Edit Min & Max Utility
Purchase Order Menu -> Inventory
Re-Ordering -> Edit Min & Max Utility
This utility can be used to update the product minimum and
maximum order quantities at the product level or at the location
level for products that are ordered by location. It also displays
the "Re-Order Multiple" for information only.
This information is maintained in the Re-Order Information
window of Sales Inventory or Rental Inventory.
Alternatively, to update these re-order quantities based on
Sales History use the Update Re-Order Min/Max
Qty's.
The prompts are:
-
- EDIT MIN/MAX AT
- Operator role permission to update the Location and Product
Access in Min& Max Utility is required to be set in the
Document Field Access window of the Security Role Permissions for the operator to have
access to all three selection access.
If the operator does not have role permission, the Min and Max can
only be updated by Location.
Products can be flagged to be ordered by location or at the
product level store wide.
Select one of the following options to filter the products to be
viewed and updated:
- Select Location to only list products that are ordered
by location, and then select the specific location to be
updated.
- Select Product to only list products that are ordered at
the product level.
- Select Both to include all products in the range.
LOCATION
- This field does not apply and is disabled if the Edit
Min/Max At the product level has been selected.
The location defaults according to the operator location setting
defined in Operators and can be changed if
the operator has permission to Prompt for Location.
Note: Products will only be included in the list if there is a
record to track quantity at this location (RSIL) as maintained in
the Location window on the On Hand field in Sales Inventory or Rental
Inventory.
CLASS, "ALL" OR "SEL"
-
- Type ALL to include products from all Product Classes in the
output.
- Enter a specific class, to list only for products from a single
Product Class, or select a Product Class from the Product Class Search window.
- Type SEL to select a combination of Product Classes to include
in the list as outlined in Selected Class
List.
GROUP, "ALL" OR "SEL"
-
- Type ALL to include products from all Groups in the
output.
- Enter a specific Group, to list only for products from a single
Group, or select one from the Group
Search window.
- Type SEL to select a combination of Groups to include in the
list as outlined in Selected Group
List.
PRODUCT, "ALL" OR "SEL"
-
- Type ALL to include products in the output.
- Enter a specific products or select one from the Inventory Search window.
- Type SEL to select a combination of products to include in the
list as outlined in Selected Product
List.
SORT ORDER
- Select one of the following sorting option for the product
list:
- Select Product to list products in product number
sequence.
- Select Description to list products alphabetically by
primary description.
- Select Class to list products sorted by Product
Class.
- Select Group to list products sorted by Group.
- Finished?
- Click ACCEPT to generate the product list, or CANCEL to
abort.
Resulting Product List:
- The eligible products are displayed with the product number,
description, current Minimum and Maximum order quantities, and the
Re-Order Multiple for the product.
The By Loc check box indicates how the product is ordered,
and whether the Min/Max will be updated at the 'location level' or
at the 'product level' store wide.
- Edit Values:
- Only the Min and Max values can be modified.
The Re-Order Multiple is information only.
- Finished?
- Click OK to update the product Min/Max values in the product
file.
ACTIONS:
Additional actions provided by buttons on the Edit Min & Max
Utility screen include:
- Update the Min & Max by Sales History:
An alternative method of determining new minimum and maximum
re-order quantities is to calculate a percent of previous
sales.
Click the SALES HISTORY button to use the Update Re-Order Min/Max Qty's utility to change
the Minimum and Maximum re-order quantity values based on the
Sales History of each product.
-
Update the Product Min & Max by Import:
Click the PRODUCT IMPORT button to use the Update Product Min/Max import utility to change the
Minimum and Maximum re-order quantity values at the product
level.
-
Update the Group Min & Max by Import:
Click the GROUP IMPORT button to use the Update Group Min/Max import utility to change the
Minimum and Maximum re-order quantity values at the Group
level.
Topic Keyword: RSIL40 (4191)