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Import historical sales to generate usage for calculating replenishment parameters


rwhetsell77
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Client uses multipliers to calculate min and max dynamically. In order to work on a possible solution we need to import historical sales so that we can have Acumatica generate a daily moving average.

Two questions:

  • How should those historical transactions be imported? (invoices, issues, etc)
  • When doing the calc for daily moving average, how does Acumatica do that math? Is it taking into account number of business days in a month vs the total days in a month?

Best answer by Kandy Beatty

HI @rwhetsell77 

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month. 

This link may help you as well:

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18

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4 replies

Kandy Beatty
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  • October 18, 2023

HI @rwhetsell77 

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month. 

This link may help you as well:

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18


rwhetsell77
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  • October 18, 2023
kandybeatty49 wrote:

HI @rwhetsell77 

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month. 

This link may help you as well:

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18

Thanks @kandybeatty49! Of course that link is the exact thing I was looking for and couldn’t find!


Kandy Beatty
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  • October 18, 2023
rwhetsell77 wrote:
kandybeatty49 wrote:

HI @rwhetsell77 

How are you importing the sales historical data? Are you doing open sales orders or closed ones?

For calculations, it is total days in the month. 

This link may help you as well:

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=d99b8933-c8f3-4cb5-beab-207133d27b18

Thanks @kandybeatty49! Of course that link is the exact thing I was looking for and couldn’t find!

Happy to help!!! 


rwhetsell77
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  • October 18, 2023

@kandybeatty49 We will be importing open sales orders and historical sales orders. Just want to make sure that the historical transaction that gets imported will impact the “Calculate Replenishment Parameters” results. We’re trying to build daily usage data.


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