Related topics
- About working with demand adjustments
- About working with workday adjustments
- Setting up IBS Inventory Control
- Set up inventory segmentation data
The information on this panel is entered at the time of installation, and creates the foundation for the IBS Inventory Control system. As a rule, information on this panel should not be changed once you begin generating forecast and demand data.
Note: Because the information defined in this routine should not be changed, it is important that you define the parameters that you will use before you begin keying in information here. There are several fields in this routine that become protected once data has been generated in the Forecast file.
You can print out the contents in the table from the Table printout program selection.
- Forecast period type
- Enter the code for the forecast period type to be used. You specify the time unit to be used for forecast periods. It can be based on a week or a month.
Code Description 1 Week 2 Month This field becomes protected once the system generates data in the Forecast file.
- Time units/period
- Enter the number of time units to be in each forecast period. The number you enter here is dependant upon which forecast period type you entered in the Forecast period type field.
This field becomes protected once the system generates data in the Forecast file.
- History years
- Enter the number of years for which you want to save both forecast information and demand statistics in the Forecast file. For example, enter the number 1 to save one year, the number 2 to save two years worth of information, and so on, up to a maximum of 9 years. This field becomes protected once the system generates data in the Forecast file.
- Workdays/week
- Enter the normal number of working days per week. Valid numbers are 1-7. This field becomes protected once the system generates data in the Forecast file.
- Workdays/month
- Enter the normal number of working days per month. Valid numbers are 1-31. This field becomes protected once the system generates data in the Forecast file.
- Workdays/period
- This field is automatically calculated from the Forecast period type, the No of periods/year, the Workdays/week, and the Workdays/month fields. The resulting value is the average number of working days per period. The actual number of days per period is displayed in the active Forecast file. It cannot be changed.
- SP period type
- Only shown if the SP function is activated. Enter the code for the SP period type to be used. You specify the time unit to be used for SP periods. It can be based on a week or a month.
Code Description 1 Week 2 Month
- Supply plan horizon
- Enter a number indicating how many years ahead periods should be created in the supply plan.
- Active periods gen
- Displays the forecast period in which the active forecast periods were last generated.
- Period calculated
- Displays the last period for which the purchase control values were calculated and updated in the system. The purchase control values consist of forecast, economic order quantity (EOQ), safety stock (SST), and reorder point (ROP). These values are calculated and updated in the system in Inventory calculations for each item/warehouse combination. Note: The purchase control values must be calculated once every forecast period.
- Period purch sugg 3
- Displays the last period for which a purchase suggestion was run for purchase type 3. This is accomplished-purchase suggestion creation. Note: For purchase type 3, a purchase suggestion creation should be run once every forecast period.
- Period stock level
- Displays the last forecast period for which average stock level was calculated. Average stock level is calculated in the Average stock level calculation. Note: Average stock level should be calculated at least once every forecast period.
- Date SP calculation
- Only shown if the SP function is activated. Displays the date when the supply plan was last calculated. The date is updated from the Start SP calculation program.
- Segmentation code
- Enter the code stating the way in which you want to segment items. Segmentation is used in volume value classification and movability classification for each item/warehouse combination in the system.
Code Description 1 Segment items within each warehouse of the company. 2 Segment item/warehouse combinations at the company level for all warehouses.
- Segmentation price
- Enter the code for the segmentation price to be used.
Code Description 1 Item cost price 2 Item sales price 3 Item markup This price is used to calculate the value part of the volume value classification.
- Movability code
- Enter 1 or 2 indicating whether you will use number of movements or demand quantity when determining movability for a specific item/warehouse combination. Demand quantity or number of movements is used in the Inventory segmentation for assigning a movability code to each item/warehouse combination.
Code Description 1 Use number of movements when determining movability for an item/warehouse combination. 2 Use demand quantity when determining movability for an item/warehouse combination.
- Volume perc code
- Enter 1 or 2 indicating if you want the percentage in Work with volume value codes to be based on the total volume value percentage to be in each class, or to be based on the total number of item/warehouse combinations percentage to be included in each class.
Code Description 1 The percentage used in Work with volume value codes will be the percentage of total volume value to be included in each class. 2 The percentage used in Work with volume value codes will be the percentage of the total number of item/warehouse records to be included in each class. Example:
A volume value code A with the percentage of 10 is defined in Work with volume value codes. If you enter 1 in this field, the system will check all total volume values for all items; let’s say this is 500,000. 10 % of 500,000 is 50,000. Now the system checks the volume value of all items and accumulates the volume value of the “best items” until 50,000 is reached. These items will be A items.If you instead enter 2 in this field, the system will check how many items exist in the system; let’s say 500 items. 10 % of 500 is 50. The 50 “best” items, i.e., the items with the highest volume value, will be A items.
- Auto adjust demand
- The system allows you to adjust unusually high or low demand to a level that reflects normal demand for item/warehouse combinations. The adjusted demand is used in calculating forecast for the next period.
