Businesses who deal with sales orders, could argue that the forecast demand includes sales history generated by sales orders from the past. Therefore a fraction of the forecasted demand will inevitably include a forecast on sales order demand.

Since Sales orders will continue to be created in response to customer demand. We offer three behaviors that users can choose for their demand and order logic:

The Never and always are perhaps self-explanatory, Never include sales orders in demand or always add them to the forecasted demand. However the conditional logic will be explained in more detail here below.

When this settings option is enabled, each night the demand calculations will compare Forecasted value vs. Open Sales order value, within each period (monthly/weekly). Thereby, incorporating the conditional logic into the upcoming year. The one that's higher is included in the total demand, and the other is dismissed.

Sales Plans: if you have entered data in the sales plan to override the statistical forecast for the order proposals, then there is no comparison, the sales plan rules.