Use this screen to generate reports ranking parts by one of five different value/usage algorithms and optionally update the part master with these rankings. Use it before you perform a cycle count and update it on a regular basis.
This field is available only when ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen. You must select a warehouse before this process can be run. Warehouse selections are filtered by the selected company. Only parts with inventory in locations in that warehouse or with reservations, orders or requisition lines linked to that warehouse are processed. All inventory and future demand quantities are accessed by warehouse.
When you select the update 
option or the update and
print 
option, the parameters are stored in the ABC_CLASSIF_WHSE
table for the corresponding warehouse. If
a row does not exist, it is inserted for the selected warehouse. The
ABC_CLASSIF table values are not updated when running the process by warehouse.
Multiple
sets of ABC classifications can exist for a given company (one set per
warehouse).
Also, when you select either of the update options, the ABC code is modified in the PART_WHSE table for rows with matching part/warehouses. If the screen count tolerance percent and count frequency percent are null, rows with values are not updated (no matter what the overwrite flag is set to). If not null, and if the PART_WHSE row’s count tolerance percent and count frequency equal zero the system updates these options as well. If PART_WHSE row values are not equal zero, the system updates them only if the override flag for the respective field is checked when running the process. The PART table values are not updated when running the process by warehouse. A row is inserted if one does not exist for a particular part/warehouse combination.
option is only available after you use the
preview 
option.Click an option to indicate how to print this report, either by ABC Class Ranking or Part.
Select the range of projects to be classified. The system-defined selections are All, One, Range, From Beginning, or To End.
Enter, or use 
to select, the range of inventory projects to be the starting
and/or ending points to be ranked. The system uses only the inventory
and cost values for the projects selected. We suggest that all projects
be selected for ABC classification purposes.
Use this group box to determine the type of parts included in the count.
Click this check box to include Make parts in this count. If you do not click this check box, Make parts are not included.
Click this check box to include Buy parts in this count. If you do not click this check box, Buy parts are not included.
From the drop-down list, select one of five different value/usage algorithms to use when ranking the parts for the ABC classification:
Cost - Click this option to rank parts in descending order by cost using the option selected in the Cost Method field. There is no change in logic for Cost when the ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen.
Cost * Future Demand - If you click this option, parts are ranked in descending order of their selected cost multiplied by the sum of the reserved quantities for the selected projects. If you have licensed the Master Production Scheduling (Materials » Master Production Scheduling) module, open forecast quantities are included in future demand calculations. When the ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen, only reservations with a warehouse matching that of the selected warehouse are used. Demand that does not have an associated INVT_WHSE_LOC is excluded.
Cost * Past Usage - If you click this option, parts are ranked in descending order of their selected cost multiplied by last year's usage quantity plus the year-to-date usage quantity for the selected projects. When the ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen, past usage is the sum of usage transactions referencing the part for the selected warehouse. This includes issues to projects/accounts, issue to purchase orders, issues to sales orders, and issues to manufacturing orders.
Cost * (Future Demand + Past Usage) - If you click this option, parts are ranked in descending order of their selected cost multiplied by the sum of the reserved quantities plus last year's usage quantity plus the year-to-date usage quantity for the selected projects. If you have licensed the Master Production Scheduling module, open forecast quantities are included in future demand calculations. When the ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen, the sum of future demand and past usage (as per above modified calculations) is multiplied by the cost.
Cost * On-Hand Inventory - If you click this option, parts are ranked in descending order of their selected cost multiplied by the current on-hand quantities for the selected projects. When the ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen, only on-hand quantities in inventory locations for a matching warehouse is used.
From the drop-down box, select the cost method to value the parts. The available methods are Average Actual, Last, Reference, and Standard. There is no change in logic for Cost Method when the ABC Classification by Warehouse check box is selected in the Inventory Settings (Materials » Inventory » Inventory Controls) screen.
Average Actual - Select this method to use the weighted average cost for all inventory abbreviations for the selected projects for that part. If you selected Acceptance in the Inventory Recognition Point field in the Inventory Settings (Materials » Inventory » Controls) screen, On-Hand and Shipping quantities are included. If you set the Inventory Recognition Point to Receipt, all quantities except On-Hold are included.
Last - Select this method to use the last cost of the project if only one project is selected; otherwise, the item last cost is used.
Reference - Select this method to use the reference cost of the project if one project is selected; otherwise, the item reference cost is used.
Standard - Select this method to use the standard cost of the project if one project is selected; otherwise, the item standard cost is used.
Enter the percentage of the total number of parts ranked to be classified in each category. The sum of percentages must add up to 100 percent. Any ties in rankings are assigned to the higher ranking, but any overflow assigned to the higher ranking is counted against the lower ranking's percentage.
You can use this screen to update the ABC codes in the parts master only if you have clicked one of the check boxes in this group box.
Click this check box to overwrite any non-zero count frequencies for any selected part. If you do not click this check box, non-zero count frequencies are not overwritten.
Click this check box to overwrite any non-zero count tolerance for any selected part. If you do not click this check box, non-zero count tolerances are not overwritten.
Click on the toolbar to update the ABC code on the
parts master for the parts selected.
option.Click on the toolbar to print and update in one process.
The information that is entered in this screen and saved as a parameter is stored in the FUNC_PARM_CATLG table. This screen also relies on the settings in the ITEM_SETTINGS_CORP table. Information for executing ABC analyses is also stored in and/or pulled from the following tables: ABC_CLASSIF, INVT, INVT_PROJ, ITEM, ITEM_CST, ITEM_PROJ_CST, PART_WHSE, PART_PROJ, PROJ, S_CST_MTHD_CD, S_ITEM_CST_TYPE, VIN_ABC, ABC_CLASSIF_WHSE, PART_WHSE, INVT_SETTINGS.
This application utilizes the following worktables when processing data: Z_IN_ABC, Z_IN_ABC2.