Selected Records Review


Summary

The Selected Records Review is where you go to view the Period End reports. The Period End (PE) batches are produced

automatically at period end. The Selected Records Review is an important part of the Period End (PE) Event, one of the

most important parts of the K3S-Replenish® system.  


It is also a great place to go to identify products that may need your help. There are a variety of Type Codes you may select to create the

batch that fits your needs. You do not have to wait for Period End to review products that are falling outside reasonable expectations. You

can produce the report necessary to spot the problems you are looking for at any time.


As an example, the type code 'Z00' will select products with profiles that have a factor of 0.00.  Type 'Z10' will find products whose profile

contains a factor > 0 and less than .10 (.10 is a variable and can be changed). The 'Z' types give the user the tools to find potential

problem areas with their seasonal profiles. 


Replenish also provides 99 (Q01 - Q99) types the user can customize to fit their needs. In our example, 'Q01' selects products that

are out of stock and have none on order. 'Q02' will select your Top 100 products that have been out of stock 3 times in the last 6 months.


The user can customize their Period End batches to include a standard type and/or a user defined type.




To get here, take Opt. 5 Selected Records Review from the Main Menu.









K3S_3080 Select Product Review Batches


The Select Product Review Batches is where you go to review your Period End batches. The Period End (PE) batches are produced

automatically at period end. The Select Product Review is an important part of the Period End (PE) Event, one of the most

important parts of the K3S-Replenish® system.  


It is also a great place to go to identify products that may need your help. There are a variety of Types you may select to customize
the batch that fits your needs. Plus, there are 99 types ('Q') available for the user to define the logic that works for them. You do not
have to wait for Period End to review products that are falling outside reasonable expectations.


                    K3S_3090 Select Product Review Products
                    

                    The Select Product Review Products screen (K3S_3090) displays the products included in a Product Review batch.
                    From this screen, the user has the ability to select options that transfer them to the product's History screen, Product
                    Maintenance screens, All Locations for a product screen, and the Suggested Orders - Product Detail screen. With so
                    much information at your fingertips, you can analyze the product's components and make an informed decision about
                    whether or not changes should be made.


                    K3S_3100 Select Product Review Creation

                    
This screen is used to create reports based on parameters entered. Once a report is submitted to be produced, the system
                    automatically takes you into the K3S_3080 Select Product Review Batches screen where the user can select the report.
                    This screen also allows the user to view the parameters used with an existing batch.