New features added, version 7.5.2, 8.5.2
Program BONO, Backorder Notify, is used to inform customers that items that could not be shipped or backordered can now be ordered.
This program uses the BO Notify Days and BO Notify Pct entered for items in program ICMM, Inventory Master Maintenance. If an item does not have values for these fields, the program will use the default values defined for the DEF_BO_NOTIFY_PCT and DEF_BO_NOTIFY_DAYS parameters in program MURM, Initialization Parameter Maintenance.
The program has two Operation Modes - Backorders and No Backorders.
The default operation mode for the program is determined by the BONO_RUN_MODE parameter in program MURM, Initialization Parameter Maintenance. When set to B, the default mode is Backorders. When set to N, or if the parameter does not exist, the default mode is No Backorders.
The setting can be changed manually in the program.
This program selects sales orders that have items that could not be shipped to be printed on a report to notify the customer. Sales order line items are defined as not being shipped if the quantity ordered is more than the quantity shipped plus the quantity backordered. The following set up is required:
In program ICMM, Inventory Master Maintenance, each item that can be selected for backorder notification must have a BO Notify Pct and BO Notify Days entered in program ICMM, Inventory Master Maintenance.
Sales order line items will be selected using the following parameters:
The customer on the sales order must have the Back Orders Ok flag set to off in program CMMM, Customer Master Maintenance.
The sales order must be status V - Invoiced and must have sales order line items with the quantity ordered is more than the quantity shipped plus the quantity backordered. The sales order ship date must be within the BO Notify Days of the system date. The BO Notify Days is entered by item in program ICMM, Inventory Master Maintenance.
The sales order line item must have a quantity on hand that is greater than the BO Notify percentage of the safety stock quantity for the item in program ICPM, Inventory Planning Data Maintenance. The BO Notify percentage is entered by item in program ICMM, Inventory Master Maintenance.
If an Override Effective Date is entered, then all sales order line items with the quantity ordered more than the quantity shipped plus the quantity backordered that were shipped between the entered effective date and the system date will be displayed.
This program selects and lists open backorders that have been assigned the backorder hold code. Backorder hold codes are defined by location in program ARLM, Location Maintenance. Backordered sales order line items can then be selected to be printed on a report to notify the customer that the backordered items are available to send.
An API is available to accept responses from your customers and generate reorders using the notification ID. For more information, contact NDS Professional Services.
Re-orders are generated with the Src Doc Type of BO_NOTIFY.
The customer's default sales reason code can be overridden for re-orders, using the BONO_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance.
An expiration date can be set for the notification using the BONO_NOTIFY_EXPIRE parameter in program MURM, Initialization Parameter Maintenance. Replies received after the expiration date will not be processed. The expiration date is determined by adding the calendar days entered for this parameter to the notification date. This feature is only valid if you are using the API to accept responses from your customers and generate reorders using the notification ID.
Selecting Customers for Backorder Notifications
The backorder notification can be sent to the customer either as an inline text message through email or fax, or as a PDF attachment using a custom report OEBOX, Backorder Notify Report. NDS does not provide a standard OEBOX report. The notification is dependent on the BONO_REPORT_METHOD parameter in program MURM, Initialization Parameter Maintenance.
The parameter has two possible settings:
MESSAGE_TEXT: The message will be sent as an inline text message reporting which items are now available. The message uses the mail/fax text information from program MURC, Report Class Definitions, for the OEBONO report class. Also included is a listing with the original order number, date, customer purchase order number, send-to name and address, and a list of items from the order which were not shipped but are now available. The subject line is prefixed with a sequence number that can be used as a reference number for the notification when the customer wishes to generate a new order. The text files generated are named in the format 'bono<seq>.txt'.
PDF_ATTACHMENT: The notification will be sent as a .PDF file generated from custom report OEBOX, Backorder Notify Report, and attached to the email.
The following MURM parameters will also need to be given values for email and fax purposes:
MAIL_SMTP_CONNECT: Valid path to SMTP mail service
MAIL_DOMAIN: Domain name for mail service
MAIL_SENDER: E-mail address to used as from/reply to
BONO_NOTIFY_RPT_PATH: Directory on database server for writing text files (this must be in init.ora UTL_FILE_DIR path), no trailing slash
BONO_REPORT_METHOD: MESSAGE_TEXT or PDF_ATTACHMENT. The PDF_ATTACHMENT method can only be used if a custom OEBOX report exists.
When using the PDF_ATTACHMENT value, NDS expects that each customer who wishes to use this program will want to design their own notification report, and does not provide a standard OEBOX, Backorder Notify Report.
The report to be printed is called OEBOX, Backorder Notify Report, and is printed by customer. All lines selected for a customer will be printed on the report.
