A tag type lets you link a transaction to a specific moment in the process history.
For example, in an S&OP cycle, you can use tags to mark different steps like Revision 1, Revision 2, Revision 3 or the Committed Forecast. However, depending on your own management cycle, you might need other tag types.
Pawa now allows you to create custom tag types to better suit your needs.
How to create a new tag type for forecasts
Go to the admin menu
Then pick Configurations (Forecast) from the menu.
You’ll find the panel at the bottom of the page. Click on the + button to open the create Tag Type form.
Fill out the form:
Code : This code has to be unique and should match as closely as possible the reason it's being used.
French : This word will be shown in the interfaces in French.
English : This word will be shown in the interfaces in English.
Legacy Code : Only use this for native Pawa tags
Then, save your new forecast tag type by clicking the Save button.
How to edit a tag type for forecasts
Just use the Edit Tag Type action found on the right side of the tag type you want to change.
Make the changes you need, then click Save.
