Chapter 34: Inventory Status/Projection Inquiry (ISPI)
Purpose: Use this menu option to review the information in the IS Item and IS Offer Detail files. The system populates these files when you run the Inventory Status & Projection Report (ISRP). Each time you generate the report, the files are cleared and then populated with new information based on the offer(s) you select and the current inventory and sales information.
Note: Although you can restrict the report contents to a specific item class, this menu option includes all items and SKUs associated with the offer(s) you selected when you generated the report.
You can also use this menu option to create purchase orders based on the suggested quantities calculated when you ran the Inventory Status and Projection report.
In this chapter:
• Inventory Status and Projection Inquiry Screen
• Inventory Status and Projection Item Detail Screen
• Display Offer Detail for Projection Screen
• Display Projection Offer Detail Screen
• Create Purchase Orders Screen
• Generating Purchase Orders based on Projected Requirements
• Forecast Generated Purchase Orders Report
• Forecasting PO Error Listing
Inventory Status and Projection Inquiry Screen
How to display this screen: Enter ISPI in the Fast path field at the top of any menu, or select Inventory Status/Projection Inquiry from a menu.
FCR0033 DISPLAY Inventory Status & Projection Inquiry 5/22/02 16:59:08 EZK Mail Order
Last Report: 5/22/02 15:58:36
-------- Quantity ------- Opt C Buyer Vendor Item Ord Proj Sugg R
Type options, press Enter. 5=Display
LJW 12 AN333 0 0 2- HEB 12 HI123 PINK 10 100 95 HEB 12 HI123 YELW 10 100 95 HEB 1 MA888 5 100 33 HEB 1 OR999 10 200 190 HEB 12 SM222 1 20 16
F3=Exit F12=Cancel F14=Create POs |
Field |
Description |
Last report date and time |
The most recent date and time when you generated the Inventory Status & Projection Report (ISRP). Date: 6 positions (MM/DD/YY format); display-only. Time: 6 positions (HH:MM:SS format); display-only. |
CR (Critical) |
Identifies whether it is critical to reorder this SKU. This flag is set to Y if the Weeks remaining is less than "Lead periods + Cushion Periods." This means that, if the item is not ordered shortly, you will not be able to receive stock in time to fill the expected orders. Alphanumeric, 1 position; optional. |
Buyer |
The buyer specified for the item at the time you generated the report. Buyers are defined in and validated against the Buyer file; see Working with Buyers (WBUY) for more information. Alphanumeric, 3 positions; optional. |
Vendor |
The vendor specified for the item at the time you generated the report. Vendors are defined in and validated against the Vendor file; see Working with Vendors (WVEN) for more information. Numeric, 7 positions; optional. |
Item |
The item and SKU included on the report. Note: Although you can restrict the report contents to a specific item class, this screen includes all items and SKUs associated with the offer(s) you selected when you generated the report. Item: alphanumeric, 12 positions; optional. SKU: three 4-position fields (split SKU) or one 14-position field (full SKU); optional. |
The total combined unit quantity ordered for the item/SKU on all offers included when you last generated the report. Numeric, 7 positions; optional. |
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Quantity projected |
The total combined projected quantity ordered for the item/SKU on all offers included when you last generated the report, calculated as: Actual Units / (% Complete [from Override Item Curve] / 100) If no quantity ordered: If the Quantity ordered is zero, there will still be a projected quantity if the current date is within the Periods to Use Projected Units (H91) system control value and you set the Use projected units field to Y when you generated the report; in this case, the system uses the Projected units for the item offer or SKU offer. Numeric, 7 positions; optional. |
The number of units of the item required to complete the demand for open orders (with quantity on-hand and expected returns taken into account). This is the quantity of this item that you will need to add to or remove from inventory to fulfill the remainder of the lives of the SKU/offers. If this value is positive, you can use the Create Purchase Orders Screen to automatically create purchase orders. If this value is negative, it means that you overbought; you might want to cancel a PO, place the item in a sale catalog, or return the item to the vendor. The Offer Required Entry on Purchase Orders (A36) system control value determines whether the calculation includes purchase orders for all offers, or only those offers you included when you generated the report. If this value is set to N, the calculation is: Net Projected remaining - (Available + total quantity On PO for all offers) If Offer Required Entry on Purchase Orders (A36) system control value is set to Y, the calculation is: Projected remaining - (Quantity available + On order for offers on this report) |
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Note: If the IS Report Net Projected Remaining Calculation Method (D34) system control value is blank, the net projected remaining quantity will not be calculated and the suggested units in this calculation will be inaccurate. Numeric, 7 positions; optional. |
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This quantity is calculated based on the current data for the item/SKU on all offers included when you last generated the report. The system does not update this quantity when you enter a purchase order, or for any other activity, until you generate the report again. Numeric, 7 positions; optional. |
Option |
Procedure |
Display detail inventory status and projection information about an item |
Enter 5 next to an item to advance to the Inventory Status and Projection Item Detail Screen. |
Generate one or more purchase orders based on the forecasted requirements |
Press F14 to advance to the Create Purchase Orders Screen. |
Inventory Status and Projection Item Detail Screen
Purpose: Use this screen to review detailed activity and projection information about an item that was included the last time you generated the Inventory Status & Projection Report (ISRP).
