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U2003.6 Upgrade Documentation

Menu-2.27                                                                         Order Entry Audit
Added more history to the Order Entry Audit.

Menu 5.3                                                                       Customer Discounts
Column A is for Product Class and Category - allows only one entry per row in column A, B (product) or C (vendor), along with setting up column D (price pointer) & column E (discount/markup percentage)

Example of ALL Customer option in Menu-5.3:
CUSTOMER:          all                     CO:             ALL
A. CATEG  B. PRODUCT  C. VEND    DESCRIPTION       D. POINT   E. DISC%
 1.             16.                 31. 600 GOODMAN MFG         46. -1         61.-66.00

Pricing hierarchy - a contract in 5.2 takes precedent over 5.3, individual customer pricing takes precedent over "all" customer pricing.
 
Menu-11.11                                      Product Sales Class Summary Report 
Business Profile Part 1 (memo from Corp dated 10/23/03 from Gary Daniels and Jim Adcox).  This report will determine what business you are in based on the percent of sales in each Product Class, HVAC, Appliance Parts, Non-Johnstone parts.  The percent will display in the column PCT.TOT.SALES.  This report uses the category code for the item and puts it into the Sales Class associated with that category.  Call DST to run a report listing the Categories and the Sales Class. 

Option 1 will update and then the run report.  After the update is complete, choose to either view the report on the screen or have the report print to a printer.  
    
Menu-12.3.36                            _________________Update OEM Part Prices
Program to update pricing for OEM parts. (Goodman).  See spreadsheet for updated Goodman Pricing.  This menu path will need to be run after the monthly price transmission or after menu path 32.1.1 is run. 
 
Menu 14.3                                                                        Financial Reports
Removed Menu 14.3.4,  14.3.5,  14.3.6, and  14.3.7 - Financial Report Selection and Financial Statement J/E Programs.

Menu 19.6                                                                               Stock Status
Additional enhancements to the display of the catalog page numbers
(A)ppliance,  Regular (C)atalog.

Menu-27.1.20                                                     Possible Exceptional Sales
The following new select options have been added to this report
SELECT OPTION:
   1) FAST SELECT - 12 DAYS OF LESS
   2) SLOW SELECT - BEGINNING/ENDING DATE FROM RELEASE FILE
ENTER 1 OR 2 ?
 
Menu-27.1.23                                                     Define Transitional Months
Setup transitional months  
Fields 1 thru 4 are the same data that is setup in menu-27.1.4 (you can update this information in either menu path)
    Use fields 5 & 6 to define transitional months
    The way to test the new ROP Calculation:
  • Identify a current sampling of items on your system that are seasonal
  • Record the current ROP and sales
  • Mark the current month as transitional in Menu-27.1.23
  • Run Menu-27.1.27. ROP/EOQ Calc by Item to see if the ROP Changes

 Calculation should use sales from last year same month & 1 month following

Menu-27.1.28                                                 ROP/EOQ Calc by Warehouse
Add the ROP calculation by warehouse

To test this, just run one of your stores thru this program to see if you get a ROP impact report for only the warehouse you selected
Maybe use this menu to test the transitional months & EOQ changes? 

Menu-27.1.27                                                            ROP/EOQ Calc by Item Modify the EOQs to be more in line with the Standard packs 

If an EOQ is within 20% of a non-required standard pack, the EOQ will be rounded up or down to the nearest standard pack

The way to test the new EOQ Calculation:
Identify a current sampling of items on your system that have EOQs and Standard Packs
Record the current EOQ and standard pack
Run Menu-27.1.27. ROP/EOQ Calc by Item to see if the EOQ changes

Menu-32.1.                                                Receive Price/Cost Transmission

  • Both transmissions have new fields added for the Corp large quantity break pricing (ie Mueller)
  • Major rewrite of these programs and increase of PROD.MAST file structure for future growth
  • Major rewrite of file structure
  • New field for Corp large qty break pricing (ie Mueller)

Menu-35.11.                                                       Web Inventory Parameters
Parameter for Wednesday calculation

Set field 6. Wednesday ROP-EOQ calculation to Y - this will have the new ROP/EOQ calculation run during the Wednesday EOD

Test this by setting the flag and seeing if you get an ROP impact report on Wednesday night

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