Overview:
There are several ways to make a forecast / history adjustment. In either the Weekly View or Monthly View, the user may override the GAINS raw value, add to or subtract from the raw value, or multiply the raw value by a percentage.
Fast Override adjustments may be typed directly into a forecast or history cell by double-clicking on it. Other types of adjustments or those requiring documentation are made in the Adjustment Maintenance window. Both methods are detailed below:
Steps required to apply a FAST OVERRIDE adjustment to the GAINS raw forecast:
1. Double-click in the cell corresponding to the month in which an adjustment will be made.
Selecting a cell for a FAST OVERRIDE Adjustment
2. Enter in the quantity of the adjustment.
3. Exit the cell by hitting Enter or clicking elsewhere. The potential adjustment is now displayed in red font.
4. Click Save or (Ctrl +S) to save the adjustment. The adjustment is now displayed in blue font.
5. To remove an adjustment once it has been applied, right click on the cell and select "Delete Adjustment."
Deleting an Adjustment
Steps to use the Adjustment Maintenance window:
1. Right click on the desired forecast or history cell and select Adjustment Maintenance. This opens the Adjustment Maintenance window.
The Adjustment Maintenance window
2. Enter the quantity to be applied in the “Adj Qty” field.
3. Select the type of adjustment in the Indicator (“Ind”) field. The quantity result of the Adj Qty and Ind selection are displayed in the “Adj” field. The indicator options are:
- (blank): Override adjustment. The Adj Qty is applied as the new adjusted forecast.
- +: Addition adjustment. The Adj Qty is added to the existing raw forecast (shown in the Raw field). After saving, the revised quantity does not change even if the raw forecast is revised in the future.
- -: Subtraction adjustment. The Adj Qty is subtracted from the existing raw forecast (shown in the Raw field). After saving, the revised quantity does not change even if the raw forecast is revised in the future.
- %: Percentage adjustment. Percentage adjustments are multiplied times the raw forecast. To increase a forecast by 25%, the user must type 125 and % into the “Adj Qty” and “Ind” fields, respectively. Entering 25% as a forecast adjustment will result in a 75% decrease of the raw forecast.
4. Enter the number of periods to affect in the “Periods” field. The application period starts on the selected month (shown in the Mnth and Year fields) and affects future months for the number of months entered.
5. From the “Event Name” drop-down list, select the applicable demand event that this adjustment is related to. The Event Description and Event Notes fields are automatically populated based on information for the selected event.
6. In the Document field, enter notes related to the adjustment. These notes are saved in each month that the adjustment is applied to.
7. Click Apply. The potential adjustment is now displayed in red font. Click Save (or Ctrl + S) to save the adjustment. The adjustment is now displayed in blue font.
Description of fields in the Adjustment Maintenance Window
| Field | Description |
| Wk/Mnth/Year | The week or month or year of the forecast or history that is being adjusted |
| Raw | The raw forecast or history value |
| Adj Qty | The forecast or history quantity being applied to the raw value. The method of application depends on the following "Ind" field |
| Ind |
Indicator of the adjustment application method: Blank (Override): Apply the Adj Qty as the new forecast / history value + (Addition): Add the Adj Qty to the Raw value to create the new forecast / history value - (Subtraction): Subtract the Adj Qty to the Raw value to create the new forecast / history value. Adj Qty's that would result in a value less than zero are not allowed. % (Percentage): Multiply the Raw value by the Adj Qty percentage. Adj Qty less than 100 results in a reduction, while Adj Qty greater than 100 results in an increase |
| Periods | Number of periods to impact. leaving this field blank indicates a 1-period adjustment only |
| Adj | This value will become the new adjusted forecast/history value after changes are saved |
| Unit Price | Unit price for the SKUL, if available |
| Adjuster | The GAINS login name of the adjuster is automatically recorded and displayed here after saving |
| Adjustment Date | The date / time stamp is automatically recorded and displayed here after saving |
| Event Name | This drop-down list displays the possible events the adjustment relates to. These are maintained in the Demand Event Management screen, accessible through the DEM Screen button |
| Event Description | This read-only field displays the description associated with the selected event. These are maintained in the Demand Event Management screen, accessible through the DEM Screen button |
| Document | The adjuster may enter any documentation regarding the adjustment here |
| Event Notes | This field imports notes related to the Event Name, if selected, and can also accept new notes specific to the adjustment |
Group-to-SKUL disaggregation:
GAINS applies specific logic to disaggregate upper-level adjustments down to all the SKULs within the grouping. Each SKUL receives a portion of the adjusted value proportionate to its contribution to the aggregate total. For example, a SKUL that contributes 15% of the department total for a specific forecast month would receive an additional 15 units when that month’s department total is increased by 100 units.
The “Zero-to-One” checkbox in the toolbar allows SKULs that contribute 0% of the aggregate total for a specific forecast or history bucket to potentially receive part of any adjustment applied to the aggregate. When the Zero-to-One box is checked, aggregate adjustments will be applied as if all SKULs that contribute 0 units actually have 1 unit.
Regardless of if the Zero-to-One option is enabled, the resulting total adjustment at the SKUL level will match the aggregate adjustment and units will only be assigned where available.
Selecting the Zero-to-One option