Parts: Ordering Information

A code assigned to parts. The system uses this code to determine when the part should be reordered, and the quantity of the part to reorder.

This allows parts to be ordered centrally even if they are stocking parts. When the stock order is run for non-central locations, the parts will be transferred from central store based on the OFC criteria. See Centralized Inventory Management for Parts.

The bin number of the part's physical location.

If the part is normally sold in a set, enter the number of parts per set. If this part is a stocked part, the system will reorder to maintain at least one complete set in inventory. Defaults to 1 if left blank.

Maintains parts in stock so you don't run out of stock. Set as a fixed amount (F) or as a percentage of sales history (%).

The number of weeks required by the vendor to ship a part. This is only required for certain order formula codes.

Used to shift the sales history used in calculating stock orders. The sales history can be shifted forwards or backwards a specified number of months. For example, if this year's sales activity is expected to be one month earlier than last year enter 01. If this year's sales activity is expected to be one month later, enter - 1. This first month shift stays in effect until manually removed.

The central location field indicates which branch is to act as a 'Central Branch' set up in the stock transfer and central inventory parameter. If you want the system to include this part's sales history in the central ordering location even if it is a stocking part (OFC not equal to 5 and don't order code not equal to D).

Indicates the number of months this part is protected from stock transfers. This is not mandatory but works in tandem with the Protect Code field.

The Monthsfield automatically counts down after each parts month end is run.

The number of parts that are protected from stock transfers.

This is also not mandatory, but is used to determine if there is a minimum quantity you want to protect. For example, if the protect quantity is 4 and there are 10 on hand then a transfer of 6, based on the surplus transfer criteria, will be suggested.

The protect code is assigned to protected parts to indicate that the part is to be excluded from stock transfers.

This code is a dealer-defined code and cannot be edited and can be a number or letter. This code is also blank by default and is not a required value. Most dealers use this as a letter (such as N – new part for a new model of equipment that they want to protect.) You can use the code by itself or to indicate the number of months you want it protected if you like the number of quantities to protect. Additionally, this code is part of the surplus transfer screen, and is used to indicate whether you want to include or exclude protected inventory on surplus transfers.

Note:  Once a protective inventory code (CD) has counted down to zero it resets the CD and Months field to blank.

Must be used in conjunction with the do not order date. If a do not order date of 03 (march) is entered and a season length of 2 (months) is specified, the part will not order until March and will only order for 2 months.

Season length can be any value from 1 - 9.

Season length and do not order dates will stay in effect until manually removed.

If you expect an increase or decrease in sales for this part, enter the percentage increase or decrease in this field (e.g. 50 = 50%).

The effectual percentage is applied to the sales history before the stock order is calculated. Effectual percentage is only allowed for order formula codes that use sales history in their calculations.

Refers to the month when the effectual % will no longer apply.

The number of months entered automatically counts down after each parts month end is run. However, even after the months have counted down to zero, as long as there is a protective code on the parts master file, the item will be excluded from the stock transfer routine. Protected months can be a value of up to 60 months.

If selected, marks the part to be automatically reclassed by the next OFC reclass run.

In the text field next to the checkbox, you can add a code of up to 10 alpha-numeric characters. The code is used as a label for a part. This code is used to associate parts with a reclass table and the lines within that table. You can use the Reclass code to group parts. This is not the same as the OFC, but is dealer-defined.

Depending on the Reclass/Matrix Trigger setting on the System Settings screen, this field may be automatically updated by the system if the Source, Class, Type, or Inventory Class fields are changed on the Parts Profile tab. See Centralized Inventory Management for Parts.

Note:  The text field is not dependent on the checkbox being selected.

The APR code indicates whether Availability MAX controls replenishment for a given part.

The source code indicates the location the part is ordered.

Note:  Only dealers with a frame connection to Case or who are using ABC can use the AMAX interface.

The minimum required quantity of a given part that needs to be stocked at the dealership location.

This field is only visible if Configuration > Interfaces > CNH > AMAX is Active.

The recommended amount of parts to be returned to Komatsu.

This field is only visible if Komatsu feature 6523 is enabled.

The number of times this part could have been sold if it had been in stock.

Note:  The Lost Sale Frequency value will reset back to zero after running the last parts month end for the fiscal year.

The total quantity of parts missed sales that could have been sold if the part was in stock.

Note:  The Lost Sales Quantity value will reset back to zero after running the last parts month end for the fiscal year.

Defines the movement of the part into these categories:

• F - Fast moving parts.
• S - Slow moving parts.
• Z - Zero sales parts; no sales or bin trips in the past 12
• months.
• N - New parts; no sales or bin trips in last 12 months but
• part added less than "Y" days ago.

Defines the type of activity the part has had with the following codes:

• N - New part.
• G - Group file maintenance to stocking policy fields.
• S - Positive sale processed by billing run.
• R - Negative receipts through inventory adjustments screen.
• C - Change to OFC parameters (stocking policy) or to sales
• history.
• (Blank) None of the above since last stock order processed this part.

The last OFC reclass run for this part.

The From/To Elements shows From: the previous matching element (row) within the OFC reclass table. To: the element (row) in the OFC reclass table that the element last changed to, during the last stock order run.