You use this program to copy the Draft minimum and maximum levels to the Current minimum and maximum levels for a selection set of stock items.
You typically use this program to copy draft min/max levels to current min/max levels for the bulk of your company's stock codes and use the Update Current option from the Functions menu of the IO Stock Levels Modeling program for those items that require more attention (e.g. your 'A' class items).
When you load the IO Draft Levels Approval program, the IO Selections program is displayed, enabling you to indicate the selection set for which you want to approve the draft min/max levels.
When you select the Start Processing option from the IO Selections program, the draft minimum and draft maximum levels are copied to the current minimum and current maximum levels for all items in the selected selection set (i.e. a snapshot of draft min/max levels is taken in modeling and copied to MRP).
MRP uses the current min/max levels when next it runs for stock items that have one of the following batching rules (Stock Codes):
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Q - APPLY WAREHOUSE POLICY
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E - ORDER TO MAX IF LESS THAN MINIMUM
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D - ORDER TO MAXIMUM IF SHORTAGE
Note that when Batch rule Q is set against the stock code, you must define one of the following rules against the warehouse for the stock code.
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M -ORDER TO MAX IF LESS THAN MINIMUM
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I - COVER SHORTAGES IF LESS THAN MINIMUM
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S - ORDER TO MAXIMUM IF SHORTAGE
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The Target Service Level – defined against the policy (IO Policies) – is crucial in determining the resultant min/max levels.
The higher the Target Service Level, the higher the suggested Minimum, and by implication, the higher the suggested Maximum. These min/max levels are used by the MRP calculation to address demand, in conjunction with Batching Rules set against the Inventory Master.
It follows therefore that, the higher the Target Service Level, the higher the potential inventory on-hand, and the greater the risk you bear when customers do not purchase your product in the volumes recommended by the Target Service Level.
Suggested min/max levels must be critically reviewed for feasibility in relation to the target service level set, before they are copied to current for use in MRP. It is recommended that only senior staff are involved in the determination of min/max levels, since this is the level at which decisions affecting profitability are made.
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.
| eSignature Transaction | Description |
|---|---|
| IO Draft levels approval |
Controls access to the IO Draft Levels Approval program. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.