Adjustments tab
This tab enables you to create an adjustment for a forecast. These adjustments modify forecast values based on specific conditions and dates. You can specify this information on the Adjustments tab:
- Adjustment Name
- The name of the adjustment for a forecast.
- Priority
-
The priority value determines which adjustment is applied when multiple adjustments match a forecast detail.
Note: The application considers the adjustment with the lowest priority value.
- Promotion
- If you select this check box, the application increases the forecasted demand by a predefined percentage for the selected adjustment. For example, when a part is provided at discount during a specific month at a warehouse, the application increases the forecasted demand by a percentage to represent the projected growth.
- Start Date
- The date on which the adjustment is applied.
- End Date
- The date on which the applied adjustment ends.
- Start %
-
The percentage of the original forecast value is applied to Start Date.
Note:
- If the value is set to 100%, the starting value remains unchanged.
- If the value is set to 90%, the starting value is reduced to 90% of the original.
- End %
-
The percentage of the original forecast value applied to End Date.
Note: The End % can be greater or smaller than the Start %. If the values differ, the application calculates the adjustment percentage based on the specified range by considering the Start % and End % fields. For example, if the Start Date is 1/1/2025 and the End Date is 2/1/2025, and the Start % is 131 and the End % is 100, the application applies the following adjustment percentages:
- 1/1/2025 – 131%
- 1/10/2025 – 121%
- 1/20/2025 – 111%
- 1/31/2025 – 100%
- Field
-
The forecast group field to which the adjustment is applied.
Note: If Field 1, Field 2, and Field 3 fields are not displayed, you must apply the adjustment to all detail records within the specified date range.
- Value
- The value in the selected field to which the adjustment is applied.