Product Replenishment Setup - Rounding field descriptions
Fields are presented in alphabetical order within each section.
Unit Method
- Buying Unit Rounding
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- Select Buying Unit to use the buying unit, from Product Warehouse Product Setup-Ordering-Ordering Units, when rounding up transfer quantities. This unit can be manually changed on the warehouse transfer, but the unit reverts back to the system-calculated unit when the line is dropped.
- Select Smart Unit to apply smart transfer rounding if the buying unit is set up for the product in Product Warehouse Product Setup-Ordering-Ordering Units. If the cost difference for the extra quantity needed to make it a transfer unit is less than the unit cost maximum defined in the unit cost maximum fields, then the quantity is rounded up to avoid breaking a package (unit).
- Select Never Round to use standard system logic when handling units on warehouse transfers.
- Select Ignore if you do not want to specify buying unit rounding at this record level. Select Ignore to use the next hierarchy. The hierarchy is Product Line, Vendor, Warehouse, and Company.
- Transfer Unit Rounding
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- Select Transfer Unit to use the transfer unit from Product Warehouse Product Setup-Ordering-Ordering Units when rounding up transfer quantities. This unit can be manually changed on the warehouse transfer, but the unit reverts back to the system-calculated unit when the line is dropped.
- Select Smart Unit to apply smart transfer rounding if the transfer unit is set up for the product in Product Warehouse Product Setup-Ordering-Ordering Units. If the cost difference for the extra quantity needed to make it a transfer unit is less than the unit cost maximum defined in the unit cost maximum fields, then the quantity is rounded up to avoid breaking a package (unit).
- Select Never Round to use standard system logic when handling units on warehouse transfers.
- Select Ignore if you do not want to specify transfer unit rounding at this record level. Select Ignore to use the next hierarchy. The hierarchy is Product Line, Vendor, Warehouse, and Company.
This matrix shows combinations of settings between Product Warehouse Product Setup and Product Replenishment Setup that result in rounding. The rounding result and the unit used is also shown. Use this matrix to help determine your rounding settings.
| ICSR Transfer Unit Rounding | ICSW Transfer Unit Defined? | ICSR Buying Unit Rounding | ICSW Buying Unit Defined? | Result |
|---|---|---|---|---|
| Smart Unit | Yes | Smart Unit | Yes | The larger of the Buying Unit or Transfer Unit is used |
| Smart Unit or Transfer Unit | Yes | NA | NA | Transfer Unit |
| NA | NA | Smart Unit or Buying Unit | Yes | Buying Unit |
Unit Rounding Settings
- Months Supply
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The number of months supply to use when comparing the rounded transfer amount for existing products. Existing products are those products that have existed in your inventory longer than the number of months you have defined for new products in Product Replenishment Setup-Ranking.
When the system calculates a rounded transfer unit based on the parameters set below, it verifies that the total usage for the number of months specified here is not exceeded by the new package quantity. For example, if the transfer package is rounded to 200, but the total usage for the number of months specified is 180, the transfer amount is not rounded. The raw (ordered) quantity is sent.
If the product is not new, but has not existed for the number of months supply specified, the system calculates the average monthly usage for the number of months the product is in existence. Then the average monthly usage is multiplied by the value in the Months Supply field to obtain the quantity that will be compared to the rounded transfer amount.
Unit Cost Maximum
- Existing Products
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The maximum cost difference to allow when extra quantity is added to an existing product on a warehouse transfer to round it up to a transfer or vendor unit. If the difference in the cost between the entered (raw) order quantity is greater than this number, no rounding occurs. Existing products have usage history equal to or greater than the number of months entered in the Months Supply field.
- New Products
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The maximum cost difference allowed when extra quantity is added to a new product to round it up to a transfer or vendor unit. If the difference in the cost between the entered (raw) order quantity is greater than this number, no rounding occurs. A product is considered new if it has usage history for less than the number of months entered in the new products Months field in Product Replenishment Setup-Ranking.