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11.3.5. Order Up To Levels

11.3.5.1.  Update Order Up To Levels by Item

To update order up to levels by item, go to Inventory > Utilities > Update Item Controls > Order Up To Levels > by Item. The following screen will appear:

Update Order Up To Level by Item

When updating order up to levels by item, you are presented with the following options:

Item Number

Enter the item number of the item whose order up to level you want to update.

UOM

Inventory unit of measure.

All Sites

Select to update order up to levels by item for all sites.

Selected

Specify site where order up to levels by item are to be updated.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +

Select a number using the arrows, 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.

Fixed Days

Select a number using the arrows, 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.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following calendar options:

Calendar

Select the calendar you want to use for the analysis.

Name/Selected Periods

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:

UPDATE

Updates reorder levels, using the specified parameters.

11.3.5.2.  Update Order Up To Levels by Planner Code

To update order up to levels by planner code, go to Inventory > Utilities > Update Item Controls > Order Up To Levels > by Planner Code. The following screen will appear:

Update Order Up To Levels by Planner Code

When updating order up to levels by planner code, you are presented with the following options:

All Sites

Select to update order up to levels by planner code for all sites.

Selected

Specify site where order up to levels by planner code are to be updated.

All Planner Codes

Select to update order up to levels for all planner codes.

Selected

Specify planner code whose order up to levels you want to update.

Pattern

Enter a planner code pattern to select a range of planner codes. Refine your search using regular expressions.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +

Select a number using the arrows, 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.

Fixed Days

Select a number using the arrows, 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.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following calendar options:

Calendar

Select the calendar you want to use for the analysis.

Name/Selected Periods

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

UPDATE

Updates reorder levels by planner code, using the specified parameters.

11.3.5.3.  Update Order Up To Levels by Class Code

To update order up to levels by class code, go to Inventory > Utilities > Update Item Controls > Order Up To Levels > by Class Code. The following screen will appear:

Update Order Up To Levels by Class Code

When updating order up to levels by class code, you are presented with the following options:

All Sites

Select to update order up to levels by class code for all sites.

Selected

Specify site where order up to levels by class code are to be updated.

All Class Codes

Select to update order up to levels for all class codes.

Selected

Specify class code whose order up to levels you want to update.

Pattern

Enter a class code pattern to select a range of class codes. Refine your search using regular expressions.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +

Select a number using the arrows, 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.

Fixed Days

Select a number using the arrows, 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.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following calendar options:

Calendar

Select the calendar you want to use for the analysis.

Name/Selected Periods

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:

UPDATE

Updates reorder levels by class code, using the specified parameters.