NTERCHANGEABLE TEMS

ii

The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21® System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided (“License Agreement”). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties (“Support Agreement”). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at 1-800-ITS-PR21.

Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21.

Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice.

DOCUMENTATION CONVENTIONS ♦ The eyeglass symbol (�) indicates a field on which you can browse. ♦ The star (�) indicates the default for a field. ♦ To allow for the widest possible parameters when printing a report or performing a

function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values.

♦ Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range.

♦ For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual.

♦ Use the search tool in Adobe Acrobat Reader 4.05c to find which manual describes a specific module, job, or function.

9/22/05

Prophet 21 Acclaim Version 16 The Prophet 21 System and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21.

All other trademarks and registered trademarks are the property of their respective companies.

iii

Table of Contents

1 INSTALL INTERCHANGEABLE ITEMS__________________________________5

2 INTRODUCTION____________________________________________________9 Interchange _______________________________________________________9 Order ____________________________________________________________9 Material__________________________________________________________10 Transfer _________________________________________________________10 Purchase ________________________________________________________10

3 BROWSES _______________________________________________________11 Item Browse From Item Maintenance___________________________________12 Item Browse From Order Entry________________________________________13 Item Browse From Purchasing ________________________________________14

4 INTERCHANGE ___________________________________________________16

Main Menu_________________________________________________________16

Enter Interchangeable Items ___________________________________________17

Edit Interchangeable Items ____________________________________________18

Delete Interchangeable Items __________________________________________19

View Interchangeable Items ___________________________________________20

List Interchangeable Items ____________________________________________21 Interchangeable Items List by Interchangeable Items: Sample _______________21 Interchangeable Items List by Item: Sample _____________________________21

5 ADDENDA________________________________________________________22

Order Addendum____________________________________________________22 Enter an Interchangeable Item (Easy Mode) _____________________________23 Enter an Interchangeable Item (Detailed Mode)___________________________24 Stock Item Pricing and Availability _____________________________________27 On-Site Pricing and Availability________________________________________28

iv

Purchase Addendum_________________________________________________29 Print a Stock Requirements Report ____________________________________30 Print an Interchange Report __________________________________________32 Automatic Stock Purchase Order Generation ____________________________34 Purchase Stock Card _______________________________________________35 View Interchangeable Item Information _________________________________37

Material Addendum __________________________________________________37 Interchangeable Item Allocation Options ________________________________38

Transfer Addendum__________________________________________________39 Print a Transfer Requirements Report __________________________________40 Automatic Transfer Generation Parameters______________________________42 Transfer Stock Card ________________________________________________43

5

To install the Interchangeable Items package, you need the shipping paper that was sent by Prophet 21®. This shipping paper contains a serial number that is used in a later step.

Installing Interchangeable Items requires that files be created and / or expanded. Prophet 21 recommends that you perform this installation at night or on the weekend. Due to file size and system configuration, we cannot offer an estimation of how long the installation will take.

Caution! Before installing Interchangeable Items, make sure you have a total copy of your system.

1. Stop the system.

2. At the Utility Command, run the VERIFY command and the MISMATCH job to check the integrity of the files.

For more information on these commands, refer to your Prophet 21 System Administration manual.

3. Turn all units offline.

For more information on turning your units offline, refer to the System Administration manual.

4. Make a total copy of your system.

For more information on creating a total copy, refer to the System Administration manual.

5. After the total copy is made, keep the system stopped and turn all units online.

For more information on turning your units online, refer to the System Administration manual.

6. At the Utility Command, press [Esc] to access the Job prompt.

7. At the Job prompt, press [Enter] to log into the system.

8. At the jump to box, type PKG-INSTALL [Enter].

NSTALL NTERCHANGEABLE TEMS

1 INSTALL INTERCHANGEABLE ITEMS

6

INTERCHANGEABLE ITEMS

The following screen appears:

9. Enter the serial number that appears on the shipping paper you received from Prophet 21, and press [Enter].

A. If you enter the correct serial number, the following message appears:

Proceed to Step 10.

B. If you enter an incorrect serial number, the following message appears:

If you receive the previous message, retype the serial number on your shipping paper.

If you still receive the previous message after you retype the serial number, contact the Prophet 21 Inside Sales Department for assistance. If you receive the message in Step A after you retype the serial number, proceed to Step 10.

Note: To suspend the installation of Interchangeable Items, type [N] [Enter] when the system prompts you to run the INSTALL. When you are ready to resume the installation, type INSTALL [Enter] at the jump to box.

10. To install Interchangeable Items, type [Y] [Enter]. The Interchangeable Items installation screen appears.

Your answers to the following profile questions help determine the size of the files that are being created.


7


Number of # of Interchangeable Sets

. . . total number of interchangeable sets of items. For example, if you have 35 sets of items that are interchangeable, enter 35 in this field.

# of Items per Set (Average)

. . . average number of items per set. For example, if you have an average of 3 items that you substitute for one another in each interchangeable set, enter 3 in this field.

% More

. . . percentage over the number value entered for each question. The value entered here increases the file size by the percentage specified. This is an informational field.

Tracks

. . . number of tracks used to enable each feature.

Fixed File Space

. . . amount of space needed on the disk to install any fixed files created by the Interchangeable Items package.

Minimum # of Tracks needed

. . . number of free tracks used to install the Interchangeable Items package.

To edit any of the profile questions or values in the % More field, enter [1] at the Field prompt. The cursor jumps to 1a, # of Interchangeable Sets. Press [Enter] until you’ve accessed the field you want to edit, and then edit that field accordingly.


8


11. At the Field prompt, press [Enter].

A screen showing the units and the free tracks on each unit appears:

12. At the Enter Destination Unit # prompt, enter the destination unit that is to hold the Interchangeable Items package.

The destination unit must have a free track number that is larger than the value in the Minimum # of Tracks Needed on Destination Unit field. This value is the minimum number of tracks needed for installing Interchangeable Items.

