With Usage Review Detail (ICE556) you can to change qualified usage for any document that has recorded usage for the selected warehouse and item combination you specified Usage Review (ICE555). The Usage Review program is displayed when you double click a usage line in the browser on the Usage Review (ICE555) program.
Documents shown in the Usage Review Detail screen can be flagged to not update usage, and you can change the usage date or enter a qualified usage value different from the actual usage.
There are many filter options available to limit which documents are displayed:
Beginning Date defaults to the date you drilled down on from the summary screen. Documents with usage on that date and earlier (for the number of days selected) will be displayed.
The “Show Usage” drop box will limit the display to document with the Update Usage flag set to the same value as the drop box. That can be helpful if you need to find a document that was improperly flagged not to update usage.
Note: there is a flag in order entry and lost sale entry for “Exceptional Sale” – if that flag is set to Yes, the Update Usage flag is set to No. If Exceptional Sale is No, Update Usage will be Yes.
The “Type” drop box limits the documents displayed to the selected document type.
To explain the “For Usage Warehouse” drop box, we first need to discuss the concept of “Rolled-Up Usage”.
When a warehouse is a distribution center (DC) and replenishes another warehouse, the DC warehouse must stock for and purchase for itself (if it directly services customers) and for each warehouse it replenishes (and any those warehouses replenish). These complex ARPs require FACTS to analyze the usage all the way “down the line”.
The summary screen of Usage Review displays the total “rolled-up” usage for the selected warehouse and all warehouses “down the line” from it.
However, when going to the detail screen, the individual documents are displayed one warehouse at a time. The “For Usage Warehouse” drop box will include all of the warehouses “down the line” and will default to the originally-selected warehouse.
When the DC warehouse is selected in the drop-box, only documents shipped directly from the DC will be displayed. Selecting one of the other warehouses will display the documents that shipped from that warehouse.
Note also that warehouse transfers are never counted as usage and are never displayed in Usage Review.
Average Daily Usage (ADU) and Average Monthly Usage (AMU) are calculated daily by a process that typically runs at night, so changes to the usage values on documents will not be reflected in these numbers until that process is completed. However, you can force these values to be recalculated for the selected warehouse/item by selecting the “Recalculate Usage” button from the summary screen.
You can apply a set of filters to define the usage lines displayed in the browser. You can filter for the beginning date for the display, and the number of days (30, 60, or 90) to display.
Tip: Press F1 to enter the current date. Press F2 or click IC Period End icon to automatically enter the 'end of current IC period' or you can enter the date to be the end of the current IC period (even if that date is in the "future"). This you allows to view all the dates of the current period.
When making any changes to date or number of days you must select the Apply Filters button to enact those changes so that the browser will redisplay with appropriate lines. You can also filter the existing lines in the browser, on the For Usage Warehouse drop box for the entered warehouse, along with any one of the warehouses that are replenished from the specified warehouse/item that are displayed in the drop box, or/and on the usage flag setting to display drop box (only usage marked Y, only usage marked N, or all usage), and/or on the document types drop box which may appear in the browser display: AD – adjustment, SO – Sales Order/Invoice, MC – BOM Ticket, MF – Formulation Ticket, MP – Formulation Packaging, MI – Formulation Ingredients, PO – Purchase Order, CR – Credit of usage for Customer/Vendor Returns, and LS – Lost Sale. Because there can be many types of documents, or many documents processed in a single day, the browser may contain multiple lines (for differing transactions) having the same Usage Date.
In the browser in the lower portion of the screen you can edit a line to indicate whether to update usage using the changed information for the highlighted disbursement line and then modify the qualified usage and the usage date. Information in the line browser includes: usage date, document type, document number, receipt number, invoice number, line number, warehouse number, usage warehouse, usage setting, actual usage - Quantities are shown in Default stocking UM, qualified usage and default stocking UM.
Once you have modified a line, select the Done button to return to Usage Review (ICE555). Upon return the highlighted line you selected will still be selected, however, the usage values will not be, yet, changed to reflect any changes you may have made in the Usage Review Detail program. To update the usage value select the Recalculate Usage button and specify the date to Recalculate From. Press OK to recalculate qualified usage for specified warehouse/item.recalculate qualified usage for specified warehouse/item or you can wait until the nightly update occurs and, upon returning the next day, find the usage on the Usage Review (ICE555) screen updated to correspond to any modifications you may have made.
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