Global and Regional ABC Codes

Back to Global and Regional ABC Codes (feature table).

This topic provides information on the three-level ABC code structure implemented in Vision release 9.3.0 and above.

Links to Main Topics in this Discussion

Overview

Summary of Changes

Initial Default Values

Specifying the Global ABC Level

Specifying ABC Levels for the Warehouse and Region

Configuring ABC Codes at the Part Level

Configuring Purchasing With ABC Code Levels

Configuring Price Models with ABC Levels

Back Office Functions

Overview

With release 9.3 and above, Vision provides three different levels of ABC ranking codes.

With the implementation of global and regional ABC codes, the codes retain the same meaning and behavior as before but now you can establish ABC codes for parts at three different levels:

Level	Range of Application
Warehouse	Individual warehouse.
Region	Two or more warehouses grouped together.
Global	All warehouses.

Each part can have a different ABC rank at each level. Thus, when purchasing a part for a specific warehouse, a group of warehouses, or for all warehouses, the purchase is affected by the ABC rank for that part at that level. For example, if Vision is configured properly, when a part needs to be replenished for your northwest region, the ABC ranking that is applied to the calculation can be specific to that region. Additionally, each warehouse within that region can have a different ABC model. In this way, you can take advantage of economies of scale that apply to a larger region while still maintaining the level of granularity needed for a specific warehouse. With three levels of ABC ranking, it’s possible to generate more economical purchase orders that can cost less while providing more value for each purchasing dollar.

Note: ABC codes play a significant role in how you replenish your products. Based on a system of ABC codes, ABC models, ROP models, and ROP factors, Vision can automatically generate purchase orders to keep desired quantities of specific products in stock at each warehouse that carries that product.

If you are unfamiliar with how the ABC codes work, you should acquaint yourself with the following topics in the online help before continuing with the rest of this discussion:

• Overview of Inventory Replenishment

• ABC Code Definition

• How Vision Updates Reorder Points (ROP)

• Product Management Main Screen, ABC Code

Summary of Changes

Prior to release 9.3, Vision provided one level of ABC codes with the option of grouping warehouses together. Vision now provides three (3) levels of ABC codes.

ABC Functionality	Release 9.2 and below	Release 9.3 and above
ABC Code Levels	one	three: Warehouse, Region, Global
Warehouse Classification	Yes	Yes
Regional Classification	Partial	Yes
Separate ABC codes for Regional Classification of Parts	No	Yes
Global Classification	No	Yes
Separate ABC codes for Global Classification of Parts	No	Yes
ABC Models	unchanged	unchanged
Pricing Models	ABC Code	• ABC code • ABC Level
ROP Models	ABC Code	• ABC code • ABC Level

Initial Default Values

When your system is initially upgraded to release 9.3, some parameters are set to initial values as follows:

Parameter Level	Parameter Name	Parameter Location	Initial Value / Comment
Part	ABC Code (aka: Warehouse ABC Code, Whse ABC Code)	Part Management —> Main	This is the standard ABC code from previous Vision releases. There is no need to change these values. Vision will update them as usual.
Part	Region ABC (aka: Region ABC Code)	Part Management —> Main	Set to the same as the Warehouse ABC Code. Usually, there is no need to change these values. Vision will update them as part of the system processes.
Part	Global ABC (aka Global ABC Code)	Part Management —> Main	The global ABC codes are initially set to “None.” If you have configured your system to use global ABC codes, Vision will update these codes as part of the system processes.
Warehouse	ABC Default Level	Vision Configuration —> System Configuration —> Warehouse —> [Selected Warehouse] —> ABC/ROP Options > ABC Classification	If the “Additional Warehouses to Combine for Classification” check box list has warehouses checked, then the ABC Default Level is set to Region for that warehouse and for all the warehouses that are checked in the list. Otherwise the ABC Default Level will be set to Warehouse.