13. Press [Enter]. The system starts creating the files and job streams required to install Interchangeable Items.

14. At the Utility Command, type GO to activate all terminals.

You are now ready to use Interchangeable Items.

9

IMPORTANT NOTICE!! Not all browses may be operational at this time. Should this occur, scans are available to provide instant access to information throughout the system. All scans are used in a similar manner. Type a scan character (. , ; / [ ]) and press [Enter]. You will instantly see a list of customers, vendors, items, orders, etc. Choose from the list by entering the sequence number of your selection.

The Interchangeable Items optional package provides a quick and simple way of referencing and/or recalling substitute items.

The Interchangeable Items package is composed of the following options/modules:

INTERCHANGE Interchangeable items are set up in the INTERCHANGE module. This module includes options to enter, edit, view, list, and delete interchangeable items. An unlimited number of items may be set up as interchangeable. An interchangeable items list may be printed at any time.

ORDER During order entry, the system allows for quick substitutions from a list of interchangeable items when the originally requested item has insufficient stock. You can easily view the interchangeable items for a particular item with the associated company-wide and location stock information. The S disposition on the order item screen and the SUBS option in Pricing and Availability bring up a list of interchangeable items, if any exist.

The decision to substitute, and which items to substitute, may not occur during order entry. You simply indicate at order entry whether or not the customer will accept a substitute for those items with an associated list of interchangeable items. If substitutes are allowed, the items can be substituted using the allocation options in the MATERIAL module. Otherwise, the items are processed in the normal manner.

NTRODUCTION

2 INTRODUCTION

10


MATERIAL The MATERIAL module provides two options to allocate free stock to interchangeable items on backorder. You can allocate to a range of interchangeable items or to a specific order item.

The option to allocate to a range of items allows you to specify a range of vendors and orders. The system automatically allocates to backordered items for which a substitution is allowed. Items are allocated starting with the first item in the interchangeable list until sufficient free stock is allocated. A list of substitutions prints.

The option to allocate to a specific order item allows you to select which item or items to substitute from a list of interchangeable items.

A new order item is created when the system makes the substitution, with the order quantity set to the quantity of the substitution. The price is set to the price of the item being substituted. The cost is the cost of the new item. The Description 3 and Description 4 fields on the substitute item show the descriptive notation 'SUBSTITUTE FOR' followed by the item code of the item being substituted. The quantity of the substitution is reflected as a canceled quantity on the order item being substituted.

TRANSFER The TRANSFER module allows you to view the requirements of all members of the interchangeable set of items when considering the transfer requirements for a given interchangeable item.

PURCHASE The PURCHASE module allows you to view the requirements of all members of the interchangeable set of items when considering the purchase requirements for a given interchangeable item. The Stock Card screen displays interchangeable item information.

The PURCHASE module includes an option to print an Interchange Report. For all items in the interchangeable set, the Interchange Report displays purchase class, protected quantity, order point, location and company free quantity, and location and company monthly average usage.

11

You can PowrDrill from an item browse to an interchangeable item browse. In an item browse, highlight an item that has interchangeable items and press [F6]. A menu similar to the following will appear:

Select the Interchangeable Items option from the PowrDrill menu. The interchangeable item browse will appear. The browse displays differently, depending on from which area of the system you access the item browse.

ROWSES

3 BROWSES

12


ITEM BROWSE FROM ITEM MAINTENANCE If you access the item browse from item maintenance, the interchangeable items browse appears as follows:

Interchangeable Items Item . . . unique code used to identify each item.

Desc . . . description one and description two from item maintenance.

Item Browse Item . . . unique code used to identify each item.

Desc . . . description one from item maintenance.

Vendor # . . . vendor number.

Description Desc 1, Desc 2

. . . description one and description two from item maintenance.

3 BROWSES

13


ITEM BROWSE FROM ORDER ENTRY If you access the item browse from order entry, the interchangeable items browse appears as follows:



Item Browse Item Code . . . unique code used to identify each item.

Description . . . description one from item maintenance.

Company . . . total number in stock company wide.

Loc 1 . . . total number in stock in this location.

Description and Each Pricing Desc1, Desc 2


Curr Price . . . current price of the item.

Last Inv Price

. . . total price of the last invoice.

3 BROWSES

14


Last Inv Date

. . . date of the last invoice.

ITEM BROWSE FROM PURCHASING If you access the item browse from purchasing, the interchangeable items browse appears as follows:



Item Browse Item Code . . . unique code used to identify each item.

Description . . . description one from item maintenance.

Company . . . total number in stock company wide.

Loc 1 . . . total number in stock for this location.

Description and Requirements Desc1, Desc2


3 BROWSES

15


Meth . . . method of purchasing.

Backorder . . . total number on backorder.

Due-In . . . total number due in.

For more information about Acclaim browses, refer to the Browse manual.

16

Interchangeable items are set up in the INTERCHANGE module. An unlimited number of items may be set up as interchangeable.

MAIN MENU Note: The INTERCHANGE module exists on the Item/Catalog Accessories menu that can be accessed

via the Data Entry option on the main menu of the system.

Each of these options is described on the following pages.

