Reorder Information Recalculation Utility IM-1153

(1)

Reorder Information Recalculation Utility

IM-1153

Overview

This Extended Solution to the Inventory Management module adds a utility for recalculating the Minimum Order Quantity, Reorder Point and the Maximum On Hand Quantity for each item based on the item’s Average Monthly Usage. The Average Monthly Usage (AMU) is calculated as Sales (including returns), Inventory Issues, Bill of Material Issues, Work Order Issues and Transfers of an Item within a warehouse over a specified period. Any item which had reorder information changed as a result of the recalculation process will have its reorder information written to the log file.

The Custom Office module must be installed and enabled in order for this Extended Solution to function.

Additional functionality is available if you have Sage Software Extended Solution SO-1259: Lost Opportunity Tracking installed and enabled.

Installation

Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped.

For detailed installation instructions, please refer to the Sage website at:

http://support.sagesoftwareonline.com/mas/extended_solutions/main.cfm Installing Your Extended Solutions under Windows

From a CD

If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions.

From the Sage FTP site

When your Extended Solution is ready to be downloaded, you will receive an email from ‘[email protected]’ telling you that it is ready. The email will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any

problems with this order, please email [email protected] and we will assist

(2)

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available:

• Extended Solutions Manuals • Remove Extended Solutions • Unlock Extended Solutions • Merge Installation Files

• Extended Solutions Setup options

Custom Office

If you customize your MAS 90 MAS 200, then you must run the Update Utility every time

you install thisExtended Solution.

Setup

Once the disk is installed, you will need to access the Inventory Management options screen. After the option screens have been displayed, a Setup screen for this Extended Solution will appear. Check the ‘Enable Extended Solution’ box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the ‘Manual’ button next to the ‘Enable Extended Solution’ check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above).

(3)

Answer the following prompts for Tab 1 (Figure 1):

VALUE TO USE FOR MAXIMUM ON HAND CALCULATION: Enter the value you wish to use for the

Maximum On Hand (MOH) Calculation. Please refer to the description of this calculation in the Operation section of this manual.

VALUE TO USE FOR REORDER POINT CALCULATION: Enter the value you wish to use for the

Reorder Point Calculation (RP). Please refer to the description of this calculation in the Operation section of this manual.

NUMBER OF MONTHS TO USE IN ‘AMU’CALCULATION: Enter the number of months you wish

to use in the Average Monthly Usage calculation.

INCLUDE SALES IN ‘AMU’CALCULATION: Check this box if you wish to include Sales Order

Sales in the Average Monthly Usage calculation. Leave it blank to exclude Sales from this calculation.

INCLUDE INVENTORY ISSUES IN ‘AMU’CALCULATION: Check this box if you wish to include

Inventory Issues in the Average Monthly Usage calculation. Leave it blank to exclude Inventory Issues from this calculation.

INCLUDE BILL OF MATERIAL ISSUES IN ‘AMU’CALCULATION: Check this box if you wish to

include Bill of Material Issues in the Average Monthly Usage calculation. Leave it blank to exclude Bill of Material Issues from this calculation.

INCLUDE WORK ORDER ISSUES IN ‘AMU’CALCULATION: Check this box if you wish to include

Work Order Issues in the Average Monthly Usage calculation. Leave it blank to exclude Work Order Issues from this calculation.

INCLUDE TRANSFERS IN ‘AMU’CALCULATION: Check this box if you wish to include

Inventory Transfers in the Average Monthly Usage calculation. Leave it blank to exclude Inventory Transfers from this calculation.

To include issues and transfers in these calculations the Inventory Setup options ‘Retain Transaction History?’ must be set to Yes.

ROUND CALCULATED QUANTITY UP TO NEXT WHOLE NUMBER: Check this box to round up

(4)

Figure 2

Answer the following prompts for Tab 2 (Figure 2):

UDFFOR ‘SAFETY TIME’: Enter the Custom Office CI Item Master Numeric UDF designated

for ‘Safety Time.’

UDFFOR’MOHDIVISOR’: Enter the Custom Office CI Item Master Numeric UDF designated

for Maximum On Hand Divisor.

UDF FOR ‘APPROVED FOR REORDER POINT RECALCULATION’:Enter a CI Item Master checkbox

type UDF. Only items with this UDF checked in Inventory Maintenance will have their reorder point recalculated. Leave this option blank to recalculate reorder point for all items.