Specifying the Global ABC Level

Vision GUI Path

Vision Configuration —> System Configuration —> Dealer Information —>

Dealer Purchasing Settings > Global ABC Level : multiple parameters

Note: If any of the three fields in the Global ABC Level group is selected, then all three fields must be selected.

1 Click Vision Configuration.

2 Click System Configuration.

3 Open the Dealer Information folder.

4 Click Dealer Purchasing Settings.

5 Perform ABC Classification at EOM.
Check this box if you want ABC classification to be done during End Of Month processing. Checking this box causes the Global ABC code for parts to be updated.

6 ABC Model.
Select an ABC Model from the drop-down list. Vision will use this model when updating the Global ABC code for parts during ABC classification.

7 ABC Classification Company.
The system uses this company for determining the starting and ending general ledger periods to use if you elect to update the Global ABC code using the “Calendar YTD” or “Enter Date Range” options when running “ABC Classification based on ABC Model.” Please see page 38 for related information.

8 Click Accept to save your changes.

Specifying ABC Levels for the Warehouse and Region

Vision GUI Path

Vision Configuration —> System Configuration —> Warehouse —>

[Selected Warehouse] —> ABC/ROP Options > ABC Classification > multiple parameters

1 Click Vision Configuration.

2 Click System Configuration.

3 Open the Warehouse folder.

4 Open the warehouse you want to edit.

5 Open the ABC/ROP Options screen.

6 Click the ABC Classification sub-tab.

7 ABC Default Level.

This drop-down list specifies the default ABC level for this warehouse. This level is used in processes and reports that do not allow you to specify the ABC code level. The possible values are as follows:

• Warehouse.
This is the default setting unless the warehouse is combined with other warehouses for classification.

• Region.
To use this setting, the warehouse must be part of an ABC classification grouping. It must either have one or more warehouses checked in the Additional Warehouses to Combine for Classification list or it must be selected in that list for another warehouse. If neither condition is true, then the system displays an error when you click Accept.

• Global.
To use this setting, a global ABC model must be selected under Dealer Information —> Dealer Purchasing Settings.
See Specifying the Global ABC Level for more information.

Note: See also Initial Default Values for more information about ABC Default Level.

Warehouse Level group box

8 ABC Model.
Select an ABC Model from the drop-down list. Vision will use this model during ABC classification for this warehouse.

9 Perform ABC Classification at EOM.
Check this box if you want ABC classification to be done during End Of Month processing. This causes the Warehouse ABC code for parts to be updated.

10 Rank on Minimum Sell UOM..
Check this box if you want to rank your products on the minimum sell unit of measure instead of the lowest unit of measure.

Region Level group box

11 ABC Model.
Select an ABC Model from the drop-down list. Vision will use this model during ABC classification for this warehouse if it is part of a regional group of two or more warehouses.

12 Perform ABC Classification at EOM.
Check this box if you want ABC classification to be done during End Of Month processing. This causes the Region ABC code for parts to be updated.

13 Additional Warehouses to Combine for Classification.
Check one or more warehouses to create a regional grouping of warehouses.

14 Include Transfer Quantity from this Location.
Checking this box, includes transfer quantities from this warehouse in the ABC classification. This check box applies to ABC Classification for the Warehouse Level, the Region Level, and also the Global level.

15 Click Accept to save your changes.

Back to Specifying ABC Levels for the Warehouse and Region.

Configuring ABC Codes at the Part Level

Vision GUI Path	Part Management —> Main
	Part Management —> ROP Factors
	Vision Configuration —> System Configuration —> Part Information —> Part Class —> [Selected Class] > Calculate Excess
	Vision Configuration —> System Configuration —> Part Information —> Overstock Transfer Balancing Model

Part Management —> Main

1 Click Part Management.

2 Select a part using Part Lookup.

3 Click Main.

Depending on whether you performed a warehouse or global part lookup, different ABC code fields will be available:

• ABC Code

• Region ABC

• Global ABC

4 Set the ABC codes you want.

5 Click Accept to save your changes.

Back to Configuring ABC Codes at the Part Level.

