Management Controls

 
Summary

The K3S_0040 Management Controls Menu is just one place K3S gives you the ability to determine how the system will work for your company.
While some software companies will offer customization (for a fee) to make their software fit into your environment, K3S gives you the tools to do
it yourself
. The goal of K3S is to keep our customers at the latest version of our software so that they can take advantage of new features and we
can support everyone in the best way possible.

From this menu, the user can select the specific type of management control feature to display, change or add. 
  

 
One way to get here:

8. Management Controls from the Main Menu







 
1.  Company
                

                The K3S_9300 Company Maintenance screen holds the Company defaults for the K3S-Replenish® system. The Location Maintenance
                screen is very similar to this screen. If a field default is given in the K3S_9320 Location Maintenance screen it will take precedence over
                what is given here. The company defaults are used when no other values exist for the specific fields described here. 

                K3S_9300 Company Maintenance - 1 of 3
                

                  The K3S_9300 Company Maintenance screens hold the Company defaults for the K3S-Replenish® system. Those defaults include
                  factors that control or filter Period End Exceptions, Deal buying, Forecasting controls, Alternate source buying, and P.O. costs.

                K3S_9300 Company Maintenance - 2 of 3

                
The K3S_9300 Company Maintenance - 2 of 3 screen contains Forward buy criteria, Overstock criteria, Seasonality criteria, and
                  other important defaults.


                K3S_9300 Company Maintenance - 3 of 3

                
The K3S_9300 Company Maintenance - 3 of 3 screen contains Other company flags.



2.  Locations

                K3S_9320 Location Maintenance

                
This is the initial K3S_9320 Location maintenance screen. Here you simply choose which location to update from the list given.

                K3S_9320 Location Maintenance - Change Screen 1 of 3

                
The K3S_9320 screen holds the Location defaults for the K3S-Replenish® system. The Company Maintenance screen is very similar
                  to this screen
and the company values are used when no other values exist for the specific fields described here.

                K3S_9320 Location Maintenance - Change Screen 2 of 3

                
The K3S_9320 Location Maintenance - Change Screen 2 of 3 contains Management Controls for a location. If a location does not have these
                  parameters entered, the Company's values are used.

                K3S_9320 Location Maintenance - Change Screen 3 of 3

                
The K3S_9320 Location Maintenance - Change Screen 3 of 3 contains Other Location Flags.

                K3S_9320 Location Maintenance - Add 1 of 3

                
When adding a new Location, the K3S_9320 Location Maintenance Add screen pulls in defaults from the Company Maintenance K3S_9300
                  screen. You may override the defaults, depending on the specific location's requirements. 

                K3S_9320 Location Maintenance - Add 2 of 3

                
The K3S_9320 Location Maintenance Add screen is where the defaults for new locations are added. This screen pulls in defaults from the
                  Company Maintenance K3S_9300 screen. You may override the defaults depending on the specific location's requirements. 

                K3S_9320 Location Maintenance - Add 3 of 3
                

                  The K3S_9320 Location Maintenance Add screen 3 of 3 initially contains defaults from the Company Maintenance K3S_9300 screen.
                  You may override the Other Location Flags defaults depending upon the specific location's requirements. 
             

3.  Buy groups

                K3S_4000 Buy Group Maintenance

                
The K3S_4000 Buy Group Maintenance Screen is where you add a new Buy Group, delete a Buy Group, or select an existing Buy
                  Group to change.

                K3S_4000 Buy Group Maintenance - Add
                

                  The K3S_4000 Buy Group Maintenance - Add screen is where Buy Groups are added.

                K3S_4000 Buy Group Maintenance - Change
                

                  The K3S_4000 Buy Group Maintenance - Change screen allows you to change the Buyer Name or User.
         

4.  Buy group Service Level Targets

                K3S_4030 Service Level Targets

                
The K3S_4030 Buy Groups Service Level Targets screen allows the user to assign service level targets by Buy group and/or Location
                  or exclude a Buy group or Location from Service level target updates. This is the selection screen where all Buyers and Locations appear
                  for selection.


                K3S_4030 Service Level Record - Change

              
The K3S_4030 Service Level Record for Buy Groups - Change screen allows the user to change the service level targets by Buy Group and/or
                 Location based on the sales value in dollars and/or units. You may also freeze service level targets from processing by excluding a Buy Group
                 and/or Location.


5.  Buy group period ending filter values

            It is helpful to setup period end filter values for buyers in an area with lots of slow moving products, such as cosmetics.  By setting these filters,

            those extremely slow moving products will be filtered out when period end exception batches are generated on the 1st of every period.  Without
            the filters set, a buyer could have several hundred period end exceptions every month on products that do not need to be reviewed.  

                K3S_4010 Period End Filter Values
                

                  The K3S_4010 Period End Filter Values screen gives the user control of their Period End Exceptions by allowing the setting of filter values
                  by Buyer and Location. The filters allow the buyer to exclude products that sell less than x units or x dollars or those whose forecast was changed
                  manually in the last 30 days. Period end filter values are available for PE 1 - 9.

