Introduction to Epicor Compass and Order Point Reporting

Transcription

1 Introduction to Epicor Compass and Order Point Reporting

2 The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, April The usage of any Epicor software shall be pursuant to the applicable end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Epicor, the Epicor logo, and Epicor CompassÔ are trademarks of Epicor Software Corporation, registered in the United States and other countries. All other marks are owned by their respective owners. Copyright 2017 Epicor Software Corporation. All rights reserved.

3 Table of Contents Introduction to the Compass How To Series... 1 Monthly Tip... 1 Set up an Alternative Order Point as OLD Order Point... 2 Run the Order Point Calculation... 9 Design a Compass Report to Review Changes to Order Point... 9

4 Introduction to the Compass How To Series: This is the first of a new series of training options that will be presented by the Epicor Professional Services team for Eagle Automotive customers. This program is a product of the Professional Services for Eagle Automotive team and is not supported by the Epicor Eagle Advice Line. Each month we will be sharing a How To document on the use of Eagle and/or Compass that is related to the quarterly Eagle Automotive webinars that have been presented. The documentation will be designed to give you as much detail as possible to deliver the knowledge but additional assistance if desired is available from the Eagle Auto PS team at an hourly rate. Where it is possible all of the work will be done in Compass Analytics or a planning series tool to show you how to benefit from these products. During the month of the webinar presentation the first document will be delivered on the main subject matter. Over the next 2 months will be 2 additional How To documents involved in the same area of discussion. As subject matter is delivered; these documents will attempt to tie present and past webinars together where the webinars have built information upon one another. The objective of this first document will be to demonstrate how you can build a Compass report that will be more effective in reviewing the changes made by either ROP or Inventory Planner. Sections: u Monthly Tip u Set up an Alternative Order Point as OLD Order Point u Run the Order Point Calculation u Design a Compass Report To Review Changes to Order Point Monthly Tip Always create your queries in the single analytic cube most appropriate for the dimensions and measures you need to have in the query. What is an analytic data cube you might ask; they are the tables that the data is stored in, a cube can contain multiple related (linked) tables. When Compass opens, it starts with the Analytic Cube Selector set to All. Take note that under Measures and dimensions you can see every bit of data available to Compass 1 April 20, 2017

5 When you select a single analytic cube, you only see the measures and dimensions from the tables that are linked to make that cube; for example Inventory. I had a call from a customer that could not get a report to give him Net Sales data, turns out he was writing in the ALL analytic cube and pulling Net Sales from Business Adviser Sales which is empty on his system. Yes, I know my cube selection is Sales Detail but that was after I changed it and explained Search to him. When he put the fields from the Sales Detail analytic cube on his report, it worked perfectly. In this exercise, please open Compass Analytics to the Inventory cube before loading any fields. Set up an Alternative Order Point as OLD Order Point u u u u Select the Alternative Order Point Clear the Alternative Order Point Automating Creation of OLD Order Point Set the Alternative OP to Old Order Point Select the Alternative Order Point Either A, B, C, or D can be used as the old order point. Clear the Alternative Order Point Using ROP to clear the alternative order point 2 April 20, 2017

6 You can use ROP or better yet set up a recurring task in Compass to clear the order point around the 26 th of each month in preparation for the next OP calculation. The objective is to clear the Alternative Order Point prior to copying the Order Point to the Alternative Order Point. We do not want any old data left behind. For this first exercise we assume that order point D is empty and C is the one that we want to clear and we ll use ROP to get it done. Set the Printer to Spool Only From the options screen select Finalize Order Point Changes and Calculate Order Point as OP A. 3 April 20, 2017

7 On the OP Methods screen select Method 4 Copy Order Point from Current Order Point as one of the empty order point fields such as OP D. In our example we are using OP A. Click run When the ROP is done, the blank values from OP D will be copied to the OP A. Using Compass Inventory Viewer to clear the alternative order point We could also clear the OP A using a Compass Active Inventory Viewer by copying a blank column in or filling the column to 0. Open a Compass Inventory Viewer. Change the Lookup to Class; this is the field in the system that Line Code uses. Put it in Designer View Add the 4 new Order Points (A B C D) to the Show area Use the search function and find the order points more quickly Add them to the Left By and return the screen to dashboard view 4 April 20, 2017

8 Display the parts within a Class; in our example CUC and in a store Right click on the column header OP A Select columns to View and Edit what columns are exposed to Store, Part Order Point and the 4 alternative Order Points A, B, C, and D To zero out the order point A, enter a zero in one row of the OP A column, right click on the column header, select Column, Fill Column and From Current row (0) 5 April 20, 2017

9 Give it a minute or more to work Press the Change F7 button in the toolbar You will get this message for the number of rows that changed. Now that we know that we can use the Inventory Viewer to zero out Order Point A, we also know that we can fill Order Point A as old order point by filling the column from another column; Order Point. Save your Inventory Viewer as a Page called Order Point Manager for future use in this series. Automating Creation of OLD Order Point We can automate each of the processes explained above with the use of a query and a Scheduled Task; one to zero out Oder Point A and the other to copy Order Point to Order Point A on a schedule. Create a query with Store, Part, Order Point A and add a formula column for Zero Out OP. Set the formula to zero. 6 April 20, 2017

