Wiki source code of PERIODO NUSTATYMO TAISYKLĖS

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Administrator 32.1 1 {{toc/}}
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Administrator 53.1 3 == **Creating new period and setting rules** ==
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Administrator 53.1 5 Periods function is used, when the system has to be prepared for an upcoming known change in demand, i.e. this coming period will require more stocks, for example for the season.
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Administrator 53.1 7 We recommend to use this function in cases when the supplier will be able to supplement the goods 2 times or more, within a specified period. If the supplier supplements the goods once during the period, then use the special order to order the required goods (see: [[Special Order Formation>>doc:User_Manual.Orders.WebHome||anchor="HSpecialordersformation"]]).
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Administrator 53.1 9 If the item participate in active period, its name appears in the "Inventory" window. In order for a column to be visible, it must be selected through the "Column Selection Form".
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Administrator 53.1 11 [[image:40_ColumnVisabilityForm.png]]
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Administrator 53.1 15 Items, for which fluctuations in demand appears due to the seasonal change, the following periods must be set: STOCK-M → “Time intervals” → “Periods” → press “NEW”.
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Administrator 53.1 17 In the new period that opens, enter the "head" information for the period (in the "head" specified information will be applied to all items):
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Administrator 53.1 19 **General information:**
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Administrator 53.1 21 1) Name (period name has to be unique);
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Administrator 53.1 23 2) Start date, when the period has to start **(!!! Date has to be today or newer)**;
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Administrator 53.1 25 3) Buffer change actions for the start of the period (marked by dot is an active action):
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Administrator 53.1 27 [[image:41_StartAction.png]]
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Administrator 53.1 29 * __Buffer change on begin date__ -buffer will be changed on specified period start date;
30 * __Buffer change on the first order before begin __date - the buffer will be changed for the order that has to arrive before the specified start date.
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Administrator 53.1 32 4) Select a buffer setting type:
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Administrator 53.1 34 [[image:buf_calc.png]]
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Administrator 53.1 37 * __Calculate by buffer__ - mark, if you want to adjust buffer change formula for all items, which participate in the period.
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Administrator 53.1 39 (((
40 [[image:buf_calc_1.png]]
41 )))
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Administrator 53.1 43 (% style="letter-spacing:0.1px" %) We recommend to use this type of buffer, when managing promotions and seasonality.
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Administrator 53.1 45 (% style="letter-spacing:0.1px" %) Buffer formula:
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Administrator 53.1 47 - If you want to increase / decrease item buffers by an appropriate coefficient (percentage), enter the number value in the first field of the provided formula (eg: increasing item buffers by 40%, enter the value 1.4, decreasing item buffers by 30%, entering the value 0.7, etc. );
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Administrator 53.1 49 - If you want to increase the item buffers by the appropriate number (constant), enter a number value into the second field of the provided formula (eg: increasing item buffers by 10, inserting a value of 10. Reducing is not possible).
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Administrator 53.1 51 (% style="letter-spacing:0.1px" %) Date. Specify, which date buffer you want to use for the period. The BUF date must be not later than the start date of the period.
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Administrator 53.1 53 (% style="letter-spacing:0.1px" %)Take into account MOQ:
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Administrator 53.1 55 (% style="letter-spacing:0.1px" %) * (%%)if checkmark is placed, the buffer is calculated according to the formula: Buffer = (buffer of the specified date - MOQ) * coefficient + constant + MOQ
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Administrator 53.1 57 (% style="letter-spacing:0.1px" %) * (%%)if no checkmark, the buffer is calculated according to the formula: Buffer = buffer of the specified date  * coefficient + constant
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Administrator 53.1 59 * __Set buffers manually__ – mark if you want to assign a buffer to each item in the period.
