Work Order Decisions

The goal of Order Decisions is to help you order books from the Publishers. Order decisions gives you tools to adjust how many books you are buying from the publisher and to make informed decisions based on the SOH, Buyback, On Order, how many are on POs, and historical data.

In the Order Decisions home page, there are filters provided to narrow down the results on page, making it easier to search for and work order decisions.

Work Order Decisions for the Term

Use the filters to select the Term you want to work on and select Work Order Decisions to be taken through all Order Decisions.

You can filter it further by work status to “Not Worked” for all order decisions not in a worked status.

Work on a single title

IF you are wanting to look at one title, Locate the Title using one of the search methods. (Note: If the title is on more than one term, you may want to filter it to the desired term)
Select Edit on the Title.
Review/work the title in Edit Order Decision. Select Save.

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

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

After selecting Edit or Work Order Decisions, the Order Decision for the title displays.
Make desired changes to Quantity to Provide, Allocated, Order Short, Auto Order Tolerance, Max/Estimated Buyback.
Check or uncheck Want List and/or Buyback Title checkbox.
These boxes must be checked for the title to appear on a Want List or Buyback List.
If you are not making any changes and everything looks good, select Status drop down and change to Worked.
Select Save or use the next arrow at the top of your screen to work your next order decision. It will save between records.

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

You are able to see the history of the title if there is any by selecting the # of Previous Terms to Display.

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 update your open to buy.
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 01/27/2023