NTERCHANGE

4 INTERCHANGE

17


ENTER INTERCHANGEABLE ITEMS

INTERCHANGEABLE ITEMS ENTER

ITEM XXXXXXXXXXXXXXXXXXXXXXXXXXDESC XXXXXXXXXXXXXXXXXXXXXXXXXXX

1 INT 1 XXXXXXXXXXXXXXXXXXXXXXXXXX2 INT 2 XXXXXXXXXXXXXXXXXXXXXXXXXX3 INT 3 XXXXXXXXXXXXXXXXXXXXXXXXXX4 INT 4 XXXXXXXXXXXXXXXXXXXXXXXXXX5 INT 5 XXXXXXXXXXXXXXXXXXXXXXXXXX6 INT 6 XXXXXXXXXXXXXXXXXXXXXXXXXX7 INT 7 XXXXXXXXXXXXXXXXXXXXXXXXXX8 INT 8 XXXXXXXXXXXXXXXXXXXXXXXXXX9 INT 9 XXXXXXXXXXXXXXXXXXXXXXXXXX

10 INT 10 XXXXXXXXXXXXXXXXXXXXXXXXXX11 INT 11 XXXXXXXXXXXXXXXXXXXXXXXXXX12 INT 12 XXXXXXXXXXXXXXXXXXXXXXXXXX13 INT 13 XXXXXXXXXXXXXXXXXXXXXXXXXX14 INT 14 XXXXXXXXXXXXXXXXXXXXXXXXXX15 INT 15 XXXXXXXXXXXXXXXXXXXXXXXXXX16 ALLOW SUB IN MATR RCPT X (Y N)

<ESC> for More "DXX" for DeleteFIELD: "-" for Previous "IXX" for Insert

ITEM must be an existing stock item. A browse is available to help you find existing items. For more information, refer to the Browse manual.

Upon entry of a valid stock Item Code, its description is displayed for verification.

Interchangeable items are entered in pages of fifteen (15), with the interchangeable items continuing from page to page. There is no maximum number of pages.

If you use all fifteen of these prompts and need more, use the <ESC> for More option to enter more interchangeable items on a new page; press the [Esc] key while control is still in field 15. To move backwards through pages, use the “-” for Previous option.

The ALLOW SUB IN MATR RCPT field allows you to allocate interchangeable items for backorders in Material Receipt.

If you are enabled for both the Pricing Service and Catalog Match optional packages, the ALLOW SUB IN MATR RCPT field defaults to the value entered while running the Build Interchangeable Item Sets option for Trade Service stock items.

Some thought should be given to the order in which interchangeable items are entered. Interchangeable items are allocated from the list of interchangeable items by order of occurrence when allocating to a range of items at material receipt time.

Interchangeable items must be stock items.

Interchangeable items cannot be a member of more than one set of interchangeable items.

4 INTERCHANGE

18


[Enter] at an INT prompt halts the specification of additional interchangeable items.

IXX is used to insert an additional item before a specified field # (XX). The item is inserted in the list and all interchangeable items are resequenced.

DXX is used to delete the interchangeable item in a specified field # (XX). The item is deleted from the list and all interchangeable items are resequenced.

The N for Next Page option can be used to advance to the next page.

EDIT INTERCHANGEABLE ITEMS

INTERCHANGEABLE ITEMS EDIT




<ESC> for More "DXX" for DeleteFIELD: "-" for Previous "IXX" for Insert

Items can be accessed by entering the primary Interchangeable Item Code or any of the associated interchangeable items.

A browse is available to help you find existing interchangeable items. For more information, refer to the Browse manual.

Upon entry of a valid Item Code, the associated interchangeable items are displayed.


Note: If you are enabled for both the Pricing and Catalog Match Optional Packages, the ALLOW SUB IN MATR RCPT field defaults to the value entered while running the Build Interchangeable Item Sets option for Trade Service stock items.

4 INTERCHANGE

19


IXX is used to insert an additional item before a specified field # (XX). The item is inserted in the list and all interchangeable items are resequenced.

DXX is used to delete the interchangeable item in a specified field # (XX). The item is deleted from the list and all interchangeable items are resequenced.

DELETE INTERCHANGEABLE ITEMS

INTERCHANGEABLE ITEMS DELETE




PROCEED WITH DELETION? (Y N)





Deletion only occurs if Y is entered. The message RECORD DELETED is displayed upon deletion.

4 INTERCHANGE

20


VIEW INTERCHANGEABLE ITEMS

INTERCHANGEABLE ITEMS VIEW


INT 1 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 2 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 3 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 4 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 5 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 6 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 7 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 8 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 9 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 10 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 11 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 12 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 13 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 14 XXXXXXXXXXXXXXXXXXXXXXXXXXINT 15 XXXXXXXXXXXXXXXXXXXXXXXXXXALLOW SUB IN MATR RCPT X (Y N)

FIELD: "N" for Next Item <ESC> for More "-" for Previous

Items can be accessed by entering the Interchangeable Item Code or any of the associated interchangeable items.





The N for Next option is used to view the next item and associated interchangeable items.

The [ESC] for More option is used to view more interchangeable items for the item.

The "-" for Previous option is used to view interchangeable items on previous screens.

4 INTERCHANGE

21


LIST INTERCHANGEABLE ITEMS

INTERCHANGEABLE ITEM LIST

1 SEQ (IT INT)2 START3 END

FIELD:

A listing of your interchangeable items can be produced at any time.

Sequenced by Primary Item Codes (IT), the listing shows the associated interchangeable items.

Sequenced by interchangeable items (INT), the listing shows the associated Primary Item Codes.

INTERCHANGEABLE ITEMS LIST BY INTERCHANGEABLE ITEMS: SAMPLE

INTERCHANGEABLE ITEMS 12/19/90 PAGE 1

INTERCHANGEABLE ITEM ITEM CODE DESC 1 DESC 2

EV EN90 AMESTA 124 AMERICAN STANDARD PRESSURE HOSE 1/2"GE 34060-1 GE 34060-1 GE 60 WATT LIGHT BULBGE 34526-3 GE 34060-1 GE 60 WATT LIGHT BULBGE 34527-3 GE 34060-1 GE 60 WATT LIGHT BULB

INTERCHANGEABLE ITEMS LIST BY ITEM: SAMPLE

INTERCHANGEABLE ITEMS 12/19/90 PAGE 1

SEQ ITEM & DESC INTERCHANGEABLE ITEMS

1 AMESTA 124 EV EN90AMERICAN STANDARD PRESSURE EV ENENAAA4

EV ENAA4EV ENC4EV END4AMESTA 200AMESTA 300EQUIP 1EQUIP 2AEQUIP 2BBD PSB 1200BD VSD100

22

ORDER ADDENDUM During order entry, the system allows for quick substitutions from a list of interchangeable items when the originally requested item has insufficient stock. You can easily view the interchangeable items for a particular item with the associated company-wide and location stock information. The S disposition on the order item screen and the SUBS option in Pricing and Availability bring up a list of interchangeable items, if any exist.

