Overstock Tab
The STORE PURCHASING SETUP screen is used to store purchasing settings that affect only the selected store in the application.
The screen has three tabs available for setup:
- Store Purchasing Setup Screen - 'Purchasing' Tab
- Store Purchasing Setup Screen - 'Overstock' Tab
- Store Purchasing Setup Screen - 'Manifest' Tab
Menu Path: Controls, Store, Purchasing Setup, PURCHASING SETUP screen, 'OVERSTOCK' tab
Set Up Store-Level Overstock
Determines whether or not parts marked as obsolete are considered in overstock returns.
- Checked - Ignores parts marked as obsolete in overstock returns.
- Unchecked - Does not ignore parts marked as obsolete in overstock returns.
Determines whether or not parts marked as 'DO NOT RETURN' are considered in overstock returns.
- Checked - Ignores parts marked as 'DO NOT RETURN' in overstock returns.
- Unchecked - Does not ignore parts marked as 'DO NOT RETURN' in overstock returns.
Determines whether or not parts marked with specific sales history are considered in overstock returns.
- Checked - Ignores parts marked with specific sales history in overstock returns.
- Unchecked - Does not ignore parts marked with specific sales history in overstock returns.
Determines whether or not parts marked with specific movement codes are considered in overstock returns.
- Checked - Ignores parts marked with specific movement codes in overstock returns.
- Unchecked - Does not ignore parts marked with specific movement codes in overstock returns.
Indicates the Sales Class Code that is used as the cutoff for Overstock Returns. For example, if the value is 4, then any items with the first position of the Sales Class code of 1, 2, 3, or 4 would not be returned, but any items with the first position of the Sales Class code of 5, 6, 7, 8, 9, or 0 would be returned.
Determines whether or not the settings in the 'OPTIONS' section display when creating an Overstock Returns order.
- Checked - Displays the settings in the 'OPTIONS' section when creating an Overstock Returns order.
- Unchecked - Does not display the settings in the 'OPTIONS' section.
XMIT STK ADJ/RECALL/PDC VENDOR
Displays a three-character supplier or line code used to determine, per store, where Stock Adjustment Returns, Stock Adjustment POs, Recalls, and PDC returns are to be transmitted. Click the button and the 'Browse Suppliers' pop-up opens to allow the search for a Supplier or Line code. Only line codes where the 'USE AS VENDOR' flag is checked are valid.
If a communication arrives and the field is blank, a System Error is written. Available when MCH is enabled.
Xmit Stock Adjust PO Delay Period
Indicates the unit of time (days, hours, or none) before a STK ADJ PO is automatically transmitted. Available when MCH is enabled.
Xmit Stock Adjust PO Delay Amount
Indicates the number of days or hours before a STK ADJ PO is automatically transmitted. Valid range is 0 - 99. Available when MCH is enabled.
Min / Max # Days Sourced Returns
Determines whether or not a part will be included in the overstock return even if the part meets the other return criteria.
The value in the first field section ('Min # Days Sourced Returns') indicates the number of days since the part was received into stock ('LAST RCVD DATE') that must elapse before the part can be returned on an OVERSTOCK RETURN order. The value in the second field section ('Max # Days Sourced Returns) indicates the number of days since the part was received into stock ('LAST RCVD DATE') that can elapse before the part can no longer be returned in an OVERSTOCK RETURN order.
Each section is independent of the other:
Set the first field ('Min') and set the second field ('Max') to 0 (zero) to indicate that the part will not be returned for X number of days after it is received into stock and that there is no limit to the number of days that it can be returned.
Set the second field ('Max') and set the first field ('Man) to 0 (zero) to indicate that the part can be returned as soon as it is received, but cannot be returned after X number of days.
Set both fields and the date the part can be returned falls between the two field section values. For example, if the first field is set to 15 and the second field is set to 45 and the part was received into stock on April 1, the part will be included in an OVERSTOCK RETURN created between April 16 and May 15 if the other return criteria apply. The part will not be included in an OVERSTOCK RETURN created between April 1 and April 15 or on or after May 16.
Each field allows up to 4 digits from 0 to 9999. Zero (0) indicates the functionality is not used.
Note: The system sets the 'ORDER TYPE' field in the MAIN PART ENTRY screen to 'SOURCED' if 'MIN # DAYS' is greater than 0, or 'MAX # DAYS' is greater than 0 and the part has a 0 in the 'MIN', 'MAX', and 'ORDER POINT' fields in the MAIN PART ENTRY screen.
Allow Negative Stock For Returns
Determines whether or not the 'QTY AVAILABLE' will go negative when parts are returned without available stock quantity.
- Checked - The 'QTY AVAILABLE' can go negative if the current quantity is less than the Return Order return quantity when the Return Order is closed (the 'REMOVED FROM STOCK' button in the 'CLOSE RTN PO' window is clicked) regardless whether the parts were manually added using the 'WRITE-IN RETURN FORM' window or automatically added during return order creation by the system.
- Unchecked (default) - The 'QTY AVAILABLE' is set to zero if the part stock quantity is less than the Return Order return quantity.
Indicates the minimum value of an item to be considered when doing an overstock return.
The value entered in the field is compared to the part's PO individual/each cost (based on selected ordering cost level) when the system evaluates parts to put on an overstock return order. Only items whose PO each cost meets or exceeds this value are placed onto the return order.
Note: When the 'Part Minimum Cost' is set up and the 'Ignore Part Minimum Cost' field is unchecked, the system only orders parts with an "each" order cost equal to or higher than the 'Part Minimum Cost'.
Defaults to 0.00. Valid values are 0.00 to 9999.99.
Average Sales Per Month (ASPM)
Used in the "weighted histories" calculation to determine the Average Part Sales Per Month (ASPM). Valid value is 1 - 48. Default is 24.
Used as a multiplier against the sales history. Inflates or deflates the sales amount by the given quantity. Quantity value is 0.00 – 9.99. Default is 0.00.
Click the 'System Purchasing Setup' button to navigate to the SYSTEM PURCHASING SETUP screen.