Setting up threshold forecasting

A store’s Inventory Service Mode defines how it is monitored. When you select Threshold, projected orders are available for review when a store’s tank readings indicate that the tank volume is below the threshold amount specified on the tank profile. These projections are based on the tank’s profile and its readings. You create orders for them using the master orders set up for the store. You review and then manually save them for planning and dispatch.

After you have successfully installed FuelTMS, the following items, in particular, should be addressed while setting up your system to use Fuel TMS.

In Fuel Dispatch

  1. Set up commodity classes and commodities.

  2. Define company profiles.
    Identify a Bill To company for each store.

  3. Create master orders for stores.
    Create one master order that includes all the store’s commodities assigned the Threshold Inventory Services mode of forecasting.

In Inventory Services

  1. Identify the store’s service mode.
    Select Threshold as the Inventory Service Mode.

  2. Set up the store’s tanks and delivery times.

  3. Create a Commodity Forecast.
    Identify the master order as the Default Order for each of the store’s commodities.

  4. Import or enter tank readings.

Users can then Create orders from projections.