The decision to substitute, and which items to substitute, may not occur during order entry. You simply indicate at order entry whether or not the customer will accept a substitute for those items with an associated list of interchangeable items. If substitutes are allowed, the items can be substituted using the allocation options in the MATERIAL module. Otherwise, the items are processed in the normal manner.

DDENDA

5 ADDENDA

23


ENTER AN INTERCHANGEABLE ITEM (EASY MODE)

CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX===============================================================================Line# Item Qty Ut Net-Price Ext-Price

===============================================================================Line# 999 1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXQ-AVL:99999999 BIN: XXXXXX UT-SIZE:999999Q-PRO:99999999 ** PENETRATED **

2 SOURCE 9999 XXXXXXXXXXXXXXXXXXXXXXXXX3 Q-ORD 99999999.99 6 MULT 99.99994 DISP (B C H D L P S I) 7 S-TAX X (Y N)5 UT-PRICE 99999999.99 8 O-TAX X (Y N)

9 SUB IT X (Y N)"C" to Cost "F" for Formula"P" to Price Prof % Unit-Cost Net-Price Ext-Price

FIELD: "D" for Detail 99.99 99999999.99 99999999.99 99999999.99

Upon entry of a valid interchangeable item, the Item Description, Quantity Available, Bin Location, Unit Size, and Source Location are displayed for verification. The Quantity Available is the quantity of free stock available at the Source Location.

SUB IT only appears if the item is an interchangeable item. It indicates whether a substitute may be used for this customer order-item when receiving material.

5 ADDENDA

24


ENTER AN INTERCHANGEABLE ITEM (DETAILED MODE)

CUST: XXXXXX PO#: XXXXXXXXXXXXXXXXXX ITEM: 999

1 ITEM XXXXXXXXXXXXXXXXXXXXXXXXXX2 DESC 1 XXXXXXXXXXXXXXXXXXXXXXXXXXX 19 STATE TAX X (Y N)3 DESC 2 XXXXXXXXXXXXXXXXXXXX 20 OTHER TAX X (Y N)4 DESC 3 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 21 SUB ITEM X (Y N)5 DESC 4 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 22 EXP. DATE MM/DD/YY6 SUB-REF XXXXXXXXXXXXXXXX 23 EXP. DATE MM/DD/YY7 UT-NAME XX8 UT-SIZE 9999999 Q-AVL 99999999.99 PROTECTED: 99999999.99 ** PENETRATED **

10 SOURCE 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX11 SHIP-LOC 9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX12 Q-ORD 99999999.99 (ea)13 Q-ALLO 99999999.99 (ea)14 DISP X (B C H D L S R I)15 VENDOR XXXXXX ID: XXXXXX16 UT-COST 999999.999917 UT-PRICE 999999.999918 PRICE-MULT 99.9999

"P" to Price "F" for Formula Prof % Net-Price Ext-PriceFIELD: "E" for Easy "N" for Notepad 999.99 99999999.99 99999999.99

SUB ITEM only appears if the item is an interchangeable item. It indicates whether a substitute may be used for this customer order-item when receiving material.

If there is insufficient stock, the quantity allocated is automatically set to the quantity available. You must decide what to do with the balance. A Disposition Code key is displayed.

===============================================================================B = Backorder H = Hold L = Local pick-up (rush) S = SubstituteC = Cancel D = Direct ship P = Pick-up & deliver I = Item adjust

Disposition S brings up a list of interchangeable items if any exist. An option is included to see substitute references if any exist. If no interchangeable items exist, only the list of substitute references is displayed if any exist. The Interchangeable Item Search screen displays.

5 ADDENDA

25


INTERCHANGEABLE ITEM SEARCH

INTERCHANGEABLE ITEM SEARCH SOURCE ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX

Seq# Item code Description Q-Avail: Company Location

1 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999992 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999993 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999994 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999995 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999996 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999997 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999998 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 999999

10 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999911 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999912 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999913 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999914 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999915 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 999999

SEQ #: <ESC> for more "S" for Substitute References

The Interchangeable Item Search listing shows the Source Item and all the interchangeable items that have been linked to that Source. Interchangeable items are set up in the INTERCHANGE module.

Stock availability for each item is shown. Both company-wide and default Source Location availability are included in the listing.

The [ESC] for More option is used to see more interchangeable items if any more exist.

You enter the Sequence # of the item to substitute.

When an interchangeable item is being used to fill the entire quantity ordered, the substitute item automatically replaces the original item on the order. The Order screen is redisplayed.

When an interchangeable item is being used to fill the balance of the quantity ordered, the substitute item is added to the order for the unsatisfied balance of the original item. The Order screen is redisplayed and the substitute item is displayed next to the Disposition field.

SUB: XXXXXXXXXXXXXXXXXXXXXXXXXX

The S for Substitute References option brings up a list of substitute references if any exist. The Substitute Item Search screen displays.

5 ADDENDA

26


SUBSTITUTE ITEM SEARCH

SUBSTITUTE ITEM SEARCH SUBSTITUTE REFR: XXXXXXXXXXXX

Seq# Item code Description Q-Avail: Company Location

1 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999992 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999993 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999994 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999995 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999996 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999997 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999998 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 9999999 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 999999

10 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999911 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999912 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999913 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999914 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 99999915 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 999999 999999

ENTER SEQ # FOR SUBSTITUTE "I" for Interchange..."N" for Next Refr...

