EOD Purchase Orders and Transfers

Besides settings like reorder point (ROP), linepoint (LP), and others that control whether a product should be replenished or not, there are options that control whether a purchase order should be created at End of Day for a part class.

Name	Where to find it	Value / Meaning
Replenish at EOD	Purchasing —> File Maintenance —> Replenishment Model —> warehouse * replenishment warehouse	Set of check boxes representing the days of the week and All. Causes replenishment to run at End Of Day on the specified day of the week for the specified manufacturer and part class for this warehouse
Transfer Excess EOD	Purchasing —> File Maintenance —> Replenishment Model —> warehouse * replenishment warehouse	Single check box. Tells Vision to transfer excess inventory at End Of Day for the specified manufacturer and part class for this warehouse.
Excess Inventory Processing	Vision Configuration —> System Configuration —> Part Information —> Part Class —> a part class —> Calculate Excess (subtab)	Drop-down list with the following values: • Consider Only. • Consider and Transfer. • None. Specifies at the part class level how any excess inventory should affect the replenishment process. Consider Only means to take the excess inventory at a branch into account when calculating the need for replenishment but don’t transfer any inventory. Consider and Transfer does the same as Consider but adds a transfer back to the warehouse of any excess inventory. None tells the sytem to not consider excess inventory at branches. Note: The transfer aspect of this setting is affected by the Transfer Excess EOD option.

The next table details the behavior of specific combinations of the above options.

Replenish at EOD	Excess Transfer at EOD	Prod Class Excess Inventory Processing	Expect This Behavior During EOD
N	N	None	No EXCESS_INVENTORY No Transfer Create PO to vendor for warehouse
N	N	Consider	Write EXCESS_INVENTORY No Transfer Whse should consider excess at store when creating PO from vendor for warehouse
N	N	Consider and Transfer	Write EXCESS_INVENTORY No Transfer Whse should consider excess at store when creating PO from vendor for warehouse
N	Y	None	No EXCESS_INVENTORY No Transfer Create PO to vendor for warehouse
N	Y	Consider	Write EXCESS_INVENTORY No Transfer Whse should consider excess at store when creating PO from vendor for warehouse
N	Y	Consider and Transfer	No EXCESS_INVENTORY Write Transfer for store to warehouse Whse should consider transfer from store when creating PO from vendor to warehouse
Y	N	None	No EXCESS_INVENTORY No Transfer Create PO to vendor for warehouse
Y	N	Consider	Write EXCESS_INVENTORY No Transfer Whse should consider excess at store when creating PO from vendor for warehouse
Y	N	Consider and Transfer	Write EXCESS_INVENTORY No Transfer Whse should consider excess at store when creating PO from vendor for warehouse
Y	Y	None	No EXCESS_INVENTORY No Transfer Create PO to vendor for warehouse
Y	Y	Consider	Write EXCESS_INVENTORY No Transfer Whse should consider excess at store when creating PO from vendor for warehouse
Y	Y	Consider and Transfer	No EXCESS_INVENTORY Write Transfer for store to warehouse Whse should consider transfer from store when creating PO from vendor to warehouse