Open To Buy Department Settings
(OTB Department)
Access
Support Files: Category, Group, Region, Buying Group.
Tabs: Category, Group, Region, Buyer, Planning Table
Use this routine to plan and setup the Report Open To Buy Information routine. You set up one or more buying budgets, then run the report periodically, for example to display any items in the budget still "open to buy". Purchasing agents can use the Open To Buy Report to compare actual and planned sales statistics for sales dollars, cost dollars, and inventory dollars.
You can create departments consisting of either categories and groups or regions and buyers (that is, depending on the setting at the Open to Buy Department Control field in the Purchasing Control Settings). You can assign each category/group or region/buyer to a single department only.
You cannot combine the same region and buying group in more than one department.
Records must contain at least one valid category/group or region/buying group.
Regional Processing rules do not apply when entering or editing records in this routine, but they do apply in the Report Open To Buy Information routine.
Department CodeThis is the code that represents this Open To Buy Department.
Category
Use this tab to set up buying departments by product category. This tab is active only if the Open to Buy field in the Purchasing Control Settings is set to Product/Category Group.
Department DescriptionEnter or edit the description of the current buying department.
CategoryUse this field to enter or edit the list of categories reporting to this department. To add a category to the list or remove a category from the list, enter the category code here. If you click on the Search button, a list categories appears from which you can choose. Once you make your selection, click on Add to add the Category, or Remove to delete the Category from the list.
Group
Use this tab to set up buying departments by product group. This tab is active only if the Open to Buy field in the Purchasing Control Settings is set to Product/Category Group.
GroupUse this field to enter or edit the list of groups reporting to this department. To add a group to the list or remove a group from the list, enter the group code here. If you click on the Search button, a list groups appears from which you can choose. Once you make your selection, click on Add to add the group, or Remove to delete the group from the list.
Region
This tab is active only if the Open to Buy field in the Purchasing Control Settings is set to Region/Buying Group.
Department DescriptionEnter or edit the description of the current buying department.
RegionUse this field to enter or edit the list of regions reporting to this department. To add a region to the list or remove a region from the list, enter the region code here. If you click on the Search button, a list regions appears from which you can choose. Once you make your selection, click on Add to add the region, or Remove to delete the region from the list.
Buyer
This tab is active only if the Open to Buy field in the Purchasing Control Settings is set to Region/Buying Group.
Buying GroupUse this field to enter or edit the list of buyers reporting to this department. To add a buyer to the list or remove a buyer from the list, enter the buyer code here. If you click on the Search button, a list buyers appears from which you can choose. Once you make your selection, click on Add to add the buyer, or Remove to delete the buyer from the list.
Planning Table
Use this tab to specify planned sales and/or planned EOM (End of Month) inventory costs for a selected category/group or region/buying group for a selected month. You can specify any month from the previous year or the following year.
Gross Margin %Enter the gross margin percentage (one decimal place) that you anticipate for this department.
Freight Factor %Enter the freight factor percentage (one decimal place) you want to use in calculations requiring landed cost on the Report Open To Buy Information.
Stock %Enter the percent of inventory that represents stock merchandise (the remaining percent represents special-ordered merchandise).
Month/YearSelect the month and year for which to enter, edit, or remove planned sales and/or planned inventory. If you click on the Arrow, a list of available months appears from which you can choose.
Planned SalesEnter the planned sales (in dollars, in thousands) for each month for this department. If by region/buying group, the total amount of all categories in the department displays.
Planned Inventory EOMEnter the planned end-of-month inventory cost dollars, in thousands, for this department. The system applies this amount to all months. Be sure to include landed add-on costs in your entry.
Last Year Planned SalesIf available, planned sales for each month for the previous year displays.