60 * (% style="letter-spacing:0.1px" %)__Calculate by average sales__ - mark, if you want to adjust buffer change formula for all items, which participate in the period:
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Administrator 53.1 62 (((
63 [[image:buf_calc_2.png]]
64 )))
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Administrator 53.1 66 This type of buffer setting allows you to calculate the periodic buffer, based on the average sales, multiplied by set coefficient. We recommend to use this method of calculation when MOQ are high and sales are low.
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Administrator 53.1 68 Average sales are calculated for a selected period, the date of which cannot be later than the beginning of the period.
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Administrator 53.1 70 * (% style="letter-spacing:0.1px" %)__Calculate by max sales__ - mark, if you want to adjust buffer change formula for all items, which participate in the period:
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Administrator 53.1 72 [[image:buf_calc_3.png]]
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Administrator 53.1 74 It is necessary to specify:
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Administrator 53.1 76 ~* The period from which the program will take the maximum amount of sales during the supply cycle (RD). If the period is specified too short (<RD), the program will take the buffer at the beginning of the period instead of the maximum sales amount.
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Administrator 53.1 78 ~* Coefficient - the calculated amount will be multiplied by the specified coefficient (if the amount is not calculated due to an incorrectly specified period, the current buffer will be multiplied by this coefficient).
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Administrator 53.1 80 **5. Stopping the system suggested buffer change during / after the period.**
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Administrator 53.1 82 1) When a bigger sales are ongoing for some time, after the end of a period / season, but there is no need to keep bigger stock or you will not have time to supplement the items, then you can stop systematic buffer change.
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Administrator 53.1 84 2) You must specify the date from which the system will begin to monitor the DTA item balance and will suggest to increase or decrease the buffer. After specifying the date and placing a check mark (a check mark indicates that the function is active), the system will not recommend to change the DTA item buffers, which participate in the period until the selected date:
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Administrator 53.1 86 [[image:44_Buffer.png]]
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Administrator 53.1 88 **6. The end date of a period shall be used, if any actions have to be taken after the end of the period**.
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Administrator 53.1 90 [[image:46_BufferDate.png]]
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Administrator 53.1 92 1) Period without end, i.e the system will execute only start of the period.
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Administrator 53.1 94 2) As end date, select the date, when the period should end. Buffer change date depends on selected type of start of the period.
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Administrator 53.1 96 · If in the beginning the buffer is changed the first day of the period, then at the end of the period the buffer decreases on the set end date.
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Administrator 53.1 98 · If in the beginning the buffer is changed before one supplement period, then the buffer is changed before the order, in the end also, which will not arrive before the end of the promotion.
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Administrator 53.1 100 **~ Action of period end**:
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Administrator 53.1 102 [[image:CLN.PNG]]
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Administrator 53.1 104 __//Recover old values//__// - after the end of the specified period, for the item is restored such buffer, safety buffer and status, which was before the beginning of the period. Values will be recovered before the order, which will arrive arrives after the end of the period.//
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Administrator 53.1 106 __//Make all OUTMover//__// – after the end of the specified period, the item is marked as OUT (the item is taken out of the assortment).//
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Administrator 53.1 108 //Make all DTO – after the specified end of the period, DTO status is set for an item.//
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Administrator 53.1 110 __//Calculate buffer for last order//__// - the system will count the amount of inventory, needed for the last order till the end of the period, according to the average sales for the period and the number of days till the end of the period.//
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Administrator 53.1 113 __Make all //CLN//__ - //after the specified end of the period, DTO status is set for an item //and the system will act according to the procedure of the sold-out item, which may be in the range in the future.
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Administrator 53.1 115 **!!!If the values of Buffer / Safety buffer were not set during the promotion / season, the values of the Buffer / Safety buffer after the promotion / season will not be reset to the values, which were before the promotion**.
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Administrator 53.1 117 (% style="letter-spacing:0.1px" %)** Period data**
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Administrator 53.1 119 [[image:48_NewPeriod.png]]
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Administrator 53.1 121 (% style="letter-spacing:0.1px" %) 1) Once the period rules have been set, you need to set a list of items, for which period rules will be applied:
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Administrator 53.1 123 // 1 Way.//
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Administrator 53.1 125 * Click the button "Add SKU" at the top of the period data window → Filter: specific Item, etc. → mark the goods, for which the rules will be applied → click on "Add selected to period".
