Vendor Analysis

2 of : Vendor Analysis / DA0199-w1 Last updated: Vendor Analysis Information in Inventory Control Introducing numerous modifications to the handling of inventory to allow vendor analysis to take place

3 of : Vendor Analysis / DA0199-w1 Last updated: This master file has been amended as follows: The Stock master file has been modified to include Vendor Analysis fields Full Stock Details option - Inventory Control This memo field is used in conjunction with the Supplier Information file This current product revision number will be printed on Purchased Orders raised via Purchase Order Processing (if PO_INSTAL is set to YES)

4 of : Vendor Analysis / DA0199-w1 Last updated: Full Stock Details option - Inventory Control These fields will allow separate sample plans to be defined for purchase receipts and works order completion's, and will allow the manufacturing unit to be treated as an internal supplier – Inventory Policy details:

5 of : Vendor Analysis / DA0199-w1 Last updated: Full Stock Details option - Inventory Control The purpose of these fields is to identify when a different sample plan can come into effect due to the inspection success rate – the sample plans will need to be modified when appropriate These fields are incremented when goods are received into stock via Works Order Completion’s

6 of : Vendor Analysis / DA0199-w1 Last updated: Full Stock Details option - Inventory Control This field, if checked, indicates that only approved suppliers can supply this particular stock item

7 of : Vendor Analysis / DA0199-w1 Last updated: Batch Inspection Control option - Inventory Control This option has been amended as follows: If either a negative receipt or a return is entered and an inspection cycle has been defined for the supplier/product combination, you can reset the Batches rec’d and Quantity rec’d fields on the Stock file by selecting F3-Reset

8 of : Vendor Analysis / DA0199-w1 Last updated: Stock Inspection Status report - Inventory Control This option has been amended as follows: This sort stage has been introduced to allow batches to be sorted by batch code and lot number (within the stock code) – this field is optional but sample plan details will not be included in the report if this field is not checked

9 of : Vendor Analysis / DA0199-w1 Last updated: Which Inventory Control reports will provide Vendor Analysis information? The following Inventory Control reports have been enhanced to include the new Vendor Analysis fields: Full Stock Details Stock Inspection Status The Stock Inspection Status report has also been modified to include the sample plan, sample percentage and the calculated quantity to inspect for each batch – the calculated sample quantity will always be rounded up, therefore, a sample percentage of 30%, for example, will produce a calculated sample quantity of 1 for a batch quantity of 1 Note: For batches that have been received via Purchase Receipts, the information from the Supplier Information file will be used for the report, for batches received via Works Order Completion, the Stock file will be used for the report The following Inventory Control reports have been enhanced to include the new Vendor Analysis fields: Full Stock Details Stock Inspection Status The Stock Inspection Status report has also been modified to include the sample plan, sample percentage and the calculated quantity to inspect for each batch – the calculated sample quantity will always be rounded up, therefore, a sample percentage of 30%, for example, will produce a calculated sample quantity of 1 for a batch quantity of 1 Note: For batches that have been received via Purchase Receipts, the information from the Supplier Information file will be used for the report, for batches received via Works Order Completion, the Stock file will be used for the report

10 of : Vendor Analysis / DA0199-w1 Last updated: Vendor Analysis Information in Purchase Order Processing

11 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing This master file has been amended as follows: The Vendor Analysis details window is displayed if you select F4-Vendor from the Supplier Information entry window The Inspection cycle defined here is used when receiving goods into stock to force the batch inspection window to be displayed for every n th batch received, i.e. where n is this figure Note: This functionality is only available if the item being received into stock is fully tracked, i.e. the field Traceablity on the Stock file is set to F, and the system STINSPECT is set to WARNING or FORBIDDEN

12 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing If you have defined an Inspection cycle, this field with be updated with the number of batches received into stock – instead of the Batch receipts field on the Stock file being updated

13 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing These fields will allow separate sample plans for purchase receipts and works order completion's, and will allow the manufacturing unit to be treated as an internal supplier

14 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing The purpose of these fields is to identify when a different sample plan can come into effect due to the inspection success rate – the sample plans will need to be modified when appropriate These fields are incremented when goods are received into stock via Purchase Receipts

15 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing This field, if checked, indicates that only approved suppliers can supply this particular stock item The Purchase Orders option will disallow products on a purchase order that are marked as approved suppliers only in the Stock file and where the supplier on the purchase order is not marked as ‘approved’ in the Supplier Information file for that product Note: This restriction also applies to purchase orders raised from MRP Recommendations and the raising of purchase orders from Requisitions

16 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing These 3 fields are for adding ratings to the supplier - they are memo fields only

17 of : Vendor Analysis / DA0199-w1 Last updated: Supplier Information option - Purchase Order Processing The Revision number is updated from the Stock master file where it is entered as a memo field – this reference will be printed on the Purchase Orders And this field represents the last revision number requested The option Purchase Order Print will generate a ‘drawing pick list’ report where any products on the Purchase Order with a current Revision number (from the Stock file) is different to the Last revision number requested (from this file)

18 of : Vendor Analysis / DA0199-w1 Last updated: Receipts option - Purchase Order Processing This option has been amended as follows: If either a negative receipt or a return is entered and an inspection cycle has been defined for the supplier/product combination, this window is displayed allowing you to reset the Batches passed and Quantity passed fields on the Supplier Information file This functionality has also been introduced to the Works Order Processing option Works Order Completion if a batch or quantity failure is registered

19 of : Vendor Analysis / DA0199-w1 Last updated: Which Purchase Order Processing reports will provide Vendor Analysis information? The following Purchase Order Processing reports have been enhanced to include the new Vendor Analysis fields: Supplier Information The following Purchase Order Processing reports have been enhanced to include the new Vendor Analysis fields: Supplier Information

20 of : Vendor Analysis / DA0199-w1 Last updated: Other Enhancements

21 of : Vendor Analysis / DA0199-w1 Last updated: Remove Completed Orders option - Purchase Order Processing This option has been amended as follows: The option Remove Completed Orders has been modified to allow purchase orders, purchase receipts and purchase invoices to be archived to a named archive file set If the system key POARCHIVE is set to YES, this window is displayed when the Cut-off date has been entered and accepted The Archive directory and Archive set name can be defaulted from the system keys POARCHDD and POARCHSET respectively A new Enquiry option Purchase Order Archive Enquiry has also been introduced to access the archived Purchase Order data

22 of : Vendor Analysis / DA0199-w1 Last updated: As the vendor analysis details, batch and quantity figures are stored on the database they can be accessed using Report Writer and/or SQL – this provides you with unlimited means of analysing vendors