Min/Max

Important

If the Enable Min Max in Item Adjust check box is cleared in he Preferences window (see “Preferences”), the Min/Max button in Item Adjustment will be grayed out and none the functionality described in this section will be disabled.

This feature allows you to set a Minimum On Hand Level, Maximum on Hand Level, and Minimum Purchase Quantity for items highlighted in this screen, paralleling the values that can be set on an item in the CDB. When you set any of these values on an item in Central Price Book, they will not impact the items in the CDB until you initiate a Distribute to Sites event.

Select the items on which you wish to set Min/Max values and click Min/Max. The following window appears:

Set Min/Max Values

Note

Additional detail on the following concepts is available in the CDB User’s Guide.

Minimum On Hand Level — Type the minimum number of the item you want to have on hand at all times. For example, if you want to keep 50 items in stock at all times, type, 50. Once you DTS, when you have 50 or less of the example item in stock, the CDB will flag it for reordering on the Inventory Reorder report. This value is sometimes referred to as the “trigger” value. An empty box means no change to what is current.

Maximum On Hand Level — The maximum number of units you want to stock. When the Quantity on Hand value meets or is less than the Minimum on hand level, the system knows to reorder up to the Maximum on Hand Level in increments equal to the Minimum Purchase Quantity level. And empty box means no change to what is current.

Minimum Purchase Quantity — The minimum number of units you must order from your vendor. CDB’s Inventory Reorder report and CAO feature uses this value when suggesting a reorder quantity. For example, if the minimum purchase quantity is 12, it will suggest reordering in increments of 12: 12, 24, 36, 48, etc. An empty box means no change to what is currently in the price book.

Click OK and the values recorded in this window will be staged so that the next time you initiate a Distribute to Sites event, the values will be applied to items in the affected sites.

— Click this button to call up the Min/Max Change report so you can see the impact of your proposed changes before committing them:

Min/Max Change Report

Tip

Print controls you can use with this report are described in “Print Controls”.