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Administrator 53.1 127 * If you want to include all items, put a check mark at the top of the window, to mark all items.
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Administrator 53.1 129 * Selected items appear in the window "Period". In this window you can open the product graphic by clicking on the icon[[image:grafiko ikonele.PNG]].
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Administrator 53.1 131 * If it is marked that buffer is entered manual, remember to fill in buffer values and safety buffer values.
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Administrator 53.1 133 // 2 Way//.
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Administrator 53.1 135 * It is possible to add goods to the period with excel table help. Download the upload template via button [[image:xls eksportavimas.PNG]]and fill in //ONLY „WHITE“ COLUMNS (Warehouse/shop code; SKU code; Promotion buffer; Promotion SB (SB – safety buffer))// in the saved excel document.
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Administrator 53.1 137 If you need to specify the buffer for each item (marked check mark „Buffer entered manually), then fill in buffer and safety buffer columns.
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Administrator 53.1 139 If you do not need to fill the buffer and safety buffer columns, then leave it empty.
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Administrator 53.1 141 * Upload the completed table to the period data window, by clicking the button "Upload File".
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Administrator 53.1 143 The system checks if the table is filled correctly:
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Administrator 53.1 145 * Whether the item, entered in the table, exists at the storage place, for which period is specified;
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Administrator 53.1 147 * Whether the buffer is specified for the period > MOQ;
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Administrator 53.1 149 * Whether the status of the item before the period is DTA, DTO, NM, NA.
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Administrator 53.1 151 If there is at least one (mentioned above) error/mistake in the table, the system opens a message, indicating in which row there is an the error;
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Administrator 53.1 153 If everything is filled correctly, the table is uploaded into STOCK-M and items, listed in the table (and their parameters) appears in the window "Period" (in the "Period" window you will see the buffer and safety buffer, which you filled in the table).
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Administrator 53.1 155 //__**NOTE**:__// if you have filled in the buffer and safety buffer columns for the goods, in the excel file, don't forget to mark if the buffer is entered manually.
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Administrator 53.1 157 * Click „Create“.
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Administrator 53.1 160 //**If you need to enter a lot of data, while creating a period for a customer, which has many warehouses, they can be uploaded / imported through the form / template (import data by warehouse level)**//
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Administrator 53.1 162 * Need to download uploading form:
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Administrator 53.1 168 [[image:export2.png]]
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Administrator 53.1 170 * To fill the fields and upload the file:
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Administrator 53.1 172 [[image:69_table.png]]
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Administrator 53.1 175 **Warning of the items witch not be able to arrive for a period.**
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Administrator 53.1 177 In the Period‘s window „List of SKU“, in the column “Warning to check the order” you can see
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Administrator 53.1 179 the information about the items which not be able to arrive for a period. The warning is important when:
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Administrator 53.1 181 • you include the items in the active period that will not arrive on time.
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183 • you are newly creating a period in which will not arrive any order of item
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185 p.s. In order to see this column, select it in the "Column Selection Form".
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Administrator 53.1 190 == **Correcting period rules and items** ==
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Administrator 53.1 192 If you want to edit rule of the period, items: STOCK-M -> „Other“ -> „Periods“ -> click [[image:redaguoti piestukas.PNG]] .
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Administrator 53.1 194 ~1. Before the start of the period you can change:
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Administrator 53.1 196 1) Start date, but the date must be newer than today;
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Administrator 53.1 198 2) End date, but date must be newer than today and newer than promotion start date;
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Administrator 53.1 200 3) End action;
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Administrator 53.1 202 4) Change the values for the period buffer change formula and selected items buffer and safety buffer values, if it is marked that the buffer is entered manually.
