Purchase review control codes are used to determine if specific purchase suggestion lines should be reviewed. When purchase suggestion lines are created, the review tests that you specify are performed and Review is set to YES for the purchase suggestion lines that meet the review criteria. If any purchase suggestion lines in a purchase suggestion are marked for review, the entire purchase suggestion is also marked for review at the header level.
In the Work with purchase suggestions program, you can review the purchase suggestion lines and set Review to NO. Purchase suggestions lines for which Review is set to YES may not be copied to purchase order lines if Allow conversion in the IC control file is set to NO. If this is the case, then it is important that you reset Review to NO if you want to copy a suggestion to a purchase order.
See About working with purchase suggestions (IBS Inventory Control) for more information.
- Select the Work with purchase review control codes menu item.
- On the first main panel, select the control key class for which you want to define review code criteria.
- The second main panel displays the review codes that have been created for the selected control key class, if any. Click Add.
- You access the Work with purchase review control codes detail panel. The following fields are mandatory:
- Key value
- Enter a key value. For each warehouse and key value and control key class, you define the review criteria to be used on the purchase suggestion. Note: The key value must be a valid code for the control key class displayed in the header. For example, if you are entering data for the item control key class, you must enter a valid item code.
- Description
- Enter a description of the new record.
- Always
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if they appear on the purchase suggestion.
- Calculation error
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if a calculation error was signalled during the last calculation. The calculation errors that can occur are:
- Tracking error
- Forecast deviation error
- EOQ deviation error
- ROP deviation error
- SST deviation error
- With the exception of tracking errors, these errors occur when the actual deviation between the present period exceeds the allowed maximum deviation that is defined in Maximum deviation in the corresponding Inventory control table.
- The tracking error keeps track of each consecutive error in the forecast via the tracking signal. The tracking signal is calculated by MRD/MAD and displays forecast bias. When the tracking signal exceeds the tracking limit that you set in the Forecast control code table, the system signals that a tracking error has occurred.
- On order
- Indicate if you want all item/warehouse combinations connected with this table entry to be reviewed if they appear on a purchase order outside the planning time, including extra planning days.
- On suggestion
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if they already exist on a purchase suggestion that has not been converted to a purchase order.
- Maximum line value
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if the line value on the purchase suggestion exceeds the amount in Line value limit.
- Line value limit
- Mandatory entry if Maximum line value is set to YES. Enter the line value limit in system currency.
- Consumption days
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if the suggested purchase quantity on a purchase suggestion line exceeds the number of days in Number of days.
- Number of days
- Mandatory entry if Consumption days is set to YES. Enter the number of days for forecasted consumption.
- Stockout days
- Indicate if you want all item/warehouse combinations connected with this table entry to be marked for review if you expect to have a stockout for an item/warehouse combination for a given number of days.
- Number of days
- Mandatory entry if Stockout days is set to YES. Enter the number of stockout days allowed before a line on the purchase suggestion is marked for review.
- From WHS avail
- Indicate if internal replenishment suggestion lines for selected items that are part of the same job should be allowed to be marked for review if the FROM warehouse has insufficient stock to replenish the TO warehouses.
- Excess stock review
- Indicate if the system should search for excess stock in other warehouses.
- Lower price review
- Indicate if the system should search for an alternate supplier of the product that can supply the product at a lower price.
- Only appr suppliers
- Indicate if only approved suppliers should be included in the lower price review.
- Earlier del time rev
- Indicate if the system should search for an alternate supplier of the product that can supply the product at an earlier date.
- Only appr suppliers
- Indicate if only approved suppliers should be included in the earlier delivery time review.
- Min/Max order qty
- Indicate if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line does not meet the minimum and maximum order quantity values that are defined in the Item file, Purchase prices.
- Order target
- Only shown for control key class Supplier number. Indicate if all item/warehouse combinations connected with this table entry should be marked for review if the suggested purchase quantity on a purchase suggestion line does not meet the order targets that are defined in Work with periodic purchase and order targets.
Click OK. Exit the routine.