If you use subsource management to generate resupply lists, use the Subsource Settings screen to set your subsource resupply parameters. This allows you to set parameters for each subsource you created.
To set these parameters, follow these steps:
Step 1. From the Parts Inventory menu, select Resupply & Returns. The Resupply and Returns menu opens.
Step 2. Under the Resupply column, click Set Supply Parameters. The Resupply Parameters menu opens.
Step 3. Click Subsource Management. The Subsource Settings screen appears.
Step 4. Use the Enable Subsource Resupply for this OEM Source field to indicate if you want to enable resupply for the selected parts inventory source. Type Y for yes or N for no. If you select Y, the system will use the subsource parameters entered on this screen when scanning the inventory to generate the suggested resupply order. If select N, the system will use the resupply parameters you set using one of the other resupply setup screens.
Step 5. In Subsource, type the three-digit code for the subsource or click the subsource in the list on the right side of the screen. The description for this subsource populates the field next to the code.
If you are creating a new subsource, type the code and description. The subsource will appear in the list on the right side of the screen when you save the settings.
|Tip: At this point, you can click Fill Defaults to fill in the screen with the default setting that comes with the system. When prompted, click to select if you want the phase out to be based on hits or days.|
Step 6. Use the Exclude This Subsource from Resupply field to indicate if this subsource should be excluded when generating a resupply list. Type Y for yes or N for no.
Step 7. Use the Lost Sales Counted as Sales field to indicate if you want to count lost sales as sales. Type Y for yes or N for no.
Step 8. Use the Phase-In Pull to Order field to indicate if you want the system to automatically add parts to the suggested order that meet the phase in requirements. Type Y for yes or N for no. If you select Y, not all parts meeting the phase-in criteria will necessarily pull to order since they may not meet the resupply criteria or may currently have ample stocking quantities on hand, even though they meet the phase-in criteria. If you select N, you will see all parts meeting the phase-in criteria on the exception report and can then manage them appropriately.
Step 9. In Phase-Out Days/Hits, specify if you want to phase out parts based on days or hits. Type D for days or H for hits.
If you select D for days, the system will look at the part’s last sale date to determine if the part should be phased-out. To calculate how many days it's been since the part's last sale, the system will use the part’s last sale date. If the part does not have a last sale date, it will use the part’s last resupply date. The BPO (Begin Phase-Out) column is the number of days to begin phase out or the number of days to stop ordering a part unless another sale or a lost sale is flagged for this part. The part will cycle through begin phase-out again. The EPO (End Phase-Out) column is the number of days to end phase out or when the part record will clear from the system at next month-end update.
If you select H for hits, the system will look at how many hits the part has had. The BPO (Begin Phase-Out) column is the number of hits a part requires before it will begin phase out. The EPO (End Phase-Out) column is the number of months of sales used to calculate the hits. The part will begin phase-out when the number of hits falls below the number entered in the BPO column in the number of months entered into the EPO column. The system will only look at a maximum of 24 months. If you enter a value greater than 24 in the EPO column, the system will only look at 24 months. The part will end phase out when the hits in the specified month fall below half of the value entered into the BPO column. This type of phase-out process is more widely accepted as the standard process throughout the industry.
Step 10. Use the Enable Economic Ordering field to indicate if you want to enable economic ordering. Type Y for yes or N for no. If you select N, the resupply will be determined solely on the days supply, phase-in, and phase-out criteria. If you select Y, use the E/O Value, LDS, and HDS fields on the bottom right-hand side of the screen to set the economic order criteria you want to use.
Step 11. In 4QS, specify the four-quarter sales. The values in this column are used to determine which matrix line (Sales Level Line) is used based on the part’s four-quarter sales. The lines must be in decreasing order. The 4QS value on line A must be greater than line B, line B must be greater than line C, etc.
Step 12. Use the LDS column to specify the low-days supply. When a part’s on-hand quantity falls below the specified low-days supply, the system will suggest an order to bring the on-hand quantity up to the high days supply.
Step 13. In HDS, specify the high-days supply. When a part’s on-hand quantity falls below the specified low-days supply, the system will suggest an order to bring the on-hand quantity up to the high days supply.
Step 14. In PIH, specify the phase-in hits. If a part is a non-stocking part, any part with a stock status other than Y, N, or C, and its sales are greater than the phase-in hits in the specified months, the system will recognize it as a phase-in part. If the Phase-In Pull To Order field is set to Y, the system will automatically order the part if it meets resupply criteria for placing the part onto the order. If the field is set to N, the part will show on the “Testing For Phase In” exception list.
Step 15. Use the PIM field to specify the phase-in months. This is the number of months of sales used to calculate if a part qualifies as phase-in.
Step 16. Use the BPO field to specify the begin phase-out time. (Refer to step 9.)
Step 17. In EPO, specify the end phase-out time. (Refer to step 9.)
Step 18. In E/O Value, specify the phase in by economic order value. This is used by Hyundai dealers. Use the LDS field to specify the low-days supply for the phase in by economic order value and the HDS field to specify the high-days supply for the phase in by economic order value.
Step 19. Click Save. If you created a new subsource, it will now appear in the window on the right side of the screen.
Step 20. Continue to add resupply parameters to each subsource as needed.
Step 21. Click Exit to close the screen when you are finished.
|Tip: Use the Verify Inventory button to print a subsource discrepancy report. The report will list all parts in the current inventory source that have been assigned to an invalid subsource.|