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Administrator 53.1 204 * If it is marked that the buffer is entered manually, then you can change the value of the buffer and the safety buffer by uploading data through the form. When you download the form, it will be filled in with all the items/goods, which are in the promotion (if the period has been saved). In the saved table, change the values for buffer and safety buffer. Then import the table into STOCK-M, click "Upload File", select the table where you made the corrections.
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Administrator 53.1 206 5) Insert a new item, which will participate in the period. The newly inserted item has the same start date, end date, end action as other items, participating in this period:
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Administrator 53.1 208 * You can insert a new item in the STOCK-M period window. In the table containing the items, selected for the period, click the right button of the mouse and select "Insert" → select the item you want to insert → click "Add selected to period". Selected item will appear in the list of items, participating in the general period. Find the newly inserted item and enterfor it the period buffer and the safety buffer (if it is set that the buffer is entered manually. If the buffer is entered not manually, then the period buffer formula will be valid);
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Administrator 53.1 210 * A new item can be uploaded to the period. Save the list of items in the period in Excel by clicking "Download XLSX (upload form)" in the export menu item. Enter the item, you want to insert, at the bottom of the Excel table list and fill in the "White columns". Upload the Excel table back into the period by clicking "Upload file".
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Administrator 53.1 212 * NOTE: in the editable period window will be loaded items additionally, that were described in the inserted excel table.
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Administrator 53.1 214 6) Remove item from the period. Mark the item, in the period window, which you want to remove and click [[image:RemoveItems.png]] , before confirmation, mark:
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Administrator 53.1 216 * //__To remove SKU and restore values__// - the item will be removed from the period and item buffer, security buffer values will be such, what they are till the end of the period;
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Administrator 53.1 218 * //__To remove SKU and execute end action__// - will be removed from period and executed specified end action;
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Administrator 53.1 220 //__If you want to remove all period__// – click [[image:RemovePeriod.png]] (% style="letter-spacing: 0.1px;" %), ll items, participating in the period, will be removed.
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Administrator 53.1 222 __//!!!If Buffer/Security buffer values were not set during the promotion/season period, after the promotion/season Buffer?Safety buffer values don't reset to the values, which were before the promotion//__!!!
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Administrator 53.1 224 (% style="letter-spacing: 0.1px;" %)2. Once a period begins, you can't change:
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Administrator 53.1 226 Do not change the "head". If you need to change the "head", then you need to remove the period that has began and create a new one, with new "head" conditions.
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Administrator 53.1 228 3. Once a period begins, you can change:
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Administrator 53.1 230 1) It is possible to add an item, the system will determine the period parameters the next day.
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Administrator 53.1 232 If it is marked, that buffer is entered manually, then empty buffer/safety buffer columns appear after inserting items, which must be completed for each item.
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Administrator 53.1 234 2) It is possible to remove items during the period.
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Administrator 53.1 236 3) It is possible to remove all period.
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Administrator 53.1 238 4) It is possible to put forward the end date, but the date must be newer than today and not later than the end date of the period.
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Administrator 53.1 240 5) It is possible to change the end action.
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Administrator 53.1 242 6) It is possible to adjust item buffer and safety buffer in the stock and buffer windows.
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Administrator 53.1 244 4. After making changes, you must save it, by clicking [[image:save.png]] .
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Administrator 53.1 246 5. Item, for which period has started, is highlighted in lilac color (In "Inventory" window, Buffer windows, inside the order).
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Administrator 53.1 248 == **Creating new period based on old period** ==
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Administrator 53.1 250 If you need to set a period for items, for which period happened in the past or is happening at this moment, such period you can create by using the past/current period.
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Administrator 53.1 252 ~1. When you open period window at the period, which you want to copy, click the icon [[image:kopijuoti ikonele.PNG]]. The system will create a new period (in the name of the period you will see name of the old period + date of today) and items, which have participated in the previous period, will be inserted to this period automatically.
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Administrator 53.1 254 2. Fill in the period „head“ again. If you need, insert or remove items and click „Save“.
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