Rel. 8.7.2 Purchasing
Example 2
"B" package quantities are equal to 12 with the divisibility flag set to Yes as shown on the following
Primary Inventory Maintenance window:
Since the package quantity exceeds EOQ x 2 in all branches, the system does not use the package quantity in the line buy calculation.
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Solar Eclipse Purchasing Rel. 8.7.2
Example 3
"C" package quantities are equal to 12 in all branches with the divisibility flag set to No in the parent branch and Yes in the child branches.
Since the package quantity exceeds EOQ x 2 in all child branches, the system does not use the package quantity in the line buy calculation. However, since the parent branch is not divisible, the system rounds once to 132 for the line buy quantity.
38 © 2011 Epicor Software Corporation. All rights reserved.
Rel. 8.7.2 Purchasing
Example 4
"D" package quantities are equal to 12 in all branches with the divisibility flag set to No in the parent branch and No in the child branches.
The suggested purchase for the buy line is 144. This calculation allows each branch to have the minimum quantity of 12 as required without impacting the parent branch's order point.
© 2011 Epicor Software Corporation. All rights reserved. 39
Solar Eclipse Purchasing Rel. 8.7.2
40 © 2011 Epicor Software Corporation. All rights reserved.
Rel. 8.7.2 Purchasing
Identifying Procurement Buyers for Buy Lines
You can assign a procurement buyer to any buy line for any branch or territory in the company. If a procurement buyer is not assigned to a buy line, you can display the sales orders with procured items from the buy line in the Procurement Confirmation Queue using the regular buyer for the buy line.
As with other program settings, the system looks to the branch level to apply the setting. You can identify a procurement buyer for a branch or a territory.
To associate a procurement buyer with a buy line:
1. From the Purchase > Maintenance menu, select Buy Line Maintenance to display the Buy
Line Maintenance window.
2. Display the buy line to which you want to assign a procurement buyer.
3. From the Information menu, select Additional Data to display the additional data parameters.
4. From the File menu, select Toggle Hierarchy to specify a branch or territory.
5. Enter the branch number in the dialog box.
6. In the Procurement Buyer field, enter the user ID you want.
7. Save your changes and exit the window.
© 2011 Epicor Software Corporation. All rights reserved. 41
Solar Eclipse Purchasing Rel. 8.7.2
Procurement Group and Buy Line Hierarchy
A procurement group describes the transfer paths between branches for branch replenishment and emergency procurement sources. A buy line groups products together to meet a vendor target for
purchasing. See the Procurement Groups Overview and the Buy Lines Overview for a complete
description.
Procurement groups work in a hierarchy. You can override the system default by assigning procurement groups to buy lines and products within buy lines. Parameters are set during installation at a system level as illustrated in the hierarchy pyramid below:
The system uses the DFLT procurement group, if it is not overridden at the buy line or product level.
A procurement group assigned to a buy line overrides the system default.
A procurement group assigned at the product level overrides one assigned at the buy line and system default levels.
The system uses this hierarchy throughout. The Customer/Vendor Level does not apply in procurement groups.
42 © 2011 Epicor Software Corporation. All rights reserved.
Rel. 8.7.2 Purchasing
Entering Lead Time Information for Buy Lines
The system uses lead time information for determining the average lead time for the buy line, lead factor, and minimum lead samples. The system default values display in parentheses.
The lead time is the number of days it takes a vendor to supply stock, from the date of a submitted purchase order to the date of received shipment. The system calculates the median lead time days using the lead time factor for each product that makes up the buy line. You can use the median lead time or override the lead time for a buy line based on your knowledge of the products that make up that buy line.
The lead time you enter to bypass the system lead time overrides any lead time set at the product level.
The lead times set at the product level remain on the system, but are not used while the override lead time is set.
Seasonal products use a calculated lead time for that season.
To change the default lead time information for a buy line:
1. From the Purchase > Maintenance menu, select Buy Line Maintenance to display the Buy
Line Maintenance window.
2. In the Default Lead Time field, enter the number of days it takes for stock to arrive at the warehouse, from placement of a purchase order to the receipt of new products.
3. In the Override Lead Time field, enter the number of lead time days to use in place of any calculated or user-defined lead time for all products within this buy line. This field is optional.
4. In the Default Lead Factor field, enter the number of most-recent stock receipts that the system should examine to calculate the median lead time for this buy line.
5. In the Minimum Sample field, enter the minimum number of most-recent purchase orders that the system should examine to determine the lead time for products in the buy line. This factor works with the default lead factor entered in the Default Lead Factor field to create a time period for estimating the lead time days for a product.
If the product has not been received on this number of purchase orders, the system uses the value specified in the Default Lead Time Days If Product And Buy Line Have None control maintenance record to determine the lead time for the product.
Note: The minimum lead samples factor in this field only applies if one is not set at the product level. This factor displays in the Minimum Lead Factor column on the
Forecast Parameters Maintenance window.
6. Save your changes and exit the window
© 2011 Epicor Software Corporation. All rights reserved. 43
Solar Eclipse Purchasing Rel. 8.7.2
Setting Up Minimum Order Cycle Days for Buy Lines
The Suggested P/O calculations expand or contract to meet the vendor target. If the order cycle contracts to less than the minimum order cycle days set at the buy line level, the Suggested P/O uses the minimum order cycle days instead. A minimum order cycle prevents you from issuing purchase orders so often that it becomes counter-productive. If a minimum order cycle is not set at the buy line level, the Suggested
P/O uses the minimum order cycle days specified at the system level. For more information about the
minimum order cycle, see How the Minimum Order Cycle Works.
For multiple branch companies, the minimum order cycle of buy lines being transferred to child branches should be equal to or greater than the minimum transfer cycle. Otherwise child branches will not receive sufficient stock when the Suggested P/O program contracts the estimated order cycle days below the minimum order cycle.
To set the minimum order cycle days at the buy line level:
1. From the Purchase > Maintenance menu, select Buy Line Maintenance to display the Buy
Line Maintenance window.
2. In the Buy Line ID field, enter a buy line name and press Enter.
The buy line details display. The control line that displays shows the settings at the control maintenance level. All branches inherit these settings, unless otherwise overridden. Branches that have overriding information display with an asterisk (*) in the field that has been changed.
3. From the File menu, select Toggle Hierarchy and enter the branch you want to change and the territories to which it is assigned.
4. In the Minimum Cycle field, enter the minimum number of days to use as the order cycle.
If no value is specified at the buy line level, the system uses the Minimum Order Cycle Days
For Suggested P/O control maintenance record. This value is displayed in the Control line.
6.
5. From the File menu, select Save to save your changes and return to the previous window.
Save your changes and exit the window.
44 © 2011 Epicor Software Corporation. All rights reserved.