Part Management —> ROP Factors

1 Click Part Management.

2 Select a part using Part Lookup.

3 Click ROP Factors.

4 Make any desired changes.

5 Set the ABC codes as desired for this part.

Note: ABC Code is now named
Warehouse ABC Code and there is a new Region ABC Code.

6 Click Accept to save your changes.

Note: The Purchasing —> ROP Factors screen has changed in the same way as this screen.

Back to Configuring ABC Codes at the Part Level.

Calculate Excess

Vision Configuration —>

System Configuration —>

Part Information —>

Part Class —> [Selected Class] >

Calculate Excess

1 Click Vision Configuration.

2 Click System Configuration.

3 Click Part Information.

4 Click Part Class.

5 Click the desired part class.

6 Click Calculate Excess, if it is not already selected.

7 Set the ABC Code Level for this Part Class.
Choose from the following:

• Warehouse.

• Region.

• Global.

8 Click Accept to save your changes.

Back to Configuring ABC Codes at the Part Level.

Overstock Transfer Balancing Model

Vision Configuration —>

System Configuration —>

Part Information —>

Overstock Transfer Balancing Model

1 Click Vision Configuration.

2 Click System Configuration.

3 Click Part Information.

4 Open the Overstock Transfer Balancing Model folder.

5 Set the ABC Level for each rule.
Choose from the following:

• Warehouse.

• Region.

• Global.

6 Click Accept to save your changes.

Back to Configuring ABC Codes at the Part Level.

Configuring Purchasing With ABC Code Levels

Vision GUI Path

Purchasing —> ROP Model —> [Selected Model] : ABC, ABC Level

Purchasing —> File Maintenance —> Purchasing Schedule —>

Maintain Purchasing Schedule : ABC Code, ABC Code Level

Purchasing —> File Maintenance —> Purchasing Schedule —>

View Purchasing Schedules : ABC Code, ABC Code Level

Purchasing —> Vendor Returns : ABC Code, ABC Code Level

Purchasing —> ROP Model

Purchasing —> ROP Model —>

[Selected Model] :

• ABC

• ABC Level

1 Click Purchasing.

2 Click ROP Model.

3 Select the ROP model you want to edit.

4 Set the ABC code for each rule as needed.

5 Set the ABC Level for each rule.
Choose from the following:

• Warehouse.

• Region.

• Global.

6 Click Accept to save your changes.

Back to Configuring Purchasing With ABC Code Levels.

Maintain Purchasing Schedule

For every purchasing schedule rule, you must specify the ABC Code Level.

Choose from the following:

• Warehouse.

• Region.

• Global.

Note: For complete instructions on how to create purchasing schedule rules, please see the following topic in the online help:

Purchasing Schedules

Back to Configuring Purchasing With ABC Code Levels.

View Purchasing Schedules

When you view purchasing schedule rules, the system displays the following columns at the far right in the list view:

• ABC Code

• ABC Code Level

Note: For complete instructions on how to create and view purchasing schedule rules, please see the following topic in the online help:

Purchasing Schedules

Back to Configuring Purchasing With ABC Code Levels.

Purchasing —> Vendor Returns

When you set up vendor returns, you must specify the ABC Code Level.

Choose from the following:

• Warehouse.

• Region.

• Global.

Back to Configuring Purchasing With ABC Code Levels.

Configuring Price Models with ABC Levels

Vision GUI Path

Pricing —> Pricing Model —> [Selected Pricing Model] :

ABC Code, ABC Level

When you set up pricing models, you must specify the ABC Code Level.

Choose from the following:

• Warehouse.

• Region.

• Global.

Back Office Functions

This section describes changes to Vision Back Office functions where you can explicitly specify the ABC Code Level (Warehouse, Region, Global) to apply to the process.

