Integration with an outside application, such as Forecast Pro, does not always mean loss of historical data. Data can be merged with data from a newly live Epicor installation for import into Forecast Pro, including parts for which there is no invoice history (new parts). Also, monthly export for Forecast Pro does not necessarily require monthly import back into E9.
Company Configuration Set to Monthly Export to Forecast Pro
Exported Data – Parts With No Sales History are Added to Exported File
History From Legacy System Formatted for Forecast Pro
Data for Parts from Legacy System and Exported Data from Epicor 9 are Merged
Important to note: There was NO customization of the forecast export process itself.
On import, the monthly buckets from Forecast Pro are broken out into weekly buckets:
Forecast Pro Data Exported and Ready to be Imported into Epicor 9
Imported Data in Epicor 9 Converted into Weekly Buckets
Note: for this customization, it was requested that there be decimal places. The values can be rounded as part of processing, to always have whole units.