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  1. CFA MX
  2. CFAMX-8491

Update the forecast evaluator for switch between Gross Actual and Net Sales for imported forecasts

    Details

    • Sprint:
      CFAMX 2020R2 SA Sprint 5
    • SCRUM Team:
      Globogym Purple Cobras
    • Story Points:
      5
    • Work Type Classification:
      Sustaining

      Description

      As an operator when I view imported forecasts in the Forecast Evaluator I want the Sales Displayed to reflect the generation method of the forecast

      Notes

      • Please keep the purple color for imported Net Sales forecasts
      • Types of Actual Sales to be displayed:
        • Actual = Net Sales = System Gross(+Tax) - Refunds - Promos - Discounts - CFA Cards - Tax (this reflects InFORM generated forecasts)
        • Gross Actual = System Gross(+Tax) - CFA Cards - Tax (Current Imported forecasts)
        • Actual = Net Sales = System Gross(+Tax) - Refunds - Promos - Discounts - CFA Cards - Tax (future state of imported forecasts)

      Current state:

      Acceptance Criteria

      1. Confirm when a forecast is generated within InFORM, the Actual sales are displayed, and are displayed in green (current state)
      2. Confirm when a forecast is generated within InFORM, the Actual sales legend is displayed
      3. Confirm when a forecast is imported, and generated using Gross Actual, the Gross Actual sales are displayed, and are displayed in purple (current state)
      4. Confirm when a forecast is generated within InFORM, the Gross Actual sales legend is displayed
      5. Confirm when a forecast is imported, and generated using Net Sales, the Actual sales are displayed, and are displayed in purple (New)
      6. Confirm when a forecast is generated within InFORM, the Actual sales legend is displayed
      7. Confirm when a store cuts over from the InFORM forecast to an imported Gross Actual forecast, the transition is represented in the Evaluator
      8. Confirm when a store cuts over from an imported Gross Actual forecast to a Net Sales import forecast, the transition is represented in the Evaluator
      9. Confirm when viewing historically imported forecasts, generated using Gross Actual, the Gross Actual line and legend are displayed
      Toggling

      Current State

      • Actual = ExtGenDate = No (Green)
      • Gross Actual = ExtGenDate = Yes (Purple)

      Future State

      • Actual = ExtGenDate = No (Green)
      • Gross Actual = ExtGenDate = Yes & ForecastBasis = GrossActual (Purple)
        • We need to determine what to do with existing imported records that are Gross Actual, and need to display Gross Actual historically
      • Gross Actual = ExtGenDate = Yes & ForecastBasis = nullĀ  (Purple)
      • Actual = ExtGenDate = Yes & ForecastBasis = NetSales (Purple)

        Attachments

        1. Current.png
          74 kB
          Will Englefield
        2. image-2020-03-11-07-44-30-448.png
          16 kB
          Caner Saritac
        3. screenshot-1.png
          77 kB
          Will Englefield

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              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
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                Dates

                • Created:
                  Updated:
                  Resolved:

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