How to display this screen: Enter 5 next to an item at the Inventory Status and Projection Inquiry Screen or the Create Purchase Orders Screen.
FCR0043 DISPLAY Inventory Status & Projection Item Detail 6/18/02 16:08:27 EZK Mail Order
Item PUXR23 50 PUSHPINS SKU
Critical . . . . . : Y (Y,N) Qty On Hand . . . . : 0 Qty Avail . . . . . : 68- Qty Ordered . . . . : 48 $ Ordered . . . : 23.00 Units shipped . . . : 0 $ Sold . . . . : .00 Qty Open . . . . . : 43 Qty Rtn/Exch . . . . : 0 Qty Cancel . . . . : 0 Qty Soldout . . . . : 5 Net Units . . . . . : 43 Proj Units . . . . : 96 Proj Remaining . . . : 48 On PO For Offers . : 0 On PO Other Offers . : 0 Suggested Qty . . . : 116 Vendor . . . . . . . : 12 Expected Rtn % . . . : 2.50 Actual Rtn % . . . . : .00 Periods Remaining . : .00 Code: C Qty Less Than Projection Avail Remaining . . : .00 Code: C Qty Less Than Projection Vendor Item Cost . : .1000 SKU Cost . . . : .1000
F3=Exit F8=Offers F12=Cancel |
Field |
Description |
Item |
The item you selected at the previous screen. Alphanumeric, 12 positions; display-only. |
SKU |
The SKU you selected at the previous screen. Three 4-position fields (split SKU) or one 14-position field (full SKU); display-only. |
Critical |
Identifies whether it is critical to reorder this SKU. This flag is set to Y if the Periods remaining is less than Lead periods + Cushion Periods. The Lead periods are calculated by dividing the Lead days for the vendor item (using the item’s primary vendor) by the # of Days in Forecasting Period (B96). This flag means that, if the item is not ordered shortly, you will not be able to receive stock in time to fill the expected orders. Alphanumeric, 1 position; display-only. |
Quantity on hand |
The total quantity of the SKU in all warehouses. Numeric, 7 positions; display-only. |
Quantity available |
The available quantity of the SKU, calculated as: On hand - Protected - Reserved - Reserve Transfer - Backordered Fields used in availability calculation: • On hand: The quantity of this item currently in the warehouse. • Protected: The quantity of this item that the system cannot reserve for immediate or batch reservation, as defined for the item. This inventory is reserved only during Interactive Reservation (used to disburse inventory manually to customers who bypass reservation because they buy in high volume). • Reserved: The quantity of this item already set aside for other orders. • Reserve transfer: The quantity of this item set to be transferred to another warehouse through the Warehouse Replenishment program. • Backorder: The quantity of this item unavailable for existing orders that must be fulfilled through PO receipts. Numeric, 7 positions; display-only. |
The total quantity ordered for all offers included when you generated the report. This quantity decreases only when you use a cancel reason code whose Reduce? (Reduce demand?) field is set to Y. Numeric, 7 positions; display-only. |
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The total dollar value ordered for all offers included when you generated the report, calculated based on the selling price. This amount decreases only when you use a cancel reason code whose Reduce? (Reduce demand?) field is set to Y. Numeric, 11 positions with a 2-place decimal; display-only. |
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The total quantity shipped for all offers included when you generated the report. Numeric, 7 positions; display-only. |
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$ sold |
The total dollar value of shipped units of this item/SKU within all offers included when you generated the report. This total is based on selling price. Numeric, 11 positions with a 2-place decimal; display-only. |
The total open, unshipped unit quantity for all offers included when you generated the report. Numeric, 7 positions; display-only. |
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The total quantity returned or exchanged for all offers included when you generated the report. Numeric, 7 positions; display-only. |
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The total quantity canceled for all offers included when you generated the report. This quantity increases only when you use a cancel reason code whose Reduce? (Reduce demand?) field is set to N. Numeric, 7 positions; display-only. |
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The total quantity sold out for all orders included when you generated the report. Numeric, 7 positions; display-only. |
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The net units ordered, calculated as: Quantity ordered - (Quantity returned/exchanged + Quantity cancel + Quantity soldout) Numeric, 7 positions; display-only. |
