Purchase Entry VMI Product Activity Data EDI 852 Report ranges and options

Ranges

Each saved or one-time report generates only one type of output, based on the Export Type (1 = EDI, 5 = ION) option. Consider the output type when you specify the Vendor range. Ensure that the output type is the correct format for each vendor within the range.

Options

Enter List of Product Lines or Products?

Select Yes and then click List to enter a list of specific products or product lines. If you specified a range of product lines or products and then use this option to enter a list, the range is ignored.

Days to Allow Backward

Specify the number of days before today's date from which transactions can be selected.

For example, if you process the report on March 17 and you specify 10 in this field, transactions from March 7 through March 17 are included on the report. If you only want today's information and you run the report before midnight, specify 0.

How Many PO #'s to Create

Specify the number of purchase orders to create for replenishment. The purchase orders do not contain any line items, but are updated with line items when the original PO acknowledgments are received.

If you do not use this report to create purchase orders, you must manually assign purchase order numbers to each PO acknowledgment that is received.

Specify 0 if you do not participate in a VMI program.

Transmit Products Without Activity?

Select Yes to include all products without activity. Typically, you only select Yes at the vendor’s request.

Specify No to exclude all products without activity, except for products with the 852 Status Change option selected on the warehouse product record.

VMI (ARP Type = 'm') Products Only?

Select Yes to include only products with a ARP type of VMI from the Product Warehouse Product Setup record. This option applies to both ranges and lists of products and product lines. If you use specify a list of products or product lines, only products with an ARP type of VMI are included.

Select No to include all product types. Select No when testing with your vendor.

EDI Flat File Directory

Optionally, specify the directory to store EDI flat file output. This directory overrides the outbound EDI directory specified in SA Company Setup-Required.

Lost Bus Cds for NX Rcd (, Separated)

Specify lost business reason codes that are used to track sales lost due to stock outs. Separate the codes by a comma. A lost business code is assigned to each order line that is canceled within the dates that are specified for the report. This information is included on the activity record.

Include records with Usage Set to No?

Select Yes to include all product transaction records (ICET records) on the report, regardless of the Usage setting for the record.

Use Requested Prod (vs. Shipped Prod)?

Select Yes to report the ICET usage product and ICET usage warehouse.

Select No to report the ICET product and the ICET warehouse reported.

These fields are only different when a substitute product or upgrade product is selected. For these products, the usage product is the product that was originally requested and the product is the product that was shipped.

Export Type (1 = EDI, 5 = ION)

Specify 1 to generate EDI flat file output. Specify 5 to generate ION BOD output.

Include Superseded Product?

Select Yes to include superseded products on the report. Superseded products are identified in Product Setup, based on the value in the Status field.

Enter a List of Vendors?

Select Yes, and then click List to enter a list of vendors. If you specified a range of vendors and then use this option to enter a list, the range is ignored.

Include Serial Numbers? (XML/ION Only)

Select Yes to include the available serial numbers for the warehouse products included on the report. The availability of a serial number product is based on the value in the Stage field on Product Extended Serial Number Setup record.