Difference between revisions of "QuickBuy Setup Guide"

From Adjutant Wiki

(Created page with " == Overview == This guide covers the setup required to take advantage of the Mofification Processor application. The Modification Processor application is an incredibly...")
 
 
(3 intermediate revisions by one other user not shown)
Line 3: Line 3:
 
== Overview ==
 
== Overview ==
  
−
This guide covers the setup required to take advantage of the Mofification Processor application.   
+
This guide covers the setup required to take advantage of the QuickBuy application.   
  
−
The Modification Processor application is an incredibly powerful inventory tool that should only be accessed by select personnel that have been trained on the reflexes and potential harm that can be caused to inventory items and inventory value.  A reversal tool exists, but it can not reverse every situation.   
+
The QuickBuy application can generate purchase orders for recommended orders based on stock replenishment controls set at the individual item level.  QuickBuy can also generate production work orders for items that can be made for stock.   
  
−
Extreme caution should be used when providing access to this screen.  
+
http://abiscorp.com/adjwiki/qquickbuyl.ashx
  
−
http://abiscorp.com/adjwiki/modbowl.ashx
 
  
  
 +
==Review Setup Options==
 +
 +
The following setup options are enabled by default in the MASTER setup.  Review these and adjust as needed:
  
−
==Security==
+
*QBADDTOPO - Prompts a display window of open PO records for the selected vendor, and allows user to select an existing PO or answer None to create a new PO
 +
*QBCHECKONLY - The QuickBuy report will only show items that have been checked in the grid
 +
*QBCUSTOMRRQ - Enables the Custom RRQ calculation screen in the Other Filters screen. Disabling this option makes the Custom button greyed out.
 +
*QBGRPPWO - Generate PWO records from QuickBuy will only prompt one due date, and will generate all PWOs according to the item's department code
  
−
Review the Security-New tab for this screen and make sure only trained users have access to the MODBOWL screen.
 
  
 +
These are not the only setup options available.  There are several other options that are disabled by default, but may be applicable for your customer.  Review and adjust other setup options that can affect how Mod Processor functions.
  
 +
*QBSOXPO - Attempts to link PO records created in QuickBuy back to original SO lines that created the demand. Linking logic starts with newest SO demand and works to oldest.
 +
*QBNOPWO - Requires a date range filter in the Other Filters screen. Calculates sales order production lines (inputs and outputs) that have not been submitted to plant into allocated totals
  
−
==Review Setup Options==
 
  
−
The following setup options are enabled by default in the MASTER setup.  Review these and adjust as needed:
 
  
−
*MODBOWLUSERWHSE - Sets the Mod Processor Warehouse to the user's Warehouse when the screen is loaded, otherwise its loads as unselected
+
==Item Master OHF Setups==
−
*MODNODEL - Disables the Delete action for all users
+
 
−
*MODSAMELOT - Uses the existing lot# as the new lot# by default
+
QuickBuy purchasing (Buy) calculations rely on several fields from the Item Master OHF tab to calculate the RRQ (Recommended Reorder Quantity).
−
*MODNOLABEL - Suppresses printing labels from Mod Processor
+
 
 +
*IncReOrd (Inlcude ReOrder) must be checked for every Warehouse/OHF combination in order for an item to pull into QuickBuy
 +
*MinQty is the lowest acceptable stocking level. QuickBuy will reorder an item when it falls below this number. If MinQty is left blank QuickBuy will suggest an order based solely on projected stock. An entry of zero means it is not being used.
 +
*MaxQty is the highest acceptable stocking level. QuickBuy should not suggest an order quantity that would exceed this value. An entry of zero means it is not being used.
 +
*Order Qty can be used in the RRQ calculation to set the desired order quantity for certain items.
 +
 
 +
 
 +
The Item DET Import is used to import OHF screen details, including the Order/Min/Max and IncReOrd fields.  The Item DET Import is an update type of import. If there is an existing OHF record for the item in the import file, any fields filled out in the import file will update the corresponding fields in the database.
 +
 
 +
The ITEMDET table holds the OHF details for each Item (ikey).
 +
 
 +
There is also a Min/Max Update screen that can be used to dynamically set the Min/Max values based on allocation history.  However, in order to use this tool, items should have at least 90 days of realistic sales history in order to calculate reasonable numbers.  In a new implementation, this is not possible.
  
