EDI Inventory Inquiry/Advice Recalculation

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ EDI Inventory Inquiry/Advice Recalculation

Purpose

Recalculate EDI inventory inquiry/advice quantities.

Overview

Use EDI Inventory Inquiry/Advice Recalculation to recalculate inventory quantities to be sent to EDI trading partners in EDI inventory inquiry/advice files. EDI Inventory Inquiry/Advice Recalculation enables you to update inventory quantities for all trading partners at one time, unlike EDI Inventory Inquiry/Advice Management, which only allows you to update inventory quantities for one trading partner at a time.

When you recalculate, the customer forecast quantity, current quantity available, MTD units sold, YTD units sold, promise date, and expected quantities are updated for all or a single trading partner's EDI inventory inquiry/advice data. You can also select to reset forecast percentages, reset minimum output quantities, and recalculate inventory advice output quantities.

You can set up inventory recalculation to use Scheduling Assistant so that you can recalculate automatically on a recurring basis.

Recalculating EDI Inventory Inquiry/Advice Quantities

To recalculate EDI inventory inquiry/advice quantities:

If you only want to recalculate inventory quantities for a specific trading partner, clear the All Trade IDs check box, and enter the trade ID or name of the trading partner in the Trade ID or Trade ID Name field.
If you do not want to reset forecast percentages, clear the Reset Forecast Percents check box. If you also do not want to recalculate output quantities, clear the Recalculate Output Quantity check box. If you cleared both check boxes and you do not want to reset minimum output quantities, clear the Reset Minimum Output Quantities check box.
Click the Print Options tab, and select output options for the import report.
Click the Process button in the ribbon to start the recalculation process.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Inventory Inquiry/Advice Recalculation window.
Process	Click this button to start the update process.

Select Tab Fields and Buttons

Field or Button	Description
All Trade IDs	Select this check box to recalculate EDI inventory inquiry/advice quantities for all trading partners. This check box is selected by default.
Trade ID	Enter a trading partner trade ID for which to recalculate EDI inventory inquiry/advice quantities, or click the Lookup button to select a trade ID. This field is only enabled if you clear the All Trade IDs check box.
Trade ID Name	Enter a trading partner trade ID name for which to recalculate EDI inventory inquiry/advice quantities, or click the Lookup button to select a trade ID name. This field is only enabled if you clear the All Trade IDs check box.
Reset Forecast Percents	Select this check box to reset forecast percentages for all or a selected trading partner. This check box is selected by default. If you select this check box, the percent of monthly customer forecasts are set to the default percent of monthly customer forecasts. Note If the default percent of monthly customer forecast is 0 for a product, the percent of monthly forecast is calculated as the year-to-date units sold for the trading partner divided by the total year-to-date units sold for all customers.
Reset Minimum Output Quantities	Select this check box to reset minimum output quantities for all or a selected trading partner. This check box is selected by default. If you select this check box, minimum output quantities are set to the default minimum output quantities.
Recalculate Output Quantity	Select this check box to recalculate output quantities for all or a selected trading partner. This check box is selected by default, and only enabled if you clear the Reset Forecast Percents and Reset Minimum Output Quantities check boxes. If you select this check box, inventory advice output quantities are calculated for products for which the minimum available inventory quantity is greater than 0. If the current quantity available is less than the minimum available inventory quantity, the inventory advice output quantity is set to 0. If the current quantity available is greater than the minimum available inventory quantity, the inventory advice output quantity is calculated as the larger of the following values: minimum output quantity customer forecast percentage quantity (based on the percent of monthly customer forecast and the customer forecast quantity) Note The inventory advice output quantity is not calculated for products that are set up to ignore recalculation.

Print Options Tab Fields and Buttons

Field or Button	Description
Process	Select whether the report is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.