Stock Replenishment On Demand

Pricing Calculation

ROP and Average Monthly Usage Calculation

ABC Classification based on ABC Model

Warehouse ABC Code Update

Product Upload

EOM ABC Classification

EOD Purchase Order Generation

Processes Using the ABC Default Level

Processes Exporting Vision Data to Other Systems

Stock Replenishment On Demand

Auto Menu 2.6.1

OP Menu 7.14.1

If you select a specific set of ABC codes (not ALL), then Vision displays an additional prompt:

(W)hse, (R)egion, or (G)lobal ABC Level:

You can enter either W, R, or G to specify which ABC level to use.

For example, if you specified C, D, and G as the ABC codes and you specified R for the level, then the system would only evaluate parts that have C, D, or G codes at the Regional level.

See these topics for related information:

• Configuring ABC Codes at the Part Level

• Purchasing —> ROP Model

Back to Back Office Functions.

Pricing Calculation

Auto Menu 2.11.1

Pricing rules now include the ABC Code Level setting. The system selects only those parts that match the ABC Code and ABC Code Level as specified in each pricing rule in the price model. The system updates (or recalculates) the prices for only those parts.

See Configuring Price Models with ABC Levels for information on setting the ABC Code Level for pricing models.

Telepricing Updates and Other Processes

Telepricing updates and other processes that use price models also take into account the new ABC Code level field as part of the selection criteria for each Pricing rule.

Back to Back Office Functions.

ROP and Average Monthly Usage Calculation

Auto Menu 2.17.4 — ROP and Average Monthly Usage Calculation

OP Menu 7.13.4 — Gordon Graham ROP/EOQ Recalculation

The ROP and Average Monthly Usage Calculation you run on demand and the ROP calculations that run during End of Month processing all use the ABC Code level you specify in the ROP model.

See Purchasing —> ROP Model for more information.

Back to Back Office Functions.

ABC Classification based on ABC Model

Auto Menu 2.17.5

OP Menu 7.13.5

Vision displays a new prompt that lets you select the ABC Code level:

Calculate (W)hse, (R)egion, or (G)lobal ABC Level:

If you enter W or R, the Vision prompts for a warehouse. If you enter G, Vision does not prompt for a warehouse.

The system updates only those ABC codes that match the ABC code level you selected.

If you select an ABC code level that matches the ABC Default Level for the warehouse, then the classification process also updates the reorder delay days and the safety stock multiple fields. If the ABC code level you select does not match the ABC Default Level for the warehouse, the system does not update those fields.

See Specifying ABC Levels for the Warehouse and Region (step 7) for information about setting the ABC Default Level for the warehouse.

Back to Back Office Functions.

Warehouse ABC Code Update

Auto Menu 2.17.6

Vision displays a new prompt that lets you specify which ABC Code Level to copy from the specified warehouse to the other warehouses:

Whse ABC Code, Region ABC Code, or Both (W/R/B):

Note: The Global ABC code already applies to all warehouses, so there is no need for a global option on this prompt.

Back to Back Office Functions.

Product Upload

Auto Menu 11.3 — Product Upload (from Excel)

OP Menu 21.1.8 — Product Update (from Tab-delimited Excel spreadsheet)

You can set the Region ABC Code and the Global ABC Code fields when you upload product data from a spreadsheet. The new template has these two new fields added at the end.

Excel Column	CF	CG
Column Name	Region ABC Code	Global ABC Code
Column Number	84	85
Comment	only load if not null	only load if not null

You can download a blank copy of the spreadsheet template with these new fields here:

Product Upload Template

Note: There is also a link from the Welcome page of the Vision online help.

Back to Back Office Functions.

EOM ABC Classification

If an ABC model is set for a warehouse, for a region, or globally at the dealer level, and “Perform ABC Classification at EOM” is set (checked) for that warehouse, region, or dealer, then the system runs ABC classification for that ABC Code Level.

See the following for additional information:

• Specifying the Global ABC Level.

• Specifying ABC Levels for the Warehouse and Region.

