Replenishment for Jobs
There are 5 easy steps to processing an order into your Accounting system:
Modify the SQL Scripts (if needed).
This SQL scripts supplied will work immediately. If the User needs to modify the calculation or logic, this will occur before generating the Suggested Order.
Confirm Suggested Orders.
The SQL scripts will create a Suggested Order and show those orders on the grid, in Green. Modify or accept for processing.
Create the Order.
This step creates the Purchase Order, or Manufacture / Job order and provides some order processing options.
Save the XML File.
Once the User has pressed GENERATE, the order is generated into an XML file and saved into a folder
Open Data Automator (DA) and import the file.
This step imports the order into the Accounting Software.
Reminder – Data Automator from Plus Software is a tool that allows businesses to set up automatic imports and exports into and out of the accounting software. For more information, see here https://www.plussoftsolutions.com/data-automator/
If using DA with Inventory Replenishment, there is no additional cost to the DA app.
Step 1: Modify the SQL Scripts:
Once Inventory Replenishment has been installed and the SQL scrips have been ordered and uploaded, the user will immediately be presented with a Suggested Order. However, if there is a need to modify the Script, this can be done in the Grid View Queries tab.
The SQL script can be modified by the User if there are sufficient SQL skills within the business or your Authorised Partner will be able to change the SQL script to the optimal Suggested Order.
Step 2: Confirm Suggested Orders
Once the SQL Script has been modified, the Suggested Order quantity will now be displayed, if the SQL scripts produces a DEMAND and there is a Supplier Associated.
The Grid will now show the Suggested Order highlighted in Green:
You can choose to process orders by any number of column headings at this point. For example, you can process orders by Supplier Name.
Click on the Supplier Name Column;
Choose Supplier (in the example below this is Demonstration Supplier);
And the Suggested Order(s)for that Supplier will now be displayed (in green).
Remember, in terms of Grid Functionality, the user can:
Hide columns, filter, override Suggested Order, change supplier etc. See previous chapter for a further explanation;
Right Click and Enquire;
Save Data at this time;
Export data to Excel. This will export the entire grid to Excel, unfiltered.
Note Inventory Replenishment will process the Suggested Order based on what is filtered and shown on the screen at the time.
For example, if you filter by location 1, and you process the order by clicking on the Create Saved Purchase Order, the Suggested Order will prepare a purchase order for Location 1 only.Step 3: Create the Order
Once you’re ready to process the Suggested Order, click on the Create Job Orders (or Purchase Order or Manufacture Order) tab, under Replenishment:
The following screen will appear:
The User needs to decide at this point if there is a need to split records up by Job:
With this option TICKED, orders will be processed one by one, in individual jobs.
If NOT TICKED, the order will be processed into one Job Order.
Step 4: Generate the Order
The order will now be saved into a folder. This folder is determined by the Settings Tab:
NOTE:
The order is saved as an Extensible Markup Language (XML) file.
The format is designed to carry data in a simplified way in plain text. This provides a software and hardware independent way of transporting the data into the Accounting software.
Step 5: Open Data Automator and import the file into Sybiz Vision
As mentioned earlier, Data Automator (an app for automatic importing and exporting of information into and out of the Accounting System, developed by Plus Software) is included as part of the Inventory Replenishment Subscription. There is no additional cost if the use is solely for the import of Orders into Sybiz Vision.
See here for more information about Data Automator:
https://www.plussoftsolutions.com/data-automator/
Related Articles
How does Inventory Replenishment work?
Inventory Replenishment is available as a download off the Plus Software website www.PlusSoftSolutions.com – quick and easy! The installation manual (on the download page) will provide you and your Partner guidance on the set up of Inventory ...Inventory Replenishment Introduction
If you're not on top of your Inventory re-ordering process, you might run out of valuable stock lines, severely impacting the bottom line. If you have too much inventory, that’s tying up valuable capital. That’s another problem. The Plus Software ...Calculating re-order within Inventory Replenishment
Inventory replenishment can be customised to your specific inventory re-order requirements. The reason a User can customise Suggested Orders to the exact needs of the business is that the software includes SQL scripts which can be modified to take ...BOM items within a Job in Inventory Replenishment
The manufacture query looks at BOM items that are required for Jobs. It is up to the customer how he/she wants the suggested order quantity to be calculated. Jobs is just another demand source like Sales orders - it's how you use it in the suggested ...Requirements to run Inventory Replenishment
Windows Installer 3.1 or later Microsoft .NET Framework 4.5.2 or later Microsoft SQL Server 2012 or later + login details Valid Inventory Replenishment license file