The report must be set up in program MURC, Report Class Definitions, in the OEBONO report class.
The drill down set up for the report is as follows:
To Program: OEBOX
To Program Mode: Transmit
Key 1: control.cust_no
Key 4: 'C'
Key 5: control.cust_no
When determining the send to information for the customer, the system looks as the original order send to information for the OEBONO report class, then at the customer's send to information for the OEBONO report class in program CMMM, Customer Master Maintenance, then at the original order send to information for the OESHIP report class, and finally at the customer's send to information for the OESHIP report class in program CMMM, Customer Master Maintenance. If no information is found in any of these locations, the notification will not be sent.
1. In the Cust Class field, enter the customer class by which you wish to restrict the sales orders displayed in the lower block. Only sales orders entered for customers to whom the entered customer class is assigned with be displayed.
2. In the Location field, enter the location in which the check will be performed. Location is a required field.
The
location defines the plant in which the stock will be checked.
3. Set the Operation Mode pop-list to the desired setting - Backorders or No Backorders.
When set to Backorders, sales order line items on backorder hold will be selected for backorder notification.
When set to No Backorders, unshipped/not backordered sales order line items will be selected for backorder notification.
4. Set the Order By pop-list to the desired setting to sort the sales order lines that will be displayed in the lower block. Sales order lines can be sorted as follows:
Cust No, Item No
Item No, Order Date
5. In the Eff Date Override field, if you wish to override the items' assigned backorder notification date calculation, you can enter the desired date here, and all eligible sales order lines that were shipped between the entered date and the system date will be displayed.
6 In the Cutoff Percent field, enter the cutoff percent for available inventory. If an entry is made, then the loading process is stopped for an item when the cumulative order quantity for the item exceeds the available item quantity multiplied by the percentage entered.
7. Set the Restrict Avail to Ship-Capable Locs flag to the desired setting. When this flag is set to on, only inventory in locations with the OE Ship flag set to on in program ILMM, Location Master Maintenance, will be considered in calculating the item's available quantity. When this flag is set to off, all locations for the items are included in calculating the item's available quantity.
8 Set the Avail is Net of MFG Allocations flag to the desired setting. When this flag is set to on, the manufacturing allocations for the item will be subtracted from the on hand quantity for the item during calculation.
9. Press the [Populate Notify Table] button to calculate which sales order lines meet the criteria for backorder notification.
7. All eligible sales order line items will be displayed in the lower block.
9. For
each sales order line, you can put your cursor in one of the fields and
press the [More Detail] 
for more information about the sales order
line.
The information includes the original order number, suffix, line, original order date, original order quantity, quantity shipped, original item, customer item, manufacturer item, key sequence, and sales order location.
If an item has been superseded, it will be color coded.
10. To select sales order lines for backorder notification, set the Select flag to on.
To
select all displayed sales order lines, press the [Select All]
button.
You can deselect sales lines manually after this button has been pressed.
11. To deselect sales order lines for backorder notification, set the Select flag to off.
To
deselect all displayed sales order lines, press the [Deselect All]
button.
You can select sales lines manually after this button has been pressed.
12. When all sales order lines have been selected, press the [Transmit Item Info to Selected Customers] button.
The notification will be sent to the selected customers, including all sales order lines that were selected for the customer, using the specified Notification Method.
A brand name can be included in the notification, if desired, using the BONO_BRAND_NAME parameter in program MURM, Initialization Parameter Maintenance. When text is entered in this field and the notification is sent, the brand name will be included in the notification.
The item price for the selected sales order lines may be recalculated, depending on the setting of the BONO_REPRICE_OE parameter in program MURM, Initialization Parameter Maintenance. When set to Y, when the notification is sent, the item price is recalculated. If the new price is not zero, and is different than the current price for the sales order line, the price is changed and the override flag is set to on for the sales order line. You cannot preserve override pricing on backorders when this feature is active.
13. When all backorder notifications have been sent, press the [Clear Notify Table] button to remove the records from the table.
You can enter a location, press the [Populate Notify Table] button, and then enter another location until all desired records have been entered before selecting the customers. This allows customers with orders in multiple locations or plants to have all sales orders included in the same backorder notification.
Press this button to remove all records from the screen.
Press this button to deselect all displayed sales order lines. You can select sales lines manually after this button has been pressed.
Press this button to display more information about the sales order line. The information includes the original order number, suffix, line, order date, and order quantity. The quantity shipped, supersede item, key sequence, and sales order location are also displayed.
Press this button to select all displayed sales order lines. You can deselect sales lines manually after this button has been pressed.
Press this button to transmit the notification to the selected customers using the specified Notification Method.