Line Code Order Specifics
The LINE CODE ORDER SPECIFICS screen is used to set up and maintain the parameters for purchasing and returning products to suppliers on the Line Code level.
Menu Path: Vendor, Line, Order Specifics, LINE CODE ORDER SPECIFICS screen
Note: Purchase order setups on the LINE CODE ORDER SPECIFICS screen are only used by the PURCHASE ORDER PROFILE screen functionality when creating orders using Line Codes as vendors. The USE AS VENDOR flag must be enabled for the Line Code to be available from the PURCHASE ORDER PROFILE screen.
Since the ORDER CREATE screen does not allow Line Codes to be used as vendors for order creation, any configuration on the LINE CODE ORDER SPECIFICS screen that controls purchase order creation by Line Code is not used by the ORDER CREATE process and controls must be set up on the SUPPLIER ORDER SPECIFICS screen.
Edit a Line Code
Enter a Line Code in the 'LINE CODE' field or click the 'LINE CODE' button to search for a line code and press the 'Enter' key.
Line codes cannot be added from this screen and if one is entered that does not exist, the system prompts to add Line Codes from the LINE CODE ENTRY screen.
Optionally edit the:
- 'TYPE'
- 'LINE NAME'
- 'DESCRIPTION'
VENDOR ACCT #
Enter up to 12 alphanumeric and special characters for the vendor number assigned to the line.
RANK
Indicates the numeric value to show the best to least ranked line by sales.
TURNS
Displays the number of times the inventory for this Line was replaced (turned over) per year and is for information only.
Inventory turnover = COGS / Average inventory value
For example:
COGS = $200,000
Average inventory value = $50,000
TURNS: 200,000 / 50,000 = 4
Displays this line's Return on Investment (ROI) percentage value in a calendar year.
The 'ROI%' is calculated by subtracting the initial cost of the investment from its final value, dividing this number by the cost of the investment, and multiplying it by 100.
For example:
- Initial Cost = $600,000
- Final Value = $900,000
ROI: (900,000 - 600,000) / 600,000 = 0.5 or 50%
PO COST LEVEL
Click the drop-down field and select the price level from the list that will be used as the 'COST' level for shelf purchase order creation. This value can be edited at the time of PO creation.
Exclude from Overstock
Depending on other criteria, unless excluded, all parts are considered for return in Overstock order creation.
The 'Exclude from Overstock' section is used to identify the parts under each 'PN CODE' filter listed that will not be included in Overstock returns whether created from the PURCHASE ORDER PROFILE screen or automatically created from the TIMED ORDER QUEUE setup. This guarantees that parts that are possibly overstocked on purpose, such as seasonal items, are not returned by mistake.
PN CODE
Enter each 'PN CODE' that will be ignored by the Overstock returns functionality when creating an overstock return order. As entered, the PN Codes move into the grid.
Right-click a highlighted PN Code in the grid and select 'DELETE' from the command menu to delete it from the setup.
LOWEST SALES CLASS CODE
Enter the 'SALES CLASS' code used as an override to the store 'LOWEST SALES CLASS CODE' setting used to determine 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 will 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.
SALES HISTORY PERIOD
Enter 0 – 99 as the number of months in the "weighted histories" calculation to determine the Average Part Sales Per Month (ASPM) used by the order returns process when creating Overstock return orders.
The value entered here overrides the store SALES HISTORY PERIOD setting.
SALES HISTORY MULTIPLIER
Enter the multiplier that will be used to calculate the Average Part Sales Per Month (ASPM) by the PO returns process when creating 'Return to ASPM' or 'Return to Stock ASPM Mix' overstock return orders.
The value entered here overrides the SALES HISTORY MULTIPLIER store setting.
Understanding the ASPM
Class Forecast Ordering
Enter the number of days, per Sales Class to keep on hand when creating a Forecast Order. The system looks at the setup per line and uses the number of days for the part’s Sales Class code and if the part is considered for the order, adds the '# OF DAYS' quantity to the order.
Order Protection
Enter the number of days, per Sales Class to delay ordering after a part is sold in order to prevent ordering parts that may possibly be returned by the customer in a certain period of time.
By checking the 'USE ORDER PROTECTION' option when creating a purchase order, the system looks at the setup per line and uses the number of days for the part’s Sales Class code and looks for the last sale for that part. If the part was sold, the system adds the number of days to the sale date and if the number of dates between the sale date and the current date is:
- Less than or equal to the set up '# OF DAYS', then the part is not ordered.
- Greater than the set up '# OF DAYS', then the part is considered for the order.
For example, if Sales Class 'C' is set up for 3 days and the part is sold on 11/15 and today is 11/17, the part is not ordered; however, if today is 11/18, then the part is ordered.
The system does not consider returns in the order protection; however, since returns affect the Qty Available, they do affect the order creation outside of order protection.
Editing Setups
When changes are made to a field and the 'UPD' button is clicked, or 'CLOSE', 'PREV', or 'NEXT' is clicked without first clicking 'UPD', the "Save Changes?" pop-up displays.
Save in Multi-Stores
Clicking the 'UPD' button opens a pop-up to select the locations to save the changes depending on:
- The 'ALLOW SAVE LINE INFO IN MULTIPLE LOCATIONS' User Security restriction must be enabled for edit.
- The settings on the EMPLOYEE SETUP screen allow access to more than one location.
The pop-up defaults to the current location. Click the 'SAVE IN LOCATIONS' button to open the multi-select 'BROWSE LOCATIONS' window and check, one, multiple or all locations. Answer 'YES' to save the changes to the selected locations