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Projected units |
Total projected units for all offers included when you generated the report; same as Total projected life. Not to be confused with the Projected units at the Display Offer Detail for Projection Screen, which represents the offer’s Projected remaining units. Numeric, 7 positions; display-only. |
Projected remaining |
The total projected units remaining for all offers included when you generated the report, calculated as: (Quantity ordered * 100) / Percent complete This calculation is made separately for each included offer, and the results are added together, rounded off to the nearest whole number. Example: • Offer 001 has a quantity ordered of 22 and is 35% complete: (22 * 100) / 35 = 62.86 • Offer 002 has a quantity ordered of 9 and is 50% complete: (9 * 100) / 50 = 18 • The results are rounded off and added together: 62 + 18 = 80 See the Display Offer Detail for Projection Screen for information on the Percent complete field. Numeric, 7 positions; display-only. |
On PO for offers |
The total quantity on open purchase orders for all offers included when you generated the report. Numeric, 7 positions; display-only. |
On PO other offers |
The total quantity on open purchase orders for offers that were not included when you generated the report. Numeric, 7 positions; display-only. |
Suggested quantity |
The quantity you should buy to be able to fulfill projected orders, calculated as: Net projected remaining - (On PO for offer + Available quantity) Numeric, 7 positions; display-only. |
Vendor |
The default Vendor specified for the SKU. Numeric, 7 positions; display-only. |
Expected return % |
The expected return percentage specified for the SKU/offer or item/offer. Numeric, 5 positions with a two-place decimal; display-only. |
Actual return % |
The percentage of items that have been returned for the SKU/offer or item/offer, calculated by dividing the returned quantity by the shipped quantity. However, the system uses the # of Periods to Offset Returns (C06) system control value to determine how to calculate the shipped quantity. For example, if this system control value is set to 1, the system calculates the return percentage by applying the returns against shipments that took place the previous period: • quantity shipped in week 1 = 20 • quantity shipped in week 2 = 30 • quantity returned in week 2 = 2 The actual return percentage for week 2 = 10.00%, calculated 2 / 20 (the quantity shipped from week 1). |
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Note: The system uses the # of Periods to Offset Returns (C06) to calculate a return percentage only in this menu option and on the Inventory Status & Projection Report (ISRP); elsewhere, it divides the returned quantity by the entire shipped quantity. Numeric, 5 positions with a two-place decimal; display-only. |
Periods remaining |
The number of projected periods until the item/SKU will have an on-hand quantity of zero if you do not receive any additional purchase orders. Numeric, 5 positions with a two-place decimal; display-only. |
Code |
A code indicating how likely it is that the item/SKU will go out of stock if you do not receive any additional purchase orders. Valid values are: • A = Current quantity equals projected demand • B = Current quantity exceeds projected demand • C = Current quantity is less than projected demand Alphanumeric, 1 position; display-only. |
Available remaining |
The number of projected periods until the item/SKU will have an available quantity of zero if you do not receive any additional purchase orders. Numeric, 5 positions with a two-place decimal; display-only. |
Code |
A code indicating how likely it is that the item/SKU will become unavailable. Valid values are: • A = Current quantity equals projected demand • B = Current quantity exceeds projected demand • C = Current quantity is less than projected demand Alphanumeric, 1 position; display-only. |
Vendor item cost |
The Price specified for the vendor item, using the item’s Primary vendor. Numeric, 11 positions with a four-place decimal; display-only. |
SKU cost |
The cost of the item, derived from the Average, Standard, or FIFO cost in the SKU file, depending on your Costing Method (A25). Numeric, 11 positions with a four-place decimal; display-only. |
Option |
Procedure |
Display projection detail broken out by offer |
Press F8 to advance to the Display Offer Detail for Projection Screen. |
Display Offer Detail for Projection Screen
Purpose: Use this screen to review projection information for a particular item or SKU within the offers that you included when you generated the Inventory Status & Projection Report (ISRP), or to select an offer for further inquiry.