  
−
These are not the only setup options available.  There are several other options that are disabled by default, but may be applicable for your customer.  Review and adjust other setup options that can affect how Mod Processor functions.
 
  
 +
==Item Master C/V Part Setups==
  
−
==Review Mod Processor Extra Cost (MODEXTRACOST) Rule==
+
The Vendor information, including Supplier Part #, should be filled out for all items purchased through QuickBuy. Vendor associations can be added 'on the fly' directly from QuickBuy, but having them already set up in the C/V Part tab is highly preferable.
  
−
The Mod Processor Extra Cost rule controls the valid add-in cost item codes that can be used to process extra cost into items.  Common Items for this rule are things like Freight, Handling, Processing, and Storage.
+
Multiple vendor sources can be created for each item code.  If multiple sources exist, one of them (and only one) should be marked as the default source.
 +
*In the QuickBuy grid, right-click on the Vendor column for an item to get a pop-up to select a different vendor.
  
−
Add item codes that can be used to process extra cost into lot-controlled item to this rule.
 
  
−
*Items can be Warehouse-specific
+
The Import Customer/Vendor Parts screen is used to quickly build the Vendor Part relationships for the Item Master C/V tab.
−
*Items can be set up with an overriding control GL account for the credit entry
 
−
*Items should have the 'MODITEM' Item Attribute assigned
 
  
 +
The VPART table holds the Item (VPARTNO) and Vendor (VENDID) relationships.
  
−
==Assign the Appropriate Item Attributes==
 
  
−
For any item that can be modified using the Modification Processing screen, you must assign the '''MODCAPE (Modification, Base Item)''' Item Attribute.  If these attributes were not assigned during Item Control setup, the attribute can be assigned per item using the Item Master screen.  Alternatively, you can assign the attribute using a SQL query as follows:
 
  
−
insert into pcxref (type,parentid,childid,ptable,ctable,cidkeyno,showon,adddate,adduser)
+
==Review Item Attributes==
  
−
  select 'MODCAPE' as type,itemmaster.ikey as parentid,itemmaster.ikey as childid,'ITEMMASTER' as ptable, 'ITEMMASTER' as ctable,'CCCCCC' as cidkeyno ,'ITEM' as showon, getdate() as adddate ,'_ADMIN' as adduser from
+
The BUYINQB (Purchase in QuickBuy) Item Attribute allows an item marked to produce to show up in the Buy grid of QuickBuy. This Item attribute can be useful when customers have materials, such as coil, that are marked for production to allow slitting and other production operations, but they still want the coil items to show up for purchase in QuickBuy.
−
itemmaster
 
  
−
where item in ('XXXXXX', 'XXXXXXXX', 'XXXXXXX') and cid = 'CCCCCC' and activeitem = 'y'
 
  
 +
==Review the Other Filters Screen==
  
−
*In the example above, replace the CID value (shown as 'CCCCCC'), with the customer's CID name.
+
The 'Other Filters' button should be reviewed and the Owner and HeldFor options should be verified before the customer uses the screen for the first time.
−
*In the example above, edit the "where" statement to specify which item numbers or ikeys or other identifying criteria should be used to select the correct item records.
 
  
−
For any item that can be used as an add-in item on the Modification Processing screen, you must assign the '''MODITEM (Modification, Add-in Item)''' Item Attribute.  If these attributes were not assigned during Item Control setup, the attribute can be assigned per item using the Item Master screen.  Alternatively, you can modify the SQL query above by replacing MODITEM with MODCAPE, and adjutsing your "where" statement to select the desired records to update.
+
Filter options can be be saved as filter sets and loaded by using the 'SaveOpts' and 'LoadOpts' buttons at the bottom of the screen.  
  
 +
The 'Other Filters' button should display with red text when filter overrides are in use.
  
  
Line 70: Line 82:
 
[[Category:Setup Guides]]
 
[[Category:Setup Guides]]
 
[[Category:Item Control]]
 
[[Category:Item Control]]
−
[[Category:Purchase Orders]]
+
[[Category:Purchasing]]
 +
[[Category:Production]]

Latest revision as of 11:26, 5 December 2022


Overview

This guide covers the setup required to take advantage of the QuickBuy application.

