Working with Threshold Values (WTHR)

Purpose: Use this menu option to create statistics, such as tracking the number of held purchase orders, for the system to monitor.

In this chapter:

Threshold values indicate the numbers and/or dollar values that trigger the system to generate an email when these values are breached.

Determining when a threshold is breached: For each threshold you define, the system compares the actual number value and/or dollar value for the threshold against the thresholds you define; and generates a Threshold Monitor Breach email if the threshold is breached.

The Comparison for the threshold determines when the threshold is breached. If the comparison is:

Greater than: the threshold is breached when the actual number or dollar amount exceeds the threshold number or dollar amount. For example, the threshold is breached if the actual number is 241 and the threshold number is 200 (241 is greater than the threshold of 200).

Less than: the threshold is breached when the actual number or dollar amount is less than the threshold number or dollar amount. For example, the threshold is breached if the actual dollar is \$100 and the threshold dollar is \$500 (\$100 is less than \$500).

If you define both a threshold number value and a dollar value, the system checks both values to determine when the threshold is breached.

Example: One of the system-delivered thresholds is Backorders (BO). This threshold monitors the number of open and held orders that contain at least one unit on backorder, and monitors the merchandise dollars of units on backorder included on open or held orders. You can use this threshold to send an email to the warehouse supervisor when there are more than 100 open and held orders that contain at least one unit on backorder. To do so, define 100 as the threshold number with a greater than comparison (the actual value must be greater than the threshold value). Once the actual number of open and held orders containing a backordered item is 101, the system sends an email to the warehouse supervisor.

 Threshold Code and Description Comparison Number Value Actual Number Email address BO: Backorders Greater than (actual value is greater than the threshold value) 100 101 tbrown@example.com

Updating Threshold Actual Values

The System Delivered Thresholds are defined in the Threshold Value table.

The Batch Order Control job (ORD_CONTRL) updates the actual threshold values and compares the threshold number value and/or threshold dollar value against the actual units and/or dollars for each threshold to determine if a threshold has been breached.

This job also updates the values in the Order Control Summary table. You can review order and merchandising summary information using the Operations Control Summary menu option. This menu option provides a high-level overview of the fulfillment process, identifies potential bottlenecks or problem areas, and delivers an audit trail of order activity. See Reviewing Operations Control Summary (FLSH).

Submitting the Batch Order Control job: The system submits the Batch Order Control job when:

• you select Update current totals in the Operations Control Summary (FLSH) menu option; see Reviewing Operations Control Summary (FLSH).

• you submit a periodic process that:

- includes the Order Summary (ORDSUM) periodic function (program name PFR0062), OR

- includes the Threshold (THRESHD) periodic function (program name PFTHRESHMO).

Note: You can schedule a periodic process to run at a specified time; see Executing Periodic Processes (EPRO) for more information on defining a job schedule for a periodic process.

Batch Order Control processing: The Batch Order Control job:

• updates all of the related fields in the Order Control Summary table for the current transaction date. You can review operations and merchandising summary values through the Reviewing Operations Control Summary (FLSH) menu option.

• generates the Operations Control Report, which lists the most recent operations and merchandising summary totals. Note: The system generates the report only if you submit the Batch Order Control job from the Operations Control Summary menu option or from the ORDSUM periodic function.

• updates the actual value fields and Last updated fields in the Threshold Values table. The system updates the actual value field regardless of whether you have defined a threshold.

• determines if a threshold is breached by comparing the defined threshold number or dollar value against the actual number value and/or actual dollar value. If you have not defined a threshold value for a threshold, the system does not monitor the threshold for a breach.

• if a threshold has been breached, the system sends a Threshold Monitor Breach Email to the email address for the threshold. Note: The system generates an email only if you submit the Batch Order Control job from the THRESHD periodic function.

Threshold Monitor Breach Email

If a threshold is breached the system sends a Threshold Monitor Breach email to the email address for the threshold.

Note: You can define just one email address for each threshold. See Email Address Validation for information on how the system verifies that your entry is formatted correctly.

Email hour interval: The system sends a threshold monitor breach email only when:

• you submit the Batch Order Control job (see Updating Threshold Actual Values for more information on how to submit this job), and

• the number of hours from the Email interval for the threshold has passed. The system compares the system date and system time to the Last sent on date field and Last sent on time for the threshold to determine whether to send another email, and continues to send an email based on the hourly interval until the threshold is no longer breached.

Sample email:

 From: cwjava@example.com To: kbottger@example.com Subject: **ALERT** Threshold Monitor Breach Backorders threshold exceeded. Review Backorder Reports. Co#: 7 Actual\$: 26973 > Thresh\$: 13700 Use WTHR to monitor this breach.

Contents:

From: The system uses the following hierarchy to determine the from email address:

- Company: If a From email address is specified for the company through Setting Up Companies (WCMP), use this address; otherwise,

- System: Use the mail.from specified through Email Properties.

To: The Email address for the breached threshold.

First data: Indicates which threshold has been breached, for example: Backorders threshold exceeded.

Second data: The text from the Action field for the breached threshold.

Third data: The company, actual threshold value, and threshold comparison value defined for the breached threshold, for example: Co#: 7 Actual\$: 26973 > Thresh\$: 13700.

