Wiki source code of PROCESAI

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Administrator 3.2 1 {{toc/}}
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Administrator 47.1 6 = ORDERING OF DTO ITEMS =
Administrator 2.1 7
Administrator 3.1 8
Administrator 47.1 9 DTO items are not stocked, there should be no balance of such items in a warehouse, they should be ordered and delivered to warehouses only by special orders from customers. (more information in Items (SKU) status):
Administrator 3.1 10
Administrator 47.1 11 1. After entering the customer's order in the accounting program, the next day, during the data exchange, a reservation will be received.
12 1. Item reservation is visible in the item chart.
13 1. Order for a DTO item will be formed together with the regular order, according to the active schedule of the supplier.
14 1. The amount of DTO items in the order will be rounded to the bigger side according to packaging (USQ).
Administrator 3.1 15
Administrator 47.1 16 ----
Administrator 3.1 17
Administrator 47.1 18 = ORDERS OPTIMIZATION =
Administrator 3.1 19
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Administrator 47.1 21 Orders can be optimized by transport and by amount. For more information about orders optimization, see [[Sending new (optimized) order to the supplier>>doc:User_Manual.Orders.WebHome||anchor="HSendingnew28optimized29ordertothesupplier" rel="__blank"]] and [[Optimizing new orders, in orders list>>doc:User_Manual.Orders.WebHome||anchor="HOptimizingneworders2Cinorderslist" rel="__blank"]]
Administrator 3.2 22
Administrator 47.1 23 The order is optimized (increased or reduced) to fully complete the transport batch.
Administrator 3.2 24
Administrator 47.1 25 ~1. In the specified optimization conditions, orders can be sent automatically.
Administrator 7.1 26
Administrator 47.1 27 The conditions for **automatic sending optimization** are specified on the supplier card:
Administrator 5.2 28
Administrator 47.1 29 **Unoptimized** - orders will not be optimized.
Administrator 8.1 30
Administrator 47.1 31 **Complete the transport **-  the table shall be filled in those cases when a supplier completes orders only when fully filled transport or fully filled transport is more economically advantageous to carry goods. In the window that opens, specify optimize by weight (kg) or by volume (PAL). Type "Opt. Threshold", "Full" transport size, and "Max. number of transports“:
Administrator 8.1 32
Administrator 47.1 33 * "Opt. Threshold" means the minimum weight (in kg) or the volume from which an order formed by a supplier is filled to "Full" by weight or by volume. If the weight or volume specified in the "Opt-in Threshold" is not reached, this mode of transport is not used for the order;
34 * „Full“ means the maximum weight (kg) or volume up to which an order may be increased by the supplier;
Administrator 8.1 35
Administrator 47.1 36 Several transport filling cases can be described. The system automatically checks and selects the transports described when it optimizes your order.
Administrator 8.1 37
Administrator 47.1 38 The order can not exceed neither the "Full" weight, neither the "Full" volume.
Administrator 8.1 39
Administrator 47.1 40 * The order is increased when the counted order quantity is less than "Full" but higher than "Opt. Threshold". All DTA items of that supplier are proportionally increased (even if not in order) excluding NON goods.
41 * If the order quantity is less than the described transport "Opt. Threshold", then the order is suspended. Order will be formed, but not sent (you will find this order in the new Orders window).
42 * If the order quantity is bigger than the auto-selected closest transport "full", transport shall be completed n times (or as much as the Max. Number of transports), until the completion of the N-full transport by the same transport.
Administrator 8.1 43
Administrator 47.1 44 __Split orders by transpor__t - when you put the check mark, orders are formed for each transport by the supplier separately. It means, when an order consists of more than one transport, the supplier will receive separate orders.
Administrator 8.1 45
Administrator 47.1 46 **Optimize if the target is not reached **- the table shall be filled in those cases when a supplier completes orders only or it is more economically advantageous if the order is not less than the specified amount.
Administrator 19.1 47
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Administrator 47.1 49 It is allowed to optimize by the amount of money, weight, volume and goods quantity.
