Projection Adjustment Percentage - FAQs

Overview:

A Usage Projection based on transaction history can be included in the suggested quantity calculation for the ordering, transfer, prep, or production worksheet and entry features. To do this, Projected Usage is included in a Suggested Quantity Type (SQT) configuration and the SQT is selected when running a worksheet or entering quantities.

The worksheet and entry features for ordering, transfers, prep, and production now include the option to add a "Projection Adjustment Percentage". If an adjustment is entered, it will increase or decrease the suggested quantity calculation by the percentage entered. It makes sense to enter an adjustment when business is predicted to be slower or busier than normal.

Projection Adjustments Percentage:

The example below shows the Criteria display for Entering Prep. The displays for entering orders, transfer requests, prep, and production will follow the same logic:

A Suggested Quantity Type named "Prep" has been selected in the example above. This SQT includes projected usage so it triggered the display for a Projection Adjustment Percentage. A decrease is entered as a negative percentage and an increase is entered as a positive percentage. If no adjustment is required, then leave the field at 0.00%.

An adjustment percentage will apply to every item on the entry grid display. For example, if the unadjusted projected usage for Baha Chicken Sauce is 10 gallons and an adjustment of 10% is entered, then the projected usage on the prep entry display will show 11 gallons. If the adjustment is -10%, then the projected usage will show as 9 gallons.

If you want to view an entry grid display without any adjustment (or before you make adjustments), there is also an option to make a projection adjustment on the entry grid displays for orders, transfer requests, prep, and production. Below is an example using an entry grid display for Prep:

If the % Icon in the upper right on the toolbar is clicked, a projection adjustment can be entered while on the entry grid display. In the example below, we have clicked the icon to bring up the change adjustment percentage window:

The current projection adjustment percentage shows the most recent adjustment to the unadjusted projection amount. The new projection adjustment will make the entered percentage change to the unadjusted projection amount. Changes are always made to the unadjusted projection quantities.