
Description Enter a description for the forecast in this field.
Return Type Specify whether you would like to take a machine back from the customer. You can choose between Trade-In and Purchase. If you select trade-in, the system will create a credit memo, whereas if you select purchase the system will create an invoice.
Vendor Name Select from the picklist of this field the vendor for the forecast. This value is normally already preset with the name of the vendor that you have entered in the window for the forecast template.
Location Code Enter the location code for the forecast template in this field.
Service Item No. In this field, enter a service item number, if you haven’t done so in the previous step.
Status This field is not editable. It shows the status of the forecast template. The following statuses are possible: Open means that the forecast template has not been checked and released. Released means that this forecast template has been released and can be used.
Base Code Use this field to enter the base code.
Base Machine Net Price Use this field to enter the machine net price. This price represents the machine price without any external equipment or additional cost.

Once you have filled the header of the forecast, you can calculate the service item. The forecast consists of the following areas that you can access via the Show button in the menu bar:

Area Description
Configuration In this part of the forecast, all configurations of the basic machine are included. The prices are shown in the factbox Forecast Calculation below the Configurations line. Configurations mean equipment packages (work lights, climate control etc.) as well as devices (telematic system). These equipments/configurations have to be deposited for every machine model in the system. You can find more information about this in the chapter Configuration.
Purchase Discounts In this area of the forecast you can set up purchase discounts. You can choose between standard discounts and customised discounts which are applied as fixed price discount or percentage discount. The base amount of the used discounts can also be changed. You can find more information about this in the chapter Purchase Discounts.
Sales Discounts In this area of the forecast you can set up sales discounts. You can choose between standard discounts and customised discounts which are applied as fixed price discount or percentage discount. The base amount of the used discounts can also be changed. You can find more information about this in the chapter Purchase Discounts.
External Equipment In the External Equipment area, the prices for attachments and components are calculated. External equipment means all parts that are not part of the basic machine from the manufacturer. Examples for external equipment may be a bucket (structural engineering) or front hydraulics (agricultural engineering) of a different manufacturer. You can also include necessary works (workshops) for the attachment of the external equipment in the forecast. You can find more information about this in the chapter External Equipment.
Workshops Below the Workshops area, all works concerning the machine are listed. This means among other things the delivery check in the garage, conversion works (e.g. For external equipment) and final assemblies. You can also create standard jobs for these works which are calculated with fixed prices. You can find more information about this in the chapter Workshops.
Costs In this area of the forecast you can find all entries that do not clearly belong to one of the other areas. One possible example may be approval costs or the transport to the company/farmer. You can find more information about this in the chapter Costs.

Configuration

This section describes how to add a configuration of a service item to a forecast. The following description assumes that you have already opened a forecast.

Please proceed as follows to enter a configuration:

  • Switch the view to the Configuration tab. To do so, click on Show > Configuration in the menu bar.
  • Enter the configuration of the service item into the lines under the Configuration tab. Use the following lines types for this:
Line Type Description
Comment Use this line type to add comments to the configuration.
Items The line type Items is used for including configurations as for example a light package consisting of additional working lights for a agricultural or construction machine into the forecast template.
Equipment The Equipment field is used for items that should also be included in the forecast besides the basic machine.

Tip

If you want to add text lines, click on Manage > Add Text Lines in the menu bar under the tab. You can enter texts in the text editor which should be added to the lines.

Purchase Discounts

This section describes how to add purchase discounts and discount schemes to a forecast. The following description assumes that you have already opened a forecast.

Please proceed as follows to enter the purchase discounts:

  • Switch the view to the Purchase Discounts tab. To do so, click on Show > Purchase Discounts in the menu bar.
  • To add a discount scheme to the forecast, select Manage > Select Default Purchase Discount from the menu bar under the Purchase Discounts tab.
  • The window Default Purchase Discounts is displayed. The list contains all discount schemes that can be used for this service item.
  • Select a discount scheme from the list und click OK.
  • The default purchase discounts are added to the forecast.

