Vendor Managed Inventory, or VMI, enables users to manage local retailer egg perpetual inventory and facilitate automatic reordering.  Most of the module's functionality is based on the the Scanbase module in CMC, which integrates to Prescient, a third party application that provides store sales aggregates.

Navigation - Orders > Vendor Managed Inventory

VMI Configuration Form

VMI configuration form allows users to specify which customers, locations and items can be managed for each division. In addition, they can specify the minimum perpetual inventory for each item. Then, the configuration information is used to determine when a product's inventory is below the threshold.

This form is used both as a search form and the starting point for creating new configuration records.

• To create a new configuration, users must enter Division, Customer, and Location.
• All parameters are optional for searching

Vendor Managed Inventory Configuration Search form.

This form is used both a search form and the starting point for creating new configuration records

• To create a new configuration, users must enter division, customer, and location
• All parameters are optional for searching

Header Fields

To create a new configuration, users select a division, a customer, and a location for the selected customer.  This is done through the VMI Configuration Search form.

Users enter this customer, division, and location in the configuration search form, then select New.  This will open the configuration form itself.

Once in the form, users can enter start and end dates.  These are optional fields, but the pair 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 null values.

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. 

This is the only way to populate this form.  If no template was found, the configuration will have no detail lines and will effectively be unusable. 

The Update From Template button enables users to refresh the configuration if the templates have changed or a new template created.

1. Line number - Sort order from referenced customer order template
2. Item - Item code for the selected item
3. Item Description - Item description for the selected item
   
4. Inventory Type - Inventory type for the selected item
   
5. Unit of Measure - The unit of measure value for the selected item
   
6. Pack - The equivalent number of single eggs for the specified one unit of the target quantity. 
7. Factor - Order quantities are calculated in multiples of the factor.  If an item requires 14 and the factor is 3, the order can deliver 12 with a overflow of two
   
8. Mix - Indicates whether overflows for an item can be combined with overflows for other items to compose shippable packages the size of a factor.
   
9. Target - The threshold under which the create order process will attempt to generate an order. 
   
   
   

For the Pack to show up correctly, the two highlighted fields from System Settings need to be configured.

Navigate to Master > Administration > System Settings > Customer Order

VMI Import Form

Prescient sends a CSV file via FTP containing sales units for different products and stores.  This process loads the file and updates the vendor managed inventory to reflect the sales

Customer Sales Import

The third party company Prescient collects egg point of sales data from customer stores.  It aggregates these data and generates a CSV file, which is then sent via FTP to a location accessible by Aeros ERP.  Users select the file

Mapping

Users must select a division before selecting a CSV file to process.  All records will be created for this division

The CSV has only four fields that are used to update the vendor inventory

Supplier store ID must map to both the customer and the customer location.  That is, customer and its location must be the same for this process to work.

Open File Button

Users select a Prescient CSV file using the Open File button.   The import form will attempt to parse it based on the specified structure for the file:

Process Sales

Once a CSV file has been loaded, the Process Sales button will do the following

• Validate each record in the CSV file. 
• Update the VMI ledger for the division/customer/location for each record that passes validation

Usually, we expect these transactions to reduce available VMI inventory

VMI Adjustment Form

Users can alter the current inventory through this form

VMI Create Orders Form

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

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.

The file will be created in the folder which has the file path being set in the Export Directory, under Customer Order tab in System Settings.

VMI Reports