Product Line File - FIL 12

Description/Instructions

Name or description of the product line. For example, Bright Glaze Wall Tile, Italian Marble Slabs, Natural Parquet Flooring, or Super Stick Adhesives. Whenever possible, we recommend that you use the manufacturer's actual product line name.

Unit of measure in which the products within this product line are usually sold. This unit of measure does not prevent the individual items in this product line from being sold in other units of measure.

Enter Y if the product line contains only items which are stocked on a consignment basis from the supplier. Otherwise, leave blank. Consignment items can be separately analyzed on inventory analysis and sales reports.

Consignment items are items that you don't own but are selling for a manufacturer or supplier.

Average number of days between placing a purchase order for items in this product line and receiving the items. Item File lead time overrides the Product Line File lead time.

Frequency, in days, that the product line is ordered or reviewed for the purpose of ordering from the supplier. If you enter the lead time and the order frequency, and blank out the other control parameters (weeks to stock, reorder point, and reorder amount), the program displays default reorder control parameters based on standard reordering formulas. In order to achieve Just in time inventory reordering, the order frequency should represent the frequency of incoming shipments. For example, even with a lead time of 30 days, if this product is included on incoming shipments every ten days, then the order frequency is 10.

Optimum number of days to stock. The computer then figures the actual unit quantity to stock by multiplying the average weekly usage of each item by the number of weeks entered here. This entry allows the quantity to stock to shift with demand.

Enter quantity, expressed in days of demand, below which a reorder should be generated.

Quantity, expressed in days of demand, that should be reordered when the reorder point is reached.

Targeted Turns is the number of inventory turns that would result if the reorder parameters were followed exactly as stated. Targeted Turns is input capable. If you enter Targeted Turns, the Days to Stock will be recalculated to coincide with that number of turns.

Safety Stock = (Days to stock) - (Order Frequency Days). This field is not input capable. Safety Stock is the days of stock in excess of the minimum possible requirement, which is order frequency. Safety Stock should be set considering shade requirements, normal job sizes and fluctuations in supply and demand. If Safety Stock is negative, it displays in red. Negative Safety Stock means that your days to stock does not even support your minimum requirements.

Three-character code representing the buyer or the buying category. It is used to group products on the reorder reports. These codes must first be set up in the Classification Codes File - FIL 19.

One-character payment terms code, if payment terms to your customers are based on products. If your payment terms are assigned to customers, covering all products, you do not need to enter a code in this field. To initiate terms by product, follow these guidelines:

• Code your customers with payment terms code M. M directs all programs to check for manufacturer's terms in the Product Line File for each item sold.

• Code each product line record with a terms code (in this field).

• The program that creates orders and invoices finds the proper terms for each item sold. If a single order contains items with different terms, the system automatically splits the order into multiple invoices.

These fields allow you to assign a one or two character prefix and suffix to serial numbers automatically generated during the receiving process. Unique serial numbers can aid in identification of inventory transactions, and improve bar code scanning processes.

These fields along with the field Generate Unique Serial Numbers work in conjunction with the receiving application (INB 1) to assign unique serial numbers to inventory at time of receipt. For more information, refer to the Inventory Management Reference.

For example if the Prefix is set to A and the Suffix is set to R, unique serial numbers will be generated for all inventory receipts of products from this manufacturer, and those serial numbers will be generated in the following format:

AnnnnnnR - Where nnnnnn represents a unique six-digit number.

This format will apply to all products in this product line, these settings override settings made in the Manufacturer File.

If different terms are to be applied for direct ships, enter that terms code here. Terms codes are established in the Payment Terms File.

If your payment terms are by product, then you can use the terms code fields, or these fields. You can enter a percentage discount as well as number of days until due. For example, 00200%, 030 days indicates 2% discount if paid within 30 days.

If you enter Y to generate unique serial numbers, the Receipts and Back Order Fill System (option 6 on the Inventory Control Menu) automatically assigns a unique six-digit serial number each time a receipt is entered.

If you enter a default serial number here, the Receipts and Back Order Fill System (option 6 from the Inventory Control Menu) automatically inserts that serial number for each receipt of this product.

This field can not be updated. It displays the total month-to-date order quantity that was lost. Lost is defined as being invoiced for less quantity than was ordered. Large quantities in this field can indicate that inventory counts are incorrect, or back orders are not being filled promptly. This quantity is the cumulative difference between the quantity ordered column and the quantity shipped column of all monthly invoices for this product line.