Final data: Use WTHR to monitor this breach.

System Delivered Thresholds

The table below describes the system-delivered thresholds and how the system updates the threshold actual values. If have not already created these thresholds, the Batch Order Control job automatically creates them; however, you still need to define the threshold criteria; see Updating Threshold Actual Values.

Work with Thresholds Screen

Purpose: Use this screen to review, create, change, or submit a command to process a threshold value.

How to display this screen: Enter WTHR in the Fast path field at the top of a menu or select Work with Threshold Values from a menu.

 Field Description Description A description of the threshold. See System Delivered Thresholds for a listing of system-delivered threshold values and the calculations performed. Alphanumeric, 30 positions; optional. Threshold units The number defined for the threshold. Numeric, 7 positions; display-only. Threshold value The dollar amount defined for the threshold. Note: You can enter a whole dollar amount, but no decimals. Numeric, 7 positions; display-only. Breached values are highlighted in red: A threshold’s Actual units or Actual value, or both, are highlighted in red if they have breached the corresponding thresholds. The system considers a threshold breached if you have specified a Comparison setting for the threshold and either of the actual values is beyond the threshold, even if the threshold is zero. To avoid having a threshold flagged as breached, set the Comparison to unselected (blank). Actual units The actual current value for the threshold, such as the actual number of units on backorder. Numeric, 7 positions; display-only. Actual value The actual dollar amount for the threshold, such as the dollar value of units on backorder. Note: The system rounds the actual dollar amount down to the nearest whole dollar. Numeric, 7 positions; display-only. Action The message to include in the Threshold Monitor Breach Email to indicate the action to take if the threshold is breached; for example, if the OH (Orders on Hold) threshold is breached, the action may be GENERATE THE HELD ORDERS REPORT. Alphanumeric, 50 positions; display-only.

 Screen Option Procedure Create a threshold Select Create to advance to the Create Threshold Values Screen. Change a threshold Select Change next to a value to advance to the Change Threshold Values screen. At this screen you can change all fields except the Last update date and time, Threshold code, Actual unit value, Actual dollar value, and Last sent date and time. See Create Threshold Values Screen for field descriptions. Delete a threshold Select Delete next to a value to delete it. Display a threshold Select Display next to a value to advance to the Display Threshold Values screen. You cannot change any information on this screen. See Create Threshold Values Screen for field descriptions. Show all thresholds or only breached thresholds Select Show All/Breached. The system toggles between displaying all thresholds or only those thresholds that have been breached. When is a threshold considered breached? The system considers a threshold breached if you have specified a Comparison setting for the threshold and either of the actual values is beyond the threshold, even if the threshold is zero. To avoid having a threshold flagged as breached, set the Comparison to unselected (blank).

Create Threshold Values Screen

Purpose: Use this screen to create a threshold.

How to display this screen: Select Create at the Work with Thresholds Screen.

 Field Description Threshold The code and description that represents a threshold. See System Delivered Thresholds for a list of system-delivered thresholds. Threshold code: Alphanumeric 2 positions. Create screen: required. Change screen: display-only. Threshold description: Alphanumeric, 30 positions; required. Last update The date and time when the threshold was last updated. Date: Alphanumeric, 6 positions; display-only. Time: Alphanumeric, 6 positions; display-only. Comparison Defines how the system determines whether the threshold is breached. Valid values: • Greater than = The threshold is breached when the actual system value exceeds the threshold value. • Less than = The threshold is breached when the actual system value is less than the threshold value. Note: Leave this field blank (unselected) if you do not want the system to check whether the threshold is breached. Optional. Value The number that represents the threshold value. Numeric, 7 positions; optional. \$ Value The dollar amount the represents the threshold value. Note: You can only enter a whole dollar amount. Numeric, 9 positions with a 2-place decimal; optional. Actual value The actual number for this threshold, updated by the system. Example: The actual number of units on backorder. Numeric, 7 positions; display-only. \$ actual value The actual dollar amount for this threshold, updated by the system. Example: The dollar value of units on backorder. Note: The system rounds the actual dollar amount down to the nearest whole dollar. Numeric, 9 positions with a 2-place decimal; display-only. Email address The email address where the system delivers the Threshold Monitor Breach Email when the threshold is breached. Note: You can define just one email address for each threshold. See Email Address Validation for information on how the system verifies that your entry is formatted correctly. Alphanumeric, 50 positions; optional. Email interval The number of hours the system waits before sending another email for the breached threshold. Numeric, 3 positions; optional. Last sent on/at The last date and time when an email was sent for the threshold. Date: numeric, 6 positions (in user date format); display-only. Time: numeric, 6 positions (HHMMSS format); display-only. Action The message to include in the Threshold Monitor Breach Email, indicating the action to take if the threshold has been breached; for example, if the OH (Orders on Hold) threshold is breached, the action may be GENERATE THE HELD ORDERS REPORT. Alphanumeric, 50 positions; optional. Code A code for the application area associated with the threshold. Alphanumeric, 3 positions; required. Group code A code for the application group associated with the threshold. Alphanumeric, 3 positions; required.

WTHR OROMS 17.0 2018 OTN