When the blend quantity that the customer actually takes differs from the blend amount that was calculated by agrē, you have the option to go back and adjust the blend values to reflect the actual blend quantities used. Adjusting Actuals keeps your inventory levels more accurate, because you are reducing  inventory levels by the same amount that the customer actually took.

You can adjust actuals per blend or per batch, and specify the changes by weight of the product or by scale stops.

You can adjust actuals for blends saved on loadout tickets or invoices where inventory is moved. The adjust actuals option is unavailable for blends made from the Blending menu or blends saved on work orders since inventory is not affected.

Any changes you make to the blend amount using the Adjust Actuals window is reflected in the cost of the original quote and total blend quantity.

You cannot adjust actuals if price splits have been entered since agrē cannot determine how to allocate the price splits based on the new quantities. Price splits can be entered after actuals have been adjusted. You can adjust actuals if work order links exist, providing there are no price splits.

If the adjustment increases a product quantity above the quantity limit and work order links exist, you can choose to remove the adjusted actuals or split the line on the invoice (the work order quantity is taken completely and the remainder is put onto a new blend at current prices).

To Adjust Actuals

Edit the loadout ticket or invoice belonging to the customer whose blend actuals you want to adjust.
The source document window opens.

From the Product list, select the blend to adjust and then click Edit Row.
The Make a Blend window opens.

Click the Calculation tab.

Click Adjust Actuals.
The Adjust Actuals window opens.

Select Product Quantity or Scale Stops to define how the products being adjusted are measured.
Select Product Quantity to measure according to the actual amount of products blended, or select Scale Stops to measure cumulatively as the products enter the blender.

Select Blend or Batch to enter actuals per blend or per batch.

Adjust by Blend

In the Actual Quantity column, optionally change the actual quantity for each product.

Under Adjust for blend quantity change, select whether you want to adjust the blend Rate or Field Size.

(If you opened the blend from an invoice only.) Select the Recalculate blend unit price based on revised product proportions? check box if you want agrē to automatically recalculate the blend based on the quantity shift.

Click Update to save the new quantities.
The Adjust Actuals window closes and the updated values appear on the Calculation tab.

Click Save. to save the blend (with the updated quantities)
The Make a Blend window closes and the updated blend appears in the Product list on the Edit Loadout Ticket or Edit Invoice window.
If the adjustment increases a product quantity above the quantity limit and work order links exist, you can choose to remove the adjusted actuals or split the line on the invoice (the work order quantity is taken completely and the remainder is put onto a new blend at current prices).

Click Save.

In the table, add rows until you have entered each batch that appears on your blend batch worksheet.

Adjust by Batch

Under Adjust for blend quantity change, select whether you want to adjust the blend Rate or Field Size.

(If you opened the blend from an invoice only.) Select the Recalculate blend unit price based on revised product proportions? check box if you want agrē to automatically recalculate the blend based on the quantity shift.

Click Update.
The Adjust Actuals window closes and the updated values appear on the Calculation tab.

Click Save.
The Make a Blend window closes and the updated blend appears in the Product list on the Edit Loadout Ticket or Edit Invoice window.
If the adjustment increases a product quantity above the quantity limit and work order links exist, you can choose to remove the adjusted actuals or split the line on the invoice (the work order quantity is taken completely and the remainder is put onto a new blend at current prices).

Click Save.