Set this field to YES, if you want demand automatically adjusted by the system. The system makes an adjustment at calculation time if the demand has increased or decreased (compared to the corresponding forecast) by a percentage greater than or less than the percentage entered in the Adjust percentage field.
Set this field to NO, if you want to manually adjust demand in the Forecast file or-the Demand variation list/update selection.
- Adjust percentage
- If Auto adjust demand is YES, then you must enter a percentage value here. When the demand in a certain forecast period deviates from the corresponding forecast by a percentage greater than the percentage in this field, the system automatically adjusts the demand value used in calculating the forecast information for the next period.
IC control file maintenance (INVD0402)
- Inventory calc text
- Enter the text that you want to use to describe the Inventory calculation batch job in the Job schedule file for job schedule type 1.
- Purch sugg 2 text
- Enter the text that you want to use to describe the purchase type 2 batch job in the Job schedule file for job schedule type 2.
- Purch sugg 3 text
- Enter the text that you want to use to describe the purchase type 3 batch job in the Job schedule file for job schedule type 3.
- Avg stock calc text
- Enter the text that you want to use to describe the Average stock calculation batch job in the Job schedule file for job schedule type 4.
- SP calculation text
- Only shown if the SP function is activated. Enter the text that you want to use to describe the SP calculation job in the Job schedule file.
- Purch code type 1
- Enter a purchase code, indicating the method you want to use for determining the amount to purchase for an item/warehouse combination of purchase type 1. This code is used in the Purchase suggestion function.
- Purch code type 2
- Enter a purchase code, indicating the method you want to use for determining the amount to purchase for an item/warehouse combination of purchase type 2. This code is used in the Purchase suggestion function.
- Purch code type 3
- Enter a purchase code, indicating the method you want to use for determining the amount to purchase for an item/warehouse combination of purchase type 3. This code is used in the Purchase suggestion function.
Code Description 1 Determine the amount to purchase according to EOQ. Note: If you use this method and the suggested quantity is greater than EOQ, then reorder point deviation should be used instead of EOQ. 2 Determine the amount to purchase according to EOQ or forecast based demand, depending upon which of these two values are greater. Then, purchase an amount that covers the number of periods stated in the next field. 3 Determine the amount to purchase according to forecast based demand. Purchase an amount that covers the number of periods stated in the next field.
- No of periods type 3
- If the purchase code for purchase type 3 in the previous field is 2 or 3, you must enter the number of periods ahead for which you want to purchase an item for an item/warehouse combination. The minimum amount of periods that you can enter here is 1. If the purchase code for purchase type 3 in the previous field is 1, you are not permitted to enter anything here.
- SP periods to copy
- Only shown if the SP function is activated. Enter the default value of the number of SP periods in addition to the past due period that you want to include in the Create purchase suggestions and Create internal replenishment suggestions routines. This will result in more items appearing on the purchase suggestion.
- SP quantity code
- Only shown if the SP function is activated. Enter the SP quantity code indicating the lowest level that the stock on hand including the planned orders must reach in the SP calculation when calculating supply quantity.
Code Description 1 Safety stock level (SST) 2 Order quantity + Safety stock level (OQ + SST)
- Allow purch sugg cpy
- Indicate whether or not to allow manual conversion of a purchase suggestion to a purchase order if the Review code field on the purchase suggestion is YES, which means that one or more lines on the purchase suggestion should be reviewed.
- Protect frcst fields
- Indicate if you want to protect the following fields in the Forecast file:
- Level forecast
- Trend forecast
- Mean absolute dev
- Mean relative dev
- Alpha value
If YES, you are not permitted to enter or change the values in these fields in the Forecast file.
- Overdue days
- Only shown if the SP function is activated. Define the number of days of the past due period.
- Incl inv movements
- Indicate if you want to include inventory movements in the demand statistics used to calculate forecast.
- Extra ROP days
- Complete this field if you want to use a fixed default value when creating purchase suggestions and internal replenishment suggestions. The default value can be changed or deleted during suggestion creation, if necessary. Enter the number of days you want to add to the existing replenishment time. Adding time here will extend your replenishment time, telling the system to cover a longer time period for consumption. The reorder point will be calculated (raised) and the EOQ will also be adjusted (depending on the value of the purchase codes on this panel.
- Max line buy days
- Only displayed when IBS Advanced Purchase Control is installed and activated. Enter the maximum number of additional days that can be added to the planning time when using the Interactive line buying function.
- FC minimum decimals
- Enter a value (0-3) indicating the number of decimals to be used in the calculation of forecast, EOQ, ROP, SST, SP, purchase suggestions and IRO suggestions. Note: If the value in this field is changed to a lower number, then any number of decimals for locked and manual forecasts must be corrected and the IC and Supply plan calculations must be rerun.