Review & reporting
Forecast fees and compare material scenarios
Compare a baseline with an unsaved material and weight change.
Before you start
Approve packaging and import sales for the selected year. Rate availability is shown in the product and can differ by state.
Access needed
Organization members can read forecasts and explore scenarios.
Steps
- Open Fee forecast and select Reporting year.
- Inspect the baseline weights, fee availability and rate-year provenance. Do not interpret a missing rate as a zero fee.
- In the scenario area, choose From material and To material.
- Set New weight (% of current) and select the affected SKUs. Compare scenario totals and Change against the baseline.
- Return to packaging records only if you decide to implement a real change; the scenario itself does not edit them.
Expected result
Scenario estimates are temporary and are not saved as packaging changes. Forecasts are not invoices, final dues or legal determinations.
Common problems
- Material substitution may be technically unsuitable even if an estimate looks lower. Confirm supplier specifications first.
- A rate year can differ from the reporting year; use the displayed provenance.
- Unavailable rates prevent a meaningful fee delta for that state. Verify current rates with the PRO.