INVM Automated Purchasing Parameters

The following control maintenance records belong to the INVM (Inventory Management) category and apply to automated purchasing.

Commit From Invoiced Gen's Location If On-hand Available

For each branch, indicate whether the system commits increased quantities on invoiced generations from the original location, if on-hand quantity is available. More:

Options	Yes - Commits inventory from the original product location on the sales order. No - Commits inventory from the primary product location.
Outcome of setting this control record	Determines where inventory is pulled from if an increase in ordered quantity occurs on the original line on an invoiced order generation. Ne
Default Value(s)	No
Example(s)	For example, if this record is set to Yes if the system committed the original quantity from consignment inventory, it will also commit the additional quantity from consignment inventory.
Action if set to Null	Same as if set to No.
Additional Information	None

Days Before Ship Date To Reserve Product

Enter the number of days before the plenty date to commit items for automated purchasing. More:

Options	Any number of days from 0 to 99.
Outcome of setting this control record	The system subtracts the number of days from ship dates, so it generates a suggested purchase order earlier than if no days were set. Setting this record helps the purchasing department obtain items for Ship When Specified and Call When Specified orders that cause items to fall below their order points.
Default Value(s)	Blank
Example(s)	You create the order in the parent branch before the order in the child branch. The parent's order has a status of Ship On and the child branch has a status of Call When Complete. This control record is set to 14 days. If the Ship On date is equal to or later than the plenty date, plus the reserved 14 days, the child's order commitment has a higher priority than the parent branch. Otherwise, the system covers the commitment for the parent first.
Action if set to Null	The system does not subtract days from ship dates.
Additional Information	The setting in this record does not affect the order entry availability calculation. The system only commits products on orders when they are within their lead time or plenty date, depending on the settings of the Suggested P/O Trigger For Non-Immediate Orders control maintenance record, although a suggested purchase order might be generated earlier.

Enable Automatic Suggested Transfers From Cross Dock Printing Queue

Indicate whether to display entries for suggested transfers to other branches that can occur as a result of a purchase order receiving in the Cross Dock Printing Confirmation Queue. More:

Options	Yes - Displays entries for suggested transfers to other branches. No - Does not display entries for suggested transfers to other branches.
Outcome of setting this control record	The system checks items received on the purchase order for suggested transfers. A suggested transfer displays in the Cross Dock Printing Confirmation Queue as a separate line in the queue with a description of "Suggested Transfer to Branch 'x'," and a user can set the suggested transfer to print. When the user uses the Edit > Print Tickets option, the system generates a transfer for that branch for the items.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	For more information about cross docking material, see Cross Docking Overview in the Manual Warehouse documentation.

Enable Immediate Print/Process From Cross Dock Sug Transfer

Indicate whether to print and ship transfers created from the Cross Dock Suggested Transfer Queue. More:

Options	Yes - The system prints and ships any transfer created from the Cross Dock Suggested Transfer Queue. No - The system does not automatically print and ship transfers.
Outcome of setting this control record	Automatically process and prints any transfer order that is created in the Cross Dock Suggested Transfer Queue.
Default Value(s)	No
Dependencies	You can use this control maintenance record alone or with the Enable Automatic Suggested Transfers From Cross Dock Printing Queue control maintenance record. If your company uses the Transfer Queue option in the Cross Dock Printing Confirmation Queue to generate suggested transfers, the system can also print and process the transfers.
Action if set to Null	Same as if set to No.
Additional Information	For information about using the Cross Dock Suggested Transfer Queue, see Using the Cross Dock Suggested Transfer Queue in the Manual Warehouse documentation.

Message Buyer On Inventory Factor Override In SOE

Set this record to notify the product's buyer using a tracker that a user has exceeded the order-to-inventory factor. The order-to-inventory factor is a percentage of the amount of each product to maintain on hand. When entering the quantity on a sales order, if the factor is exceeded, the user can continue or delete the item from the order. More:

Options	Yes - If the user continues with the order, the system sends a tracker to the buyer for the product. The tracker identifies the user who has overridden the inventory factor, the product, and the sales order number. No - The system does not send a tracker.
Outcome of setting this control record	If set to Yes, the product's buyer, as defined for the product's buy line, is notified immediately that a buy might be necessary to keep the product at acceptable on hand quantities.
Default Value(s)	Yes
Example(s)	For example, if a user enters an order quantity for a product that is a percentage greater than the percentage specified at the product level or in the control maintenance record, a warning message displays if this control record is set to Yes.
Dependencies	This record works with the entry in Order To Inventory Factor For SOE control maintenance record, which assigns an order to inventory factor to all products. That record's setting can be overridden using the Order to Inventory Factor for SOE field in the Product Miscellaneous Information window in Product Maintenance.
Action if set to Null	Same as if set to Yes.
Additional Information	None

