Differences

This shows you the differences between two versions of the page.

--- items:item_basics:tab_usage [2024/11/01 16:40] – Gary Willetts
+++ items:item_basics:tab_usage [2025/02/05 15:15] (current) – [Projections] Gary Willetts
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 ==== 4.01.04. Items - Usage tab ====
 //Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]//
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+**BEWARE!**  Once set, the options on this page will continue to govern every forecast generated by mSupply for this item in this store until you change it! It can be easy to forget that a particular item has been given different settings for calculationg its AMC.</WRAP>
 The Usage tab allows you to view the historic item usage per month in the store that you are logged in to. This information is very useful for quickly spotting a trend in usage for a particular item. You can also change how mSupply makes forecasting calculations about this item when [[tender_management:introduction#creating_a_new_tender|creating automatic tenders]], [[purchasing:ordering_from_suppliers#creating_a_new_calculated_purchase_order|calculated purchase orders]] or [[reports:purchasing#suggested_order_quantities|suggested ordering reports]].
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 With this option, mSupply allows you to maintain an **A** and a **B** projection, and easily swap between them.  Of course you must enter projections for this to be of any use!
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-For our worked example, we will use the Historic AMC method, based on 12 months of historic data.
+You can imagine that setting these options for many items could be time-consuming. Hoever, mSupply has a function for setting them for many items, see the [[items:item_basics#set_values|4.01. About items]] page for details.
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 === Projections ===
-Projections are used when you want to use a fixed, varying AMC that has typically been calculated outside mSupply. You can enter two projections, which are useful for capturing minimum and maximum predictions of usage for example. The //Projections// section of the window contains fields for setting projections. You can enter projections in a number of ways:
+Projections are used when you want to use a fixed, varying AMC that has typically been calculated outside mSupply. You can enter two projections, which are useful, for example, for capturing minimum and maximum predictions of usage. To view or edit projections, click on the **Show projections** button on the right hand side. The table changes and the //Projections// section of the window is enabled:
-  * **Manually entering projections:** Click //once// on a cell that contains a projection (rather than a cell containing historical data) to select it then click on it once again to edit the cell's value. Don't double-click: you need to click once, wait for a second, then click again. Repeat for each cell you want to enter a value in.
+{{ :items:item_basics:pasted:20250205-145500.png?650 |}}
+You can enter projections in a number of ways:
+  * **Manually entering projections:** Click //once// on a cell that contains a projection (these are cells in the columns with a blue rather than grey background) and edit the cell's value. Don't double-click!
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-Press the //Tab// key on the keyboard to move from editing once cell to immediately editing another without having to click twice.
+Press the //Tab// key on the keyboard to move from editing once cell to immediately editing another without having to click again.
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   * **Modifying an existing projection:** You can use the **Modify selected cell** button to increase or decrease a column or some cells in a column by a certain percentage. For example, you might have entered values for 2025, and then decide your 2026 values should be the 2025 values plus 8%. To do this:
     * Fill in your 2025 column values
-    * Add a column for 2026 if one doesn't already exist
+    * Add a column for 2026 if one doesn't already exist (click on the **Add year button**)
     * Use the **Copy values** button to copy 2025 to 2026
-    * Drag to highlight all rows in the 2026 column
+    * Click on the top row of the Shift click the bottom row to highlight all rows in the 2026 column
     * Enter ''8'' in the percentage field, then click on the **Modify selected cell** button to increase the 2026 values by 8%.
+**Good things to remember when you're using projections:**
+  - Use the **Add year** button to add another year (for both projection A and projection B).
+  - Click the **Save projection** button when you want to save any projections (they will all be saved when you click this button). IF YOU DON'T CLICK THIS BUTTON YOUR PROJECTION WILL NOT BE SAVED! There is no auto-save of projections when you leave this window. So, if you want to undo any projection changes leave this window without clicking on the **Save projection** button.
+  - If you have added extra years, they will not be shown when you first open the Projections window. Just click on the **Add year** button to show the years you want to see.
+  - If you want to go back to the usage view click on the **Hide Projection** button.
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