Role Maintenance

The following Task has been added to Inventory Management, Period End Processing: • Reorder Recalculation Utility

(5)

Operation

Reorder Information Recalculation Utility and Log Report

This utility is used to recalculate the Minimum Order Quantity, Reorder Point and the

Maximum On Hand quantity for each item by warehouse based on Average Monthly Usage. Average Monthly Usage (AMU) is calculated as Sales (including returns), Inventory Issues, Bill of Material Issues, Work Order Issues and Transfers of an item within a warehouse over a period of months. The Average Monthly Usage is a display-only field on the Quantity on Hand and Reorder Data Screen in Inventory Maintenance and Inquiry (Figure 3).The

recalculation utility selection screen (Figure 4) allows selection by a range of Item Numbers, Product Lines and Warehouses, and provides a selection by Product Types.

(6)

NUMBER OF MONTHS TO ANALYZE: Enter the number of months you wish to analyze. The

number of months defaults to the value entered in Setup but may be overridden at this prompt. The number of months you enter here will appear as the default number of months the next time you run this utility. Only transactions that fall within the date range indicated by ‘Number of Months to Analyze’ will be included in the calculations. For example, if the number of months to analyze is six, any transaction posted up to six months prior to the current period ending date will be included. The high and low value months are disregarded and the balance is divided by the number of months remaining. The number of months is always calculated back from the current period, and includes the current period.

Note: if the Inventory Management Setup option to ‘Base Inventory Periods On’ is set to ‘Fiscal Period,’ this Extended Solution will use the fiscal and period information from General Ledger options, not Inventory Management options.

The following options will all default to ‘checked’:

RECALCULATE MINIMUM ORDER QUANTITY: The Minimum Order Quantity will be recalculated

in the following manner:

Minimum Order Quantity = AMU (Average Monthly Usage. AMU is the Total Usage divided by the Number of Months).

RECALCULATE REORDER POINT: The Reorder Point will be recalculated in the following

manner:

Reorder Point = (AMU/x) * (Primary Vendor Std. Lead Time + Safety Time)

where ‘x’ is the value entered at the prompt ‘Value to Use for Reorder Point Calculation’ in Setup, ‘Primary Vendor Std. Lead Time’ is a value from the item record (set up in I/M Item Maintenance), and ‘Safety Time’ is stored in the Safety Time UDF specified in Setup.

If a UDF is specified for ‘Approved for Reorder Point Recalculation’ in Setup, the Reorder Point will be 0 for items which are not approved for recalculation and the Reorder Point will not update to the Item Warehouse Detail file.

RECALCULATE MAXIMUM ON HAND QUANTITY: Maximum on Hand Quantity will be

recalculated in the following manner:

Maximum On Hand = [(AMU*x)/MOH Divisor]+ RP

where ‘x’ is the value entered at the prompt ‘Value to Use for Maximum On Hand Calculation’ in Setup, the ‘MOH Divisor’ is the UDF specified in Setup, and ‘RP’ is the newly calculated Reorder Point value.

INCLUDE CURRENT PERIOD: Uncheck this box if you wish to exclude the current I/M period

(7)

INCLUDE HIGHEST AND LOWEST PERIODS: Uncheck this box if you wish to exclude the period

with the highest values and the period with the lowest values from the calculations.

UPDATE AVERAGE MONTHLY USAGE:Check this box to update Average Monthly Usage (AMU)

in the Item Warehouse Detail file.

The calculations will only include transaction types (Sales, Issues, Transfers) specified in Setup. Sales (including returns) are read from the Whse Item Sales History (IM9). Issues and Transfers (transaction codes II, BI, WI, and IT) are read from the Transaction Detail file (IM5). Only outbound Transfers (Transfers with negative quantities) are included. The

absolute values of Issues and Transfers are added to usage (thus increasing Average Monthly Usage).

If SO-1259: Lost Opportunity Tracking is installed and enabled, the Average Monthly Usage calculation will also include the ‘Lost Qty per Item’ from the SO-1259 file SO_LT.

In order to be considered for recalculation, each item’s ‘Retain Sales History?’ flag must be checked and there must be values in the ‘Safety Time’ and ‘MOH Divisor’ UDFs.

When the values to calculate come up with no changes to the standard data, the message ‘No Data Selected for Printing’ will be displayed.

The Log Report

All items selected for recalculation will be written to the log file and will be printed when the report is generated. The sort option determines the order in which the data will appear on the Log Report. The AMU will always be recalculated and printed. The other values will be recalculated if specified but will only be printed if they have changed. The report uses a Quantity mask of ###,###– instead of the standard Inventory Quantity mask.

You will be prompted to clear the file after the report is printed. If you run the utility and a Log Report file already exists, you will be prompted to either clear or print the file

(Figure 5).

