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This routine helps you evaluate and apply optimum purchase quantities for item(s) or item group(s) when you anticipate a discount or price increase that is limited in time.
When a discount is an isolated case, or limited in time, the savings from any additional purchases are eventually offset by the costs of carrying the additional stock. The Special buy evaluation process considers these savings and costs when finding the optimum purchase quantity for the selected items or item group.
You can also use this function to evaluate additional purchases when you anticipate a price increase. The evaluation process is the same as the process above except that the system considers the price increase with carrying costs to find the optimum purchase quantity for the selected item(s) or group(s).
Selection
In the fields below, make your selections.
- Item
- Enter one item for which you want to perform a Special buy evaluation, or leave the field blank to run the evaluation for all items from the purchase suggestion’s supplier or supplier/line. If you accessed this panel while maintaining a specific suggestion line, then this field will automatically contain that line’s item, but it can be changed. Note: Only items purchased from the purchase suggestion’s supplier can be selected for evaluation.
- Item group
- State either individual or a range of item group values to include in the selection. You determine the type of selection to use by entering 1 or 2 in the selection type field (the first field of the row).
For individual selections, enter 1, and then the relevant values in the following fields. For parameters controlled by a table or a file, the system will check that the entered values exist.
For a range selection, enter 2, and then the first and last value of the range in the two subsequent fields. Do not complete the last fields. The system checks that the ending value is greater than or equal to the starting value. Leave the fields blank, if all values should be included. A record is only included if it fulfils all selection criteria.
Note: Only item groups from the purchase suggestion’s supplier can be selected for evaluation.
Specification
In the fields below, specify the parameters you want to use in the evaluation.
- Special buy percent
- Enter a percentage to be used in the Special buy evaluation. If you are evaluating a discount, enter the discount percentage; if you are evaluating a price increase, enter the price increase percentage. The percentage entered must be a positive number that is less than 100.
- Discount
- Indicate if the percentage to be used in the Special buy evaluation represents a discount. This field must be NO if the Price increase field below is set to YES.
- Price increase
- Enter YES if the percentage to be used in the Special buy evaluation represents a price increase. This field must be NO if the Discount field above is set to YES.
Special buy evaluation (INVD7252)
This panel displays the special buy evaluation for the item(s) you selected. On this panel you can update the suggested special buy quantities for ALL of the displayed lines. You can also select individual lines to view additional information or maintain their suggested quantities.
Function keys
| Inl/Excl null | Toggle to include/exclude null suggestions on the panel. Null suggestions are suggestions that have lines with no suggested purchase quantities. |
| Selection | Return to the Special buy evaluation selection panel. This function key will be highlighted when you make item or item group selections from that panel. Note: Using this function key will delete any quantity changes you made. |
| Set add qty zero for marked | Set the extra quantities for any selected lines to zero. |
| Update | Update all items on this panel that have additional quantities suggested. The purchase quantities and prices will be updated with the new values, and any previous special buy discounts or quantities will be removed. |
Selection fields
- Supplier
- Displays the supplier for the purchase suggestion.
- Cost of extra units
- Displays the cost, in system currency, of the additional units suggested for purchase on this suggestion. This number will change if you add or remove any additional purchase quantities.
- Suggestion number
- Displays the purchase suggestion number for this evaluation.
- Savings
- Displays the total gross savings amount, in system currency, for the additional suggested purchase units. This number will change if you add or remove any additional purchase quantities.
- Special buy percent
- Displays the special buy percentage as entered on the Special buy evaluation selection panel.
- Expense
- Displays the total carrying expense, in system currency, for the additional suggested purchase units. This number will change if you add or remove any additional purchase quantities. Net savings displays the total net savings, in system currency, for the additional suggested purchase units. This number will change if you add or remove any additional purchase quantities.
- Line
- Displays the purchase suggestion line number.
- Item
- Displays the item.
- Additional cost
- Displays the additional cost, in system currency, of any additional units suggested for purchase on a suggestion line. This number will change if you add or remove any additional purchase quantities.
- Savings
- Displays the gross discount savings, in system currency, for the additional suggested purchase units on a suggestion line. This number will change if you add or remove any additional purchase quantities.
Special buy evaluation (INVD7254)
This panel displays the special buy evaluation information for the item you selected. On this panel you can view details and maintain the suggested special buy quantities for the line.
- Supplier
- Displays the supplier code for this purchase suggestion.
- Suggestion number
- Displays the purchase suggestion number for this evaluation.
- Currency
- Displays the currency for the supplier.
- Line number
- Displays the purchase suggestion line number.
- Item
- Displays the item for the selected purchase suggestion line.
- Warehouse
- Displays the warehouse for the selected purchase suggestion line.
- Original purch qty
- Only for informational purposes and cannot be updated. Displays, in purchase units, the original purchase suggestion quantity. This quantity does not include any quantity that may have been added during a previous special buy evaluation, and it will be used for the line if the extra quantity is set to zero.
- Original stock qty
- Only for informational purposes and cannot be updated. Displays, in stock units, the original purchase suggestion quantity. This quantity does not include any quantity that may have been added during a previous special buy evaluation, and it will be used for the line if the extra quantity is set to zero.
- Additional purch qty
- Displays, in purchase units, the recommended additional purchase suggestion quantity. This quantity can be manually increased or decreased.
- Additional stock qty
- Displays, in stock units, the recommended additional purchase suggestion quantity. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Current purchase qty
- Displays, in purchase units, the sum of the original and recommended additional suggestion quantities. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Additional qty days
- Displays the recommended additional suggestion quantity represented in days of forecasted demand. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Additional qty cost
- Displays the cost, in system currency, of any additional quantity suggested for purchase. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Additional savings
- Displays the total gross savings, in system currency, of any additional quantity suggested for purchase. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Additional expense
- Displays the total carrying expense, in system currency, of any additional quantities suggested for purchase. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Net savings
- Displays the total net savings, in system currency, to be gained by purchasing the additional quantity suggested. This number will change if you add to or remove from the quantity in the Additional purch qty field.
- Purchase unit
- Displays the purchase unit for the item as defined in the Item file.
- Pack size
- Displays the pack size for the item as defined in the Item file.
- Conversion factor
- Displays the conversion factor for the item as defined in the Item file.
- Price unit quantity
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the price unit quantity (i.e. the purchase quantity presented according to the price unit) and the unit in which the price is presented.
- Purchase price
- Displays the suggestion purchase price, in supplier currency, plus any discounts that may have been applied during a previous special buy evaluation.
- Price system curr
- Displays the suggestion purchase price, in system currency, plus any discounts that may have been applied during a previous special buy evaluation.
- Line amount
- Displays the extended suggestion purchase price, in supplier currency, for this purchase suggestion line. This amount includes any discounts that may have been applied during a previous special buy evaluation.
- Line am system curr
- Displays the extended suggestion purchase price, in system currency, for this purchase suggestion line. This amount includes any discounts that may have been applied during a previous special buy evaluation.