3.12.2. Update Item Controls

3.12.2.1. Update ABC Class

The basic formula the system uses to determine the ABC classification of Items is to multiply the volume of transactions for an Item during a specified period by the Item Costs for the Item. Those Items having the greatest transaction value are considered Class "A" Items. Those Items having the least transaction value are considered Class "C" Items. Items may be grouped into ABC classes on a Warehouse-by-Warehouse basis, using any percentages you want.

For example, let\qs say you want to do a 70-20-10 split—where A = 70% of the value for a period, B = 20%, and C = 10%. In this scenario, you would open the "Update ABC Class" screen shown below and enter the following values:

Class A Cutoff: 70
Class B Cutoff: 90

The remaining Items having the lowest percentage of the value (10%) would be assigned to the Class "C." By contrast, if you wanted to do a 50-30-20 split, you would enter the following values:

Class A Cutoff: 50
Class B Cutoff: 80

The remaining Items having the lowest percentage of the value (20%) would be assigned to the Class "C."

To update the ABC classification for Item Sites within a given Warehouse and Class Code, select the "ABC Class" option. The following screen will appear:

Update ABC Class

Note

Updating ABC Class values across multiple Warehouses simultaneously can lead to inaccuracies in your data—especially if ABC values are calculated differently in different Warehouses. For this reason, it may make more sense to update ABC Classes on a Warehouse-by-Warehouse basis.

When calculating the ABC class of Item Sites within a given Warehouse and Class Code, you are presented with the following options:

All Warehouses: Select to update ABC Classes in all Warehouses.
Selected: Specify Warehouse where ABC Classes are to be updated.
All Class Codes: Select to update ABC Classes for all Class Codes.
Selected: Specify Class Code whose ABC Class you want to update.
Pattern: Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Class A Cutoff %: Allows you to set the cutoff percentage for Class A Items.
Class B Cutoff %: Allows you to set the cutoff percentage for Class B Items.
Evaluation Start Date: Date entered determines the day from which the value will be calculated.
Evaluation End Date: Date entered determines the day at which the value will stop being calculated.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Order Number, returning you to the application desktop.
UPDATE: Updates the Order Number, using the specified parameters.

3.12.2.2. Update Cycle Count Frequency

To update the frequency of scheduled Cycle Counts, select the "Cycle Count Frequency" option. The following screen will appear:

Update Cycle Count Frequency

When updating Cycle Count frequency, you are presented with the following options:

All Warehouses: Select to update Cycle Count frequency for all Warehouses.
Selected: Specify Warehouse where Cycle Count frequency is to be updated.
All Class Codes: Select to update Cycle Count frequency for all Class Codes.
Selected: Specify Class Code whose Cycle Count frequency you want to update.
Pattern: Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Class A Frequency (Days): Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Value entered specifies how frequently you want to perform Cycle Counts for the specified Class designation.
Class B Frequency (Days): Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Value entered specifies how frequently you want to perform Cycle Counts for the specified Class designation.
Class C Frequency (Days): Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Value entered specifies how frequently you want to perform Cycle Counts for the specified Class designation.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating the Cycle Count frequency, returning you to the application desktop.
UPDATE: Updates the Cycle Count frequency, using the specified parameters.

3.12.2.3. Update Item Site Lead Times

To update the Lead Times associated with Item Sites, select the "Item Site Lead Times" option. The following screen will appear:

Update Item Site Lead Times

When updating Item Site Lead Times, you are presented with the following options:

All Warehouses: Select to update Item Site Lead Times for all Warehouses.
Selected: Specify Warehouse where Item Site Lead Times are to be updated.
All Class Codes: Select to update Item Site Lead Times for all Class Codes.
Selected: Specify Class Code whose Item Site Lead Times you want to update.
Pattern: Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Pad Lead Time by (Days): Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Value entered specifies the number of days you want to pad Item Site Lead times by.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Item Site Lead Times, returning you to the application desktop.
UPDATE: Updates the Item Site Lead Times, using the specified parameters.

3.12.2.4. Reorder Levels

3.12.2.4.1. Update Reorder Level by Item
3.12.2.4.2. Update Reorder Levels by Planner Code
3.12.2.4.3. Update Reorder Levels by Class Code

Update Reorder Levels section.

3.12.2.4.1. Update Reorder Level by Item

To update Reorder Levels by Item, select the "Reorder Level by Item" option. The following screen will appear:

Update Reorder Levels by Item

When updating Reorder Levels by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Reorder Level you want to update.

UOM

Inventory Unit of Measure.

All Warehouses

Select to update Reorder Levels by Item for all Warehouses.

