Set up a new ROP model

To set up a new ROP model in Vision, select an existing ROP model and then perform the Save As function to save that ROP model with a different name. Then you can make changes to the ROP factors and ROP calculations as needed. The ROP model called MASTER is included in Vision for you to use as a starting point for your first ROP model.

The ROP Model screen of the Purchasing tab is where you set up a new ROP model. For each ROP model, you can establish different ROP rules based on manufacturer, product class, product type, and ABC code. Each ROP rule is associated with one or more ROP calculations.

Note: An ROP model is not used for calculating average monthly usage and reorder points for products until the model is assigned to a warehouse. The System Configuration screen of the Vision Configuration tab is where you assign an ROP model to a warehouse. For more information, refer to Specify ROP settings for a warehouse.

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.

To set up a new ROP model

  1. On the Purchasing tab, click the ROP Model button. The ROP Model screen appears.

  2. In the Model listing at the bottom of the screen, click a row in the listing for the ROP model. In the ROP Rules area, the ROP matrix for the ROP model you selected is shown.

  3. Click the Save As button. The Save As dialog box appears. (Click Save As dialog box to see a sample.)

  4. In the New ROP Model Key field, type the name of the new ROP model. The name cannot have any spaces. Numbers and uppercase letters are permitted. Lowercase letters are not permitted.

  5. Click the Save button. The Save As dialog box closes, and the new ROP model is shown on the ROP Model screen.

  6. Modify the new ROP model as needed. (For more information, refer to Modify an ROP model.)

Related Topics

Modify an ROP model

Set up or modify an average monthly usage calculation for an ROP model

Set up or modify reorder point calculations for an ROP model

Set up or modify the average monthly usage minimum factor for an ROP model