what transactions are included in the item forecas...
# ask-stanley-ai
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what transactions are included in the item forecast report?
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AI generated answer (using internal Slack threads):
The Item Forecast Report in NetSuite includes the following transactions: 1. Opportunities without estimates: These are potential sales deals that are in the pipeline but have not yet been converted into estimates. 2. Estimates: These are quotes provided to customers for potential sales. They are included in the forecast until they are either closed or converted into sales orders. 3. Sales Orders: These are confirmed sales that have not yet been fulfilled or invoiced. They remain in the forecast until they are fulfilled and invoiced. 4. Actuals: These are completed sales transactions that have been fulfilled and invoiced. 5. Revenue Arrangements: These are also included in the forecast. However, some users may find this inflates the forecast as the transactions that created the arrangements are also included in the report. It is possible to exclude Revenue Arrangements by customizing the report filters. 6. Amortization Schedule Entries: The Amortization Forecast Summary & Detail reports will show forecast data for anything posted on the amortization schedule. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808537483
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807639718
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805309653
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