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The form updates similarly to the ERP Physicals forms.  That is, the value entered in the Units will replace the Ledger Units after saving the changes.  The process creates ledger transaction records with the difference between the values.

As the Units is entered, the system will calculate the Pack and via versa.

The On-Order Units represents to total units for the item from open orders that have not been invoiced.  This number is not affected by the change to the units Units. The on-order units are On-Order Units are reduced when customer orders are cancelled or through the VMI export process.

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

VMI Create Orders Form

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.  

Using the current VMI balance and the configuration minimum units setting, this process determines which stores need deliveries and creates orders for them with the required items.

The VMI balance is updated when invoices are sent to Prescient, and when customer sales are imported from Prescient.

When determining need for an order, it uses this math.

• Target Units - (Current Inventory Balance + Invoices not Sent to Prescient)
• For example:
  Target Units = 10
  Current Inventory Balance = 4
  Invoices not Sent to Prescient = 2
  Create New Order = 10 - (4 + 2 ) = 4

Calculate

The sales order generator identifies customers with perpetual inventory deficits and calculates the quantity to be order for each.

The calculation determines the perpetual inventory deficit for each item. 

Order quantities are initially calculated as multiples of the factor, but the process then uses the mix and factor configuration settings to determine if it's possible to package quantities for different items together to make a whole factor.

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.

For example:

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. 

- 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. 

Generate

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

The created customer orders must then travel through the standard logistic and invoice workflow process that all customer orders go through.

VMI Export Invoices Form

Once these orders have completed their logistics workflow and invoices have been created and registered, users can generate export files that will be sent to Prescient.   In addition, this process updates the current balance to account for the invoiced quantities.

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