Entering or Calculating Projected Usage

The Products by Market tab lets users define and view the projected usage quantity in each market for each product on a bid sheet. The projected usage is an estimate of future product need that allows a vendor to determine the best price that can be offered for each product. Projected usage can be entered manually, or it can be calculated from historical purchasing data. Projected usage quantities will display on the bid sheet when it is submitted to vendors, as long as the quantities are saved prior to submitting it.

{Note}Closed: In this screen, the markets displayed include only those linked to the current Application User’s profile.  

 

  1. Under the Purchasing menu, click Bid Sheet Usage and Submit.
  2. To open a bid sheet, click the Bid Sheet link for appropriate bid sheet.
  3. Click on the Products by Market tab.
  4. To display the product list, click Retrieve
  5. If necessary, click the Group by Category check box to view the products displayed in groups based on category, subcategory and microcategory.
  6. The From date defaults to 90 days ago and the To date defaults to the current date, but they can be changed if necessary.
  7. Click Calculate Usage. The quantity displayed for each product/market refers to the number of units received (on reconciled vendor orders) during the selected time period. The Total Usage column displays the total quantity of the product reconciled in all markets.
  1. In the column for a specific market, a quantity can be entered or edited manually to reflect a projected increase or decrease in expected purchases.
  2. To scale the quantities up or down for all products/markets, enter a value in the % box, then click Scale Values By. For example, to anticipate a 10% increase in need, scale the quantities by 110%.
  3. If necessary, click O (Undo Edits) to undo any changes to the Usage values. In the warning message, click OK.
  4. To download and print the usage details, click the Printer (Export) icon and select the desired options.
  5. When finished, click the Disk (Save) icon to save changes to the Usage values or click X (Close) to save and close the screen.

 

 

Next Step: Filter Products off of the Bid Sheet (optional)  OR  Submit the Bid Sheet to Vendors

 

 

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