VENDIG SOFTWARE SERVICES, INC
- provide automatic transfers between branches for the purpose of keeping
stock at optimal levels while giving priority to filling open sales orders.
- allow maintenance of "auto-transfer" minimums and maximums separate
from the regular inventory minimums and maximums.
- allow a maximum number of lines per branch to be transferred.
- provide emailed reports of items that were needed at a particular branch
but could not be shipped because stock was unavailable.
- where possible and practical, transfer product in round lots.
- allow programs for easily maintaining the "auto transfers masters"
- allow setting of priorities in terms of the shipping branches and receiving
- automatically include the SO#: notation on transfers that are automatically
product will be transferred for any item that either has
an "auto transfer master" or is on an open sales order with a required
date within the next 5 days.
The following screen shows the "auto transfer master"
for item 253479. It shows that branch 1 will transfers to branches 3,5,2,4,6,7,8
(in that order of priority).
The following screen shows the maximum number of line items
that should be transferred from each branch each night when the auto-transfer
program runs. The "maximum percent" shown below is one of the factors
that will be considered when determining what should be transferred (explained
later in this document)
several programs are available to help maintain the auto-transfer
logic used in determining products/quantities that need
to be transferred:
The first priority in transferring product is to send it
to branches that need the product to fill current open sales orders.
The second priority is to send it to branches that need it
because they have zero available (and have an auto-transfer master with an auto-transfer
minimum or an auto-transfer maximum)
the third and fourth priorities are to send to branches that
need it because they are below their "auto-transfer minimum"
In calculating the quantity pending shipments, we are looking
only at those with required dates in the next 5 days.
- The products included in this program will be those that have an "auto
transfer master" or that are on an open current sales order.
- Stock transfers produced thru this system are preceded with "AT"
(ie AT053101). The written by is coded as "auto". Back ordered stock
transfers have a ".b" (ie AT053101.B)
- On Wednesdays open transfers created by this program on Monday & Tuesday
are deleted. On Friday, open transfers created on Monday thru Thursday are
deleted. The logic here is that since they were not filled, that information
is obsolete and will be regenerated during this calculation.
- In the first phase we determine what's needed at the receiving branches
and what's available at the shipping branches. The formula used in this phase
is different than that used in the later phases because in phase one, we're
thinking in terms of filling open sales orders.
- the "quantity needed" at the receiving branch
is the QOH - QPS - QPST + QPR + QPRT
- the "quantity available" at the shipping branch
is QOH - QPS - QPST
- to be more specific the QOH is computed as the QOH -
QUANTITY SHIP ACKNOWLEDGED and the QPS in the QPS - QUANTITY SHIP ACKNOWLEDGED.
In any case where this yields a negative QOH then the QOH is considered
to be 0.
- in the second phase we determine what is still needed at the receiving
branches and what is available at the shipping branches. In this phase, we're
looking for items where the receiving branches have a quantity available
of zero or less after considering product allocated in phase 1 and in
the process of transferring we protect a certain amount of stock at the shipping
branches to assure that they don't get below their own best stocking level.
In this phase (and in later phases) we ignore any item that does not have
either an "auto transfer minimum" or an "auto transfer maximum".
- if it's determined in this phase that the receiving branch has a QAV of
zero (or less) then the quantity that is required is AUTO-TRANSFER MINIMUM
- QAV - QUANTITY ALLOCATED IN PHASE 1.
- The quantity available at the shipping branch is computed as:
- compute the "minimum quantity" as follows: If there is an
"auto-transfer minimum" for this product/branch then use that.
otherwise, use the inventory minimum. If there is a "line percentage"
for this branch in the lines setup then use this percentage, otherwise,
use the "percentage" setup in the "auto transfer master"
for this item. Multiply the minimum quantity x percentage.
- the quantity available that can be shipped out in this phase is: QOH
- QPS - QPST - MINIMUM calculated above.
- If the number of round lots is fractional, then it is rounded up or
down based on the cost of a lot. However, if product has been allocated
in phase 1, but in subsequent phases the product cannot be rounded to
a whole lot, then the entire quantity needed (as much as can be spared
at the shipping branch) is shipped.
- in the third phase we determine what is still needed at the receiving
branches and what is available at the shipping branches. In this phase, we're
looking for items where the receiving branches have a quantity available that
is less than their "auto transfer minimum".
- If it's determined in this phase that the receiving branch has a QAV (which
now includes product allocated in previous phases) that is less than the "auto
transfer minimum" then the quantity to be transferred is: AUTO-TRANSFER
MINIMUM - QAV (QAV now includes product allocated in previous phases)
- The quantity available at the shipping branch is computed in the same was
as in phase 2.
- in the fourth phase we determine what is still needed at the receiving
branch using the same logic as in phase three except that the quantity needed
is AUTO-TRANSFER MAX - QAV (which now includes product allocated in previous
phases). The quantity available at the shipping branches is also calculated
in the same was as in phases two and three.