What if there is no SKU/offer? The system tracks history for a SKU/offer or item/offer if there is activity, even if you never created a record for the SKU within that offer. For example, there is no item/offer for item EF123 in offer O12, but you take an order using a source code associated with O12 and EF123 is included on the order. The system creates an item/offer record, which you can review at this screen. See the field descriptions below for information on how the system determines the values for each.
How to display this screen: Press F8 at the Inventory Status and Projection Item Detail Screen.
FCR0044 DISPLAY Display Offer Detail for Projection 5/30/02 16:46:55 EZK Mail Order
Type options, press Enter. 5=Display
Opt Offer Qty Ord $ Ordered % Comp Proj Units $ Projected On PO/Ofr C02 17 85.00 35.00 48 240.00 10 T02 7 35.00 35.00 20 100.00 0
F3=Exit F12=Cancel |
Field |
Description |
Offer |
An offer that you included when you generated the Inventory Status & Projection Report (ISRP). Alphanumeric, 3 positions; display-only. |
Quantity ordered |
The Quantity ordered for the SKU within this offer as of the time you ran the report. Numeric, 7 positions; display-only. |
$ ordered |
The $ ordered for the SKU within this offer at the time you ran the report, calculated based on the selling price. This amount decreases only when you use a cancel reason code whose Reduce? (Reduce demand?) field is set to Y. Numeric, 11 positions with a 2-place decimal; display-only. |
% complete |
The percentage complete for the offer, based on the current forecasting period (such as a week) and the curve at the time you ran the report. The system uses the Forecasting Values (C00) in the system control file to determine the current period, and the curve to indicate the percentage complete based on how many periods you have been taking orders for this offer. The system searches for a curve for a SKU as follows: • check the SKU/offer for a curve; otherwise, • check the item/offer; otherwise, • check the item class; otherwise; • check the offer. For more information, see: • Working with Projection Curves (WCRV) for information on creating curves • the Create SKU Offer Screen, Create Item Offer Screen, Create Item Class Screen, and the Create Offer Screen for information on assigning curves • Setting Up Forecasting Values for information on how the system determines the current forecasting period Numeric, 5 positions with a two-place decimal; display-only. |
The remaining number of units you expect to be able to sell of this SKU in this offer, calculated as: (Quantity ordered * 100) / Percent complete Example: Offer 002 has a quantity ordered of 9 and is 50% complete: (9 * 100) / 50 = 18 The Periods to Use Projected Units (H91) system control value determines how long to use the Projected units defined for the item/offer or SKU/offer before you base this calculation on actual demand. See that system control value for an overview and examples. Numeric, 7 positions; display-only. |
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$ projected |
The total remaining dollars projected for this SKU in this offer, calculated as: ($ ordered / Quantity ordered) * Projected units Example: Offer 002 has dollars ordered of 45.00, quantity ordered of 9 and projected units of 18: (45.00 / 9) * 18 = $90.00 Numeric, 11 positions with a two-place decimal; display-only. |
On PO for offer |
The total quantity on open purchase orders for this offer at the time you generated the report; this quantity does not include any purchase orders that specify other offers, or that do not specify an offer. Numeric, 7 positions; display-only. |
Option |
Procedure |
Display additional detail on the projection for the SKU/offer |
Enter 5 next to an offer to advance to the Display Projection Offer Detail Screen. |
Display Projection Offer Detail Screen
Purpose: Use this screen to review additional projection information for a particular item or SKU within the offers that you included when you generated the Inventory Status & Projection Report (ISRP) beyond the information displayed at the Display Offer Detail for Projection Screen.
