An EDI 852 Product Activity Report shares information about the activity of items in your Product file with an EDI vendor who manages your inventory. The report includes products whose order points and line points are less than the minimum quantity required to have on hand, and includes the minimum and maximum values for the vendor's reference. The vendor uses this information to determine when and how much of each item to replenish.
After you determine and flag the products a vendor manages, run the 852 report using the Complete Refresh (All Items) option. Selecting this option generates an 852 report for all items within the selected price or buy line with activity back to the start date identified on the setup screen. This creates a base report and repository of data for each selected product.
After running the initial report, schedule the 852 report to run at regular intervals using the Changes Only option. Using this option, the system only reports on items with activity since the last time the 852 was run. Activity includes changes in the available, sold, purchased, committed, received, transferred, order point, line point, min, max, reserved, backordered quantities, quantity transferred or quantity in transit, or changes in the UPC or Catalog# fields due to product updates.
Use the Item Activity Refresh option if your vendor requests a report of all items with activity between the current date and a start date.
To send an 852 product activity report:
From the System Programming > EDI > EDI Generate Reports > EDI 852 Product Activity Report Maintenance menu, select 852 Product Activity Report to display the EDI 852 Product Activity Setup screen.
Note: If prompted, log on to the character-based system.
In the Trading Partner field, enter the name of the trading partner to whom you are sending the 852 report.
In the Branch/Territory field, enter the branch or territory for which you want to generate the 852 report. You can enter multiple branch numbers separated by commas without spaces. For example, you might enter 1,2,3.
Keep in mind the following:
If you are reporting for a hub, list the hub branch followed by the branches that report to it.
If you are reporting for a central distribution center (CDC), list just the CDC branch.
In the Product Status (Stk/Nstk) field, select which products to report. Select from the following options:
Stock - Reports on stock items.
Nonstock - Reports on nonstock items.
Both - Reports on stock and nonstock items.
The value in the Stock column on the Primary Inventory Maintenance window determines whether an item is stock or nonstock.
The following table shows the status transmitted to the vendor for stock and nonstock items in an 852 report, depending on how the product is flagged:
Product Status | VMI Flag | Status Transmitted |
Stock | Blank | A - Active. |
Stock | Y | A - Active. |
Stock | N | X - Do not manage. |
Nonstock | Blank | X - Do not manage. |
Nonstock | Y | D - Do not stock. Manage only in a backorder situation. |
Nonstock | N | X - Do not manage. |
In the Product Selection Type field, press F10 and select how to select the products.
Price Line - Select products from designated price lines.
Buy Line - Select products from designated buy lines.
Item - Select designated products.
Use the Products hot key to identify the price lines, buy lines, or items for which to generate the report. Press Esc after entering the selections.
In the 852 Reporting Model field, select one of the following reporting models:
Branch - Creates a report for each selected branch.
Sum of Branches - Creates one cumulative report for all the selected branches.
CDC - Creates one report for the CDC warehouse group.
In the 852 Handling Status field, select one of the following handling statuses:
Notification Only - The vendor is only monitoring activity.
Plan Orders and Ship - The vendor will be replenishing your inventory.
In the 852 Accumulation Type field, select one of the following options:
Complete Refresh - Accumulates data for all selected items between the current date and a start date. At the Start Date prompt, enter the date from which the report should reflect activity. Use this option to create a report of all the products the vendor manages.
Changes Only - Accumulates data for all selected items with activity since the last time the 852 was run.
Item Activity Refresh - Accumulates data for all selected items with activity between the current date and a start date. At the Start Date prompt, enter the date from which the report should reflect activity. Vendors that manage a large number of products often prefer this option.
Schedule the 852 to run as follows:
Use the Opts hot key to display the Phantom Scheduler screen, where you can schedule this report to run at regular intervals. Schedule the 852 to run after hours, when item activity is quiet.
After you press Esc to exit the Phantom Scheduler screen and return to the EDI 852 Product Activity Setup screen, use the Hold hot key. When the phantom runs the report, it sends the report to your Hold file.
See Also:
Vendor Managed Inventory Overview