ROP Model

Descriptions of the fields and buttons on the ROP Model screen of the Purchasing tab are provided in the following table.

Note: To access the ROP Model screen, you must have the proper security privileges. The ROP Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

Field or button

Description

Model Name

This is the name of the ROP model. The name cannot contain spaces.

Description

This is the description for the ROP model.

ROP Rules

The ROP Rules area is where an ROP matrix for calculation of average monthly usage and reorder points is set up and maintained.

Each row in the ROP matrix represents a different ROP rule. Rules are based on the following ROP factors:

  • Manufacturer: This ROP factor enables you to create an ROP rule based on a specific manufacturer or all manufacturers.

  • Product Class: This ROP factor enables you to create an ROP rule based on a specific product class or all product classes.

  • Product Type: This ROP factor enables you to create an ROP rule based on a specific product type or all product types.

  • ABC: This ROP factor enables you to create an ROP rule based on a specific ABC code or all ABC codes. ABC codes are assigned to products based on how fast they sell.

Guidelines for ROP rules:

  • The ROP factors and rules are arranged from left to right and top to bottom in the order that the calculations take place.

You can customize the ROP matrix so that its ROP factors and ROP rules are arranged in a particular order for the ROP model. To reposition an ROP factor, drag a column heading to a new position in the row of column headings. To reposition an ROP rule, drag the box at the left of the row to a new position in the column of boxes.

  • To add a new rule, right-click a rule and then select Insert New Rule on the shortcut menu.

  • To delete a rule, right-click the rule and then select Delete Rule on the shortcut menu.

  • Duplicate pricing rules are not permitted in the ROP matrix.

  • If you want to make sure that ROP calculations are done for all products, set all four of the ROP factors (manufacturer, product class, product type, and ABC code) for the last rule in an ROP model to <All>. Then if a product does not meet any of the criteria in any of the other ROP rules, the calculation associated with the final rule — your All rule — is performed for this product.

  • Each ROP rule must be associated with a calculation. To set up or change calculation data, right-click a rule and then select Change Calculation Data on the shortcut menu. The Average Monthly Usage and Reorder Point Calculations dialog box appears, enabling you to set up and maintain the ROP calculations. (For more information on this pop-up window, please refer to Average Monthly Usage and Reorder Point Calculations dialog box field and button descriptions.)

Note that before you can set up calculation data for an ROP rule, options must be selected for each of the rule's four ROP factors (manufacturer, product class, product type, and ABC code) in the ROP Rules area.

Accept

Click this button to save your ROP model information. Note that each ROP rule must have a calculation associated with it; otherwise, this button is not available.

Cancel

Click this button to avoid saving your changes to the ROP model and revert to the previous information.

Save As

Click this button to create a new ROP model based on the model you are currently viewing.

 

Related Topics

Sample screen shot: ROP Model

Working with the Purchasing tab