The QuickBuy application can generate purchase orders for recommended orders based on stock replenishment controls set at the individual item level. QuickBuy can also generate production work orders for items that can be made for stock. 

http://abiscorp.com/adjwiki/qquickbuyl.ashx


Review Setup Options

The following setup options are enabled by default in the MASTER setup. Review these and adjust as needed:

  • QBADDTOPO - Prompts a display window of open PO records for the selected vendor, and allows user to select an existing PO or answer None to create a new PO
  • QBCHECKONLY - The QuickBuy report will only show items that have been checked in the grid
  • QBCUSTOMRRQ - Enables the Custom RRQ calculation screen in the Other Filters screen. Disabling this option makes the Custom button greyed out.
  • QBGRPPWO - Generate PWO records from QuickBuy will only prompt one due date, and will generate all PWOs according to the item's department code


These are not the only setup options available. There are several other options that are disabled by default, but may be applicable for your customer. Review and adjust other setup options that can affect how Mod Processor functions.

  • QBSOXPO - Attempts to link PO records created in QuickBuy back to original SO lines that created the demand. Linking logic starts with newest SO demand and works to oldest.
  • QBNOPWO - Requires a date range filter in the Other Filters screen. Calculates sales order production lines (inputs and outputs) that have not been submitted to plant into allocated totals


Item Master OHF Setups

QuickBuy purchasing (Buy) calculations rely on several fields from the Item Master OHF tab to calculate the RRQ (Recommended Reorder Quantity).

  • IncReOrd (Inlcude ReOrder) must be checked for every Warehouse/OHF combination in order for an item to pull into QuickBuy
  • MinQty is the lowest acceptable stocking level. QuickBuy will reorder an item when it falls below this number. If MinQty is left blank QuickBuy will suggest an order based solely on projected stock. An entry of zero means it is not being used.
  • MaxQty is the highest acceptable stocking level. QuickBuy should not suggest an order quantity that would exceed this value. An entry of zero means it is not being used.
  • Order Qty can be used in the RRQ calculation to set the desired order quantity for certain items.


The Item DET Import is used to import OHF screen details, including the Order/Min/Max and IncReOrd fields. The Item DET Import is an update type of import. If there is an existing OHF record for the item in the import file, any fields filled out in the import file will update the corresponding fields in the database.

The ITEMDET table holds the OHF details for each Item (ikey).

There is also a Min/Max Update screen that can be used to dynamically set the Min/Max values based on allocation history. However, in order to use this tool, items should have at least 90 days of realistic sales history in order to calculate reasonable numbers. In a new implementation, this is not possible.


Item Master C/V Part Setups

The Vendor information, including Supplier Part #, should be filled out for all items purchased through QuickBuy. Vendor associations can be added 'on the fly' directly from QuickBuy, but having them already set up in the C/V Part tab is highly preferable.

Multiple vendor sources can be created for each item code. If multiple sources exist, one of them (and only one) should be marked as the default source.

  • In the QuickBuy grid, right-click on the Vendor column for an item to get a pop-up to select a different vendor.


The Import Customer/Vendor Parts screen is used to quickly build the Vendor Part relationships for the Item Master C/V tab.

The VPART table holds the Item (VPARTNO) and Vendor (VENDID) relationships.


Review Item Attributes

The BUYINQB (Purchase in QuickBuy) Item Attribute allows an item marked to produce to show up in the Buy grid of QuickBuy. This Item attribute can be useful when customers have materials, such as coil, that are marked for production to allow slitting and other production operations, but they still want the coil items to show up for purchase in QuickBuy.


Review the Other Filters Screen

The 'Other Filters' button should be reviewed and the Owner and HeldFor options should be verified before the customer uses the screen for the first time.

Filter options can be be saved as filter sets and loaded by using the 'SaveOpts' and 'LoadOpts' buttons at the bottom of the screen.

The 'Other Filters' button should display with red text when filter overrides are in use.





Retrieved from "http://www.abiscorp.com/faq/index.php?title=QuickBuy_Setup_Guide&oldid=3734"