Back to Back Office Functions.

EOD Purchase Order Generation

Vision purchasing rules have a new field: ABC Code Level. You can set this field differently for each purchasing rule. This field is included in the selection criteria for determining which parts to evaluate for inclusion on a purchase order.

See the following for additional information:

• Maintain Purchasing Schedule.

Back to Back Office Functions.

Processes Using the ABC Default Level

Each warehouse has a setting called ABC Default Level. The system uses this setting in processes and reports that do not allow you to specify the ABC code level.

Note: See Specifying ABC Levels for the Warehouse and Region (step 7) for information about setting the ABC Default Level for the warehouse.

The system uses the ABC Default Level to determine which ABC codes to use during these processes:

• Selecting parts for Cycle Counting.

• Determining whether a returned part requires a Restocking Fee.

• Determining which ABC code to print on orders, invoices, and picklists when the “Print ABC Code” fields are checked.
(Vision Configuration —> System Configuration —> Warehouse —> Inventory Management > Print ABC Code)

• Reports where ABC Code is used as a selection criteria or sort method or is printed on the report. The individual reports are listed below.

Internal Report Name	Back Office Menu and Screen Title
PFUTURE.PRICING-RPT	M2.11.15 - Future Pricing Analysis Report
PINVENTORY.ANALYSIS-RPT	M3.2.8 - Inventory Analysis
PINVENTORY.HIST-RPT	M2.16.2.6 - Inventory History Report
PINVENTORY.SALES.WHSE-RPT	M3.2.15.5 - Warehouse Inventory Sales Report
PMANUAL.ROP-RPT	M2.17.2 - Items "M"anually Maintained for ROP Report
PNET.PROFIT-RPT	M10.1.7 - Net Gross Profit Report
PNONSTOCK.STAT-RPT	M10.1.2 - Non-Stock Status
PNONSTOCK.STAT.ON.HAND-RPT	M10.1.3 - Non-Stock Status with On-Hand > "0"
POBSOLETE.INV-RPT	M2.7 - Obsolete Invnty Report and Transfer Generator
PPARTS.NOT.UPD-RPT	run after spreadsheet load
PPROD.REPLEN.XREF.UPD	M2.6.4 - Update PROD_REPLEN_XREF Activity File
PPURCHASED.OIL-RPT	M10.18 - Oil Purchased/Sold Report
PSALES.12MO-RPT	M7.1.1 - 12-Month Sales History
PSTOCK.STAT-RPT	M10.1.1 - Stock Status
PSTOCK.STAT.INTERCHNG-RPT	M10.1.6 - Stock Status by Vendor or Mfg Abbr
PSTOCK.STAT.ON.HAND-RPT	M2.8.1 - Stock Status With On Hand > "0"
PSTOCK.STAT.ROP-RPT	not on menus anywhere, run by EX from ECL
PWHSE.LOC.RANK.EXCEPTIONS	M3.2.9 - Warehouse Location Ranking Exceptions
CUST.REPORT.CARD-RPT	M7.14.8.5 - Customer Report Card Report
DAILY.RECORD.CUST-RPT	OP M7.6.1.1.2 - Replenishment Action Report -- Customer Owned Only
DAILY.REORD-RPT	M 2.16.1.1 - Replenishment Action Report
EARN.TURN-RPT	M3.2.13 - Turn and Earn
SUGG.PENDING.PO-RPT	M2.16.1.8 - Suggested Pending PO Report

Back to Back Office Functions.

Processes Exporting Vision Data to Other Systems

Some processes that export Vision data also use the ABC Default Level.

Note: See Specifying ABC Levels for the Warehouse and Region (step 7) for information about setting the ABC Default Level for the warehouse.

The system uses the ABC Default Level to determine which ABC codes to use during these processes:

• ePartInsight

• PartSource

• Quarterback

Compass

For Compass extracts, Vision sends all three ABC code levels (Warehouse, Region, and Global).

Back to Back Office Functions.