Generating Customer Product by Demand Index

This program builds an index for each customer of the products they have purchased in the last year or more. The Reorder Pad uses this index during sales order entry to list these products for a ship-to customer or a bill-to customer and all the associated ship-to customers.

The amount of time required to build a customer demand index depends on the amount of sales history involved. We recommend that the index be built during off-hours.

Three control maintenance records affect the Customer Product by Demand Index Build program.

• Exclude Exceptional Sales From Customer Demand Index – Excludes exceptional sales from the Customer Product by Demand Index.

• Exclude MiscChrg Products From Customer Demand Index – Excludes from the Customer Product by Demand Index things, such as assembly charges, that are defined in Product Maintenance with a status of MiscChrg and a GL code that has the Misc Chrg Allowed field flagged on the G/L Account Maintenance screen.

• Number Of Years To Be Included In Customer Demand Index – Specifies the number of years worth of product data to be included in the Customer Product by Demand Index.

Products with a status of Lot Item are automatically excluded from the Customer Product by Demand Index.

You can schedule a rebuilding of the customer demand index. How often you generate an updated index depends on how up-to-date you want the index to be.

To generate the Customer Product by Demand Index:

1. From the Reprts > End of Month Reports #2 menu, select Generate Customer Product by Demand Index to display the Customer Product by Demand Index Build screen.

2. Do one of the following:

See Also:

Product Purchases Report