Working with the Forecaster’s Auto Adjustment feature

When you create a store’s tanks profile in the Company Tank Setup window, you identify how the store is monitored by your entry in the Inventory Service Mode field. When a store has its mode set to Forecasted, the Forecaster automatically generates orders when it determines the store needs product. To make that determination, the Forecaster evaluates tank readings and recent orders. It always looks at the last reading to determine how soon a delivery should be made, and how much product should be delivered.

As the Forecaster monitors a store’s readings and orders, it may find discrepancies in the data that will affect its projections. For example:

A store has a load delivered between 10:30 and 11:00. Readings at the store were taken at the store at 10:32. The reading does not reflect the delivery that is in progress. Using this data, the Forecaster would incorrectly calculate that a delivery is needed.

To eliminate these inconsistencies, the Forecaster will make adjustments automatically.

  • It can assign the order a Forecaster Status that shows the order as Completed while the order’s actual dispatch status is Available.

  • Alternatively, it could adjust the arrival date/time of the order’s delivery event (LUL).

These adjustments are not written to the database. They are made only in the Forecaster’s memory.

Auto adjustments appear in the AdjustmentStatus, AutoAdjtype, AutoAdjArrival, and ForecasterStatus columns.

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In Inventory Services, these columns appear on the Order Forecast Review window’s Orders Projection tab.

In Fuel Dispatch, these columns appear in the:

AutoAdjArrival

Displays the Forecaster’s adjustment to the order’s arrival date/time

AdjustmentStatus

Identifies the order status or any changes made to the dates/times on the order

  • New Order
    The Forecaster has made the projection, but the new order has not been saved.

  • Reforecast
    The Forecaster has adjusted the earliest/latest time of the delivery (LUL) and volumes.

  • EarlyLateChange
    A change has been made to the order regarding the delivery (LUL) dates/times. This value will also appear when the LockVolume checkbox has been selected for the order in the Fuel Dispatch application’s Forecast Order Review window. The quantity specified on the order cannot be changed by the Forecaster, but the dates/times may be changed.

  • Locked
    Either the order has been started, or it has been reviewed by a dispatcher and he/she has selected the Lock checkbox for it in the Fuel Dispatch application’s Forecast Order Review window. Either circumstance makes the order unavailable for updating by the Forecaster.

    Note: The [InventoryService]ForecastPLNStatus and [InventoryService]ForecastDSPStatus INI settings control the Forecaster’s adjustments to Planned and Dispatched orders.

AutoAdjType

Indicates whether the Forecaster has made an adjustment to the order’s volume

Options are:

  • None
    No adjustment has been made

  • StatusAdjust
    A temporary adjustment has been made to the volume

ForecasterStatus

Indicates the Forecaster status for the order, which may be different from the order’s dispatch status

Preventing the Forecaster from making adjustments automatically

The Forecaster makes automatic adjustments by default. If you want, you can disable the feature using the [InventoryService]TankReadingOrderAdjustment setting in your TTS50.

Identifying stores that are not monitored

You may have some stores that you do not want included in the Forecaster’s monitoring for adjustments. You can identify stores that should be excluded using the [InventoryService]TankReadingOrderAdjustmentExcludedCompanies setting in your TTS50.

Identifying stores that should be monitored when auto adjustments are disabled

If you have disabled the Forecaster’s Auto Adjustment feature, there may be some stores you would like to have it continue to monitor. You can identify these stores using the [InventoryService]TankReadingOrderAdjustmentOverrideCompanies setting.

Controlling how the Forecaster adjusts Planned orders

By default, when an order has the Planned status, the Forecaster can update its delivery window. You can change how the Forecaster can adjust Planned orders using the [InventoryService]ForecastPLNStatus setting in your TTS50.

Controlling how the Forecaster adjusts Dispatched orders

By default, when an order has the Dispatched status, the Forecaster cannot adjust it. You can change how the Forecaster can adjust Dispatched orders using the [InventoryService]ForecastDSPStatus setting in your TTS50.

Basing an order’s adjusted status on tank delivery information

First available in Inventory Services 17.10.1.0

The Forecaster projects when orders are needed, and how much product should be delivered. By default, the Forecaster uses the latest tank reading to calculate the fuel level inside a tank.

You can set up the system to have the Forecaster import and store data from automatic tank gauges (ATG) using the [InventoryService]CheckForDeliveryReadings setting in your TTS50. The information includes:

  • Delivery start date with starting volume

  • Delivery end date with ending volume

During a delivery, the Forecaster records ATG information. It uses these values to calculate the fuel level inside a tank. If there is no ATG information, the Forecaster uses the most current tank reading.