Summary This is the place to go to run reports that will help you to better manage your inventory. The Screens and Reports are described in each section. From these reports you can learn: obsolete products overstocked products what products have a good forecast what products do not have a good forecast (could be seasonal) ranking information (most profitable, biggest selling, etc.) actual inventory (by product, supplier, groups, location, buyer, etc.) theoretical inventory actual to theoretical ratios suggested order quantities are being over-ridden by the buyer what deals are available the best order cycle in batch mode service level information How is the buyer doing with their Period End Exceptions? turns and SO MUCH MORE! The reports can be converted easily to a spreadsheet format. It would require a one time set up by your I/S department. All reports will be able to be converted to a .CSV format which can then be transferred to a spreadsheet and viewed. Option 7. Reports from the Main Menu will take you there.   1. Obsolete Products The K3S_3710 Obsolete Products screen is the Selection Criteria for the Obsolete Products Report. The report lists products that have not had sales for a number of periods. You are able to control how many history periods to include. 2. Overstock Analysis The K3S_3610 Overstock Analysis screen is the Selection Criteria screen for the Overstock Analysis Report. The report lists products that are overstocked. 3. Forecasting Accuracy The K3S_3350 Forecasting Accuracy Report screen is the Selection Criteria screen for the Forecasting Accuracy Report. The report is designed to show the user how close the product's forecast was to the actual demand. 4. Ranking Reports The Ranking Reports option takes the user to a menu (K3S_0031) where they can run 23 different ranking reports. K3S_3300 is the Selection Criteria screen where the user can customize any of the reports. 5. Inventory Performance Reports The K3S_3350 screen is the Selection Criteria screen for the Inventory Performance Report. This report compares the Actual inventory performance to the Theoretical (forecast) inventory performance. 6. Order Cycle Analysis The K3S_2044 Order Cycle Report Selection screen allows the user to enter Selection Criteria for the report. The report will print the analysis of a supplier's annual net costs to determine the most economical Order Cycle. Replenish balances the costs of placing purchase orders versus the costs of carrying inventory, taking into account the supplier's brackets. Normally, the Order Cycle Analysis is done on-line through Option 9=Order Cycle Analysis from the Supplier Maintenance screen. This report option allows the user to submit a batch job. This is helpful for really large lines that take a lot of time to calculate. 7. Deal Markup Report The K3S_3750 Deal Markup Selection screen allows the user to key in Selection Criteria for the report. The Deal Markup report provides a list of current deals. It can be used to develop a markup %. 8. Purchase Adjustments The K3S_3365 Purchase Adjustments Selection screen is where the user keys in the Selection Criteria for the report you select from the 4 options available. The report provides meaningful information about the percentage of adjustments made by the buyer to the system generated suggested orders. Progress is shown by year/month, and can help to identify possible problem areas like ‘suppliers not set up properly’ or ‘buyer needs additional training’. 9. Period End Exception Performance The K3S_7101 Period End Performance Selection screen is the Selection Criteria screen for the Period End Exceptions Performance Report. This report gives an overview of Period End Exception activity. We can now easily view how many products have and have not been reviewed. This is displayed as a number and as a percentage. This report provides feedback that shows how responsive buyers are to performing their Period End Exceptions. Only PE1 through PE5 are monitored, and the percentage of completion is shown by each passing day. If a buyer completes all Period End Exceptions on the 1st day after the history roll, then 100% will be shown under Day 1. There are columns for Day 2 through Day 5, as well as a column showing the % not reviewed at all! Make no mistake, the Period End Exception Reports are critical. Products appear only if they did not perform as expected. If not analyzed, you run the risk of incorrect information that K3S-Replenish® relies on to build orders. Not every exception requires changing data, but something out of the ordinary has occurred and the buyer needs to look at it. 10. Turns K3S_3760 is the Selection Criteria screen for the Turns (Turnovers) report. Turns is a measurement expressing how many times per year your company is able to “use” your inventory. The number of turns is one of many factors that can indicate a company’s level of success. However, considering just a company’s number of turns does not give an accurate picture; you must also consider service level and degree of profitability. 11. Regular Suppliers Lost Opportunities K3S_3780 is the Selection Criteria screen for the Regular Suppliers Lost Opportunities report. This report analyzes the purchases made through Alternate Source Suppliers, and displays by regular supplier what the Lost Opportunities were. |
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