Added to NDS Applications, version 7.5.2
Program POIK, PO / Item Kiosk, is used to aid in purchasing decisions for the future by providing planning, stock status, purchasing, quantity breaks, shipment history, and forecast information for an item. Items queried can be limited to those with an on hand quantity that is within a specified percentage of the reorder point.
The information returned includes:
* Item planning information, including the preferred vendor, item number, stock unit of measure, buyer code, planner code, reorder point quantity, total lead time, on hand quantity, percentage above reorder point, forecast daily demand, days to reorder point, days to safety stock, safety stock quantity, minimum order quantity, order multiple, sales allocations, manufacturing allocations, and on order quantity.
* Sales statistics information, calculated using the Sales Statistics Control Parameters, including the Service Z factor and Horizon values used to calculate the statistics. The values calculated include the population, mean quantity, standard deviation, maximum shipped quantity, calculated quantity, and year to date sales. The previous year's sales and the year to date sales are also displayed.
* Pricing information, including the minimum quantity, unit price, discount percentage, marginal analysis quantity, marginal analysis cost, and marginal analysis unit cost. Press the [Legend] 
button to view the meaning of the colors for the pricing bracket records.
Black -- lower qty bracket, not pertinent
Blue -- current qty bracket for PO line
Brick -- higher qty bracket, higher unit cost than current purchase order line (unfavorable)
Green -- higher qty bracket, lower total cost ( most favorable situation ).
Purple -- higher qty bracket, lower unit cost, higher total cost
* Open purchase orders for the vendor are displayed, including the purchase order number, buyer code, purchase order date, purchase order total, ship via code, and drop ship flag. When an open purchase order is selected, the open lines for the item on that purchase order are displayed.
* Open purchase orders lines for the item are displayed for the selected purchase order, including the vendor number, purchase order number, purchase order line, quantity ordered, quantity received, due date, purchasing unit of measure, unit of measure conversion, unit price, override cost flag, price unit of measure, and extended price. Purchase order lines can be added to existing purchase orders.
The program can be used to perform a statistical analysis on the shipment history for sales orders for an item and to calculate a purchase order quantity that satisfies the desired service level based on that history. The Service Z Factor and Horizon field are used for the analysis, which is used to help the buyer understand the past effect of sales activity within lead time and to plan a purchase order quantity that will prevent the stock from being depleted.
* Default values for the Service Z Factor and Horizon fields are determined by the POIK_SERVICE_Z parameter and the POIK_STAT_HORIZON parameter in program MURM, Initialization Parameter Maintenance.
The Horizon is the number of days back from and including the current system date for which the analysis will be performed.
The statistical analysis reads through the item transaction log for the range of dates provided by the system date and the horizon days.
The item shipments are tracked in the terms of how they fall into the lead time interval using the total quantity shipped within any given lead time interval where shipping of the item has occurred. A normal distribution of the samples is performed to determine the mean and standard deviation. If a Service Z Factor was specific, then the order quantity that satisfies that service level is calculated. The Z factor is expressed as the number of standard deviations from the mean. Values between 1 and 3 are typical for this parameter.
1. If you wish to view only items that are within a specified percentage of the reorder point, in the ROP Threshold Pct field, enter the desired percentage.
* The query is restricted to item that have a non-zero reorder point value in item planning, and the on hand quantity is below the reorder point value plus this percentage. For example, if you entered 10 in the field, items with an reorder point quantity of 100 with an on hand quantity of less than 110 will be returned.
2. Enter the query information in the upper block.
3. In the PO Filters section, you can filter the purchase orders returned.
* Set the Unprinted Only flag to on to only display purchase orders that have not been printed.
* In the Created On or After field, enter the earliest date for which you wish to see purchase orders displayed. The program will return only purchase orders with a PO Date on or after the date entered here.
4. Press [Execute Query].
5. The purchasing information for the item's preferred vendor is returned by default. If you wish to view the information for a different vendor, query the item and its preferred vendor. Then, enter the desired vendor in the Preferred Vendor field and tab out of the field. The information for the new vendor and item will be queried.
6. In the Open PO's for Vendor, if you click on a purchase order, the purchase order lines for the queried item will be displayed in the Open PO's for Item section.
7. Purchase order lines in the Open PO's for Item section can be modified, and new purchase order lines can be added.
* To add a new line for the queried item to a purchase order, select the desired purchase order.
* In the Due Date field, enter the date on which the item is due.
* In the Qty Ordered field, enter the quantity ordered.
* In the U/M field, enter the purchase unit of measure for the item.
* In the PO Unit Cost field, enter the unit cost for the item.
* Press [Commit].
8. In the Pricing section, if you double click on a price bracket that has a minimum quantity that is greater than the quantity on the current purchase order line, a pop-up message will be displayed asking you if you wish to change the quantity on the order line to the minimum quantity for that price bracket. Selecting Ok will change the quantity and price on the purchase order line item to those of the price bracket.