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How can you tell that you haven’t previously received an item? |
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Items that are new will have an extension assigned to the Release ID number as they come in. All previously received items will have a number assigned without an extension. You can also often see the difference in the Start Date. There are some other ways you can know, as well, dependent on your configuration.
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Can you show on the spreadsheet the Prior CUM Required and Prior CUM Shipped columns? |
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CUM ordered usually comes from the customer. CUM Shipped fills in from Receipts and would show the total number shipped of that item.
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Can you also download planning and required schedules with this Data Loader? |
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Yes, you can download Planned and Req uired schedules the same way as you download Ship schedules.
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Does Bob’s company use CUM based or REQ based orders with the non-EDI customers? |
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We use CUM based.
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What is the difference between the Import and Download buttons? |
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The Download button will retrieve data from QAD. The Import button is used to import data from a source other than QAD.
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Regarding CUM Ordered, why is that not an editable field? |
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CUM ordered is what has been ordered prior to this date. The quantities in the dated fields can be expressed as cumulated or non-cumulated. In this demo, it is expressed as non-cumulated.
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Making sure I understand active/inactive – entering an End Date that is earlier than today will set a line to Inactive, but zeroing out the quantities does not set it to Inactive, is that correct? And, if a new release comes in from that customer, that line should not reappear if there are no new required quantities coming in, correct? |
Active is identified based on the same logic as QAD so whatever is the latest status is assigned to the cell.
And, yes, if a new release comes in from that customer, the old release for that item will disappear.
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How does Bob load the prior CUM from his customers? |
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Generally every time they send a new release, it starts at a zero base. We have an agreement with this customer to operate in this way.
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With non-EDI orders, you often have to adjust the CUM Ordered because the customer does not give you their receipts. Can this field be editable? |
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Yes, that can be done and we will work with you to accomplish that and other configurations you might need.
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For the data downloaded from QAD, what or where is the field “Cumulative” set? |
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CUM originates in Sales Order. When you define the sales order you define how that will be expressed.
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