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Once in the form, users can enter start and end dates.  These are optional fields, but the pair of dates must be unique for the division/customer/location.  That is, there are can be multiple records with the same start date as well as with the end date, but a specific start and end date must be unique for division/customer/location.  This includes blank dates (null values).

 


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Detail Fields

Once a new configuration is requested, the VMI process will attempt to find a customer order template that matches the criteria.  If a template is found, the the process will load its list of items to the configuration detail. 

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The Total Units is the sum of the On-Order Units and the ledger Units.




VMI Create Orders Form


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Description

VMI configuration establishes required perpetual inventory levels for each store.   The VMI import process reduces a customer's balance and eventually will require  new order requests to relieve the deficits.  

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      Invoices not Sent to Prescient = 2

      New Order = 10 - (4 + 2 ) = 4

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Since there can be two or more VMI configurations for a customer location, the "effective VMI configuration" is based on the VMI configuration with the shortest date range (most specific) and is within today's date.

. Everything is ordered to fill "Carts" 

. Everything ordered is in "Shelves" 

. How many units fit on a shelf varies by item. 

. When an item is flagged "Mixed" they are able to have shelves shared on a cart to fill an order. 


Examples:

  1. If product 0116172 needs 5 shelves and product 0316184 needs 2 shelves because both products are set to Mix = Y, are the same Type (SHELF) and the same Factor (3) then their needs can be combined to determine quantity to order. (All of these three things need to be the same in order to be grouped in a mix.) 
    * The type SHELF is shipped on a metal cart and there are 3 shelves on a cart. This is where the factor 3 comes into play. We also need to only sell full carts. 
    * Product 011672 is 5 shelves which is a 1 and 2/3 carts. 
    * Product 0316184 is 2 shelves or 2/3 of a cart. 
    In the scenario above, what the software needs to order is Product 011672 for 4 shelves and Product 036184 for 2 shelves, this gives us two full carts. This is because the factor of 3, which is interpreted as a single cart (3 shelves = 1 cart) - The mix isn't a "replacement" quantity its that the items can be mixed on the same cart. 

  2.  If product 0516184 needs 10 shelves because it has Mix = N then its needs cannot be combined with 0116172 and 0316184. Product 0516184 does have a Factor of 3, so the software needs to order 9 shelves or three full carts. 

  3. If product 1513115 needs 2 cases because Factor is 1 and Mix = N then software needs to order 2 cases

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Generate

Once item quantities have been calculated, the Generate process creates customer orders for those customers. 

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