Chapter 108: Working with Retail Store Restock (WRSR)

Purpose: Use Work with Retail Store Restock to:

• create retail store restock orders for selected stores, generate pick slips for the restock orders, and update inventory in the stores.

• run an anticipated store restock for selected stores. The anticipated store restock allows you to look ahead to see which stores are in need of restock without actually creating restock orders and generating pick slips.

For more information: See Understanding Store Restock for a process overview.

In this chapter:

• Select Stores Screen

• Submit Store Restock Screen

• Anticipated Store Restock

• Store Selection Exception Report

• Anticipated Store Restock Generation - Restock Summary Report

• Actual Store Restock

• Print Phone Errors Report

• Store Selection Exception - Store Restock Generation Report

• Store Restock Generation - Restock Summary Report

• Store Add-on Request Backorder Report

• Order Batch Listing Report

• Pick Generation - Store Restock Orders Backorder Analysis Detail Report

• Store Restock Pick Generation - Restock Analysis Summary Report

Work with Retail Store Restock Screen

Purpose: Use this screen to indicate whether to generate retail store restock orders, or to generate reports on anticipated retail store restock requirements.

How to display this screen: Enter WRSR in the Fast path field at the top of any menu, or select Work with Retail Store Restock from a menu.

INR1421 ENTER Work with Retail Store Restock 5/26/99 10:26:11 KAL Co. 1.) Retail Store Restock 2.) Anticipated Store Restock Selection . : Pick Gen Select Opt: 44 STORE RESTOCK ORDERS F3=Exit F12=Cancel

Field	Description
Selection	Use this field to indicate whether to perform an actual retail store restock orders, or just the reports describing anticipated retail store restock requirements. Valid values are: 1 = Generate store restock orders. If you select this option, the system displays the Pick slip generation select option field, so that you can select the pick slip generation option to use to print pick slips before you advance to the Select Stores Screen. 2 = Generate reports listing anticipated store restock requirements. If you select this option, you advance directly to the Select Stores Screen, where you can select the stores you want to include in the anticipated store restock reports. Numeric, 1 position; required.
Pick gen select opt (Pick slip generation selection option)	The pick slip generation selection option to use to print store restock orders. Displayed only if you enter 1 in the Selection field. You can prompt on this field to display a list of valid pick slip generation options. The system displays an error message similar to the following if you select a pick slip generation selection option that does not have the Store restock orders field set to Y: Warning - This Pick Gen will not generate Restock picks. See Fulfillment Chapter 5: Working with Pick Slip Generation (WPSG) for more information on setting up a pick slip generation template. After you complete this field and press Enter, you advance to the Select Stores Screen. Numeric, 5 positions; optional.

Select Stores Screen

Purpose: Use this screen to select the retail stores to include in the anticipated store restock or the actual store restock, depending on which option you selected on the Work with Retail Store Restock Screen.

How to display this screen: Press Enter at the Work with Retail Store Restock Screen.

INR1355 DISPLAY Select Stores 5/24/99 16:25:02 KAL Co. Opt Str Description Region Rank Day Route Sts Type options, press Enter. 1=Select 4=Deselect 30 KAL SUPPLY STORE WHS 30 0 0 50 KAL SUPPLY STORE WHS 50 NEWE 1 1 1 A 55 KAL SUPPLY STORE WHS 55 NEWE 1 1 1 A 70 KAL SUPPLY STORE WHS 70 NH 2 0 2 I 100 KAL SUPPLY STORE WHS 100 MIDW K 0 3 I F3=Exit F7=Select all F8=Deselect all F12=Cancel

Field	Description
Str	A code for a warehouse that represents a retail store. You can create a warehouse that represents a retail store through Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional.
Description (Store description)	The name of the retail store. Alphanumeric, 30 positions; optional.
Region	The region assigned to the retail store, such as New England. This value defaults from the Region field at the Create Store Screen, Alphanumeric, 5 positions; optional.
Rank	The rank assigned to the retail store, such as outlet. This value defaults from the Rank field at the Create Store Screen. Alphanumeric, 1 position; optional.
Day (Store restock day)	The day the store is scheduled to be restocked. Valid values are 1-14. This value defaults from the Replen day field at the Create Store Screen. Numeric, 2 positions; optional.
Route (Truck route)	The truck route assigned to this store. This informational field defaults from the Truck route field at the Create Store Screen. Numeric, 3 positions; optional.
Sts (Store status)	The status of the store. This value defaults from the Status field at the Create Store Screen. Valid values are: A = Active. The store is included when you press F7. I or blank = Inactive. The store is not included when you press F7; however, you can still select it individually. Enter a status to display stores that match your entry. Alphanumeric, 1 position; optional.