The Substitute Item Search listing shows the Substitute Reference and all the items that have been linked to that Reference. Substitute References are set up in the ITEM-REFERENCE module.

Stock availability for each item is shown. Both company-wide and default Source Location availability are included in the listing.

You enter the Sequence # of the item to substitute.

When a substitute item is being used to fill the entire quantity ordered, the substitute item automatically replaces the original item on the order. The Order screen is redisplayed.

When a substitute item is being used to fill the balance of the quantity ordered, the substitute item is added to the order for the unsatisfied balance of the original item. The Order screen is redisplayed and the substitute item is displayed next to the Disposition field.

SUB: XXXXXXXXXXXXXXXXXXXXXXXXXX

The I for Interchange option brings up a list of interchangeable items if any exist. The Interchangeable Item Search screen is redisplayed.

The N for Next Refr option is used to continue the Substitute Item Search listing with the next reference.

5 ADDENDA

27


STOCK ITEM PRICING AND AVAILABILITY

9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PRICING AND AVAILABILITY

Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Credit: XXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXX Vend-Item#: XXXXXX-XXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Sub-Ref: XXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXX Vendor ID: XXXXXX===============================================================================Ut Ut-Size List-Price Col1-Price Col2-Price Col3-Price Cost-PriceXX 999999 999999.9999 999999.9999 999999.9999 999999.9999 999999.9999-------------------------------------------------------------------------------Disc Basis Break Unit-Price Mult Disc% Net-Price Each-Price PremXXXXX XXX 9999 999999.99 99.9999 99.99 999999.9999 999999.99 99

9999 999999.99 99.9999 99.99 999999.9999 999999.999999 999999.99 99.9999 99.99 999999.9999 999999.999999 999999.99 99.9999 99.99 999999.9999 999999.999999 999999.99 99.9999 99.99 999999.9999 999999.99

-------------------------------------------------------------------------------Br Loc Free Back-Ord Due-In Protect Bin Lead PO # Due-Date99 9999 99999999 99999999 99999999 9999999 XXXXXX 9999 9999999 MM-DD-YY99 9999 99999999 99999999 99999999 9999999 none 9999 9999999 MM-DD-YY===============================================================================

1.Inter 4.XXXXX 7.XXXXX A.XXXXX D.XXXXX2.XXXXX 5.XXXXX 8.XXXXX B.XXXXX E.XXXXX

Option: 3.XXXXX 6.XXXXX 9.XXXXX C.XXXXX

The INTER option is used to view interchangeable item information. The Interchangeable Item View screen displays.

VIEW INTERCHANGEABLE ITEM INFORMATION

INTERCHANGEABLE ITEM VIEW

Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Location:9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXX

Item Std Cost On PO Free Usage Loc-Free UsageXXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99XXXXXXXXXXXXXXXXXXXX 99999999.99 99999999 99999999 999999.99 99999999 999999.99

Totals: 99999999 99999999 999999.99 99999999 999999.99

Location # or "L" for Next Location... <ESC> for more "-" for Previous

The interchangeable item code, standard cost, company-wide on PO quantity, company-wide free stock, company-wide item usage, location free stock, and location item usage are shown for each interchangeable item.

5 ADDENDA

28


Entering a Location # displays interchangeable item information for the specified Location.

The L for Next Location option is used to view interchangeable item information at the next location.

The [ESC] for More option is used to view more interchangeable information if more interchangeable information exists for the item.

The "-" for Previous option is used to view interchangeable information on previous screens.

ON-SITE PRICING AND AVAILABILITY

9999 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX PRICING AND AVAILABILITY

Cust: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXItem: XXXXXXXXXXXXXXXXXXXXXXXXXXDesc: XXXXXXXXXXXXXXXXXXXXXXXXXXX Sub-Ref: XXXXXXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXX-------------------------------------------------------------------------------Disc Basis Break Unit-Price Mult Disc% Net-Price Each-PriceXXXXX XXX 9999 999999.99 99.9999 99.99 999999.9999 999999.99-------------------------------------------------------------------------------

Unit Unit-Size Free-StockXX 999999 9999999.99

===============================================================================1.Inter2.XXXXX

Option: 3.XXXXX

The INTER option is used to view interchangeable item information. The Interchangeable Item View screen displays.

5 ADDENDA

29






Item Free Loc-FreeXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999XXXXXXXXXXXXXXXXXXXXXXXXXX 99999999 99999999

Totals: 99999999 99999999


The interchangeable item code, company-wide free stock, and location free stock are shown for each interchangeable item.





PURCHASE ADDENDUM During purchasing, the system allows for quick substitutions from a list of interchangeable items. The PURCHASE module allows you to view the requirements of all members of the interchangeable set of items when considering the purchase requirements for a given interchangeable item. The Stock Card screen displays interchangeable item information.

The PURCHASE module includes an option to print an Interchange Report. For all items in the interchangeable set, the Interchange Report displays purchase class, protected quantity, order point, location and company free quantity, and location and company monthly average usage.

5 ADDENDA

30


PRINT A STOCK REQUIREMENTS REPORT

STOCK REQUIREMENTS REPORT PARAMETERS

VENDOR#1 START 14 MIN $/ITEM2 END 15 COST RATE

VENDOR CLASS OPTIONS3 START 16 INCLUDE NON-STOCK (Y N)4 END 17 ORDER POINT EXCEPTION %

VENDOR SUB GROUP 18 BRIEF REPORT (Y N)5 SUB-GRP 19 PURCHASING TYPE (A B)

ITEM PURCH DISC GROUP 20 SHOW ALL LOCATIONS (Y N)6 START 21 SUM INTERCHANGE (Y N)7 END ITEM HISTORY

COMMON ITEM PURCH CLASS 22 INCLUDE (LOC COMP NO)8 START (0-89) 23 INFO (DMND HITS BOTH)9 END (0-89) BLANKET ITEMS

LOCATION ITEM PURCH CLASS 24 INCLUDE (Y N ONLY)10 START (0-89) 25 EXP DATE START11 END (0-89) 26 EXP DATE END

CALCULATION FACTORS12 USAGE FACTOR13 DAYS SAFETY

FIELD:

The SUM INTERCHANGE field allows you to view the requirements of all members of the interchangeable set of items when considering the purchase requirements for a given interchangeable item.