                K3S_4010 Period End Filter Records - Add

                
The K3S_4010 Period End Filter Values screen gives the user control of their Period End Exceptions by allowing the setting of filter values
                  by Buyer and Location. The filters allow the buyer to exclude products that sell less than x units or x dollars or those whose forecast was changed
                  manually in the last 30 days. Some PE 1 - 5 filters are added during the install process.

                K3S_4010 Period End Filter Values - Change
                

                  The K3S_4010 Period End Filter Values screen gives the user control of their Period End Exceptions by allowing the setting of filter values
                  by Buyer and Location. The filters allow the buyer to exclude products that sell less than x units or x dollars or those whose forecast was changed
                  manually in the last 30 days.

                K3S_4010 Period End Filter Values - Delete
                

                  The K3S_4010 Period End Filter Values screen gives the user control of their Period End Exceptions by allowing the setting of filter values
                  by Buyer and Location. From this screen you can delete a Period End Filter record.


                K3S_4010 Period End Filter Values - Copy
                

                  The K3S_4010 Period End Filter Values screen gives the user control of their Period End Exceptions by allowing the setting of filter values
                  by Buyer and Location. The copy option allows you to copy values from one Buy group/Location to another.


6.  Users

                K3S_9330 User Maintenance

                
The K3S_9330 User Maintenance screen allows you to View or Delete a User.
        
                K3S_9330 User Maintenance - Change
        
                
The K3S_9330 User Maintenance screen allows you to change the Name and Domain of users.


7. User preferences

                K3S_9040 User Preferences
             

                The K3S_9040 User Preferences screen is the place to set up User Preferences for the K3S system. What is set here
                becomes a default for the specified user in the K3S system. User Preferences give the user the ability to customize
                certain screens and values. For example, if you would like to see the Deal Factor Types always displayed as a percentage,
                this would be the place to set that. Every User can have different values, if desired.
               
                K3S_9040 User Preferences Record - Screen 1 of 2

                
Screen 1 of 2, K3S_9040 User Preferences Record is the place to set up User Preferences for the K3S system. What is
                set here becomes a user default in the K3S system. For example, in the Suggested Orders a user can choose what to display on
                the Order Summary and Product Summary screens.


                K3S_9040 User Preferences Record - Screen 2 of 2

                
Screen 2 of 2, K3S_9040 User Preferences Record is the place to set up User Preferences for the K3S system. What is
                set here becomes a user default in the K3S system. User Preferences give the user the ability to customize certain
                screens and values to fit their environment. For example, the user can choose how to display date and time. 



8.  Product service level exceptions

                K3S_3400 Service Level Target Exceptions

                
The K3S_3400 Service Level Target Exceptions screen is the place to enter Exceptions to your Service Level Targets.
                Exceptions can be entered by Location, Product, or Supplier
. When service levels are updated, the exceptions will be
                frozen from update. This is helpful on your top and bottom service level goals.

                K3S_3400 Service Level Target Exceptions - Add

               
This is where you add new Service Level exceptions.

                K3S_3400 Service Level Target Exceptions - Change

               
This is where you change existing Service Level Exceptions.


9.  Product group service level targets

                K3S_4031 Product Group Service Targets
         

                K3S_4031 Product Group Service Targets enables the setting of service level targets by Product Group Codes.
                  Customers who set Service Level Targets using Product Groups can set the Minimum Service Level used to control SV checks.
                This feature highlights the top sellers so instead of searching through the OP’s for your top selling products it is a subset of
                the OP’s. 


                K3S_4031 Product Group Service Level Targets - ADD

               
This is the place to ADD Product Group Service Level Targets.

                K3S_4031 Product Group Service Level Targets - Change

               
This is the place to CHANGE Product Service Level Targets.

                K3S_4031 Product Group Service Level Targets - Copy

               
This is the place to COPY one Product Group Service Level Target to another.

                K3S_4031 Product Group Service Level Targets - Delete

               
This is the place to DELETE a Product Group Service Level Target.

                K3S_4031 Product Group Service Level Targets - View
    
               
This is the place to VIEW Product Group Service Level Targets.

                K3S_4038 Product group Service Level Changes Log - 1a

                
The Product Group Service Level Changes Log will show the history of product group service level adds,
                changes and deletes.

                K3S_4038 Product Group Service Level Changes Log - 1b

                
The Product Group Service Level Changes Log will show the history of product group service level adds,
                changes and deletes.


                K3S_4038 Product Group Service Level Changes Log - 1c        

                
The Product Group Service Level Changes Log will show the history of product group service level adds,
                changes and deletes.


                K3S_4038 Product Group Service Level Changes Log - 1d
                
                
The Product Group Service Level Changes Log will show the history of product group service level adds,
                changes and deletes.

   

                K3S_4038 Product Group Service Level Changes Log - Log info

                
The Product Group Service Level Changes Log will show the history of product group service level adds,
                changes and deletes.






10. Supplier/Product group service level targets

                K3S_4131 Supplier/Product group service level targets

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