(8)

You may reprint the report in various sort orders without recalculating the values. New values cannot be calculated until the old log file is cleared. Figures 6, 7, 8 and 9 are examples of the log report sorted by Item Number, Warehouse Code, Product Line and Product Type, respectively.

RUN DATE: 11/07/02 Dreyfus Occidental Corporation PAGE: 1 SYS DATE: 05/15/02 REORDER INFORMATION RECALCULATION UTILITY AND LOG REPORT TIME: 02:06 PM SORTED BY ITEM NUMBER

ITEM MIN ORD QTY REORDER PT MAX ON HAND NUMBER DESCRIPTION WHSE AMU OLD VALUE NEW VALUE OLD VALUE NEW VALUE OLD VALUE NEW VALUE

1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 000 217 165 94 380 217 38,102 21,773 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 001 5 4 2 9 5 903 516 1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 002 8 6 3 14 8 1,405 803

1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 001 9 2 1 15 9 1,500 857 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 002 5 1 1 9 5 900 514

2480-8-50 DESK FILE 8" CAP 50 001 54 9 5 94 54 9,375 5,357 2480-8-50 DESK FILE 8" CAP 50 002 63 11 6 111 63 11,050 6,314

Figure 6

RUN DATE: 11/07/02 Dreyfus Occidental Corporation PAGE: 1 SYS DATE: 05/15/02 REORDER INFORMATION RECALCULATION UTILITY AND LOG REPORT TIME: 02:07 PM SORTED BY WAREHOUSE CODE

ITEM MIN ORD QTY REORDER PT MAX ON HAND NUMBER DESCRIPTION AMU OLD VALUE NEW VALUE OLD VALUE NEW VALUE OLD VALUE NEW VALUE

WAREHOUSE 000 CENTRAL WAREHOUSE

1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 217 165 94 380 217 38,102 21,773

WAREHOUSE 001 EAST WAREHOUSE

1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 5 4 2 9 5 903 516 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 9 2 1 15 9 1,500 857 2480-8-50 DESK FILE 8" CAP 50 54 9 5 94 54 9,375 5,357

WAREHOUSE 002 WEST WAREHOUSE

1001-HON-H252 HON 2 DRAWER LETTER FLE W/O LK 8 6 3 14 8 1,405 803 1001-HON-H252LK HON 2 DRAWER LETTER FLE W/ LCK 5 1 1 9 5 900 514 2480-8-50 DESK FILE 8" CAP 50 63 11 6 111 63 11,050 6,314

(9)

RUN DATE: 11/07/02 Dreyfus Occidental Corporation PAGE: 1 SYS DATE: 05/15/02 REORDER INFORMATION RECALCULATION UTILITY AND LOG REPORT TIME: 02:07 PM SORTED BY PRODUCT LINE

PRODUCT LINE C&A CABLES & ACCESSORIES

PRODUCT LINE FD&A FLEXIBLE DISKS & ACCESS.

PRODUCT LINE WF&A WORKSTATION FURN & ACCESS

Figure 8

RUN DATE: 11/07/02 Dreyfus Occidental Corporation PAGE: 1 SYS DATE: 05/15/02 REORDER INFORMATION RECALCULATION UTILITY AND LOG REPORT TIME: 02:06 PM SORTED BY PRODUCT TYPE

PRODUCT TYPE: DISCONTINUED

PRODUCT TYPE: FINISHED GOOD

PRODUCT TYPE: RAW MATERIALS

Figure 9

Visual Integrator

The files listed below have been added or changed in the Data Dictionary by this Extended Solution for Visual Integrator purposes.

New File: Field:

IM.DETAIL2 AVG_MTHLY_USE

IM.RIRLOG All Fields

(10)

ODBC Dictionary

The files listed below have been added or changed in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes.

File: Description Field:

IM_A2 InventoryItemWhseDtl2 AvgMthlyUse

IM_LR Reorder Info Recalc Log All fields

Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed.

What’s New

With the 08-10-07 release:

• Added the following options to Setup:

o Include Bill of Material Issues in ‘AMU’ Calculation

o Include Work Order Issues in ‘AMU’ Calculation

o Round Calculated Quantity to Next Whole Number

o UDF for Approved for Reorder Point Recalculation

• Changed setup option ‘Include Issues In ‘AMU’ Calculations’ to ‘Include Inventory Issues in ‘AMU’ Calculation’

• Added ‘Update Average Monthly Usage option to the Reorder Recalculation Utility Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.

Documentation

Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.

Acknowledgments