- in the fifth phase we are looking for back-orders. Back-orders
can be handled either as an email/report or as actual transfers which are
coded with a ".b" (IE TRANSFER# AT12345.B). Backorders will be created
for any item where product was needed to fill a current sales order or where
there is not enough available for .6 * auto-transfer minimum.
creating the stock transfers/deciding which lines to put
on a transfer.
If desired, you can designate, for each branch, a maximum
number of line items to be processed each nite. (see set up screen below). In
that case, the following logic is used to determine which of the needed product
will be included (in other words, we've determined that branch 1 has 100 line
items they need to send out, but you've determined that they should never have
to transfer more than 30 line items in any one night).
set up screen:
deciding which lines to put on the transfers:
MAKE THE FOLLOWING DETERMINATION FOR EACH ITEM AT EACH SHIPPING
- if there's a current open sales order involved at the receiving branch assign
- if the QAV is less an zero at the receiving branch assign an additional
- if the status is S at the receiving branch assign an additional 25 points
- in checking the CLASS at the receiving branch add 2 points for each class
A and 1 for each class B
- in selecting which lines to put on the transfer select those with the highest
number of points.
- back-orders are not included in this limit.
- These transfers can be printed automatically thru the program or from selecting
a menu option.
- The transfers will have the SO#: coding where there are open sales orders
email showing transfers created:
1. CREATE/MAINTAIN AUTO-TRANSFER MASTERS
2. ALLOWS USER TO ENTER CATEGORY AND THEN FOR EACH ITEM THAT
HAS AN AT-MASTER IT SHOWS PRODUCT#, DESCRIPTION, AT-MININUM, AT-MAXIMUM, QOH,
12 MONTH SALES
3. ALLOWS YOU TO DETERMINE THE MAXIMUM NUMBER OF LINES TO
BE TRANSFER IN ANY SINGLE DAY
4. ALLOWS MASS CHANGES TO THE "receiving branches"
FOR A SPECIFIC CATEGORY/SHIPPING BRANCH
5. COPIES AT-MAX & AT-MINIMUM FROM ONE BRANCH TO ANOTHER
6. ALLOWS MASS MAINTENANCE OF AT-MASTER INFORMATION FOR A
SPECIFIC CATEGORY. A CATEGORY AND RECEIVING BRANCH ARE ENTERED. INFORMATION
IS DISPLAYED FOR EACH PRODUCT SHOWING: PRODUCT#, DESCRIPTION, 12MONTH SALES
AT THIS BRANCH, 12MONTH SALES COMPANY WIDE, AVERAGE SALES COMPANY WIDE PER MONTH,
CURRENT AT-MINIMUM, CURRENT AT-MAXIMUM, CURRENT INVENTORY MINIMUM, CURRENT INVENTORY
MAXIMUM. OPTIONS ARE THEN AVAILABLE ON-LINE TO CHANGE ANY OF MINIMUM/MAXIMUM
INFORMATION. THESE CHANGES ARE NOT AUTOMATICALLY WRITTEN INTO THE RECORDS.
INSTEAD, AN EDIT REPORT IS PRINTED AND THEN THE INFORMATION
7. ALLOWS MASS CHANGE THE AT-MINIMUMS. PERSON ENTERS A #DAYS.
THE PROGRAM CALCULATES THE AVERAGE DAILY USAGE AND MULTIPLIES IT BY THIS NUMBER
OF DAYS. THIS BECOMES THE NEW AT-MINIMUM WITH THE FOLLOWING EXCEPTIONS: NO AT-MINIMUM
WILL BE CHANGED TO ZERO, NO AT-MINIMUM WILL BE CHANGED TO A QUANTITY HIGHER
THAN THE AT-MAXIMUM
8. DELETES AT-MASTERS WITH NO SALES
9. ALLOWS YOU TO TRANSFER INFORMATION FOR EACH AT-MASTER
TO YOUR PC, MAKE CHANGES AND THEN TRANSFER IT BACK.
10. LISTS AUT0-TRANSFER ITEMS THAT WOULD HAVE BEEN MADE HAD
THE PRODUCT BEEN AVAILABLE AND WHERE EITHER THERE WERE OPEN SALES ORDERS THAT
COULD NOT BE FILLED OR THE QUANTITY AVAILABLE IS LESS THAN .6 X THE AT-MINIMUM
11 ALLOWS YOU TO DELETE ALL AT-MASTERS WITHIN THE SPECIFIED
12 DELETES AT-MASTERS FOR ITEMS THAT HAVE BEEN MARKED "DISCONTINUED"
14 MAINTAIN THE RECEIVING BRANCHES THAT ARE TYPICALLY USED
FOR EACH SHIPPING BRANCH
15 FIND AT-MASTERS THAT DO NOT HAVE THE COMPLETE SET OF INFORMATION
16 USED TO CHANGE THE PRIORITY OF THE SHIPPING BRANCHES BASED
ON THE LARGEST VOLUME OF SALES IN THE LAST 12 MONTHS