Entering replenishment parameters: Trending Parameters and Adjusters
- Click Inventory Control>File Maintenances>Replenishment Parameter Maintenance.
- Specify the defining parameters for the item: You can enter a warehouse, from warehouse vendor, purchasing line and/or item combination. Note: The scope for an item ideally should be least to most specific. When possible, parameters should be set according to the hierarchy: Company, Warehouse, Vendor, Purchasing Line, Item, Warehouse / Item and avoid specific items settings.
- In the Show drop down, specify Summary to view all of the effective parameters entered for the parameters set in the system and Detail to display overrides for only those parameter options that can be defined for the warehouse, from warehouse, vendor, purchasing line and/or item combination entered in step 2.
- In the Parameter Options Line browser, select the Replenishment Parameter “Trending Parameters and Adjusters”.
- Click Edit.
- (Optional) To modify the scope of the item’s parameter, select Change Scope and specify Warehouse, Vendor, Purchasing Line, Item or Whse/Item as appropriate and select Apply. Note: The settings for this parameter can be defined at any level in the replenishment parameter hierarchy.
- When the system asks if you want to change to a more specific scope, click Yes.
- Click the Apply seasonal trend minimum and maximum check box to indicate to apply a minimum and maximum trend percentage.
- In the Minimum Trend % field specify the value for Minimum Trend percentage to apply when forecasting usage.
- In the Maximum Trend % field specify the value for Maximum Trend percentage to apply when forecasting usage.
- In the Prior Year Hits field specify the value for the hits the item must have had last year before allowing a trend to be applied.
- In the Current Year Hits field specify the value for the hits the item must have this year before allowing a trend to be applied.
- (Optional) In the Expiration Date field you can specify the expiration date if you have modified the scope of the parameter to narrow it from the company defaults.
- (Optional) In the Memo field specify the optional memo for the seasonal trend maximum and minimum.
- Click Save.
- (Optional) You can specify additional replenishment parameters as needed.
- Click Exit when you are done.
See Also
Alerts Parameter Procedures
Usage Parameter Procedures
Safety Stock Parameter Procedures
Order Point Parameter Procedures
Order Quantity Parameter Procedures
Lead Time Parameter Procedures
Review Cycle Parameter Procedures
Frozen Controls Parameter Procedures