Qualifies how the unique and default serial numbers work.

• Blank - If left blank the unique serial number generation or default serial number applies to all items within the product line.

• T - The unique serial number generation or default serial number applies only to trim items within this product line. Trim is defined as any item containing a trim class code in the Item File.

• R - The unique serial number generation or default serial number applies only to regular (non-trim) items within this product line. Regular or non-trim items are defined as any item without a trim class code in the item File.

• U - Use value in Default Serial Number field as an edit mask for all items in the product line.

• V - Use value in Default Serial Number field as an edit mask for all items in the product line that are not defined as trim items in item master (user trim class).

• W - Use value in Default Serial Number field as an edit mask for all items in the product line that are trim, as defined in item master through use of trim class.

The Receiving Program (pre-receipts only) shows the default serial number as usual, except as follows:

• If you leave the default as is, and code U, V, or W applies, then the default serial number cannot be used as the actual serial number.

• The serial number cannot be the default if the default is an edit mask.

• You can change the serial number to anything, even serial numbers that do not agree with the mask. This is a guide, not an enforced mask.

• You can use any characters for field entry of the edit mask. However # indicates a numeric value, and @ indicates an alpha value.

Enter a D in this field to delete this record.

Description/Instructions

Warehouse code, if parameters for that warehouse need to be entered.

Number of days between recognition of a need to purchase and the arrival of goods in the specified warehouse.

Number of days between actual shipments into the specified warehouses. This indicates how often the product is brought into this warehouse.

Amount of stock, expressed in weeks of average demand, below which a reorder should be initiated.

The amount, expressed in weeks of average demand, that should be reordered when the reorder point is reached.

Description/Instructions

Main type options are:

• D - disclaimer

• I - installation instructions

• M - miscellaneous/other

• S - shipping/delivery instructions

• T - translated name or description

• A - alternate/substitute item

• P - purchasing instructions

Identifies the language in which the instructions are written, or can have user defined meanings. If used to identify by language, it should relate to the language codes that you create in the Classification Codes File - FIL 19.

Enter instructions or other information here.

Specifies where this information prints; on the picklist, acknowledgement, invoice, or purchase orders. Enter Y to print. Enter N not to print.

Pick list.

acknowledgment or quotation.

Invoice to customer.

Purchase order to supplier.

Color. This field controls the color that each line is displayed in on the Product Knowledge Screen in Order Entry. The possible values are:

R - Red, B - Blue, P - Pink, W - White, G - Green, T - Turquoise, Y - Yellow, Blank - Green, I - Invisible

Invisible does not show on the Product Knowledge Screen. When you use T or Y, the line is also underlined.

Description/Instructions

Quantity, in native unit of measure, of open customer orders that are allocated against stock. Each figure represents the quantity open at the end of each month.

Quantity, in native unit of measure, of back orders. Back orders are customer orders that are not allocated against stock. Each figure represents the quantity open at the end of each month.

Quantity, in native unit of measure, sold or invoiced in the respective months.

Monthly order activity, derived by performing the following calculations:

• Open orders plus open back order equals total open orders.

• Subtract the total open orders of the previous month from the total open orders of a month to determine the change in open order position.

• Add the charge in the open order position to the quantity invoiced to calculate the month's order activity.

Enter I to include certain policy codes. Enter O to omit certain policy codes. Then, specify the policy codes to include or omit. The program includes only items that adhere to your selections. For example, you could include or omit discontinued items or special items.

Enter I to include certain unit of measure codes. Enter O to omit certain unit of measure codes. Then, specify the units of measure to include or omit. The program includes only items that adhere to your selections. This can be important when analyzing product lines that include multiple units of measure. For example, wood or ceramic tile lines that include trim prices. You can separately display the SF items versus the PC or CT items.

Order activity uses the header warehouse as its statistical anchor. The header warehouse is the warehouse that ultimately services the customer, regardless of where the stock was originally picked and transferred from. You can specify any header warehouse to display activity for that header warehouse. You can also enter up to six header warehouse codes to retrieve sub-totals of a group of warehouses. Enter ALL to include all warehouses. Direct ships are bypassed unless warehouse DIR is specified.