When this field is set to Y, the system processes a given interchangeable item by summing the information of that item and all other items that are members of the interchangeable set. The system applies the purchase criterion of the interchangeable item to the summed data. The lowest location purchase class of the interchangeable items is used to access the item class information for the requirements calculation.

On the requirements report, the interchangeable item is identified by an *I* below the Item Code and is followed by the Source Interchangeable Item Code. The information shown for the interchangeable item represents the totals from the interchangeable set.

If an interchangeable item has a value in the protected stock quantity field at a particular location, the needs for that location should only be filled by that specific interchangeable item, and not by other members of the interchangeable set.

When processing an interchangeable item, the system ignores a location of a member of the interchangeable set if that member has a value in the protected quantity field. Furthermore, when processing the location of an interchangeable item that has a value in the protected quantity field, the system prints a P next to the quantity required and ignores the other members of the interchangeable set for that location.

It is recommended that members of the interchangeable set have the same purchasing method to ensure that the requirement is offset when the item is purchased. Otherwise, when processing the next item in the interchangeable set, an additional quantity may be purchased for subsequent items in the interchangeable set.

5 ADDENDA

31


STOCK REQUIREMENTS REPORT: SAMPLE

An interchangeable item is identified with an *I* below the SEQ. The source interchangeable is shown. A P prints next to the quantity required if the interchangeable item has a protected quantity.

CL in the interchangeable item information is the location purchase class used in the requirements calculation.

PUR-CL in the item history information is the item location purchase class.

5 ADDENDA

32


PRINT AN INTERCHANGE REPORT

INTERCHANGE REPORT PARAMETERS1 LOC# 9999 (0 = COMPANY-WIDE)2 SEQ XX (VN IT PR VS)3 START 9999994 END 999999

PURCHASE CLASS5 START 996 END 99

PRODUCT GROUP7 START 99998 END 9999

PURCHASE DISCOUNT GROUP9 START 9999

10 END 999911 COST XXXX (STND BASE AVG)

FIELD:

If a Location# is specified, just that location is reported. If a 0 (zero) is specified, the company-wide values are reported.

Items are listed in various sequences. VS only appears if the STOCK ITEM VENDOR-SORT CODE XREF option is set to Y in the Company Record.

For VN, items are listed by Vendor# and Item#. START and END are entered in the format Vendor#-Item#. For IT, items are listed in Item Code order. For PR, items are listed by Product Group and Product Group Sort Code. START and END are entered in the format Product Group-Product Group Sort Code. For VS, items are listed by Vendor Number and Vendor Sort Code. START and END are entered in the format Vendor#-Vendor Sort Code.

Ranges for PURCHASE CLASS, PRODUCT GROUP, and PURCHASE DISCOUNT GROUP apply only to the processed item. These filters are not applicable to associated items in the interchangeable set.

The value in COST determines the cost displayed on the report. If nothing is entered, COST defaults to STND.

For STND, the standard cost is displayed. For BASE, the base cost is displayed. For AVG, the moving average cost is displayed.

5 ADDENDA

33


INTERCHANGE REPORT: SAMPLE

For interchangeable items, all the associated items in the interchange set are reported. A summary line shows the totals for the items in the interchange set.

For non-interchangeable items, the items print on single lines. Totals are not shown.

If a Location# is specified, just that location is reported. If a 0 (zero) is specified, the company-wide values are reported.

If a report is printed for the company rather than for a location, Company-Wide Protected Quantity and Company-Wide Order Point are displayed in place of location values. Additionally, YTD Quantity Invoiced and YTD Number of Invoices are displayed in place of Location Free Quantity and Monthly Usage.

5 ADDENDA

34


The cost heading is Standard Cost, Base Cost, or Moving-Avg Cost, depending on the cost specified on the report parameter screen. If a report is printed for a location, it displays the location cost. If the Location# is specified as a 0 (zero), the company-wide values are displayed.

AUTOMATIC STOCK PURCHASE ORDER GENERATION

AUTOMATIC STOCK PURCHASE ORDER GENERATION

VENDOR#1 START 14 MIN $/ITEM2 END 15 COST RATE

VENDOR CLASS OPTIONS3 START 16 INCLUDE NON-STOCK (Y N)4 END 17 ORDER POINT EXCEPTION %

VENDOR SUB GROUP 18 PRINT PRICES (Y N)5 SUB-GRP 19 ALT VENDOR

ITEM PURCH DISC GROUP 20 PUR SIZE CONVERSION (Y N)6 START 21 PURCHASING TYPE (A B)7 END 22 DATE-REQ (MM/DD/YY)

COMMON ITEM PURCH CLASS 23 SUM INTERCHANGE (Y N)8 START (0-89)9 END (0-89)

LOCATION ITEM PURCH CLASS10 START (0-89)11 END (0-89)


FIELD:

The SUM INTERCHANGE field allows you to view the requirements of all members of the interchangeable set of items when considering the purchase requirements for a given interchangeable item.

When this field is set to Y, the system processes a given interchangeable item by summing the information of that item and all other items that are members of that interchangeable set. The system applies the purchase criterion of the interchangeable item to the summed data.


When processing an interchangeable item, the system ignores a location of a member of the interchangeable set if that member has a value in the protected quantity field. Furthermore, when processing the location of an interchangeable item that has a value in the protected quantity field, the system ignores the other members of the interchangeable set for that location.

If the INCLUDE SURPLUS STOCK option is set to N in the Company Record, surplus stock at the Purchase Location is not used to offset the Purchase Group's overall requirements.