How to display this screen: Enter 5 next to an offer at the Display Offer Detail for Projection Screen.
FCR0045 DISPLAY Display Projection Offer Detail 5/31/02 8:53:49 EZK Mail Order
Item PEN23 BLUE Offer: C02 Qty Ordered . : 22 $: 110.00 Qty Open . . . : 0 Qty Rtn/Exch . : 0 Qty Cancel . . : 1 Qty Sold Out . : 1 Net Units . . : 20 Units Shipped : 20 On PO For Offer: 0 Curve . . . . : 6 % Complete . . : 35.00 Proj Units . . : 62 $: 310.00 Expected Rtn % : 5.00 Rtn Backout Sales 20 Actual Rtn % . : .00
F3=Exit F12=Cancel |
Field |
Description |
Item |
The item and SKU you initially selected for review at the Inventory Status and Projection Inquiry Screen. Item: alphanumeric, 12 positions; display-only. SKU: alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); display-only. |
Offer |
The offer you selected for review at the Display Offer Detail for Projection Screen. Alphanumeric, 3 positions; display-only. |
Quantity ordered |
The Quantity ordered for the SKU within this offer as of the time you ran the Inventory Status & Projection Report (ISRP). Numeric, 7 positions; display-only. |
$ ordered |
The $ ordered for the SKU within this offer at the time you ran the report, calculated based on the selling price. This amount decreases only when you use a cancel reason code whose Reduce? (Reduce demand?) field is set to Y. Numeric, 11 positions with a 2-place decimal; display-only. |
Quantity open |
The Quantity open for the SKU within this offer at the time you ran the report. Numeric, 7 positions; display-only. |
Quantity returned/exchanged |
The Quantity returned/exchanged for the SKU within this offer at the time you ran the report. Numeric, 7 positions; display-only. |
Quantity canceled |
The Quantity canceled for the SKU within this offer at the time you ran the report. Numeric, 7 positions; display-only. |
Quantity sold out |
The Quantity soldout for the SKU within this offer at the time you ran the report. Numeric, 7 positions; display-only. |
Net units |
The net units ordered of this SKU in this offer, calculated as: Quantity ordered - (Quantity returned/exchanged + Quantity cancel + Quantity soldout) Numeric, 7 positions; display-only. |
Units shipped |
The Units shipped for the SKU within this offer at the time you ran the report. Numeric, 7 positions; display-only. |
On PO for offer |
The total quantity on open purchase orders for this offer at the time you generated the report; this quantity does not include any purchase orders that specify other offers, or that do not specify an offer. Numeric, 7 positions; display-only. |
Curve |
The curve used to calculate projections for this SKU in this offer. The system searches for a curve for a SKU as follows: • check the SKU/offer for a curve; otherwise, • check the item/offer; otherwise, • check the item class; otherwise; • check the offer. See Working with Projection Curves (WCRV) for information on creating curves. Numeric, 3 positions; display-only. |
% complete |
The percentage complete for the offer, based on the current forecasting period (such as a week) and the curve at the time you ran the report. The system uses the Forecasting Values (C00) in the system control file to determine the current period, and the curve to indicate the percentage complete based on how many periods you have been taking orders for this offer. For more information, see: • Working with Projection Curves (WCRV) for information on creating curves • the Create SKU Offer Screen, Create Item Offer Screen, Create Item Class Screen, and the Create Offer Screen for information on assigning curves • Setting Up Forecasting Values for information on how the system determines the current forecasting period Numeric, 5 positions with a two-place decimal; display-only. |
Projected units |
The remaining number of units you expect to be able to sell of this SKU in this offer, calculated as: (Quantity ordered * 100) / Percent complete Example: Offer 002 has a quantity ordered of 9 and is 50% complete: (9 * 100) / 50 = 18 Numeric, 7 positions; display-only. |
Projected $ (unlabeled field next to the Projected units) |
The total remaining dollars projected for this SKU in this offer, calculated as: ($ ordered / Quantity ordered) * Projected units Example: Offer 002 has dollars ordered of 45.00, quantity ordered of 9 and projected units of 18: (45.00 / 9) * 18 = $90.00 Numeric, 11 positions with a two-place decimal; display-only. |
Expected return % |
The expected return percentage specified for the SKU/offer or item/offer. Numeric, 5 positions with a two-place decimal; display-only. |
Return backout sales |
Documentation will be provided by MICROS at a later date. |
Actual return % |
