I’ll address all three focus areas comprehensively:
CSV Import Template:
The ICS 2023-1 forecast import template has strict formatting requirements that differ from previous versions. Download the updated template from Demand Planning > Import/Export > Download Template. Key changes:
- ForecastDate column: MUST be YYYY-MM-DD format (ISO 8601)
- No alternate date formats accepted in CSV imports
- Date validation occurs at row level - one invalid date fails entire import
Your template structure should look like:
ItemNumber,LocationCode,ForecastDate,Quantity,UOM
ITEM-001,WH-EAST,2025-06-01,150,EA
ITEM-001,WH-EAST,2025-06-15,175,EA
Critical: Column headers must match exactly (case-sensitive). No extra columns allowed unless defined in custom import profile.
Date Format Validation:
The validation logic in 2023-1 is non-negotiable for forecast imports. The system performs these checks:
- Pattern validation: Must match YYYY-MM-DD regex pattern
- Date validity: Month 01-12, day valid for month, year 2000-2099
- Business logic: Forecast date cannot be more than 24 months in past or 60 months in future
Your error shows the validator is working correctly - it expects ISO format and rejects MM/DD/YYYY. The ‘Expected format: YYYY-MM-DD’ message is explicit about requirements.
To fix your existing process:
- If generating from database: Modify query to format dates: `TO_CHAR(forecast_date, ‘YYYY-MM-DD’)
- If from Excel: Use formula
=TEXT(date_cell,"YYYY-MM-DD") in helper column, copy/paste values
- If from ETL tool: Add date transformation step with output format YYYY-MM-DD
Forecast Data Upload:
For your 1200-row file that’s failing at row 45, here’s the resolution process:
-
Immediate Fix: Open your CSV in Excel/text editor
- Find/Replace all dates: Convert MM/DD/YYYY to YYYY-MM-DD
- Excel formula approach: Insert helper column with =TEXT(A2,“YYYY-MM-DD”), copy down, paste values over original
- Text editor approach: Use regex find/replace if comfortable with patterns
-
Validation Before Import: Use the import preview feature
- Demand Planning > Import > Validate File
- Reviews format without committing data
- Shows all validation errors upfront
-
Automated Solution: Modify your source data pipeline
- If exporting from planning system: Change export format settings to ISO 8601
- If from spreadsheet: Create macro to auto-format date column on save
- If from database: Update query date formatting as shown above
-
Alternative Approach: Use API instead of CSV
POST /demandplanning/api/v1/forecasts
Content-Type: application/json
X-Date-Format: MM/DD/YYYY
[API accepts format specification in header]
The REST API is more flexible with date formats when specified in request headers.
For your current stuck import, reformat the dates in your CSV file to YYYY-MM-DD and re-upload. The import should complete successfully once date format matches system requirements. Going forward, adjust your forecast data generation process to output ISO format dates from the source to avoid manual reformatting.
This draft is based on general Infor CloudSuite knowledge. It has not been verified against your specific version and environment. Practitioners: verify the steps and share your experience below.