Program Description
This program can be found on the Inventory Reports Stocking and Analysis Reports menu (INV-4-2-8). The Min and Max report is used to calculate new minimum and maximum inventory quantities for inventory restocking per warehouse. The program can be printed as a report only or to update the minimum and maximum quantities. It also includes the amount to be ordered for an item in a warehouse. Items can be selected by product class and warehouse. Past sales usage of the item is used in the calculation of the minimum and maximum quantities. Up to twelve months can be used including months from last year. Usage comes from the Sales History File (SAHIST) (BI-3-2-3). The is updated by the End Of Month Field Clearing program, which writes the number of units sold from the Item and Item Warehouse Files to the Sales History File. The Min and Max Report can incorporate usage from other warehouses along with the usage from the selected warehouse that is being updated. It offers the ability to incorporate the inventory status of the other selected warehouses when calculating the order quantity and the minimum and maximum quantities.
Set up is required for an item to print on the Min and Max Report. For warehouse 1, Y for yes must be entered in the Automatic Calculation of Min and Max in the Item File. This is done in Item File Maintenance. For all other warehouses, the automatic calculation of min and max must be set to Y in the Item Warehouse File. This is done in Warehouse Item File Maintenance. This can also be set by product class in the Min and Max Switch Program. Billing Control File Maintenance must also be set up for the calculation of the new minimum and maximum amounts. This global file can be overridden per item and per warehouse by defining the minimum and maximum days per item. This is done for warehouse 1 in Item File Maintenance and all other warehouses in Warehouse Item File Maintenance. Items do not print if the Sales History File is not found in the warehouse. If an item is designated as an override item, field 34 is set to Y in Item File Maintenance and the item not is included on the Min And Max Report. Also if an item is designated, non-stock, or dead stock, or if the usage for three months is less than 1, the item is not included.
Rev 15 Changes
Two additional prompt have been added to the report.
The first new prompt is “Skip Items With LIFO Quantity=99 (Y’es/N’o)”. The LIFO Quantity is used for the Rank Number in the reports on the Inventory Control menu. A 99 indicates that the item is new and a min and max should not be calculated on the item. Answer this question with an N for no to have the program work the same manner as it did prior to Revision 15. Enter Y at this prompt to have the program to skip items or item warehouse records were the LIFO Quantity in the Item file is set to 99.
The second new prompt is “Round Avg. Min And Max U’p, D’own, Or O’ff”. When the program calculates the Average Usage Per Month, the new Max and the new Min, the operator is given the opportunity to round the result off to the nearest whole number, to always round down to the nearest whole number, or to always round up to the nearest whole number. If you would like to have the program work the same manner as prior to Revision 15, enter an “O” to round the result off. For example:
|
Result |
Round Off |
Round Down |
Round Up |
|
45.6 |
46 |
45 |
46 |
|
45.2 |
45 |
45 |
46 |
Rev 14 Changes
N/A
Rev 13 Changes
Prior to Revision 13, this report automatically included non-stock items and dead-stock items if the average usage for the previous three months is greater than one. Non-stock and Dead-stock items with average prior three months usage less than one, will be excluded. The report will now ask two additional questions to allow the user to exclude non-stock or dead stock items even if the item has had average usage in the previous three months greater than one. The prompts are Include Non-Stock Items With Avg Prior 3 Mth Usage > 1 (Y/N) and Include Dead-Stock Items With Avg Prior 3 Mth Usage > 1 (Y/N). Because of these two new prompts, the report has expanded to a second screen. The Non-Stock Indicator in the Item file will be used if the warehouse number is 1. The Non-Stock Indicator in the Item Warehouse File (ITEMWHD) will be used if the warehouse is greater than 1.
Note: There are prompts that pop up, especially between the Base the Calculation of usage on a Range of Warehouses (Y/N) prompt and the Is Order Entry Being Used (Y/N) prompt.
Screen 2:
