Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -1,103 +1,108 @@
1		-= StockM update 2019.11.28. =
	1	+(% class="wikigeneratedid" %)
	2	+= StockM Update 2020.05.07 =
2	2
3		-**~ **
4	4
5		-**~1. Clarification of Auto send settings in the supplier‘s card.**
	5	+**PTO orders (pto.csv) validity period.**
6	6
7		-Selection of Auto send settings window in the supplier‘s card has changed:
	7	+PTO orders in StockM can be entered manually or received via pto.csv from accounting.
8	8
9		-(((
10		-* Optimization for auto send works only into the increasing side;
11		-* If you want to decrease the order – to optimize into decreasing side, this you can do only by specifying the parameters manually.
12		-* To decrease the number of rows to ... – also possible only by specifying the parameters manually.
	9	+The pto order received so far in StockM could be closed only if it was removed from StockM or if the pto.csv file was not received from accounting.
13	13
14		- Auto send settings window:
15		-)))
	11	+Since this update, it is possible to specify the number of days of validity of the pto order „Delete after X days“. The number of days can be entered in StockM, in the PTO orders window, or uploaded via pto.csv file. After the specified number of days after the „Delivery date“, the pto order / quantity will be removed automatically or no longer included in the orders to the supplier. If the field „Delete after X days“ is empty, the order has no expiration date.
16	16
17		-* Select „No optimization“.
	13	+(% class="wikigeneratedid" %)
	14	+= =
18	18
19		-[[image:1_NoOptimization.png]]
	16	+= StockM Update 2020.04.30 =
20	20
21	21
	19	+**New setting for calculating buffer by coefficient**.
22	22
23		-* Select „Fill transportation batch”.
	21	+In the Periods or Inventory window when calculating the buffer according to the specified coefficient, the buffer is calculated according to the formula:
24	24
25		-(((
26		-[[image:2_FillTransport.png]]
27		-)))
	23	+New BUF = (BUF - MOQ) * coeff. + MOQ
28	28
	25	+Since this update, this buffer calculation method has a selection / checkbox “Take into account MOQ” that allows you to select to take into account MOQ or not:
29	29
30		-* Select “Optimize, if the target is not exceeded”.
	27	+* By default, the check mark is placed and the new buffer calculation formula remains as it was.
	28	+* If the check mark is not placed, new buffer formula is:
31	31
32		-(((
33		-[[image:3_Optimize_.png]]
34		-)))
	30	+ New BUF = BUF * coeff.
35	35
	32	+= StockM Update 2020.04.23 =
36	36
37	37
	35	+**~1. Reservations by date (pto.csv).**
38	38
39		-Manual optimization window:
	37	+There are 2 types of reservations in StockM: from the existing stock in the warehouse and special orders from customers (received in StockM via the pto.csv file).
40	40
41		-[[image:4_pav.png]]
	39	+Since this update, StockM immediately included received pto order in the nearest order to supplier, the date when the order had to be fulfilled was not estimated. In other words, program did not take into account the fact that the customer / buyer does not need these goods now and they can be delivered later with next orders.
42	42
	41	+Now StockM will check what delivery date of pto is. In the separate field “Activate before X d.” the number of days before the necessary delivery date can be specified, i.e. when the order must become active and can be already fulfilled. If in the field “Activate before X d.:
43	43
44		-Show the optimization parameter, optimization purpose and optimization condition in this window, when you optimize the order manually.
	43	+* nothing is specified, the field is empty, the pto order will be processed immediately and it will be included in the nearest order to the supplier;
	44	+* 0 is entered, the goods will be ordered with the last order, which will arrive before the specified delivery date;
	45	+* certain number of days is entered, the order will become active in such a number of days before the “Delivery date” and will be included in the next order to supplier after this activation.
45	45
46		-**~1. Confirmation of supply graphs.**
	47	+(% style="letter-spacing:0.1px" %)**2. Verification by uploading data to StockM via Table L11**.
47	47
48		-There is a possibility to import the supply graphs in StockM, from the accounting (file scheduler.csv).
	49	+When uploading data to StockM via table L11, the information was loaded only when there were no errors. If the program found errors, the information was not loaded. A list of items was displayed to the user and errors had to be corrected.
49	49
50		-All recieved supply graphs from the accounting are confirmed automatically by system, after update.
	51	+Since this update, information will be loaded from those rows that do not contain errors, and a list of errors will be shown to the user (errors can be exported to excel as before). Once the errors are corrected, the data will have to be uploaded for specified rows once again by entering information into a new / separate L11 table template.
51	51
52		-**2. Template of promotion import.**
53	53
54		-The template of promotion import has changed after update.
	54	+**3. New filtering operator in StockM windows.**
55	55
56		-Download the newest template from StockM, if you want to import data into promotion.
	56	+An additional text field filtering operator has been added to StockM. It allows to specify / enter several values via a semicolon.
57	57
58		-= StockM update 2019.09.19. =
	58	+[[image:operator_EN.PNG]]
59	59
60		-**Critical error: "Optimization: purchase price <= 0"**
	60	+= StockM Update 2020.04.09 =
61	61
62		-When order is optimized according the amount, purchase prices are checked and if the active goods/items don't have the purchase price, the order is not optimized.
63	63
64		-The list will show items with Purchase Price <= 0 for suppliers, for which is set order optimization according the amount.
	63	+1. **Combining of items into a group of alternative (ALT) items.**
65	65
66		-= StockM update 2019.08.01. =
	65	+Until now, when combining items into the ALT product group, the main item had to be in all active warehouses, and the ALT product was not necessarily present.
67	67
	67	+This situation created problems in the distribution of items from the central warehouse to the branches. When it was necessary to order a product from a central warehouse, an ALT product was offered to be transported to the branch if there was a sufficient ALT product balance in the center and it was not checked that the branch does not sell the ALT product.
68	68
69		-**~1. Removing supplier activity**.
	69	+Since this update, the main and alternative items’ codes must be in all storage locations to combine ALT items.
70	70
71		-Until now, it was not allowed to remove supplier activity if the supplier had active delivery schedules.
	71	+A warning has been made in the confirmation window of combining when saving settings that both main and alternative items will be distributed through the warehouses. Distribution takes place through all warehouses containing at least one product involved in the ALT combination. The message after combining of items will show how many new items (SKU) cards have been created through the warehouses.
72	72
73		-After update, when supplier activity is removed, all activities are automatically removed from supplier schedules as well. Supply schedules are not even visible.
	73	+**~ **2**. New setting in SM Admin “Divide product order amount”.**
74	74
75		-If you will set activity on for the supplier, the shedules will be visible but not active - you will need to check and confirm it.
	75	+If orders for the supplier are formed frequently, but the delivery / delivery time is long, there is no need to order the entire buffer immediately with the first orders. It is possible to create several orders in one delivery time and thus reduce the amount of ordered goods. In other words, “fill the buffer” not immediately, but in several deliveries (divide the ordered quantity of one item in time over several orders).
76	76
77		-**2. New critical notification: „Active items don‘t have active supplier“**.
	77	+After the update, it is possible to enable the setting so that in case of frequent but long deliveries, the entire buffer would not be ordered at once in one order. If at least 2 regular orders can be formed during the delivery time, then a maximum limit is applied to the ordered quantity, which is calculated according to the ratio of delivery frequency and duration and buffer. The maximum quantity also includes a PTO and a reservation so that ordered quantity was not restricted for special needs.
78	78
79		-There is created warning of critical error: “Active items don’t have active supplier”. All active items will get into this list (not NA state and not NM state), for which inactive supplier is assigned. Items, which have OUT mover feature, will not be involved into the list.
	79	+**Important:** The possibility to use this function has to be agreed separately and setting of this function works company-wide. If necessary, contact the project manager.
80	80
81		-For such items you will have to assign an active supplier.
	81	+= StockM update 2020.03.19 =
82	82
83		-[[image:Activeproducts.png]]
84	84
	84	+**New menu icon / button “?”**
85	85
86		-**3. The reason for changing the buffer, when the user disagrees with the system's suggested buffer**.
	86	+StockM you can see the new menu icon / button ”?”
87	87
88		-Earlier, when the user disagreed with the system's suggested buffer, he left the former buffer - the system asked to specify the reason.
	88	+Clicking on it opens a list with links:
89	89
90		-After update, the reason will be assigned automatically, when the user will disagree with the system's offer to change the buffer and will leave former buffer.
	90	+* User Manual;
	91	+* Stockm News;
91	91
92		-If another buffer will be specified (not that one, which was recommended by system), you will have to specify the reason.
	93	+Clicking on them takes you to the appropriate page.
93	93
94		-**~ **
	95	+[[image:naujienos2.png]]
95	95
96		-**4. New column in the new orders window: “Notes in new order window”**.
	97	+= StockM update 2020.02.06 =
97	97
98		-In the window “New orders” you can see new column “Notes in new order window”, where you can see information from the field “Notes in new order window” in the supplier card.
99	99
100		-[[image:NotesNewOrderWindow.png]]
	100	+**Order formation several times a day.**
101	101
	102	+The orders are formed by StockM system once a day.  They are only formed if the data are renewed on that date before the order's formation.
102	102
103		-[[image:Orderdata.png]]
	104	+Since this update, there is an option to form orders according to the time set in the 'Suppliers schedule '(data before order formation must be renewed). You can see the "Time" column in the 'Suppliers schedule ' to indicate the order formation time. The time is chosen from a list that is specified in SM Admin.
	105	+
	106	+**Important:** usage of this function is agreed separately and is set for a whole company. If needed, contact the project manager.
	107	+
	108	+