IVWO - WORK ORDER REPORT

To open IVWO, press <Alt M> ("Menu") and follow the Menu path illustrated below, then press <Enter>, or simply enter <IVWO> in the "Enter Program Name" field and press <Enter>.

Note:   A work order is NOT a purchase order.  It allows you to quickly edit and change.  It MUST be saved to create a purchase order from the work order.

Report Type

Specific Vendor

Will bring up the items that need to be ordered for a specific vendor whose vendor number is in the IVM "Vend 1" field.

Multiple Vendors

Will bring up the items that need to be ordered for all vendors whose vendor numbers are in the IVM "Vend 1" field.

Distributor

Will bring up the items that need to be ordered for any item that has the distributor number in the IVM "Vend 1," "Vend 2," or "Vend 3" fields.

Note:    When the "Multiple Vendors" and "Distributor" report types are selected, the "Vendor 1 Spl Only" field in the "Parameters" section of the screen, changes/defaults to "Validate Distributor."  If this field is activated with a check mark, no attention will be paid to "Vend 1," "Vend 2," or "Vend 3."  If an item is needed, it will be put on the purchase order without regard to vendor.

Previously Saved Work Order

This option allows you to return to the latest saved work order that has not been turned into a purchase order.  Just choose this option and select OK.

Note:   There can be one saved work order at each workstation.

Format

Standard Report

Example

Custom Report

Enter the report name you have created in the RPT (" Report Generator") program.

The work order will print in the format of this created report.

Multi-Store Report Options

Work orders can be formatted to include branches.

(See Multi-Store documentation for instructions.)

 

Parameters

Below Minimum

Will look at the stocking level and the in-stock amount on all items and pull items to a work order that are below minimum for a vendor, all vendors, or distributor.

Note:    If you have selected special orders to be included, the special orders that have not been ordered will also be pulled to the report.

Items Sold This Week

Will only pull items that have sold this week.  This is not a below minimum report.  It is a stock replenishment report.

When this report is saved and a purchase order made, the purchase order will be for items that you have sold this week ("Week #1" on inventory maintenance for the items).  If you have not run the weekly IVHR ("History Roll"), this could include sales for more than one week.  The rest of the program will be the same as in "Below Minimum," except the recommended amount to order will be the sold amount, unless limited by the min/max.

Note:   If you have selected special orders to be included, the special orders that have not been ordered will also be pulled to the report.

Items Sold Last 2 Weeks

Will only pull items that have sold the last two weeks.  This is not a below minimum report.  It is a stock replenishment report.

When this report is saved and purchase order made, the purchase order will be for items that you have sold the last two weeks ("Week #1" and "Week #2" on inventory maintenance for the items).  If you have not run the weekly IVHR ("History Roll"), this could include sales for more than two weeks.  The rest of the program will be the same as in "Below Minimum," except the recommended amount to order will be the sold amount to order, unless limited by the minimum/maximum.

Note:   If you have selected special orders to be included, the special orders that have not been ordered will also be pulled to the report.

Items Listed on SLIV

Will only pull items that have been posted from Point of Sale when SLIV is run.

SLIV must have been run, and SYS, Config File, Change Misc. Configurations, number 4032  ("Use Real Time Processing? Y/N/R"), must be set to "Y," not "R."

# Sold in xx Months

You can generate a work order based upon the number of units sold in a given month.  (Ex:  BSMGR could give you a work order for Zondervan Bibles sold in the fourth quarter of 1999.)

Vendor

You may enter an individual vendor number, or press <Enter> for all vendors.

Sold Since

You can limit the work order report to items sold since a certain date.

Model

Entering the inventory "Model" code (A,B,C or D) allows you to limit the work order report to items that make up a certain percentage of your inventory.

Categories

Enter the categories you wish to consider, or press <Enter> for all categories, and the field will default to 001-199.  You may enter specific categories separated by a comma, and/or a range of categories using a hyphen to denote a range of categories.      (Example: 005,026,089-092,104-117)

Promotion

You can limit the work order report to promoted items.  Enter the Promotion number.

Use Min/Max

This field will default to a checked box, which means the minimum/maximum amount to keep in-stock will be used in computing the recommended quantity to place on the work order. If you do not wish to use the min/max, take out the check mark.

Note:    Occasionally (such as prior to Christmas), you might wish the work order report to calculate the below minimum items, as well as at least one of each other item of a vendor, allowing you to choose to order items in addition to those that are below minimum.  Choose a vendor, select “Below Minimum,” and uncheck this “Use Min/Max” box.  The additional items will appear with a quantity of 99999 in the “Order” column.  All 99999 items that you do not wish to order may be deleted from the work order by using the “Delete Qtys of 99999” under the “Misc.=F7” option.

Vendor 1 Spl Only, Include Spl Orders, All Branch Spls

These fields will default to checked boxes.

·        When all boxes are checked, “Ven 1” special order items will be included on the work order, including “Vend 1” special order items for all branches if multi-store is activated.

·        If you wish to include "Ven 1," "Ven 2," and "Ven 3" special order items, remove the check mark in the Vendor 1 Spl Only field.

·        Remove the check mark in the All Branch Spls field if you do not wish to include special order items for branch stores.

·        If you do not wish to include any special order items on the work order, remove all check marks.