(File – Data Import – Stock Items – Convert Manual RP to Demand Driven)
Use this screen to mass change your Manual Reorder Point order policy items to Demand Driven. You will be required to define a Monthly Potential Demand value, a Minimum Order Policy (Calculated or Manual), and either a Supply Days or Manual Min Order value against your Manual Reorder Point items.
You may want to use the Inventory>Analysis>Inventory Transactions screen with the Monthly Trend option to provide you with historical data to help you populate your import spreadsheet.
Data Import Convert Manual Reorder Point
Analysis Monthly Trend for Stock Items
Supporting Tables
Some or all of the following tables must be created in advance before you can import your stock items. Refer to the Startup Guide for details.
MRP Settings
MRP Settings, Order Policy = Manual Reorder Point
*.csv File Format
Make sure you save the locations spreadsheet as a *.csv file type, which is the format required by the mapping screen.
Excel - Special Warning Regarding Leading Zeroes in your Reference IDs
Excel will automatically drop leading zeros from a Reference ID in a spreadsheet data column. This can lead to an "unable to find value" error during data import. If you encounter this issue, you may consider using the Open Office spreadsheet tool. The Open Office spreadsheet .csv format will not auto-format your data.
Spreadsheet Columns
Your spreadsheet can consist of some or all of the following columns. Be sure and insert a title in row one of each column heading so that the column can be identified during the import process.
Item ID (Required)
This required field identifies the stock item. This item must have an order policy of Manual Reorder Point.
Monthly Potential Demand (Required)
Enter a Monthly Potential Demand value, which reflects monthly sales + usage in jobs. You can use past history for reference by reviewing recent trends in the Average Monthly Trend panel at left, view the Monthly Trend graph, or by reviewing monthly averages in the Monthly Historical tab in the lower panel. The goal is to have sufficient stock on hand to meet a high probability of your potential demand scenarios.
Minimum Order Policy (Required)
This column designates whether you want the Min Order to be Calculated (1) or Manual (0). We recommend the calculated option for most items.
Enter a 1 or the word 'Calculated" in your data column along with a value in the Supply Days column if you wish for your Min Order to be auto-calculated
Supply Days - Enter a Supply Days interval in your data column, which is the planned number of days to be supplied by each replenishment job or PO
Enter a 0 or the word 'Manual' in your data column along with a value in the Manual Min Order data column if you wish for to enter a manual MIn Order value.
Manual Min Order - Enter a Manual Min Order value in your data column for your manual Minimum Order Policy items.
▪With M items a manual entry is typically used as an economical order quantity to generate job quantities sufficiently large enough to justify machine setups or to match quantities In with machine sizes.
▪With P items a manual Min Order quantity may be needed when the default supplier has a minimum order policy or offers a significant quantity price break. A minimum order size can also reduce unit shipping and handling costs and can reduce the frequency and number of POs that get generated.
Spreadsheet Example
oItem 1080-000 has a calculated Min Order based on the Supply Days value
oItem 108-150 has a manual Min Order value
Spreadsheet Import
The import process involves four screens that are presented in succession by clicking the Next button.
Screen 1 – Introduction
This first screen provides information notes on each particular import, a list of supporting tables that should be populated prior to running the import, and a listing of required fields.
Screen 2 – Select Import File
1. Column headings
This checkbox is selected by default and tells the program to skip row one of the spreadsheet because it contains column headings.
2. Choose the import file
Click the button in this field to navigate to your *.csv spreadsheet file.
Screen 3 – Map Fields
Om this screen you will map each DBA field, where applicable, to the corresponding column on your spreadsheet. Field explanations are as follows:
Your Data
Click the down arrow and select the column heading from your spreadsheet that matches the DBA field.
Required
This checkbox is selected when the field is required, which means all rows in your spreadsheet must have a value. Mapping is optional with non-required fields.
DBA Field
This is the descriptive name of the field in DBA.
Type
This indicates the field type, such as ‘Blob’ (freeform text), ‘Boolean’ (true/false), ‘Float’ (floating decimal), and ‘String’ (alphanumeric).
Length
This indicates the field length, when applicable.
Screen 4 – Import Data
When you are done with your mapping, click the Import button. The program will attempt to import your data. If any errors are found, the data will not be imported and a list of errors is presented on the screen.
