Work 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

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.

FIRST PUBLISHED 03/18/2021

EDITED 05/17/2022