The percentage of items that have been returned for the SKU/offer or item/offer, calculated by dividing the returned quantity by the shipped quantity. However, the system uses the # of Periods to Offset Returns (C06) system control value to determine how to calculate the shipped quantity. For example, if this system control value is set to 1, the system calculates the return percentage by applying the returns against shipments that took place the previous period: • quantity shipped in week 1 = 20 • quantity shipped in week 2 = 30 • quantity returned in week 2 = 2 The actual return percentage for week 2 = .10, calculated 2 / 20 (the quantity shipped from week 1). |
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Note: • The format of this field differs from the Actual return % at the Inventory Status and Projection Item Detail Screen; for example, instead of displaying the percentage as 5.00, this field displays it as .05. • The system uses the # of Periods to Offset Returns (C06) to calculate a return percentage only in this menu option and on the Inventory Status & Projection Report (ISRP); elsewhere, it divides the returned quantity by the entire shipped quantity. Numeric, 5 positions with a two-place decimal; display-only. |
Purpose: Use this screen to create purchase orders for items/SKUs based on the Quantity suggested by the system as a result of the forecast calculation. This screen includes all items displayed on the Inventory Status and Projection Inquiry Screen whose Quantity suggested was greater than zero; however, items that are not assigned both a vendor and a buyer are not included.
Access to this screen: You will not be able to display this screen if:
• the System Assigned PO # (B76) system control value is set to N, or
• the Automatic PO Creation Method (H92) system control value is blank, or
• you do not have authority to the Entering Purchase Orders (MPOE) menu option as set up through Working with User Records (WUSR)
When does this screen update? The suggested quantities on this screen do not update automatically when you create purchase orders. As with the other information displayed through this menu option, the system updates the suggested quantities, and may add or remove items from this screen, only when you generate the Inventory Status & Projection Report (ISRP).
How to display this screen: Press F14 at the Inventory Status and Projection Inquiry Screen.
FCR0211 DISPLAY Create Purchase Orders 5/23/02 8:52:09 EZK Mail Order
---------- Quantity ---------- Opt Buyer Vendor Item Ordered Suggested To Buy
Type options, press Enter. 1=Select 5=Display 6=Deselect
HEB 12 HI123 PINK 10 95 95 HEB 12 HI123 YELW 10 95 95 HEB 1 MA456 5 33 33 HEB 1 OR879 10 190 190 HEB 12 SM222 1 16 16
F3=Exit F8=Select all F9=Accept/Create PO F11=Deselect all F12=Cancel |
Field |
Description |
Buyer |
The Buyer associated with the item. If you have changed the buyer since you generated the Inventory Status & Projection Report (ISRP), your change will not be reflected on the screen. Alphanumeric, 3 positions; optional. |
Vendor |
The Vendor associated with the item. If you have changed the vendor since you generated the report, your change will not be reflected on the screen. Numeric, 7 positions; optional. |
Item |
The item and SKU with a suggested purchase quantity. To appear on this screen, the item/SKU must have: • a Quantity suggested greater than zero • a Buyer specified for the item • a Vendor specified for the item Item: alphanumeric, 12 positions; optional. SKU: alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); optional. |
Quantity ordered |
The total combined unit quantity ordered for the item/SKU on all offers included when you last generated the report. Numeric, 7 positions; optional. |
Quantity suggested |
The Quantity suggested from the Inventory Status and Projection Inquiry Screen. Only items/SKUs with suggested quantities greater than zero are included on this screen. However, the system does not update the suggested quantity (or any other information on this screen) when you generate purchase orders; the information on the screen is updated only through generating the report. Numeric, 7 positions; optional. |
Quantity to buy |
The quantity that you would like to order when you create the new purchase order(s). This quantity defaults to the suggested quantity, but you can override it. See below for information on how to complete this screen and generate purchase orders. Numeric, 7 positions; optional. |
Generating Purchase Orders based on Projected Requirements
Selecting items to include on purchase orders: You can enter 1 next to individual items, or press F8 to select all items. The system highlights your selection(s) when you press Enter.