It is recommended that members of the interchangeable set have the same purchasing method to ensure that the requirement is offset when the item is purchased. Otherwise, when processing the next item in the interchangeable set, an additional quantity may be purchased for subsequent items in the interchangeable set.

5 ADDENDA

35


PURCHASE STOCK CARD

PURCHASING TYPE A STOCK-CARD SCREEN

This Purchase Stock-Card screen only appears if the PURCHASING TYPE option is set to A in the Company Record.

PURCHASE STOCK-CARD MM/DD/YY HH:MM

===========================================================================Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item #: XXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX Pkg-Size: 999999XXXXXXXXXXXXXXXXXXXX

Vendor: XXXXXX XXXXXXXXXXXXXXXXXXX Review Cycle: 9999---------------------------------------------------------------------------Loc Cl Free-Stk Due-In Back-Ord Meth Ord-Pt Ord-Qty Surplus Reg-Pks

9999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 9999999999 99 999999 999999 999999---------------------------------------------------------------------------Summary 9999999 9999999 9999999 XXXX 999999 999999 999999 9999===========================================================================

1. Next Item 4. XXXXXXXXX 7. XXXXXXXXX A. XXXXXXXXX2. Interch 5. XXXXXXXXX 8. XXXXXXXXX B. XXXXXXXXX

Option: 3. XXXXXXXXX 6. XXXXXXXXX 9. XXXXXXXXX C. XXXXXXXXX

5 ADDENDA

36


PURCHASING TYPE B STOCK-CARD SCREEN

This Purchase Stock-Card screen only appears if the PURCHASING TYPE option is set to B in the Company Record.

PURCHASE STOCK-CARD MM/DD/YY HH:MM

===========================================================================Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item #: XXXXXXXXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX Pkg-Size: 999999XXXXXXXXXXXXXXXXXXXX

Vendor: XXXXXX XXXXXXXXXXXXXXXXXXX Review Cycle: 9999---------------------------------------------------------------------------Loc Cl Free-Stk Due-In Back-Ord Meth Ord-Pt Ord-Qty Surplus Reg-Pks

9999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 99999999 99 999999 999999 999999 XXXX 999999 999999 999999 9999---------------------------------------------------------------------------Summary 999999 999999 999999 999999 9999===========================================================================

1. Next Item 4. XXXXXXXXX 7. XXXXXXXXX A. XXXXXXXXX2. Interch 5. XXXXXXXXX 8. XXXXXXXXX B. XXXXXXXXX

Option: 3. XXXXXXXXX 6. XXXXXXXXX 9. XXXXXXXXX C. XXXXXXXXX

The INTERCH option is used to view interchangeable item information. The Interchangeable Item View screen displays.

5 ADDENDA

37







Totals: 99999999 99999999 999999.99 99999999 999999.99


The interchangeable item code, standard cost, company-wide on PO quantity, company-wide free stock, company-wide item usage, location, location free stock, and location item usage are shown for each interchangeable item.





MATERIAL ADDENDUM The MATERIAL module provides two options to allocate free stock to interchangeable items on backorder. You can allocate to a range of interchangeable items or to a specific order item.

The option to allocate to a range of items allows you to specify a range of vendors and orders. The system automatically allocates to backordered items for which a substitution is allowed. Items are allocated starting with the first item in the interchangeable list until sufficient free stock is allocated. A list of substitutions prints.

The option to allocate to a specific order item allows you to select which item or items to substitute from a list of interchangeable items.

A new order item is created when the system makes the substitution, with the order quantity set to the quantity of the substitution. The price is set to the price of the item being substituted. The cost is the cost of the new item. The Description 3 and Description 4 fields on the substitute item show the descriptive notation

5 ADDENDA

38


'SUBSTITUTE FOR' followed by the item code of the item being substituted. The quantity of the substitution is reflected as a canceled quantity on the order item being substituted.

INTERCHANGEABLE ITEM ALLOCATION OPTIONS

Each of these items is described on the following pages.

ALLOCATE TO A RANGE OF INTERCHANGEABLE ITEMS

ALLOCATE INTERCHANGEABLE ITEM STOCK

1 SEQ (VN IT)2 START3 END4 START ORDER#5 END ORDER#

FIELD:

Allocation may be performed for a range of backordered items and/or orders.

Items are scanned by item (IT) or by vendor#-item# (VN).

Items are automatically allocated from the list of substitute items entered in the INTERCHANGE module by order of occurrence.

A list of substituted items automatically prints as the allocation takes place.

The ALLOW SUB IN MATR RCPT field in the Interchangeable Item Record determines whether backordered items can be allocated from other items in the interchangeable set.

5 ADDENDA

39


ALLOCATE TO A SPECIFIC INTERCHANGEABLE ITEM

ALLOCATE TO A SPECIFIC ORDER ITEM

ORDER #-ITEM #: 9999999-9999

ITEM: XXXXXXXXXXXXXXXXXXXXXXXXXX QTY: 99999999.99

===============================================================================Seq# Substitute item Description Free Stock

99 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.9999 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.9999 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.9999 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.9999 XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXX 99999999.99

===============================================================================

1 SEQ # 99 <esc> for MoreITEM XXXXXXXXXXXXXXXXXXXXXXXXXX

2 QTY 99999999.99

FIELD:

Order-items are referenced by the order number and the item line number. For example, entering 1005555-3 will reference item 3 on order 1005555.

A new order-item is created when the system makes the substitution.

The order quantity is set to the quantity of the substitution. The price is set to the price of the item being substituted. The cost is the cost of the new item.

Descriptions 3 and 4 are set to SUBSTITUTE FOR

XXXXXXXXXXXXXXXXXXXXXXXXXX where the X's represent the Item Code of the item being substituted.

The quantity of the substitution is reflected as a canceled quantity on the order-item being substituted.

The ALLOW SUB IN MATR RCPT field in the Interchangeable Item Record determines whether backordered items can be allocated from other items in the interchangeable set.

