QuickBuy Setup Guide

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).

Item Master C/V Part Setups

The Vendor information, including Supplier Part #, should be filled out for all items purchased through QuickBuy.

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.

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)

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 
itemmaster

where item in ('XXXXXX', 'XXXXXXXX', 'XXXXXXX') and cid = 'CCCCCC' and activeitem = 'y'

• In the example above, replace the CID value (shown as 'CCCCCC'), with the customer's CID name.
• 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.