Note: Be careful not to press Field Exit when advancing from one item to another to avoid clearing the Quantity to buy.
Specifying the quantity to order: Press Tab to advance to the Quantity to buy field for a selected item and enter a different quantity if you would like to override the default.
Deselecting items: Enter 6 next to an item to reverse your selection, or press F11 to deselect all. The system removes the highlighting.
Displaying detail: Enter 5 next to an item to advance to the Inventory Status and Projection Item Detail Screen.
Generating the purchase orders: Once you have selected each desired item and confirmed the quantities to order, press F9 to create the purchase order(s). If the Offer Required Entry on Purchase Orders (A36) system control value is set to Y, the system prompts you for the offer to assign to this purchase order before submitting the ISPI_CRTPO job, which generates the purchase order(s). At this time, the system also generates the Forecast Generated Purchase Orders Report and the Forecasting PO Error Listing.
PO creation method: The Automatic PO Creation Method (H92) system control value controls whether to create a separate purchase order for each vendor, item, or SKU.
Purchase order ship via is required: The system will not be able to create a purchase order for an item if it cannot determine which purchase order ship via to use. The system selects the purchase order ship via as follows:
1. First, check the Ship via for the vendor item; otherwise,
2. Check the PO ship via for the vendor; otherwise,
3. Check the Default Purchase Order Ship Via for Purchase Order Interface (F85) system control value.
If the system does not find a ship via to use, it will not create a purchase order for the item; instead, the item will appear on the Forecasting PO Error Listing with an error of Missing Valid Ship Via. However, if one of the items/SKUs in error, the system still creates a purchase order that includes the remaining items or SKUs.
For more information: See Working with Purchase Order Ship Via (WPSV) for more information on setting up ship via codes for purchase orders.
About the generated purchase orders: The system uses the following information when it creates the purchase orders:
• status: The purchase order header status is H (held). The purchase order detail line status is O (open).
• vendor: The Vendor that was specified for the item at the time you generated the Inventory Status & Projection Report (ISRP). You can specify a vendor for an item at the Create Item Screen.
• buyer: The Buyer that was specified for the item at the time you generated the report. If any of the items on the purchase order have different buyers, the buyer associated with the first item on the purchase order is used on the purchase order header. You can specify a buyer for an item at the Create Item Screen.
• promise date and due date: The current date plus the Lead days from the vendor item. If any of the items on the purchase order have different Lead days, the latest Promise date and Due date are used on the purchase order header.
• ship via: See above.
• warehouse: The Default Warehouse (A04) specified in the System Control file.
• general ledger number: The G/L account number specified for the R (receipt) inventory transaction code. See Work with Inventory Transaction Codes (WITC).
• offer: If the Offer Required Entry on Purchase Orders (A36) system control value is set to Y, the offer you specified is assigned to the purchase order header. If this system control value is set to N the offer field on the purchase order header will be blank.
• purchase order type: The system checks the first item on the purchase order. If the Last purchase cost field in the SKU file specifies a cost, the purchase order type is R; otherwise, the type is I.
• entry date: The date when you generated the purchase order.
• quantity: Your entry for the item at the Create Purchase Orders Screen.
• cost: Derived the same way as in interactive purchase order entry; see the Cost field for an overview. However, if the system cannot find a cost in the SKU file, it sets the price to zero with a pricing method of Zero cost accepted.
• discounts: Derived the same way as in interactive purchase order entry; see Entering PO Details for an overview.
Note: The system does not use the information specified for a vendor item unless it is for the item’s Primary vendor from the time you generated the Inventory Status & Projection Report (ISRP). However, even if there is no vendor item for an item, the system still generates a purchase order for it all the necessary information is available.
For more information: See Entering Purchase Orders (MPOE) for an overview on the information included on a purchase order.
| Chapter 33: Initializing the IS Report (IISR) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Forecast Generated Purchase Orders Report |
MK03_12 CWDirect 18.0 August 2015 OTN