10 Save this query as Zero Out OP [which one you chose] ; in our example we used Order Point A. Using the Task Wizard create a task called Zero Out OP A [which one you chose].to update an Eagle value. The objective of this task is to run in a schedule that allows the query to finish before the next task we will build runs and sometime before the next order point calculation is ran to zero out the current order point A field. In the scheduled task have the column for Zero Out OP copy to Order Point A. Run the task a few days before you are going to run a new order point calculation each month to prepare the old order point field OP A to receive the current order point. Set the Alternative OP to Old Order Point We will now use a Compass Query in a scheduled task to set the current OP to the alternative OP; as the old OP for our report. Using the query we just created with Store, Part, and Order Point A; remove the Zero Out OP A column and add the Order Point as a column. Save this query as Order Point Changes Review. 7 April 20, 2017

11 We will do more with it later in this series. Save the query a second time as Create Old OP In OP which we will work with right now. We will once again use the Task Wizard to create a task to change an Eagle value. Using the Task Wizard create a task called Create Old OP In OP A [which one you chose].to update an Eagle value. The objective of this task is to run in a schedule that allows the query to finish before the next task we will build runs and sometime before the next order point calculation is ran to copy the current order point to the order point A field creating an old order point record. Have the column for Order Point copy to Order Point A or whichever one you chose to use as old order point. Run the task in a schedule that allows the previous query to finish before this one runs; perhaps the next morning, of each month to copy the current order point field to OP A. A suggested schedule would be to zero out Order Point A on the 26 th of each month and follow it up on the 27 th by copying the current Order Point to the Order Point A field. 8 April 20, 2017

12 Run the Order Point Calculation Refer to the Eagle Online Help, prior webinar documentation and your prior training to accomplish this task. We strongly recommend that you do not run the ROP or Inventory Planner program during the first 7 days of the month; especially if you are using lost sales or unusual usage. Design a Compass Report to Review Changes to Order Point Open the query we called Order Point Changes Review ; we are going to make changes to it. Filter On can be used to filter Order Point and the alternative order point that you have selected to be old order point; in our case Order Point A. Lookup place Store and Line for prompting Show can contain Quantity on Hand and Inventory Value At Average Cost Left By will contain Part, Order Point, and the alternative order point that you have selected to be old order point; in our case Order Point A. In our example I added all 4 alternative OP s. Now we Sales Units YTD, Last Year and Previous Year, 9 April 20, 2017

13 Refresh Your Screen You will run this report right after ROP or IP is done calculating the new order point. This report will be filtered to only show where the old OP and the current OP are not a match. This query can be subtotaled on a line, it could have other fields from IMU or those that print on the ROP such as the monthly unit buckets, sales popularity, manufacturer s movement code, store closeout, discontinued items, etc that were displayed in the documentation from the webinar added to the body of the report.. Customize your columns and refresh your screen. 10 April 20, 2017

14 Now we are going to create a column for the change in order point. Right click in the column header of the Order Point column, select Column, Insert Column and use the Difference of (A-B). Subtract Order Point minus Order Point A to create a column called Change in OP. Customize the column to center the numbers and to remove the decimals. Auto size the columns and refresh the screen. 11 April 20, 2017

15 Double click the Change in OP column and discover that some parts went down and some went up. Let s get rid of the things that did not change by filtering on the Change in OP column. Right click on any column header and select Show Filters. Select the A icon on the left in the filter 12 April 20, 2017

16 Scroll up to Does Not Equal, place a Zero in the filter box and refresh the screen. You will then only see the parts that had an inventory change during the last run of the order point calculation. Save the query as we will be using it in a few weeks in our next document. Next time we will discuss the decisions to make based on this query and other fields that you may add to it to make better decisions as well as changes to IMU to accomplish your goals. NOTE: This document is a product of the Professional Services for Automotive team and is not supported by the Epicor Eagle Advice Line. For more information on this and other Epicor products, Check out our corporate website at: You can also contact Epicor at or write automotive.marketing@epicor.com. For Customer Service go to and click the register link there. There is also a link for How to use the portal that gives a short tutorial video on using EpicCare 13 April 20, 2017

17 About Epicor Epicor Software Corporation drives business growth. We provide flexible, industry-specific software that is designed around the needs of our manufacturing, distribution, retail, and service industry customers. More than 40 years of experience with our customers unique business processes and operational requirements is built into every solution in the cloud, hosted, or on premises. With a deep understanding of your industry, Epicor solutions spur growth while managing complexity. The result is powerful solutions that free your resources so you can grow your business. For more information, connect with Epicor or visit Corporate Office 804 Las Cimas Parkway Austin, TX USA Toll Free: Direct: Fax: Latin America and Caribbean Blvd. Antonio L. Rodriguez #1882 Int. 104 Plaza Central, Col. Santa Maria Monterrey, Nuevo Leon, CP Mexico Phone: Fax: Europe, Middle East and Africa No. 1 The Arena Downshire Way Bracknell, Berkshire RG12 1PU United Kingdom Phone: Fax: Asia 238A Thomson Road #23-06 Novena Square Tower A Singapore Singapore Phone: Fax: Australia and New Zealand Suite 2 Level 8, 100 Pacific Highway North Sydney, NSW 2060 Australia Phone: Fax: