Inventory Planning > Inventory Optimization > Reports > List of Policies

List of Policies

You use this program to generate a report of Inventory Optimization policies.

Report Options

Field Description
Selection  
Use selection set Select this to use a pre-defined set of parameters created using the IO Selection Sets program.

Only selection sets Available for use in Reports can be selected (IO Selection Sets).

When you use a selection set, no other Report Options or Selections can be indicated, because the options will already have been indicated against the selection set (see IO Selection Sets).
Selection set Indicate the name of the pre-defined set of forecast options you want to use for the report.
Include Pareto classification Indicate the items to include/exclude items based on their Pareto classification. At least one of these options must be selected.

Inventory items are analysed and classified using the Pareto Analysis program.

Analysis type

Indicate what the Pareto classification, for the inclusion of stock items, must be based on. This can be Sales, Current forecasts or Draft forecasts.

Once you have selected an analysis type, you can select the Pareto level at which the analysis must be performed.

For example, if you select Sales and Stock code, then the Pareto classification of items used for inclusion purposes will be retrieved based on sales at the stock code level.

Field Description
Sales Select this to perform the analysis based on sales.
Current forecasts Select this to perform the analysis based on current forecasts.
Draft forecasts Select this to perform the analysis based on draft forecasts.
Pareto level

Indicate the level at which the Pareto analysis must be performed.

One of the following options can be selected:

  • 1 - Stock code
  • 2 - Warehouse
  • 3 - Product class
  • 4 - Supplier
  • 5 - Planner
  • 6 - Buyer
Run date Indicate the date for which you want to generate the report.
Include parent part type Indicate the parent item part types (as defined against each stock code) to include in the report.
Include non-current policies Select this to include policies which have lapsed, or which belong to time-frames in the past.
Include manually forecast items Indicate how manually forecasted items must be treated for the report.
Include MTO items Indicate how made to order items must be treated for the report.
Include MPS items Indicate how Master Production Schedule items must be treated for the report.
Include replenishment items Indicate how replenishment items must be treated for the report.

Selections

Field Description
Stock code selection Indicate the stock codes for which to include policies in the report
Planner selection Indicate the planner(s) to include in the report.
Supplier selection Indicate the supplier(s) to include in the report.
Warehouse selection Indicate the warehouse(s) to include in the report.
Buyer selection Indicate the buyer(s) to include in the report.
Product class selection Indicate the product class(es) to include in the report.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).