Adjusting Additional Inventory Parameters

The Additional Inventory Parameters window lets you adjust the percentage or quantity below which you do not want to include the remnant in the projected inventory level or the percentage of the parent branch's order point to be protected in suggested transfers for non-immediate needs. You can also indicate buy package quantities to purchase or transfer in and whether or not you allow package divisibility.

To adjust the parameters:

  1. From the Maintenance menu, select Product to display the Product Maintenance window.

  2. Enter the product for which you want to adjust parameters.

  3. From the Inventory menu, select Primary Inventory Maintenance to display the Primary Inventory Maintenance window.

  4. From the Edit menu, select Additional Parameters to display the Additional Inventory Parameters window.

  5. In the Exclude Remnant PIL % and Quantity fields, indicate the percentage and quantity below which you do not want the system to include the values in the project inventory level calculations. ClosedClick here to view an example.

    Item

    Value

    Available Qty

    50 ft

    Remnant On Hand

    10 ft (including in process)

    Exclude Remnant PIL%

    30

    Exclude Remnant Qty

    2

    First, the system calculates the following:

    Item

    Value

    Exclude Percent Qty

    Integer (Remnant On hand X (Exclude Remnant PIL% / 100))

    Exclude Percent Qty

    10 X .3

    Exclude Percent Qty

    3

    Then, the system subtracts from the Available Qty whichever of the following is larger: Exclude Percent Qty or Exclude Remnant Qty

    In this example, since Exclude Percent Qty = 3 and is larger, then the system subtracts as follows: Available Qty = 50 - 3

    Result = The system uses 47 as the Available Qty.

    Item

    Value

    Available Qty

    50 ft

    Remnant On Hand

    10 ft (including in process)

    Exclude Remnant PIL%

    30

    Exclude Remnant Qty

    2

    First, the system calculates the following:

    Item

    Value

    Exclude Percent Qty

    Integer (Remnant On hand X (Exclude Remnant PIL% / 100))

    Exclude Percent Qty

    10 X .3

    Exclude Percent Qty

    3

    Then, the system subtracts from the Available Qty whichever of the following is larger: Exclude Percent Qty or Exclude Remnant Qty

    In this example, since Exclude Percent Qty = 3 and is larger, then the system subtracts as follows: Available Qty = 50 - 3

    Result = The system uses 47 as the Available Qty.

  6. In the OP% field, indicate how much of the parent branch's order point to protect when suggesting transfers.

  7. Set buy package quantities and package divisibility, if needed.

  8. In the Location Class column,  select the class for a branch. This is a branch-level location class.
    The class in this field defaults to the class that is set at the product level (Product Maintenance > Additional Data > Product Bin Maintenance). The branch-level location class designation on the Additional Inventory Parameters window, takes precedence over the product-level class.

  9. Save your changes and exit the window.

See Also:

What Do You Want To Do in Primary Inventory Maintenance?