Setting Up P2P Forecast

This article will explain how to set up P2P Forecast for a manufacturer.

Requirements:

• Users must have Admin access to Manufacturers.

Brands with P2P Forecast Connectivity:

• Elite
• Cree
• WAC

1. Navigate to the Manufacturers page.

2. Open the manufacturer entry.

3. The Manufacturer Editor window will appear.

4. On the General tab, select P2P from the Specialization drop-down list.

5. Click Configure Specialization.

6. The P2P Specialization Configuration window will appear.

7. Enter the P2P Company, P2P Brand, and P2P Password provided by OASIS Support.

8. Click the Forecast tab.

9. Using the table, select the type(s) of transaction data for each workgroup that should be used for forecasting. At least one workgroup with at least one type of transaction data selected is required. 

• Quotes- send quote data for this workgroup
• Orders- send order data for this workgroup

10. Select a notification type from the When sending data to this manufacturer drop-down list.

• Send Without Asking- OASIS will send forecasting data without user confirmation
• Ask Before Sending- OASIS will ask the user to confirm whether forecasting data should be sent

11. Select the data type you want to send to the manufacturer. At least one selection is required.

• Ok To Send Transaction Information (Project/Order Name, Bid Date, Status, Location, ...)
• OK To Send Bill of Material (Quantity, Part Number, Pricing, ...)
• OK To Send Specifiers (Name, Role, Address, ...)

12. Click Save, then click Save and close to close the Manufacturer Editor window.

13. Restart OASIS.