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Item Site Master
This screen is accessed from the Item Master screen and clicking on the 'Related' Button down the right hand side. Item Site Master allows you to maintain Item Site parameters focussing on the replenishment criteria such as ROQ, Order Multiple, etc. These parameters will be used when running Replenishment by Site. If the Item/Site parameters do not exist then Ostendo will use the information held against the Item Master record
List Tab
Display fields
The displayed fields are taken from the Item Site Master record.
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Item Site Master screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the Detail panel for entry and maintenance of Item Site Details
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: Not applicable to the List panel
Detail Tab
This screen allows you to maintain Item Site Details
Entry and Display fields
Item Code: Display only field showing the selected Item Code against which the Details are being maintained
Unit: Display only field showing the base Unit of the selected Item Code
Description: Display only field showing the Description of the selected Item Code
Sites Sub-Tab
Site Name: When adding a record select the Site from the Drop-down list. Duplicate records containing the same Site will not be allowed
Buttons
Close: This will close the Item Site Master screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Item/Site record
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This will delete the selected Item/Site record
Item Site Details Sub-Tab
When adding a record this will be prefilled with the data already entered against the Item Master record but can be amended here as follows
Default Supply Method: This defines whether the Item is:
Supply From Stock - Supply to Sales Orders, Assembly Issues, Job Orders will come from stock. In this instance Inventory will normally be maintained using the Inventory Replenishment routine.
Source On Demand - Whenever a demand (Sales Order, Assembly Order, Job Order) is made then Ostendo will immediately create a matching ‘Suggested’ Supply Order (Assembly Order or Purchase order). This Suggested Supply Order can then be converted - along with Suggested Replenishment Orders - using the ‘Create Required Orders’ option found under ‘Requirements’ Menu
Sourced By: Select the normal method by which this Item is sourced. This will allow the Ostendo to generate planned orders in the area where it is sourced (Assembly or Purchase). Click on the drop-down list to select a source. The options available are:
Purchasing - Fully purchased Item
Assembly - Assembled in-house
Custom - Created via the ‘Custom Product’ routine
Transfer - Item is transferred from another Site
Configured By: If ‘Custom’ is selected in the previous field (‘Sourced By’) then this field will be visible. From the drop-down list select the method by which this Item will be configured. The options available are:
Rules – Configures the product using a Script previously created via Assembly>Custom Products
Manual – Configures the product using a pre-defined BOM which can be amended during configuration and made specific to this order line
Features – Configures the product using the Features and Options facility held against the Item's Bill of Material.
Primary Supplier: From the drop-down list select the Primary Supplier for this Item. This is only required if the ‘Sourced By’ is Purchasing or Supplier assembled. This is used by the Replenishment routine, or Source on Demand function to generate a planned Order linked to a preferred Supplier. Suppliers are maintained by clicking on Purchasing>Suppliers
Lead Time: Enter the number of days that it normally takes from placing the order to obtaining the Item. This lead-time will be applied to both Purchase Orders and Assembly Orders to determine when the order should be placed. If nothing is entered then a zero Lead-time is assumed.
On-Hand Qty: This is a display only field showing the current stock level across all Warehouses and Locations linked to this site.
Supply: Display only field showing the sum of the current Supply Orders (Purchase Orders and Assembly Orders).
Demand: Display only field showing the sum of the current demand orders (Sales Orders, Assembly Orders, and Job Orders).
Available: Display only field showing the Available quantity (calculated from the above On-Hand + Supply - Demand).
Free Qty: Display only field showing the Free quantity. This ignores any outstanding Supply Orders. I.e. It is calculated from the above On-Hand - Demand.
Re-Order Basis: From the drop-down list select the basis on which the Re-Order level and Re-Order quantities will be based.
Level: This is used in the Inventory Replenishments Routine to define the stock level at which the program generates a Planned Supply order. The field heading reflects the 'Re-Order Basis' selected above and affects the way that Ostendo evaluates the Re-Order level
Level (Qty): Enter the Quantity relating to the Re-Order Level. This will be used in the Replenishments Routine
Level (Days): Enter the number of days over which Ostendo will dynamically calculate the average daily usage. This is multiplied by the number of days to dynamically calculate the Re-Order Level which is then used in the Replenishments Routine
Re-Order: This is used in the Inventory Replenishments Routine to define the Re-Order Quantity. The field heading reflects the 'Re-Order Basis' selected above and affects the way that Ostendo evaluates the Re-Order Quantity
Order (Qty): Enter the Re-Order Quantity. This will be used in the Replenishments Routine
Order (Days): Enter the number of days over which Ostendo will dynamically calculate the average daily usage. This is multiplied by the number of days to dynamically calculate the Re-Order Quantity which is then used in the Replenishments Routine
Order Multiple: If you normally order in a quantity multiple then enter the multiple here. (Example:- you stock in ‘each’ but your Supplier only supplies in multiples of 10). The evaluated Planned Order quantity will be increased to take account of this multiple. If nothing is entered then no multiple will be applied.
Last Cost: This is maintained through receipts into Inventory for this site. There are instances, however, when the cost of the last receipt is not known, therefore you can enter that cost here if required.
Average Cost: This is maintained through receipts into Inventory for this site. There are instances, however, when the current Average cost is incorrect, therefore you can enter the correct Average cost here if required.
Standard Cost: This is maintained here although the Standard Cost can be updated via the Cost update routine.
The following list shows a complete history of cost changes made to this Item
Cost Type: Display only field showing which Cost was updated
Date Changed: Display only field showing the date when this Item’s Cost record was updated.
Old Cost: Display only field showing the cost prior to the change
New Cost: Display only field showing the cost after the change
Buttons
Close: This will close the Item Site Master screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Item/Site record
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This will delete the selected Item/Site record