Minimum Order Cycle Days For Suggested P/O

Specify the system-level minimum order cycle days, which limits how much the Suggested P/O program can contract a calculated order cycle. More:

Options	Any number of days, between 0 and 9999.
Outcome of setting this control record	The system never contracts below the minimum order cycle defined at the buy line level or in this control maintenance record.
Default Value(s)	Blank
Action if set to Null	System uses the minimum order cycle days for the buy line.
Additional Information	If a minimum order cycle is defined at the buy line level and it is less than the calculated order cycle, the Suggested P/O program uses the buy line override, even when it is less than the minimum order cycle defined in this record. If a minimum order cycle is not defined at the buy line level and the calculated order cycle is less than the minimum order cycle defined in this record, the Suggested P/O program uses the order cycle defined in this record. The value in this record also displays in parentheses in the Minimum Order Cycle field in Buy Line Maintenance.

Percentage of Mother Branch's OP Protected in Suggested Transfer

For each branch, enter the percentage of the branch's order point to protect during the suggested transfer process for a non-immediate-need situation. More:

Options	Any percentage between 0 and 99.
Outcome of setting this control record	By default, the system determines the amount of product to transfer from the parent branch to the child branch and does not transfer a quantity that takes the parent branch's on-hand quantity below the order point. Setting this percentage allows to system to take the mother branch below its order point to the percentage that you enter.
Default Value(s)	100%
Action if set to Null	If this record is blank, the system uses 100%.
Additional Information	You can override this setting at the buy line level and the product level.

Respect Item Min/Max For Suggested Transfers

Indicate whether the system should respect item min/max settings for suggested transfers. More:

Options	Yes - The system calculates a suggested transfer quantity for an item in a child branch if the available quantity has gone below the minimum quantity, as specified for the branch on the User Inventory Controls window. The suggested quantity brings the child branch back up to its maximum quantity. No - The system uses the standard transfer point calculation for branch replenishment.
Outcome of setting this control record	Determines which transfer point is used for suggested transfers.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If a child branch has Min/Max values set, the Suggested Auto Transfer program uses the minimum value in place of the transfer minimum of the child branch. However, if this control maintenance record is set to Yes, then the child branch must fall to the minimum setting before the transfer is triggered.

Short Buy Quantity Method

Indicate by branch which value to use when determining the short buy number in the Suggested P/O. More:

Options	For each branch, select Order Point or Line Point to determine what to base the short buy number when running the Suggested P/O program.
Outcome of setting this control record	For each branch, when the Suggested P/O program runs, the system checks this control maintenance record to see which method to use for the calculation and bases the program calculation using the selection.
Default Value(s)	Order Point.
Action if set to Null	If left blank, the control maintenance record defaults to order point.
Additional Information	To indicate the quantity was determined using the Line Point, the Suggested P/O Report flags value in the Short# column and the Suggested P/O Audit Report flags the OP Used column with an asterisk (*).
Additional Information	The Suggested P/O Detail Queue displays a note in the bottom pane indicated that the quantity was determined using the Line Point.

Suggested P/O Trigger For Non-Immediate Orders

Select whether to use a product's Lead Time or Plenty Date to determine the trigger point for a suggested purchase order for Ship When Specified or Call When Specified orders whose ship-on or call-on dates are beyond the product's lead time window but within the product's plenty date. These orders cause a product's on-hand quantity to drop below its order point. More:

Options	Lead - Ship When Specified or Call When Specified orders only trigger a suggested purchase order when the ship-on or call-on date falls within the product's lead time window. Plenty - Ship When Specified or Call When Specified orders trigger a suggested purchase order when the ship-on or call-on date falls within the product's plenty date window.
Outcome of setting this control record	Determines how the system triggers for a suggest purchase orders.
Default Value(s)	Lead
Action if set to Null	Same as if set to Lead.
Additional Information	If the Lead Time is not enough time for creating a suggested purchase order, consider using the Days Before Ship Date To Reserve Product control maintenance record.

INVM Automated Purchasing Parameters Control Maintenance Records