Related topics
The codes defined here are used in the Inventory management item file and the Purchase suggestion function. You assign a purchase review code to each item/warehouse combination in the system.
Each code you define contains the review criteria to be used when deciding if a given line on a purchase suggestion should be marked for review or not.
The purpose is to give you the flexibility to define several different review criteria, for different segments of stock, according to different classes and different keys within those classes. In addition, you can assign methods on warehouse level or company level.
Options
| Select | Select this option to work with key values in order to define review criteria for the control key class. |
- Control key class
- This column lists the existing control key classes for which you can define review criteria to be used on the purchase suggestion. You can only select one at a time.
The Nickname class allows you to define EOQ methods which do not have to be assigned to a specific key within the system. The nickname is an arbitrary name. When you installed Inventory Control, a common EOQ method and its’ corresponding values were automatically set for the default class. However, you can maintain these values. Select the Default class if you want to maintain the EOQ method for the default class.
- Short code
- This column lists the short codes of the existing control key classes.
Work with purchase review control codes (INVD02304)
The codes defined here are used in the Inventory management item file and the Purchase suggestion function. You assign a purchase review code to each item/warehouse combination in the system.
Each code you define contains the review criteria to be used when deciding if a given line on a purchase suggestion should be marked for review or not. The purpose is to give you the flexibility to define several different review criteria, for different segments of stock, according to different classes and different keys within those classes. In addition, you can assign methods on warehouse level or company level.
Options
| Excess stk condit | Select this option to define the excess stock conditions for the selected control key. |
Selection fields
- Whs
- This column lists the warehouses for which review criteria have been defined at warehouse level. If a warehouse code is not entered, then the review criteria is used at company level.
- Key value
- This column lists the key values entered for the selected control key class. For example, if the control key class is *ITM (item), then valid item codes are listed.
- Always
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if they appear on the purchase suggestion.
- Calculation error
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if a calculation error was signalled during the last calculation.
- On order
- Indicates if all item/warehouse combinations connected with this table entry should be reviewed if they appear on a purchase order outside the planning time, including extra planning days.
- On suggestion
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if they already exist on a purchase suggestion that has not been converted to a purchase order.
- Maximum line value
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if the line value on the purchase suggestion exceeds the amount in the adjacent Line value limit field.
- Line value limit
- If the Maximum line value field is set to YES, then the line value limit is displayed (in system currency).
- Consumtion days
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line exceeds the number of days forecasted consumption.
- Number of days
- If the Consumption days field is set to YES, then the number of days for forecasted consumption is displayed.
- From whs avail
- Indicates if internal replenishment suggestion lines for selected items that are part of the same job are allowed to be marked for review if the FROM warehouse has insufficient stock to replenish the TO warehouses.
- Excess stock review
- Only valid for the default control key class. Indicates if the system should search for excess stock in other warehouses.
- Lower price review
- Indicates if the system should search for an alternate supplier of the product that can supply the product at a lower price.
- Only appr suppliers
- Indicates if only approved suppliers should be included in the lower price review.
- Earlier del time rev
- Indicates if the system should search for an alternate supplier of the product that can supply the product at an earlier date.
- Only appr suppliers
- Indicates if only approved suppliers should be included in the earlier delivery time review.
- Min/Max order qty
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line does not meet the minimum and maximum order quantity values that are defined on the Item file, Purchase prices panel.
- Order target
- Indicates if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line does not meet the order targets that are defined in Work with periodic purchase and order targets.
Work with purchase review control codes (INVD02307)
On this panel, you can add, change or delete entries for this control key class. For each warehouse and key value, you must select the review criteria, and enter the parameters to be used for determining if specific lines on the purchase suggestion should be reviewed.
Function keys
- Control key class
- Displays the control key class you selected to work with.
- Warehouse
- Optional entry. However, by entering a warehouse code you can set review criteria at the warehouse level. If you leave this field blank, the review criteria you define here is used on the company level.
- Key value
- Mandatory entry. Enter a key value. For each warehouse and key value and control key class, you define the review criteria to be used on the purchase suggestion.
- Description
Sel review criteria
In the fields below this heading, you select the review criteria to be used in determining whether or not given lines on the purchase suggestion should be reviewed.
Enter parameters
In the three fields below this heading, you enter the parameters value that should be valid for the associated review criteria.
- Always
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if they appear on the purchase suggestion.
- Calculation error
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if a calculation error was signalled during the last calculation.
- On order
- Indicate if you want all item/warehouse combinations connected with this table entry to be reviewed if they appear on a purchase order outside the planning time, including extra planning days. Note: For SP items the system will look for scheduled receipts that exist in the present or future periods of the supply plan.
- On suggestion
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if they already exist on a purchase suggestion that has not been converted to a purchase order.
- Maximum line value
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if the line value on the purchase suggestion exceeds the amount in the adjacent Line value limit field.
- Line value limit
- If the Maximum line value field is set to YES, then you must enter the line value limit (in system currency).
- Consumption days
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if the suggested purchase quantity on a purchase suggestion line exceeds the number of days forecasted consumption.
- Number of days
- If the Consumption days field is set to YES, then enter the number of days for forecasted consumption.
- Stockout days
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if you expect to have a stockout for an item/warehouse combination for a given number of days.
- Number of days
- If the Stockout days field is set to YES, then enter the number of stockout days allowed before a line on the purchase suggestion is marked for review.
- From WHS avail
- Indicate if you want to allow internal replenishment suggestion lines for selected items that are part of the same job to be marked for review if the FROM warehouse has insufficient stock to replenish the TO warehouses.
- Excess stock review
- Only valid for the default control key class. Indicate if the system should search for excess stock in other warehouses.
- Lower price review
- Indicate if the system should search for an alternate supplier of the product that can supply the product at a lower price.
- Only appr suppliers
- Indicate if only approved suppliers should be included in the lower price review.
- Earlier del time rev
- Indicate if the system should search for an alternate supplier of the product that can supply the product at an earlier date.
- Only appr suppliers
- Indicate if only approved suppliers should be included in the earlier delivery time review.
- Min/Max order qty
- Indicate if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line does not meet the minimum and maximum order quantity values that are defined on the Item file, Purchase prices panel.
- Order target
- Only shown for control key class Supplier number. Indicate if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line does not meet the order targets that are defined in Work with periodic purchase and order targets.
Work with purchase review control codes, Copy (INVD02308)
- Control key class
- Displays the selected control key class with which you are working.
- Whs
- Displays the warehouse code(s), if defined for the key value(s) you selected to copy.
- Key value
- Displays the selected key value(s).
- New whs
- Enter a code to identify the new warehouse for which you are entering new key values.
- New key value
- Enter the new key value.