Administrator 19.1 50
Administrator 47.1 51 "Opt. Threshold" – the amount at which an order will be increased to the "Target" amount (up to which the order must be increased).
Administrator 19.1 52
Administrator 47.1 53 * If "Opt. Threshold" is not reached, the order will be formed but not sent (you will find this order in the "New Orders" window):
54 * If the order amount is higher than the setted "Opt. Threshold" , but lower than the "Target", the order by optimization will then be increased to "Target" by the specified optimization option settings and sent.
55 * If the order amount equals or exceeds the "Target" and corresponds to the specified optimization setting, then the order will not be changed and will be sent without any corrections.
Administrator 19.1 56
Administrator 47.1 57 In the New Orders window, the picture [[image:http://wiki.stockm.info/bin/download/User_Manual/Suppliers/WebHome/sustabdyta%20ikonele.PNG||alt="sustabdyta ikonele.PNG"]] means, that the order should have been sent automatically, but the amount of "Opt. Threshold" has not been reached. Open this order and manually optimize and send to the supplier, or remove.
Administrator 5.2 58
Administrator 47.1 59 For the order optimization by amount, you can enter a value in the field "Opt. Threshold", not less than 60% of the "Target" amount. The value can be changed if agreed with the project manager.
Administrator 30.1 60
Administrator 47.1 61 If there is a check mark "Split Order by Transport" and optimization by volume is set to supplier, the orders will then be splitted according to the specified optimization conditions.
Administrator 30.1 62
Administrator 47.1 63 2. Optimization can be done manually too, specifying the desired amount, weight, volume, quantity of items or number of lines. In the Order window, click the button "Optimize" in the upper right corner of the window.
Administrator 30.1 64
Administrator 47.1 65 1. In the table that appears you can select "Optimize by supplier settings", Optimize by parameters“, specifying them manually (by selecting the optimization parameter, specifying target and optimization condition) or "Reduce number of lines till...".
66 1. To optimize the order, rows do not have to be ticked by check marks. The positions whose quantities have been modified will not be optimized.
67 1. If the order requires corrections, they must be performed before optimization:
Administrator 30.1 68
Administrator 47.1 69 After selecting **“Optimize by supplier settings”** in opened table, order is optimized by settings, specified in supplier’s card. Order quantities change so, that it would fill transport optimally and would compose an amount. 
Administrator 30.1 70
Administrator 47.1 71 1. If transport filling (optimization) threshold was not reached (i.e. order size, when order will be increased if this order size will be reached) – order will not be optimized.
72 1. If order is composed from more than 1 transport and for each transport need separate order, then:
Administrator 30.1 73
Administrator 47.1 74 * It must be set “Split order according to transportation batch” for supplier (in supplier card);
75 * **//!!! IMPORTANT, //**//if after the optimization, you will make corrections in the order again, then order will not be splitted by transport. This function works only for the first optimization of the order.//
Administrator 30.1 76
Administrator 47.1 77 After selecting** "Optimize by parameters":**
Administrator 30.1 78
Administrator 47.1 79 1) It is allowed to optimize by the amount of money, weight, quantity and volume, for both, to the big and to the small side. Select optimization type:
Administrator 30.1 80
Administrator 47.1 81 * by order sum (EUR);
82 * by order weight (kg);
83 * by order volume (palette);
84 * by order quantity (unit/pcs).
Administrator 30.1 85
Administrator 47.1 86 2) Write optimization target into empty field, which is in the bottom of the table.
Administrator 30.1 87
Administrator 47.1 88 3) Select optimization condition to the closest target value by reducing or increasing the order;
Administrator 30.1 89
Administrator 47.1 90 * no less than the target;
91 * no more than the target;
Administrator 30.1 92
Administrator 47.1 93 4) Select [[image:1.JPG]] .
Administrator 30.1 94
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Administrator 47.1 96 After selecting** **"**Reduce number of lines till...**" the optimization target must be specified (The number of lines to stay in order). When optimizing by the number of rows, the lines having the highest LKB indicator are set to zero.
