303: Planning expansion: forecast: Q1 Initialize Forecast

Question

I'm encountering a critical issue following my functional test. I can't find the correct Variance amount on the Sales Planning screen.

I also noticed that several people have encountered this problem but without a validated solution.

I've performed all possible checks:

* Procedure:

SET- PLN-Initialize Planning

SET - Flag Planning and Actual Years

SET - Lock Planning

SET - Unlock Planning

* Database security
* 
Screen: Administration

* Relationships

After checking, I think there's an issue with the forecast calculation procedure, as shown in the screenshot below: I can correctly identify the 3 months of actual figures, but there's a gap in the remaining 9 months of the budget to complete the forecast:

If you have solved this problem or have any ideas on how to solve it, I would be very grateful so that I can continue my training.

Thanks

REOUMBOULIANI · Answer

Hello Marcus,

sorry for the delay. Below are the checks you requested. Can you determine the problem based on these checks, or am I available if you need me to do anything else? Thank you.

Sincerely,

Check:303: Planning expansion: forecast: Q1 Initialize Forecast

SET- PLN-Initialize Planning" procedure, is the source for the 9-month budget data clearly defined?

Step 16,17 and 18:

Step 16:

Step 17:

Step 18:

Step 19,20,21:

Step 19:

Step:20

Step 21:

Checking the About Rules section:

Double-check that the "Country," "City," and "Store" selections in your top-left filters actually have Budget data associated with them for the April–December period.

When I check (Country, City and Store) with PLN – DF – LC Sales

When I check (Country, City and Store) with ACT – DF – LC Sales (Previous year)

Marcus Smith · Answer

Hi @REOUMBOULIANI

Based on the screenshot you shared of the P&L - Unbalanced report, it appears that while Actuals are flowing in for Q1 (Jan–Mar), the Forecast/Budget values for the remaining nine months (Apr–Dec) are not populating. This typically points to a configuration gap in how the Forecast is initialized or how the data slices are being targeted.To help us pinpoint the cause, could you please check the following:

* Data Flow Source: In your "SET- PLN-Initialize Planning" procedure, is the source for the 9-month budget data clearly defined? Sometimes a missing Select statement or an incorrect Time offset can prevent data from copying into the Forecast slice.
* Rules & Calculations: Are there any specific Rules applied to the "Total Income" or "Total Expenses" blocks in this report? You can verify this by checking the About Rules section of our documentation to ensure the rule isn't overriding the Forecast period with null values.
* Entity Alignment: Double-check that the "Country," "City," and "Store" selections in your top-left filters actually have Budget data associated with them for the April–December period.

Let me know once you've checked this.