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Import historical sales to generate usage for calculating replenishment parameters

  • 17 October 2023
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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?
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Best answer by Kandy Beatty 18 October 2023, 13:04

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Regards, Robert Whetsell

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Kandy Beatty
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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

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
rwhetsell77
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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!

Regards, Robert Whetsell
Kandy Beatty
Rank
Userlevel 7
Badge +16

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!!! 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
rwhetsell77
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@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.

Regards, Robert Whetsell

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