TRANSFER ADDENDUM During transfer generation, the system allows for quick substitutions from a list of interchangeable items when the originally requested item has insufficient stock.. The Stock Card screen displays interchangeable item information.

The TRANSFER module allows you to view the requirements of all members of the interchangeable set of items when considering the transfer requirements for a given interchangeable item.

5 ADDENDA

40


PRINT A TRANSFER REQUIREMENTS REPORT

TRANSFER REQUIREMENTS REPORT PARAMETERS

1 SEQUENCE (VN IT PR MV)2 START3 END

ITEM PURCH CLASSSOURCE LOCATION4 START5 ENDDESTINATION LOCATION6 START7 END


10 ROUNDING FACTOROPTIONS

11 FILL PARTIAL (Y N) 15 AVAIL TRNFR QTY (SRPL EXOP ALL)12 TRANSFER BACK ORDER (Y N) 16 TRANSFER UNIT SIZE (SRC DEST)13 INVADE PROTECT QTY (Y N) 17 SUM INTERCHANGE (Y N)14 UNIT OF MEASURE (EA SL PUR)

FIELD:

The SUM INTERCHANGE field allows you to view the requirements of all members of the interchangeable set of items when considering the transfer requirements for a given interchangeable item.

When this field is set to Y, the system processes an interchangeable item by summing the information of that item and all other items that are members of that interchangeable set. The system applies the purchase criterion of the interchangeable item to the summed data. On the requirements report, the interchangeable item is identified by an *I* below the Item Code and is followed by the Source Interchangeable Item Code. The information shown for the interchangeable item represents the totals from the interchangeable set.


When processing an interchangeable item, the system ignores a location of a member of the interchangeable set if that member has a value in the protected quantity field. Furthermore, when processing the location of an interchangeable item that has a value in the protected quantity field, the system prints a P next to the quantity required and ignores the other members of the interchangeable set for that location.

It is recommended that members of the interchangeable set have the same purchasing method to ensure that the requirement is offset when the item is transferred. Otherwise, when processing the next item in the interchangeable set, an additional quantity may be transferred for subsequent items in the interchangeable set.

5 ADDENDA

41


TRANSFER REQUIREMENTS REPORT: SAMPLE

An interchangeable item is identified with an *I* below the SEQ. The source interchangeable is shown. A P prints next to the quantity required if the interchangeable item has a protected quantity.

5 ADDENDA

42


AUTOMATIC TRANSFER GENERATION PARAMETERS

AUTOMATIC TRANSFER GENERATION PARAMETER

1 SEQUENCE (VN IT PR MV)2 START3 END

ITEM PURCH CLASSSOURCE LOCATION4 START5 ENDDESTINATION LOCATION6 START7 END


10 ROUNDING FACTOROPTIONS

11 FILL PARTIAL (Y N) 15 AVAIL TRNFR QTY (SRPL EXOP ALL)12 TRANSFER BACK ORDER (Y N) 16 TRANSFER UNIT SIZE (SRC DEST)13 INVADE PROTECT QTY (Y N) 17 DATE REQUIRED (MM/DD/YY)14 UNIT OF MEASURE (EA SL PUR) 18 SUM INTERCHANGE (Y N)

FIELD:

The SUM INTERCHANGE field allows you to view the requirements of all members of the interchangeable set of items when considering the transfer needs for a given interchangeable item.

When this option set to Y, the system processes a given interchangeable item by summing the information of that item and all other items that are members of that interchangeable set. The system applies the purchase criterion of the interchangeable item to the summed data.


When processing an interchangeable item, the system ignores a location of a member of the interchangeable set if that member has a value in the protected quantity field. Furthermore, when processing the location of an interchangeable item that has a value in the protected quantity field, the system ignores the other members of the interchangeable set for that location.

It is recommended that members of the interchangeable set have the same purchasing method to ensure that the requirement is offset when the item is transferred. Otherwise, when processing the next item in the interchangeable set, an additional quantity may be transferred for subsequent items in the interchangeable set.

5 ADDENDA

43


TRANSFER STOCK CARD

TRANSFER STOCK-CARD MM/DD/YY HH:MM

===============================================================================Item: XXXXXXXXXXXXXXXXXXXXXXXXXX Vendor-Item#: XXXXXX-XXXXX

XXXXXXXXXXXXXXXXXXXXXXXXXXX Pkg-Size: 999999XXXXXXXXXXXXXXXXXXXX Transfer-Size: 999999

Vendor: XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Review Cycle: 9999===============================================================================Loc Cl Free-Stk Due-In Back-Ord Meth Ord-Pt Ord-Qty Surplus Req-Pks

-------------------------------------------------------------------------------9999 99 99999999 99999999 99999999 XXX 99999999 99999999 9999999 9999999 *9999 99 99999999 99999999 99999999 XXX 99999999 99999999 9999999 99999999999 99 99999999 99999999 99999999 XXX 99999999 99999999 9999999 99999999999 99 99999999 99999999 99999999 XXX 99999999 99999999 9999999 9999999-------------------------------------------------------------------------------Summary 99999999 99999999 99999999 9999999 9999999===============================================================================

1. Next Item 3. XXXXXXXXXXX 5. XXXXXXXXXXX 7. XXXXXXXXXXXOption: 2. Interch 4. XXXXXXXXXXX 6. XXXXXXXXXXX 8. XXXXXXXXXXX

The INTERCH option is used to view interchangeable item information. The Interchangeable Item View screen displays.






Totals: 99999999 99999999 999999.99 99999999 999999.99


The interchangeable item code, standard cost, company-wide on PO quantity, company-wide free stock, company-wide item usage, location, location free stock, and location item usage are shown for each interchangeable item.


5 ADDENDA

44





NTERCHANGEABLE TEMS - Epicor Customer Web...

Documents

Transcript of NTERCHANGEABLE TEMS - Epicor Customer Web...