Menu Path: Electronic Data Interchange Module Setup EDI Inventory Inquiry/Advice by Product Management
Manage EDI inventory inquiry/advice data sent to trading partners for products.
Use EDI Inventory Inquiry/Advice by Product Management to specify products and quantities to include in EDI inventory inquiry/advice files sent to trading partners.
Note You must specify products and quantities in EDI Inventory Inquiry/Advice Management before the products will appear in this window.
For information on outputting EDI inventory inquiry/advice files, see EDI Inventory Inquiry/Advice Export.
To manage EDI inventory inquiry/advice data:
Select filter criteria for the products for which you want to manage data.
Click the Show Data button in the ribbon. The Results tab displays EDI inventory inquiry/advice product data based on the criteria you selected in step 1.
Click the Update button in the ribbon.
If you want to remove products from EDI inventory inquiry/advice files sent to the trading partner, select the check box in the Select column for each product, then click the Delete Selected button in the ribbon.
Enter the inventory quantity settings for each product in the Products grid, or use the ribbon buttons to change the quantity settings.
Click the OK button in the ribbon. The EDI inventory inquiry/advice data is updated.
When you click the Recalculate Output Quantity, Reset Forecast Percent, or Reset Minimum Quantities button in the ribbon, the following processing occurs:
The software calculates an inventory advice output quantity if 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)
Example Product A has a minimum available inventory quantity of 100 and a current quantity available of 200. The customer forecast quantity for the product is 100, the minimum output quantity is 75, and the percent of monthly customer forecast is 50%. Current quantity available is greater than the minimum available inventory quantity, so the software calculates the inventory advice output quantity as 75. This is the minimum output quantity, because it is larger than the customer forecast percentage quantity, which is 50 (.50 x 100 = 50).
The software calculates the customer forecast quantity, current quantity available, MTD units sold, YTD units sold, promise date, and expected quantities.
Note The inventory advice output quantity is not calculated for products for which the check box is selected in the Ignore Recalculation column. However, the customer forecast quantity, current quantity available, MTD units sold, YTD units sold, promise date, and expected quantities are recalculated.
Button |
Description |
Exit |
Click this button to close the EDI Inventory Inquiry/Advice by Product Management window. |
Show Data |
Click this button to display EDI inventory inquiry/advice product data on the Results tab based on the criteria selected on the Select tab. This button is only available if the Select tab is displayed. |
Count Detail |
Click this button to display the EDI Inventory/Inquiry/Advice Count Details for the selected products. |
Update |
Click this button to update EDI inventory inquiry/advice data. This button is only available if the Results tab is displayed. |
OK |
Click this button to accept changes. This button is only available after you click the Update button in the ribbon. |
Cancel |
Click this button to cancel changes. This button is only available after you click the Update button in the ribbon. |
Select All |
Click this button to select the check box in the Select column for all products in the Products grid. This button is only available after you click the Update button in the ribbon. |
Deselect All |
Click this button to clear the check box in the Select column for all products in the Products grid. This button is only available after you click the Update button in the ribbon. |
Delete Selected |
Click this button to remove all products from the Products grid for which the check box is selected in the Select column. This button is only available after you click the Update button in the ribbon. |
Recalculate Output Quantity |
Click this button to recalculate output quantities for each product in the Products grid for which the check box is selected in the Select column. This button is only available after you click the Update button in the ribbon. For information on the calculations performed, see Recalculating Output Quantities. |
Reset Forecast Percent |
Click this button to recalculate output quantities and reset the forecast percentage for each product in the Products grid for which the check box is selected in the Select column. When you reset forecast percentages, the percentage in the Percent of Monthly Customer Forecast column in the Products grid is set to the percentage in the Default Percent of Monthly Customer Forecast column. Note If 0 is entered in the Default Percent of Monthly Customer Forecast column, the percentage in the Percent of Monthly Customer 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. This button is only available after you click the Update button in the ribbon. For information on the calculations performed for recalculating output quantities, see Recalculating Output Quantities. |
Reset Minimum Quantities |
Click this button to recalculate output quantities and reset the minimum output quantity for each product in the Products grid for which the check box is selected in the Select column. When you reset minimum quantities, the quantity in the Min. Output Qty column in the Products grid is set to the quantity in the Default Min. Output Qty column. This button is only available after you click the Update button in the ribbon. For information on the calculations performed for recalculating output quantities, see Recalculating Output Quantities. |
Field or Button |
Description |
Select this check box to display data for all product codes. This check box is selected by default. |
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Enter the first product code in a range of product codes for which to display data, or click the Lookup button to select a product code. This field is only enabled if you clear the All Product Codes check box. |
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Enter the last product code in a range of product codes for which to display data, or click the Lookup button to select a product code. This field is only enabled if you clear the All Product Codes check box. |
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Click this button to display Product List, which allows you to select specific products for which to display data. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All Product Codes check box. |
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Select this check box to display data for all product categories. This check box is selected by default. |
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Enter a product category for which to display data, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. |
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Select this check box to display data for all product subcategories. This check box is selected by default, and is only enabled if you clear the All Categories check box. |
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Enter a product subcategory for which to display data, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box. |
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Select this check box to display data for all product styles. This check box is selected by default. |
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Enter a product style for which to display data, or click the Lookup button to select a product style. This field is only enabled if you clear the All Styles check box. |
Field or Button |
Description |
This grid displays products for which inventory data is reported to trading partners in outbound EDI inventory inquiry/advice files based on the criteria selected on the Select tab. If the quantity in the Inventory Advice Output Quantity column is zero for a product, the row displays in red. This grid includes the following columns:
Note This grid is cached to improve performance. You cannot sort, filter, group, graph, or summarize data in this grid. |