Group Min/Max Export

Purchase Order Menu -> Inventory Re-Ordering -> Edit Min & Max Utility -> GROUP IMPORT button -> Update Group Min/Max -> Group Min/Max Export

This export filter screen can be used to select the Groups to be updated, and to generate a spreadsheet template listing the values that can be updated for each of the Groups.
 The template is generated only populating the Groups with existing Min and Max values at a location.
 Additional existing Group records can be added to the spreadsheet with location and Min/Max values.

The prompts are:

Group Selection: One of the following two filters must be used to select the Groups for the worksheet export.

CLASS, 'ALL' OR 'SEL'

•Type ALL to include Groups from all Product Classes.

•Enter a specific Class to export only data for Groups from a single Product Class, or select a Class from the Product Class Search window.

•Type SEL to select a combination of Product Classes to include as outlined in Select Class List window.

GROUP, 'ALL' OR 'SEL'

•Type ALL to include all Groups.

•Enter a specific Group to export only data for that Group, or select a Group from the Product Group Search window.

•Type SEL to select a combination of Product Groups to include as outlined in Select Group List window.

Finished?

Click ACCEPT to generate the spreadsheet or CANCEL to abort.

Resulting Spreadsheet:
 The resulting spreadsheet lists the Groups in the selected range that have Min/Max values which can be updated by location.
 Modify the spreadsheet with the correct Min and Max re-order values.
 Existing Min/Max values can be cleared by entering a Y in the Clear column.
 Additional Groups can be added to the spreadsheet with Min/Max values and the associated Location.

Note: Blank fields on the import spreadsheet could remove data and is controlled by the option to "Ignore Blank Values" provided on the Import action.

Save the Revised Data:
 When the values are all updated on the worksheet, save the completed spreadsheet to a tab delimited "txt" or "csv"file on your client machine, then use the Select a File to Upload utility to move the saved file from your client to the server in preparation for re-importing the data.

Topic Keyword: RSPO82A (7140)