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  1. Locate the Title using one of the search methods.

  2. Select Edit for the Title to work.

  3. Review/work the title. Select Save.

  4. Alternatively, use the filters to select a Term(or whatever filter) you want to work on and select Work Order Decisions to be taken through all Order Decisions.

Note:

If you have a title adopted for more than one active/open term you will see the title displayed twice and will need to filter by term, along the right side, to isolate the record to select.

Note: 

On the Order Decision screen, there are fields you can edit and fields that provide information from other parts of the software.  As the header portion of the screen is simply product information from Product Maintenance, we will not cover it in this document.

Order Decision Record

  1. The goal is to move the Status to Worked either manually or by changing a quantity field.

  2. After selecting Edit or Work Order Decisions, the information displays.

  3. If desired change Quantity to Provide, Allocated, Order Short, Auto Order Tolerance, Max or Estimated Buyback.

  4. Check or uncheck Want List and/or Buyback Title checkbox.

  5. If not making any changes, select Status drop down and change to Worked.

  6. Select Save.

Note: Worked status is required for Autogen POs, Want Lists, and Buyback.

Order Decision Record Terminology

Order Equation

 

(Requested)

 

Quantity to Provide (QTP)

-

Allocated

-

Order Short

-

Estimated Buyback (EBB)

 

or Actual Buyback (ABB)

 

   or No Buyback

-

On Order

-

Received

=

Open to Buy (OTB)

  • Underlying equation to calculate Open to Buy (OTB).

  • OTB used for Autogen Purchase Orders, Want Lists, and optionally for Buyback Lists.

  • Buyback Lists can also be created using Estimated Buyback, Max Buyback, or a percentage of Quantity to Provide (QTP)

Term

Definition

Requested

Cumulative total from the requested field in all course request using that title.

Open to Buy

Quantity still needed to buy to meet QTP.

New/Used SOH

Current SOH from Product Maintenance.

Status

Begins in Work, goal is to move to Worked. Changes to Requested and/or QTP can move it from Work to Worked.

Quantity to Provide

Starts as the same as Requested but can be edited.

Allocated

You can opt to Allocate some of your existing SOH to the term.  Note this will not change your SOH but is memo only.

Order Short

Order Short is an optional factor. If you know you will order less than the QTP, it subtracts the amount entered here from the QTP. Subtracted only if you have checked the Subtract Order Short box in the Terms.  You can change it as needed.

Auto Order Tolerance

Enter a quantity at or below which you do not want a proposed order generated by the system. This optional field is a way to prevent ordering small quantities of a title.

Want List Title

Check this box if you want the title to be eligible for a want list.  Uncheck if you don’t.

Buyback Title

Check this box if you want the title to be eligible for a Buyback list.  Uncheck if you don’t.

Max Buyback

Optional field and can be left zero. If not left zero can be used for a buyback list.  Does not impact order equation.

Estimated Buyback

Enter the amount, if any, you think you will get at buyback.  One of 4 fields you can use to create buyback list.

Actual Buyback

Records the amount actually bought during buyback.

On Order

Quantities on proposed or open POs, for the term display here.  Impacts OTB.

Received

As quantities are received they move from On Order to received. Impacts OTB.

Returned

Tracks returns done for the term.

Sales New/Used

Tracks sales posted to the term.

Estimated Enrollment

Cumulative estimated enrollments entered at course requests.

Actual Enrollment

Cumulative actual enrollments entered at course requests.

Ending Inventory

SOH at the time the term is closed.

Status
colourRed
titleFirst Published 03/18/2021

Status
colourBlue
titleEdited 05/17/2022

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