Note

You can also enter a discount manually. For this, click in the Discount Type column and select the discount from the drop-down list. For more information on purchase discounts, see the Default Purchase Discounts section.

You have added one or more purchase discounts to the forecast. You can find an overview of the accumulated discounts in the Total Discounts field beneath the tab.

Sales Discounts

This section describes how to add sales discounts and discount schemes to forecasts. The following description assumes that you have already opened a forecast.

Please proceed as follows to enter the sales discounts:

  • Switch the view to the Sales Discounts. To do so, click on Show > Sales Discounts in the menu bar.
  • To add a discount scheme to the forecast, select Manage > Select Default Sales Discount from the menu bar in the Sales Discounts tab.
  • The window Default Sales Discounts is displayed. The list contains all discount schemes that can be used for this service item.
  • Select a discount scheme from the list und click OK.
  • The default sales discounts are added to the forecast.

Note

You can also enter a discount manually. For this, click in the Discount Type column and select the discount from the drop-down list.

You have added one or more sales discounts to the forecast. You can find an overview of the accumulated discounts in the Total Discounts field beneath the tab.

External Equipment

This section describes how to add external equipment to a forecast. The following description assumes that you have already opened a forecast.

Please proceed as follows to add external equipment:

  • Switch the view to the External Equipment tab. To do so, click on Show > External Equipment in the menu bar.
  • Fill in the following fields to add external equipment:
Column Description
Type Select the item type. You can choose between Item, Service Item or Comment. If you want to add text lines, click on Manage > Add Text Lines in the menu bar beneath the tab.
No. Select the number of the item or service item from the drop-down list.
Linked to Workshop This field shows if the item is linked to a workshop. You can find more information on how to link an item in a forecast to a workshop in the Workshop section.
Description Here the system specifies the description of the item.
Unit Of Measure Use this field to enter the unit of measure of the item. This field may be filled by the system.
Quantity This field shows the quantity of the item. If necessary, you can manually change the quantity.
List Price This field shows the list price for the item or service item.
Disc. % Enter the discount for the item/service item.
Purchase Price This field shows the purchase price for the item or service item.
Line Amount This field shows the line amount for the external equipment parts. The value is determined from amount × purchase price.
Margin % / Surcharge % Specifies the margin or the surcharge in percent.
Margin/Surcharge Specifies the amount of the margin or surcharge.
Calculate Separately Deactivate this field for external equipment parts to not show the line amount seperately. The line amount is added to the configuration amount.
Show In Sales Documents Activate this check box to show the external equipment parts in sales documents.
Comments Exist This check box indicates if there are comments for this line.
Vendor Name This field shows the vendor of the item.
  • Every added item or service item updates the information Total List Price, Total Costs and Total Calculated Sales Price.

You have added external equipment to the forecast.

Workshops

This section describes how to add workshops to a forecast. Workshops mean standard tasks which result as part of the delivery and selling of the service item. The following description assumes that you have already opened a forecast.

Please proceed as follows to add workshops:

  • Switch the view to the Workshops tab. To do so, click on Show > Workshops in the menu bar.
  • To add a workshop line to the forecast, click into the Default Service Code column in the Workshops tab. The picklist of the available standard service codes is displayed.
  • Select from the list the standard service code that you would like to add to the Workshop tab. You can also create a new service code.
  • Fill in the necessary information.

Note

If you want to calculate the line amount for this workshop line at the machine price, deactivate the option Calculate Separately.

You have added a workshop to the forecast.

Costs

This section describes how to add costs to a forecast. The following description assumes that you have already opened a forecast.

Please proceed as follows to enter costs:

  • Switch the view to the Costs tab. To do so, click on Show > Costs in the menu bar.
  • Complete the following information for the line:
Column Description
Cost Type Select the type of cost you would like to add to the forecast.
Description Enter a clear description for the added costs.
Amount Enter the amount of the added costs.

You have added additional costs to the forecast template. The configuration of the machine has been completed. To create a Sales Quote for the machine, just return to the sales calculations page.