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This article highlights when you may need to update reporting and how to do so in Decision Logic’s V6 web application (platform).

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Maintenance > Product > DL Updates

Updates Overview

Specific actions that a user takes will automatically update reporting in Decision Logic. However, some actions require the user to update manually , using DL Updates. Running these updates re-calculates the data involved in each report.

3 main reports can be updated using DL Updates:

• Cost of Goods Sold (COGS)

• Ideal vs. Actual (IvA)

• Theoretical vs. Actual (TvA)

Cost of Goods Sold (COGS) Overview

It is important to understand what data is used in the COGS calculation. Check out the Cost of Goods Sold article here! Changes made affect COGS for the week leading up to the most recently posted inventory.

Running a DL COGS Update initiates the same calculations that are performed when an Inventory is Posted. In addition, IvA & TvA reporting updates are included for the week you are running the COGS update.

Required Actions (COGS)

The actions that do require DL Updates for COGS are listed below.

1. Sales

   1. Changes in the POS were sent to Decision Logic after clearing sales and re-running them through the End of Day page or UDT.

   2. IDs were mapped or changed through POS Admin.
      Department, Order Type, Discount, Reduction (Comp/Void), Gift, etc., or Store-POS assignment

2. COGS Category (via COGS Maintenance)

   1. Category Section parent-child relationship or structure

   2. Category - Sales Department (Revenue Center) assignment

   3. PPC Account - COGS Category assignments

3. Prepped Items

   1. Inventoried prepped item recipe changes would change the amount of product associated with the entered inventory count.

Not Required Actions (COGS)

The actions that do not require DL Update for COGS are listed below

1. Received Orders and Invoices

   1. New

   2. Changed Dates

   3. Changed Amounts/Quantities

   4. Deleted / Un-Deleted

2. Inventory

   1. Approved Inventory Change Requests

   2. Edited Quantities

   3. Opened then Re-Posted

Ideal/Theoretical vs. Actual (IvA & TvA) Overview

Changes made affect IvA & TvA for the week before the most recent inventory week.

Below are the links to how Decision Logic uses data for the IvA and TvA calculations.

• Ideal vs. Actual (IvA) Reporting

• Theoretical vs. Actual (TvA) Reporting

Required Actions (IvA & TvA)

The actions that do require DL Updates for IvA & TvA are listed below

1. Recipes

   1. Changes made to Menu Items via Recipe Book / Menu Maintenance

      1. Ingredients

      2. Quantities

   2. Prepped Items

The actions that do not require DL Update for IvA & TvA are listed below.

Update Steps

1. Select the Company, Region, or Area for which you would like to run DL Updates

2. Choose This Week or Last Week
   If an individual store is selected, choose a date that falls in the Inventory Week after the week that needs to be updated

3. Click Apply

4. Check the box of the Reporting Type to update

5. Select the stores, regions, areas, or companies to update.

6. Click Run Updates for Selected Locations

COGS Update

COGS update can only be run for the most recent full week. In addition to this is the Actual COGS in IvA and TvA.
Example:

• Today’s date is 10/22, which falls in Inventory Week 10/19 - 10/25

• Any date selected in This Week - up to and including today - will allow a COGS Update

  • The current date is highlighted RED on the date-picker calendar

  • The selected date is highlighted BLUE

• Running COGS Updates with this selection will re-calculate the Beginning Inventory posted for the Inventory Week displayed

  • This doubles as the Ending Inventory for the previous week

• Running this update will apply changes to the COGS Reporting for the week ending 10/18 (10/12 - 10/18)

IvA & TvA Updates

These types of updates can only run for weeks before the most recent full week. Changes to Menu Item mapping and Menu Mix / PMix Sales, Recipes, and Prepped Items will be applied, and IVA and/or TVA calculations will be recalculated.

• Today’s date is 10/22, which falls in Inventory Week 10/19 - 10/25

• Any date selected in Last Week - dates 10/12 to 10/18 - will allow IvA / TvA Updates

  • The current date is highlighted RED on the date-picker calendar

  • The selected date is highlighted BLUE

• Running COGS Updates with this selection will re-calculate the Beginning Inventory posted for the Inventory Week displayed

  • This doubles as the Ending Inventory for the previous week

• Running this update will apply changes to the COGS Reporting for the week ending 10/11 (10/5 - 10/11)

Order of Running Updates

When DL Updates are needed for multiple weeks

1. Select This Week date

2. Run the COGS update

3. Wait/Refresh until the timestamp says Processed

4. Select Last Week date

5. Run IvA and/or TvA updates

Scope and Security

• These updates will apply ALL changes to any of the tables mentioned.

  • Examples:

    • If both a chicken recipe and a steak recipe were changed - and the intention of running DL Updates is only to update IvA for the chicken recipes - the reporting will also update with the steak recipe changes.

    • If a price changed for a distributor item, the new theoretical cost could be unintentionally inflated/deflated, leading to the variance that was not previously present.

• Limited access to this page is advised for the following reasons:

  • An Accounting Team may need to reconcile

  • DL Updates may not be necessary

  • Date limits for reporting changes may be imposed

• Running a DL update is not a cure-all for the changes discussed. The DL Update page should be a final step in maintaining reports for accuracy.

© 2023 Knowledge Management Systems, LLC. Decision Logic. All Rights Reserved.

Related Articles

Cost of Goods Sold Reporting

Ideal vs. Actual (IvA) Reporting

Theoretical vs. Actual (TvA) Reporting

Bid File Maintenance

Ingredient Management

Menu Maintenance

Recipe Book

COGS Maintenance

POS Admin

Inventory Home

Shelf Extensions

Frequently Asked Questions