Setting Product User Control Parameters

Use the User Inventory Controls screen to enter specialized product-level inventory parameters, to.

The following procedure is a manual process for a single product. Use the Mass Load program to enter inventory parameters to groups of products.

Steps To set User Control Parameters for a product:

  1. From the Files menu, select Product to display the Product Maintenance screen.

  2. Display a product record.

  3. Use the Inven hot key to display the Primary Inventory Maintenance screen.

  4. Use the User Controls hot key to display the User Inventory Controls screen.

  5. Use the Hrchy hot key to select the branch that maintains the additional stock.

  1. Complete the following fields:

Field

Setting

Min

The estimated minimum quantity to stock:

  • Purchasing branches use this quantity in place of a calculated order point until the expiration date.

  • When the Respect Item Min/Max For Suggested Transfers control maintenance record is set to Y, child branches use this quantity in place of a calculated transfer point until the expiration date.

  • Enter 0 (zero) if the branch does not stock the item, or enter the actual quantity that should ever be stored at the child branch when using this field with the Calculate Demand field.

If a product has a min setting but no max setting, the order point and the line point quantity are equal to the value in the Min field unless the system calculated line point quantity is greater than the min. In this case, the system uses the calculated line point quantity.

Max

The estimated maximum quantity to stock:

  • Purchasing branches use this quantity in place of a calculated order point until the expiration date.

  • When the Respect Item Min/Max For Suggested Transfers control maintenance record is set to Y, child branches use this quantity in place of a calculated transfer point until the expiration date.

  • Enter 0 (zero) if the branch does not stock the item, or enter the actual quantity that should ever be stored at the child branch when using this field with the Calculate Demand field.

If a product has a min setting but no max setting, the order point and the line point quantity are equal to the value in the Min field unless the system calculated line point quantity is greater than the min. In this case, the system uses the calculated line point quantity.

Exp Date

The date after which the values in the Min and Max fields are no longer valid. We recommend that you use an expiration date six months from the current date.

Calc Dmnd

Whether to calculate demand from dependent selling branches for use at purchasing branches.

No Rt

(Non-Returnable)

As you work with your vendors to return products, select this check box if the vendor indicates that you cannot return the product. You might also select this check box for products, such as remnants, that you know you cannot return. The setting only applies to the branch you selected in step 6. If you have the same product in a different branch, select the check box for that branch as well.

Products flagged as non-returnable are not included in the Suggested PO Return Queue.

Service Stock

The quantity of the product to reserve as service stock.

Service Stock Exp Date

The date the system stops adding the service stock quantity to the product's order point and line points.

CusServ Stock

The system populates this field with the total quantity of service stock reserved for selected customers. The total quantity only includes those quantities within their respective effective date and expiration date. The effective and expiration dates are for reporting purposes only and do not affect automated purchasing or automated transfers. For more information, see Running the Customer Service Stock Report.

When a branch or territory appears on the User Inventory Control screen without a value in the CusServ Stock field, this indicates that a customer contract stock quantity is set. For more information, see Viewing Customer/Vendor Specific Part Number Details.

Note: This field is view-only.

  1. Press Esc to save changes and return to the previous screen.

  2. Exit Product Maintenance for changes to appear on this screen.

More Options for the User Inventory Controls Screen

The User Inventory Controls screen also offers these options:

To...

Use this hot key...

add the demand history of discontinued products to their replacements

Add Demand

view information pertaining to the calculation of the product's demand

Audit

view inventory details about the product in all branches

Inv Inq

define hits-related inventory parameters for each branch

Hits/Supply

toggles between prompting for a branch to display branch-specific parameters and displaying all branches

Hrchy

prompts for a branch or territory to locate in a long list of branches and territories

Find

add customer service stock to the product's normal demand

Cus Serv Stock

See Also:

Adding Customer Service Stock

Order Points and Line Points Overview

Viewing Product Availability and Inventory Information