• Actions button on the Purchasing tab of the Product Performance and Purchase Recommendations routine.

Enter the Auto-Fill Days value you want to use for this vendor for the Just-In-Time Inventory feature.  When determining the auto-fill days for an order, the system first checks for auto-fill days value in the Advanced Vendor Settings (first by product group, then by product category, then by vendor).  If no value exists at any those fields, the system references the number in the Auto-Fill Days field in the Point of Sale Control Settings.  

This is not a required field.  To enter auto-fill days exceptions by product category and/or by product group, select either Category Exceptions or Group Exceptions from the Action menu available at this field.  

Enter the purchase lead days for this vendor.  That is, enter the usual number of days it takes to receive goods from this vendor after a purchase order has been generated.

 To enter purchase lead days exceptions by product category and/or by product group, select either Category Exceptions or Group Exceptions from the Action menu available at this field.

Enter the usual excess stock days used for merchandising analysis for this vendor (that is, the default excess stock days for this vendor). This value represents the number of days' supply of merchandise you consider to be beyond your requirements.  This field is used in conjunction with the Report Automatic Purchase Order Replenishments routine, which calculates total days supply by dividing the current net available by the calculated weekly sales rate.

To enter excess stock days exceptions by product category and/or by product group, select either Category Exceptions or Group Exceptions from the Action menu available at this field.  

When determining excess stock days, the system checks the following fields for a value, using the first one it finds:

• Lead Days fields on the Advanced Vendor Group Exception Settings - Excess Stock Days screen

• Lead Days fields on the Advanced Vendor Category Exception Settings - Excess Stock Days screen

• Excess Stock Days field in the Advanced Vendor Settings

Enter the minimum stock days used for merchandising analysis for this vendor (that is, the default minimum stock days for this vendor). This value represents the number of days' supply of merchandise you consider to be below the safe stock level. This field is used with the Product Performance and Purchase Recommendations, which calculates total days supply by dividing the current net available by the calculated weekly sales rate.

To enter minimum stock days exceptions by product category and/or by product group, select either Category Exceptions or Group Exceptions from the Action menu available at this field.  

When determining minimum stock days, the checks the following fields for a value, using the first one it finds:

• Lead Days fields on the Advanced Vendor Group Exception Settings - Minimum Stock Days screen

• Lead Days fields on the Advanced Vendor Category Exception Settings - Minimum Stock Days screen

• Minimum Stock Days field in the Advanced Vendor Settings

Use this field to associate factory warranties with products by vendor (rather than by Product).  When a product appears on an order, the system checks the Product file and then the Advanced Vendor Settings for a factory warranty, attaching the first warranty it finds or none if one is not found.  

If the system attaches a factory warranty to an order item via the Advanced Vendor Settings, the system does NOT also update the Product file with the warranty.  You must manually add the warranty to the product via the Product file.

If you click on the Search button, a list of factory warranties appears from which you can choose. If you click on the Actions button, you access the Advanced Vendor Category and Group Exception Settings - Factory Default Warranty window, which you can use to exclude certain categories or groups.

Enter the Deduct From Invoice Settings (DFI Codes) that represents the discount to be used as the automatic default during Purchase Order entry.

 To enter discount costing exceptions by product category and/or by product group, select either Category Exceptions or Group Exceptions from the Action menu available at this field.

Enter the code of the vendor rebate you want to use as the automatic default for this vendor during Purchase Order Entry. If you click on the Search button, a list of vendor rebate codes appears from which you can choose.  If you click on the Action button at this field and select either Category Exceptions or Group Exceptions from the menu to enter volume rebate exceptions by product category and/or by product group.

The default plan type displays from the Vendor Rebate Settings.  The following types may appear:

• D (Dollars Per Unit Purchased) - the figure in the Amount field is a dollar amount

• P (Percent of Dollars Purchased) - the figure in the Amount field is a percent.

If the Landed Freight Active field is enabled in the Costing Control Settings, use this field to activate the Landed Freight feature for the selected vendor. If the Landed Freight Active field is not enabled in the Costing Control Settings, this field is inactive.

The Landed Freight feature includes freight amounts in landed costs.  If you check the box at this field, you activate the associated Cost and Type fields (see below).  

If you click on the Actions button at this field, a menu appears with the following options:

• Category Exceptions

• Group Exceptions

Use these options to enter landed freight exceptions by product category and/or by product group.

Specify a calculation type to use for this add-on cost. The selection you make here affects the value in the associated Cost field. You have the following options:

• Percent - multiple the value in the Cost field by the line item cost of each item you purchase from this vendor.

• Dollar - apply the value in the Cost field as a flat dollar amount for each item you purchase from this vendor.   

Select this option to establish a default add-on landed cost for this vendor. The label (if any) for this field is established in the Costing Control Settings. If you click on the Actions button, a menu appears with the following options:

• Category Exceptions

• Group Exceptions

Use these options to enter landed freight exceptions by product category and/or by product group.  

Select

• Percent if the add-on cost amount is a percentage,

• Dollar if the add-on cost amount is a dollar amount, or

• Calculate to apply a custom calculation. Call STORIS for information.

Select this option to establish a default add-on landed cost for this vendor. The label (if any) for this field is established in the Costing Control Settings. If you click on the Actions button, a menu appears with the following options:

• Category Exceptions

• Group Exceptions

Use these options to enter landed freight exceptions by product category and/or by product group.  

Select

• Percent if the add-on cost amount is a percentage,

• Dollar if the add-on cost amount is a dollar amount, or

• Calculate to apply a custom calculation. Call STORIS for information.

Select this option to establish a default add-on landed cost for this vendor. The label (if any) for this field is established in the Costing Control Settings. If you click on the Actions button, a menu appears with the following options:

• Category Exceptions

• Group Exceptions

Use these options to enter landed freight exceptions by product category and/or by product group.  

Select

• Percent if the add-on cost amount is a percentage,

• Dollar if the add-on cost amount is a dollar amount, or

• Calculate to apply a custom calculation. Call STORIS for information.

Select this option to establish a default add-on landed cost for this vendor. The label (if any) for this field is established in the Costing Control Settings. If you click on the Actions button, a menu appears with the following options:

• Category Exceptions

• Group Exceptions

Use these options to enter landed freight exceptions by product category and/or by product group.  

Select

• Percent if the add-on cost amount is a percentage,

• Dollar if the add-on cost amount is a dollar amount, or

• Calculate to apply a custom calculation. Call STORIS for information.

Select the number of weeks (from 1-13) to use when calculating the sales rate for each product for this vendor.  The system uses the following formula to calculate the sales rate:

Sales Rate = Total Units Sold / Number of Weeks

If you check the box at this field, the Automatic Purchase Order Replenishment process includes all back-ordered items (that is, all sold-but-not-reserved items) in its calculations.

If you leave the box blank, Auto PO Replenishment

• includes only the sold-but-not-reserved items in which the estimated/scheduled delivery date falls within the order item's auto-fill days based on today (with today being the "run" date),

• includes orders with no delivery date but with a status of ASAP, and

• excludes orders with a status of CWC.

Use this field to specify the sort order for purchase order reports generated during the Auto PO Replenishment process.  You have the following options:

• Vendor Model

• Product

• Category

• Group