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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 11.3.5. Order Up To Levels | ||
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 | 11.3. Update Item Controls |  |
Update Order Up To Levels section.
To update Order Up To Levels by Item, select the "Order Up To Level by Item" option. The following screen will appear:
When updating Order Up To Levels by Item, you are presented with the following options:
Enter the Item Number of the Item whose Order Up To Level you want to update.
Inventory Unit of Measure.
Select to update Order Up To Levels by Item for all Sites.
Specify Site where Order Up To Levels by Item are to be updated.
Specify number of days using one of the following options:
Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Specify the periods to include in the analysis using the following Calendar options:
Select the Calendar you want to use for the analysis.
Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
The following buttons are unique to this screen:
Updates Reorder Levels, using the specified parameters.
To update Order Up To Levels by Planner Code, select the "Order Up To Levels Planner Code" option. The following screen will appear:
When updating Order Up To Levels by Planner Code, you are presented with the following options:
Select to update Order Up To Levels by Planner Code for all Sites.
Specify Site where Order Up To Levels by Planner Code are to be updated.
Select to update Order Up To Levels for all Planner Codes.
Specify Planner Code whose Order Up To Levels you want to update.
Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions.
Specify number of days using one of the following options:
Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Specify the periods to include in the analysis using the following Calendar options:
Select the Calendar you want to use for the analysis.
Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
The following buttons are unique to this screen
Updates Reorder Levels by Planner Code, using the specified parameters.
To update Order Up To Levels by Class Code, select the "Order Up To Levels by Class Code" option. The following screen will appear:
When updating Order Up To Levels by Class Code, you are presented with the following options:
Select to update Order Up To Levels by Class Code for all Sites.
Specify Site where Order Up To Levels by Class Code are to be updated.
Select to update Order Up To Levels for all Class Codes.
Specify Class Code whose Order Up To Levels you want to update.
Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions.
Specify number of days using one of the following options:
Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected Calendar periods will be multiplied by this value to determine Reorder Level.
Specify the periods to include in the analysis using the following Calendar options:
Select the Calendar you want to use for the analysis.
Select as many periods as you want to include in the analysis. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.
The following buttons are unique to this screen:
Updates Reorder Levels by Class Code, using the specified parameters.
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| 11.3.4. Reorder Levels |  | 11.4. Summarize Transaction History by Class Code |