Table of Contents

Crm.Sales.ForecastItems Entity

Namespace: Crm.Sales

Forecast items form demand in MRP calculations. Entity: Crm_Forecast_Items

Renames

Old name: Crm.Marketing.ForecastItems
New name: Crm.Sales.ForecastItems
Version: 25.1.1.48
Case: 37717

Default Visualization

Default Display Text Format:
{Id}: {QuantityValue}
Default Search Members:
__
Category: Views
Show in UI: ShownByDefault

Track Changes

Min level: 0 - Do not track changes
Max level: 4 - Track object attribute and blob changes

Aggregate

An aggregate is a cluster of domain objects that can be treated as a single unit.

Aggregate Tree

Attributes

Name Type Description
Date datetime The date for which the sales is forecasted. When forecasting for a period, this contains the first date of the period. Required Filter(ge;le)
DisplayText string Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.
Id guid
IsActive boolean Indicates whether the current Forecast item is active. Required Default(true) Filter(eq) Introduced in version 25.1.0.18
ObjectVersion int32 The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.
Quantity Quantity (18, 3) The forecasted sales quantity in the base measurement category of the product. Unit: Product.BaseMeasurementCategory.BaseUnit Required Default(0) Filter(ge;le)

References

Name Type Description
Country Countries (nullable) The country for which the forecast is made. When null, the forecast is country neutral. Filter(multi eq)
Customer Customers (nullable) The customer for which the forecast is made. When null, the forecast is not for any specfic customer. Filter(multi eq)
Dealer Dealers (nullable) The dealer for which the forecast is made. When null, the forecast is not for any specfic dealer. Filter(multi eq)
Product Products The product for which the forecast is made. Required Filter(multi eq)
SalesPerson SalesPersons (nullable) The sales person for which the forecast is made. When null, the forecast is not for any specfic sales person. Filter(multi eq)
Store Stores The store which is expected to sell the products. Required Filter(multi eq)

Attribute Details

Date

The date for which the sales is forecasted. When forecasting for a period, this contains the first date of the period. Required Filter(ge;le)

Type: datetime
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault

DisplayText

Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.

Type: string
Category: Calculated Attributes
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

Id

Type: guid
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: CannotBeShown

IsActive

Indicates whether the current Forecast item is active. Required Default(true) Filter(eq) Introduced in version 25.1.0.18

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: True
Show in UI: ShownByDefault

ObjectVersion

The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.

Type: int32
Category: Extensible Data Object
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

Quantity

The forecasted sales quantity in the base measurement category of the product. Unit: Product.BaseMeasurementCategory.BaseUnit Required Default(0) Filter(ge;le)

Type: Quantity (18, 3)
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: Constant
Show in UI: ShownByDefault

Reference Details

Country

The country for which the forecast is made. When null, the forecast is country neutral. Filter(multi eq)

Type: Countries (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Customer

The customer for which the forecast is made. When null, the forecast is not for any specfic customer. Filter(multi eq)

Type: Customers (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Dealer

The dealer for which the forecast is made. When null, the forecast is not for any specfic dealer. Filter(multi eq)

Type: Dealers (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Product

The product for which the forecast is made. Required Filter(multi eq)

Type: Products
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

SalesPerson

The sales person for which the forecast is made. When null, the forecast is not for any specfic sales person. Filter(multi eq)

Type: SalesPersons (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Store

The store which is expected to sell the products. Required Filter(multi eq)

Type: Stores
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

API Methods

Methods that can be invoked in public APIs.

GetAllowedCustomPropertyValues

Gets the allowed values for the specified custom property for this entity object. If supported the result is ordered by property value. Some property value sources do not support ordering - in that case the result is not ordered.
Return Type: Collection Of CustomPropertyValue
Declaring Type: EntityObject
Domain API Request: GET

Parameters

  • customPropertyCode
    The code of the custom property
    Type: string

  • search
    The search text - searches by value or description. Can contain wildcard character %.
    Type: string
    Optional: True
    Default Value: null

  • exactMatch
    If true the search text should be equal to the property value
    Type: boolean
    Optional: True
    Default Value: False

  • orderByDescription
    If true the result is ordered by Description instead of Value. Note that ordering is not always possible.
    Type: boolean
    Optional: True
    Default Value: False

  • top
    The top clause - default is 10
    Type: int32
    Optional: True
    Default Value: 10

  • skip
    The skip clause - default is 0
    Type: int32
    Optional: True
    Default Value: 0

CreateNotification

Create a notification immediately in a separate transaction, and send a real-time event to the user.
Return Type: void
Declaring Type: EntityObject
Domain API Request: POST

Parameters

  • user
    The user.
    Type: Users

  • notificationClass
    The notification class.
    Type: string

  • subject
    The notification subject.
    Type: string

CreateCopy

Duplicates the object and its child objects belonging to the same aggregate. The duplicated objects are not saved to the data source but remain in the same transaction as the original object.
Return Type: EntityObject
Declaring Type: EntityObject
Domain API Request: POST

Business Rules

None

Front-End Business Rules

None

API

Domain API Query: https://demodb.my.erp.net/api/domain/odata/Crm_Sales_ForecastItems?$top=10

Domain API Query Builder: https://demodb.my.erp.net/api/domain/querybuilder#Crm_Sales_ForecastItems?$top=10