Selected

Specify Warehouse where Reorder Levels by Item are to be updated.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +: Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Fixed Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following Calendar options:

Calendar: Select the Calendar you want to use for the analysis.
Name/Selected Periods: Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Reorder Levels by Item, returning you to the application desktop.
UPDATE: Updates Reorder Levels by Item, using the specified parameters.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section 10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

3.12.2.4.2. Update Reorder Levels by Planner Code

To update Reorder Levels by Planner Code, select the "Reorder Levels by Planner Code" option. The following screen will appear:

Update Reorder Levels by Planner Code

When updating Reorder Levels by Planner Code, you are presented with the following options:

All Warehouses

Select to update Reorder Levels by Planner Code for all Warehouses.

Selected

Specify Warehouse where Reorder Levels by Planner Code are to be updated.

All Planner Codes

Select to update Reorder Levels for all Planner Codes.

Selected

Specify Planner Code whose Reorder Levels you want to update.

Pattern

Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +: Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Fixed Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following Calendar options:

Calendar: Select the Calendar you want to use for the analysis.
Name/Selected Periods: Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Reorder Levels by Planner Code, returning you to the application desktop.
UPDATE: Updates Reorder Levels by Planner Code, using the specified parameters.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section 10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

3.12.2.4.3. Update Reorder Levels by Class Code

To update Reorder Levels by Class Code, select the "Reorder Levels by Class Code" option. The following screen will appear:

Update Reorder Levels by Class Code

When updating Reorder Levels by Class Code, you are presented with the following options:

All Warehouses

Select to update Reorder Levels by Class Code for all Warehouses.

Selected

Specify Warehouse where Reorder Levels by Class Code are to be updated.

All Class Codes

Select to update Reorder Levels for all Class Codes.

Selected

Specify Class Code whose Reorder Levels you want to update.

Pattern

Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +: Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Fixed Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following Calendar options:

Calendar: Select the Calendar you want to use for the analysis.
Name/Selected Periods: Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Reorder Levels by Class Code, returning you to the application desktop.
UPDATE: Updates Reorder Levels by Class Code, using the specified parameters.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section 10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

3.12.2.5. Order Up To Levels

3.12.2.5.1. Update Order Up To Levels by Item
3.12.2.5.2. Update Order Up To Levels by Planner Code
3.12.2.5.3. Update Order Up To Levels by Class Code

Update Order Up To Levels section.

3.12.2.5.1. Update Order Up To Levels by Item

To update Order Up To Levels by Item, select the "Order Up To Level by Item" option. The following screen will appear:

Update Order Up To Levels by Item

When updating Order Up To Levels by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Order Up To Level you want to update.

UOM

Inventory Unit of Measure.

All Warehouses

Select to update Order Up To Levels by Item for all Warehouses.

Selected

Specify Warehouse where Order Up To Levels by Item are to be updated.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +: Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Fixed Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following Calendar options:

Calendar: Select the Calendar you want to use for the analysis.
Name/Selected Periods: Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Reorder Levels, returning you to the application desktop.
UPDATE: Updates Reorder Levels, using the specified parameters.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section 10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

3.12.2.5.2. Update Order Up To Levels by Planner Code

To update Order Up To Levels by Planner Code, select the "Order Up To Levels Planner Code" option. The following screen will appear:

Update Order Up To Levels by Planner Code

When updating Order Up To Levels by Planner Code, you are presented with the following options:

All Warehouses

Select to update Order Up To Levels by Planner Code for all Warehouses.

Selected

Specify Warehouse where Order Up To Levels by Planner Code are to be updated.

All Planner Codes

Select to update Order Up To Levels for all Planner Codes.

Selected

Specify Planner Code whose Order Up To Levels you want to update.

Pattern

Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +: Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Fixed Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following Calendar options:

Calendar: Select the Calendar you want to use for the analysis.
Name/Selected Periods: Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Reorder Levels by Planner Code, returning you to the application desktop.
UPDATE: Updates Reorder Levels by Planner Code, using the specified parameters.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section 10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.

3.12.2.5.3. Update Order Up To Levels by Class Code

To update Order Up To Levels by Class Code, select the "Order Up To Levels by Class Code" option. The following screen will appear:

Update Order Up To Levels by Class Code

When updating Order Up To Levels by Class Code, you are presented with the following options:

All Warehouses

Select to update Order Up To Levels by Class Code for all Warehouses.

Selected

Specify Warehouse where Order Up To Levels by Class Code are to be updated.

All Class Codes

Select to update Order Up To Levels for all Class Codes.

Selected

Specify Class Code whose Order Up To Levels you want to update.

Pattern

Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +: Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Fixed Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following Calendar options:

Calendar: Select the Calendar you want to use for the analysis.
Name/Selected Periods: Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without updating Reorder Levels by Class Code, returning you to the application desktop.
UPDATE: Updates Reorder Levels by Class Code, using the specified parameters.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section 10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.