Running the Product Ranking Program

Normally, the system compares product activity within a price line. If the ranking is done globally, then the system compares each product’s activity against the activity of all other products, regardless of price line. By default, the program runs for all price lines. Before running the Product Ranking Program you need to determine how to rank the products and save the parameters.

If you manually change a product rank through Product Maintenance, you have the option of maintaining or overwriting that rank when you run the Product Ranking program. The system prompts you with the following prompt: Overwrite Manually Set Product Ranks (Y/N). Enter Yes to complete the override.

Note: If a product has been ranked Collectively, the system does not delete the ranking even if the product is inactive for that branch.

The Product Ranking Program provides the following information:

Rank – The sequential position of the item within the selected items.
Rank% – The actual value of the rank divided by the number of items being ranked 100 times.
Cum-Value% – The percentage of the cumulative value divided by the grand total of the value.
Cum-Value – The running total of the actual value.
Product Description – The product being ranked.

To rank the products and save the parameters:

From the Purch > Forecasting menu, select Product Ranking to display the Product Ranking screen.
In the Ranking ID field, press F10 and select New or an existing template. If you select an existing template, the remaining fields populate with the current information. You can change this if needed.
In the Br/Tr/All field, enter the branch or territory for which to run the product ranking. Type All to run the ranking program for all branches and territories.
In the Nonstocks field, indicate whether to run the product ranking for nonstock products. Use one of the following:

Entry	Description
Include	This is the default. If a nonstock product is selling often enough to earn a high ranking, you can consider changing it to a stock item so that you do not run out of it.
Exclude	The nonstock rank is set to X and the product is not included in the ranking process. For companies that do not rank nonstocks, this guarantees that ranked stock items that are changed to nonstocks do not retain their rank after the ranking program runs.
Only	Only nonstock products are included in the ranking.

Use the Prc Lines hot key to select price lines and do one or both of the following:
Limit the ranking process to specific price lines.
Rank products from multiple price lines.

In the Global field, type Y for each selected ranking method.

Note: When the ranking method displays on the Ranking screen from Price Line Maintenance, it is preceded by: *Global*.

In the Ranked field, indicate how to rank the products.

Rank	Description
Individually	Product amounts within each branch are considered separately from every other branch when calculating product ranks. If multiple price lines are selected, the system ranks each product within each price line, but does not rank across price lines.
Collectively	Product amounts for all branches are combined before calculating product ranks. If ranked collectively, products consequently are assigned the same rank in each of the branches selected.

For each Rank # for a product ranking, press F10 and select the ranking method.
In the Global field, for each ranking method, indicate whether to use global ranking. If set to N, items are ranked with respect to the products in the same price line. If set to Y, products are ranked with respect to all other selected products, regardless of price line.
In the Ranking Breakpoints section, enter the percentages assigned to each product rank.
Use the Save hot key.

If you entered a value in the Ranking ID field, this value displays in the Enter Work ID prompt.

At the Enter Work ID prompt, edit or type a new ID and then press Enter.
Press Esc to exit the screen and return to the main menu.

To run the product ranking program:

Rank the products and set the parameters on the Product Ranking screen.
In the Generate Report (Y/N) field, indicate whether to generate the Product Ranking Report. This report lists the new product rankings.
Run the program in one of the following ways:
Use the Begin hot key to run the program
Use the Sched hot key schedule the program to run at a later date or at regular intervals.

Press Esc to return to the main menu.

To delete a product ranking ID:

From the Purch > Forecasting menu, select Product Ranking to display the Product Ranking screen.
In the Ranking ID field, press F10 and select the product ranking template to be deleted.
Press Enter.
Use the Delete hot key.

The system prompts you to confirm the deletion.

Type delete and press Enter.
Press Esc to return to the main menu.