Administrator 30.1 97
Administrator 47.1 98 After optimization and other changes, press [[image:2.JPG]] or [[image:3.JPG]].
Administrator 30.1 99
Administrator 47.1 100 //IMPORTANT: Optimized quantities will not be saved if you close the order without saving changes or sending the order..//
Administrator 30.1 101
Administrator 47.1 102 __Optimization will not happen if:__
Administrator 31.1 103
Administrator 47.1 104 1. When optimizing by transport, for least one item weight/volume = 0
105 1. When optimizing by amount, the purchase price for at least one item = 0.
Administrator 30.1 106
Administrator 47.1 107 ----
Administrator 30.1 108
Administrator 47.1 109 = CROSS-DOCKING (CD) FUNCTION =
Administrator 30.1 110
Administrator 47.1 111 Cross-Docking function is used when an item is not stocked in the central warehouse, that is, the supplier delivers one order to the central warehouse, and the central warehouse immediately distributes the items to the stores.
Administrator 30.1 112
Administrator 47.1 113 Cross-Docking Process:
Administrator 30.1 114
Administrator 47.1 115 1. Status CD is set up for items in the central warehouse.
Administrator 30.1 116
Administrator 47.1 117 * In warehouses/stores the statuses of items are set up as usually (DTA, DTO, NM).
118 * Items MOQ and USQ both in warehouses/stores and in the central warehouse must be the same.
119 * If item status in warehouse/store is DTA, the quantity to order will come up to required buffer, by rounding quantity according to MOQ and USQ.
120 * If item status in warehouse/store is DTO, a reserved quantity of the item will enter the order, rounding it according to the USQ.
Administrator 30.1 121
Administrator 47.1 122 [[image:1.png]]
Administrator 30.1 123
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Administrator 47.1 125 2. From warehouses/stores must be formed separate orders for items having CD status in the central warehouse. This requires that you have to assign a split mark to the items at warehouses and to create a supply schedule from a central warehouse to a warehouse/store for this split mark.
Administrator 30.1 126
Administrator 47.1 127 **IMPORTANT**: warehouses/stores orders must be formed at the same frequency as the central warehouse orders for the supplier, one day before.
Administrator 30.1 128
Administrator 47.1 129 [[image:2.png]]3. Orders from regional warehouses (shops) to the central warehouse are formed according to the set schedule. On the next day, according to the set schedule for order formation as well, the order is formed from the central warehouse to the supplier. The supplier's delivery time to the central warehouse cannot be set as 0 (must be > 0). If the supplier delivers the items on the same day when the order was shipped, the delivery time is 1.
Administrator 30.1 130
Administrator 47.1 131 Ordered quantity by stores appears in the "RESERVATIONS" field in the central warehouse.
Administrator 30.1 132
Administrator 47.1 133 [[image:3.JPG]]
Administrator 30.1 134
Administrator 47.1 135 1. The supplier receives the total order (this order is the total quantity of all warehouses orders). The supplier delivers the goods to the central warehouse, and the central warehouse supplies the goods to warehouses/stores.
136 1. The supply time to the stores is always longer than the supply time to the central warehouse.
137 1. Supply time to stores must be: 1 day (receipt of order from stores to the center) + Х days (delivery time within which supplier delivers the order to a central warehouse) + Y days (the delivery time within which the goods reach stores from a central warehouse).
Administrator 30.1 138
Administrator 47.1 139 = CROSS-DOCKING 2 (CD2) FUNCTION =
Administrator 7.1 140
Administrator 10.2 141
Administrator 47.1 142 New CD2 functionality-additional/one more CD (former CD is unchanged).
Administrator 10.2 143
Administrator 47.1 144 * New product status CD2 is created. This status is assigned to the items in the central warehouse. In warehouses/stores, the statuses of items are set as usually (DTA, DTO, NM).
Administrator 10.2 145
Administrator 47.1 146 __Orders for CD2 items are formed to supplier from a central warehouse (CW):__
Administrator 24.1 147
Administrator 47.1 148 * According to the schedule;
149 * When forming an order, the total demand of all regional warehouses (RW), which supplier is CW, is counted and rounded according to the MOQ and USQ of the RW (the positive amount from the column „Order“).
150 * The demand of regions is added to the demand of a CW and the sum is rounded according to the MOQ and the USQ to the bigger side.
Administrator 24.1 151
Administrator 47.1 152 Orders for supply from CW to RW are formed according to the schedule and to the setup of free balance evaluation in Admin. In SM admin you can choose:
Administrator 25.1 153
Administrator 47.1 154 * The total amount of RW required quantity to come to the orders;
155 * To evaluate balance of CW warehouse (< MOQ or = MOQ). In this case, it is possible to set to estimate incoming quantity (IQ) of specified days.
Administrator 25.1 156
Administrator 47.1 157 __Distribution of CD2 (Cross-docking) balance from CS to RW:__
Administrator 25.1 158
Administrator 47.1 159 The purpose of this new function is to distribute the entire balance of the central warehouse proportionately so that it is no longer in the centre. Having setting CD2, distribution of the free balance in the RW when forming an order is going in such a way:
Administrator 25.1 160
Administrator 47.1 161 1. The total (aggregated) demand for that day of the stores is counted.
162 1. The total demand obtained is compared to the balance of the CS.
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Administrator 25.1 164 (((
Administrator 47.1 165 3. The distribution of the CS balance is based on the priority table, only in addition can be specified  % of the total demand, the difference by which must be distributed balance (it works if CS balance < = of specified % of the total demand).
Administrator 25.1 166
Administrator 47.1 167 If the balance of CS > of the specified % of total demand - the distribution operates up to 100% BUF, the surplus remains in CS.
Administrator 25.1 168
Administrator 47.1 169 4. Distributing the balance, MOQ and USQ of the warehouse are valued.
Administrator 25.1 170
Administrator 47.1 171 5. Incoming quantity (IQ) which will arrive within the number of days specified in SM Admin is added to the balance for distribution of items CD2.
Administrator 25.1 172
Administrator 47.1 173 = CROSS-DOCKING 3 (CD3) FUNCTION =
Administrator 25.1 174
Administrator 47.1 175 CD3 status is assigned for items in the Central Warehouse. In regional warehouses/ shops the status of items is set as usually (DTA; DTO).
Administrator 25.1 176
Administrator 47.1 177 Orders for CD3 items** from the central warehouse (CW) to the supplier** are formed:
Administrator 25.1 178
Administrator 47.1 179 •                   according to schedule;
Administrator 25.1 180
Administrator 47.1 181 •                   when forming an order to RW, StockM will takes into account the demand only of those RW, which supplier is CW and which the order must be formed on the same day of the week as the nearlest scheduled arrival at the CW.
Administrator 25.1 182
Administrator 47.1 183 The collected summed demand is rounded according to the MOQ and USD of regional warehouse (the positive amount from the column „to order“).
Administrator 25.1 184
Administrator 47.1 185 •                   The demand of regions is added to the demand of a CW and the sum is rounded according to the MOQ and the USQ to the bigger side. Neither the balance nor the quantity on the road is valued.
Administrator 25.1 186
Administrator 47.1 187 Orders **from the regional warehouse (RW) to the CW** are formed:
Administrator 25.1 188
Administrator 47.1 189 •                   according to schedule and demand;
Administrator 25.1 190
Administrator 47.1 191 •                   the ordered quantity of the CD3 item consists of RW demand + reservation + order once + safety buffers;
Administrator 25.1 192
Administrator 47.1 193 •                   the quantity of overflow is allways distributed only to the regions that order on that day (according to the schedulle);
Administrator 25.1 194
Administrator 47.1 195 •                   MOQ and USD of regional warehouse are taken into account when distributing the balance;
Administrator 25.1 196
Administrator 47.1 197 •                   The new CW order to specific RW must only be created when the previous order has already been distributed from the Central warehouse.
Administrator 25.1 198
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Administrator 47.1 201 [[Edit>>url:http://wiki.stockm.info/bin/edit/PROCESAI/WebHome?section=3]]
Administrator 25.1 202 )))
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