Step-by-step instructions: To select stores for anticipated or actual retail store restock.

1. Enter 1 next to store to select it, or press F7 to select all stores in an active status.

2. Optionally, enter 1 next to an inactive store to include it in the anticipated or actual retail store restock.

3. Optionally, enter 4 next to a store, or press F8 to deselect all stores and start over.

4. Press Enter to advance to the Submit Store Restock Screen, where you can review the stores you selected for store restock and submit the actual or anticipated store restock.

Screen Option	Procedure
Select a store	Enter 1 next to a store to include it. The system displays the word “selected” next to the store.
Deselect a store	Enter 4 next to a store to deselect it. The system removes the word “selected” from the store.
Select all stores in active status	Press F7. The system displays the word “selected” next to the stores that are in an active status.
Deselect all stores	Press F8. The system removes the word “selected” from each store.

Submit Store Restock Screen

Purpose: Use this screen to review the stores you selected for anticipated or actual store restock, and to submit the restock.

How to display this screen: Press Enter on the Select Stores Screen.

INR1424 DISPLAY Submit Store Restock 5/25/99 9:33:56 KAL Co. Anticipate Store Restock Opt Str Description Region Rank Day Route Sts Type options, press Enter. 4=Deselect 50 KAL RETAIL STORE WHS 50 NEWE 1 1 1 A 55 KAL RETAIL STORE WHS 55 NEWE 1 1 1 A F3=Exit F9=Submit F12=Cancel

Field	Description
Str	A code that represents a retail store. You can set up a warehouse to represent a retail store in Work with Warehouses. See Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional.
Description	A description of the retail store. Alphanumeric, 30 positions; optional.
Region	The region assigned to the retail store, such as New England. This value defaults from the Region field at the Create Store Screen, Alphanumeric, 5 positions; optional.
Rank	The rank assigned to the retail store, such as outlet. This value defaults from the Rank field at the Create Store Screen. Alphanumeric, 1 position; optional.
Day	The day the store is scheduled to be restocked. Valid values are 1-14. This value defaults from the Replen day field at the Create Store Screen. Numeric, 2 positions; optional.
Route	The truck route assigned to this store. This informational field defaults from the Truck route field at the Create Store Screen. Numeric, 3 positions; optional.
Sts	The status of the store. Valid values are: A = Active. The store is included when you press F7 at the Select Stores Screen. I or blank = Inactive. The store is not included when you press F7 at the Select Stores Screen. Alphanumeric, 1 position; optional.

Step-by-step instructions: To submit the actual or anticipated retail store restock.

1. Review the stores that you selected and optionally deselect any stores you do not want to submit to store restock.

2. Press F9. You return to the Work with Retail Store Restock Screen, where a message such as the following indicates the store restock has been submitted: Job 069474/KLETENDRE/STORE_ANTC submitted to job queue QBATCH in library.

For more information: See Understanding Store Restock for more information on the processing the system performs at this time.

Anticipated Store Restock

When you submit an anticipated store restock, the system generates two reports:

• Store Selection Exception Report: This report displays the stores that were not eligible for store restock.

• Anticipated Store Restock Generation - Restock Summary Report: This report displays the stores that are eligible for store restock and how many items and units are needed for restock.

Actual Store Restock

When you submit an actual store restock, the system:

• checks the setting of the Maximum Number of Lines to Include on Store Restock Order (I51) system control value to determine the number of order lines to include on a store restock order. For example, if this system control value is set to 5, the system includes no more than 5 order lines on a store restock order before creating a new store restock order.

• checks the setting of the Include In-Transit Location On Hand for Retail Replenishment (J89) system control value to determine whether the system includes the in-transit quantity in the retail replenishment calculation.

• after creating the restock orders, generates pick slips for the orders if there were no errors and the orders are not on hold.

• generates the following reports:

• Print Phone Errors Report. This report displays any errors on the restock order.

• Store Selection Exception - Store Restock Generation Report. This report displays any stores that are not eligible for restock.

• Store Restock Generation - Restock Summary Report. This report displays the stores that are eligible for restock and how many items and units are needed for restock.

• Order Batch Listing Report. This report displays the batch number assigned to the store restock order and order information such as source code and sold to customer number.

• Pick Generation - Store Restock Orders Backorder Analysis Detail Report. This report displays any items that could not be restocked because they were on backorder in the From warehouse.

• Store Restock Pick Generation - Restock Analysis Summary Report. This report displays the billing batch number and the number of items and the number of units for each item that were restocked for each store.

• Store Add-on Request Backorder Report. This report lists store add-on request items that are completely backordered.

For more information: See Understanding Store Restock.