Buying Method Maintenance

Menu Path: Purchasing $Images\bluerarw.gif$ Distribution Resource Planning $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Buying Method $Images\bluerarw.gif$ Buying Method Maintenance

Purpose

Enter, view, edit, or delete buying methods.

Overview

Use Buying Method Maintenance to construct buying rules that control the buying patterns of products stored in each warehouse location. For more information on setting up buying methods, see Distribution Resource Planning Overview. A buying method must be assigned to every product/warehouse location.

Note You can build standard and custom buying methods based on different parameters and programming logic.

A buying method is a unique combination of the following methods:

Method	Description
Forecast Method	Forecasts future sales. For more information, see Forecast Method Maintenance.
Sales Filter Method	Identifies unusual, one-time sales spikes not expected to recur in the forecast. For more information, see Sales Filter Method Maintenance
Safety Stock Method	Calculates extra stock to cover forecast shortfalls. For more information, see Safety Stock Method Maintenance.
Reorder Trigger Method	Determines when a product needs to be reordered. For more information, see Reorder Trigger Method Maintenance.
Reorder Quantity Method	Determines how much of a product should be reordered. For more information, see Reorder Quantity Method Maintenance.
Forecast Alert Method	Determines how forecast alerts are created. For more information, see Forecast Alert Method Maintenance.
Excess Alert Method	Determines how excess alerts are created. For more information, see Excess Alert Method Maintenance.
Buy Alert Method	Determines how buy alerts are created. For more information, see Buy Alert Method Maintenance.
Point of Sale Alert Method	Determines how point-of-sale alerts are created. For more information, see Point of Sale Alert Method Maintenance.

Note For each of the above methods used in a buying method, you can change any of the parameters and it will affect only that buying method.

Example The Core Products buying method has a forecast method of Average. The default parameter Time Bucket for the Average forecast method has a value of Week. It is changed to Month, and this change only affects the Core Products buying method.

For database information for this window, see Buying Method Maintenance Database Information.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Buying Method Maintenance window.
New	Click this button to create a new buying method.
Update	Click this button to update the selected buying method.
Delete	Click this button to delete the selected buying method.
OK	Click this button to accept an action. This button only appears after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button only appears after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first buying method.
Prev	Click this button to display the previous buying method.
Next	Click this button to display the next buying method.
Last	Click this button to display the last buying method.

Fields and Buttons

Field or Button	Description
Buying Method	Enter a buying method ID, or click the Lookup button to select a buying method ID.
Description	Enter a description of the buying method.
Forecast Sales History Date	Select the date to use for forecast history. You can select one of the following options: Sales Order Required Date - When an invoice is posted to forecast history, it uses the required date of the order. In some businesses where backorders and transportation factors significantly determine when an order gets shipped, the order’s required date is a better determinate of demand than the actual invoice date. Example An order for 1,000 of product ABC with a required date of 12/1/2020 is shipped and invoiced on 1/5/2021. The forecast history for 12/1/2020 will be updated by 1,000 when the invoice is posted on 1/5/2021. Invoice Date - When an invoice is posted to forecast history, it uses the invoice date. Example An order for 1,000 of product ABC with a required date of 12/1/2020 is shipped and invoiced on 1/5/2021. The forecast history for 1/5/2021 will be updated by 1,000 when the invoice is posted on 1/5/2021.

Forecast Tab Fields and Buttons

Field or Button	Description
Forecast Method	Enter the forecast method for the buying method, or click the Lookup button to select a forecast method.
Description	This field displays the description of the selected forecast method.
Parameters	This grid displays the parameters for the selected forecast method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Forecast Method FAQ.

Sales Filter Tab Fields and Buttons

Field or Button	Description
Sales Filter Method	Enter the sales filter method for the buying method, or click the Lookup button to select a sales filter method.
Description	This field displays the description of the selected sales filter method.
Parameters	This grid displays the parameters for the selected sales filter method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Sales Filter Method FAQ.

Safety Stock Tab Fields and Buttons

Field or Button	Description
Safety Stock Method	Enter the safety stock method for the buying method, or click the Lookup button to select a safety stock method.
Description	This field displays the description of the selected safety stock method.
Parameters	This grid displays the parameters for the selected safety stock method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Safety Stock Method FAQ.

Reorder Trigger Tab Fields and Buttons

Field or Button	Description
Reorder Trigger Method	Enter the reorder trigger method for the buying method, or click the Lookup button to select a reorder trigger method.
Description	This field displays the description of the selected reorder trigger method.
Parameters	This grid displays the parameters for the selected reorder trigger method.

Reorder Quantity Tab Fields and Buttons

Field or Button	Description
Reorder Quantity Method	Enter the reorder quantity method for the buying method, or click the Lookup button to select a reorder quantity method.
Description	This field displays the description of the selected reorder quantity method.
Parameters	This grid displays the parameters for the selected reorder quantity method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Reorder Quantity Method FAQ.

Forecast Alert Tab Fields and Buttons

Field or Button	Description
Forecast Alert Method	Enter the forecast alert method for the buying method, or click the Lookup button to select a forecast alert method.
Description	This field displays the description of the selected forecast alert method.
Parameters	This grid displays the parameters for the selected forecast alert method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Forecast Alert Method FAQ.

Excess Alert Tab Fields and Buttons

Field or Button	Description
Excess Alert Method	Enter the excess alert method for the buying method, or click the Lookup button to select an excess alert method.
Description	This field displays the description of the selected excess alert method.
Parameters	This grid displays the parameters for the selected excess alert method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Excess Alert Method FAQ.

Buy Alert Tab Fields and Buttons

Field or Button	Description
Buy Alert Method	Enter the buy alert method for the buying method, or click the Lookup button to select a buy alert method.
Description	This field displays the description of the selected buy alert method.
Parameters	This grid displays the parameters for the selected buy alert method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Buy Alert Method FAQ.

Point of Sale Alert Tab Fields and Buttons

Field or Button	Description
Point of Sale Alert Method	Enter the point-of-sale alert method for the buying method, or click the Lookup button to select a point-of-sale alert method.
Description	This field displays the description of the selected point-of-sale alert method.
Parameters	This grid displays the parameters for the selected point-of-sale alert method. You can modify the parameter values in the Value column. For each parameter value that must be one of several valid values, you can double-click the value to select a valid value. For information on the parameters, see DRP - Point of Sale Alert Method FAQ.

Products Tab Fields and Buttons

Field or Button

Description

Products

This grid displays all product/location records associated with the selected buying method.

Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid.