inventory ranking by subline using compass … ranking by subline using compass analytics ......
TRANSCRIPT
Thecontentsofthisdocumentarefor informationalpurposesonlyandaresubject to change without notice. Epicor Software Corporation makes noguarantee, representations or warranties with regard to the enclosedinformation and specifically disclaims, to the full extent of the law, anyapplicable implied warranties, such as fitness for a particular purpose,merchantability, satisfactory quality or reasonable skill and care. Thisdocument and its contents, including the viewpoints, dates and functionalcontent expressed herein are believed to be accurate as of its date ofpublication,July2017.TheusageofanyEpicorsoftwareshallbepursuanttothe applicable end user license agreement and the performance of anyconsulting services by Epicor personnel shall be pursuant to applicablestandardservicestermsandconditions.Usageofthesolution(s)describedinthis document with other Epicor software or third party products mayrequirethepurchaseof licensesforsuchotherproducts.Epicor,theEpicorlogo,andEpicor®CompassÔaretrademarksofEpicorSoftwareCorporation,registered in the United States and other countries. All other marks areowned by their respective owners. Copyright © 2017 Epicor SoftwareCorporation.Allrightsreserved.
Table of Contents HowToSeriesRPAPart1.....................................................................................................................................................1MonthlyTip..........................................................................................................................................................................1InventoryRankingBySublineUsingCompassAnalytics......................................................................................................1DecisionstoMake..............................................................................................................................................................16References..........................................................................................................................................................................16
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HowToSeries:RPAPart1TheCompass“HowTo”seriesispresentedbytheEpicorProfessionalServicesteamforEagleAutomotivecustomers.ThisprogramisaproductoftheProfessionalServicesforEagleAutomotiveteamandisnotsupportedbytheEpicorEagleAdviceLine.Thismonthwewillbesharinga“HowTo”documentontheuseoftheCompassAnalyticsandtheCompassActiveInventoryViewertoassistinmanagingpopularitycodebysubline.Thedocumentationwillbedesignedtogiveyouasmuchdetailedinformationaspossible,butadditionalassistanceisavailablefromtheEagleAutoPSteamatanhourlyrate.Sections:
u MonthlyTipu InventoryRankingbySublineUsingCompassAnalyticsu DecisionstoMakeu References
MonthlyTip
IfyouarereviewingqueriesinCompassAnalyticsandyouareseeingunexpectednumbersinyourresultsorusersthatyoudonotrecognize,youmaybeseeingtrainingdatathatwasleftinyoursystematgo-live.MakeacalltotheEpicorAdviceLineandreviewitwiththem.TheywillbeabletoassistyouwithreloadingthequickrecalltablestotheTFPdatabase,whichgenerallywillfixtheproblem.
InventoryRankingBySublineUsingCompassAnalytics
Customersoftencomefromasystemthatallowedthemtorankpartsbyagroupandacrossmanufacturerproductlines.EagleProductAnalysisReport(RPA)allowsyoutorankwithinalineandsubtotalonsublinebutdoesnotallowyoutorankacrosslines,asitdoesn’tincludeanoptionforrankingatthesublinelevel.TheonlyoptionsintheRankingGroupfieldareD=Department,C=Line,P=PrimeVendor,andM=Manufacturer.
Manymanufacturers,suchasACDelco,aremaintainedinEagleunderoneline–ACDforexample–withproductlinesunderdifferentsublines.Inthisexercise,wewillmodifyaCompassquerytorankthepartsbysublineanduseaScheduledTaskandthepoweroftheCompassActiveInventoryViewertosetthepopularitycodeininventorymaintenance(IMU)bysubline.
2 July13,2017
OpenCompassAnalyticsandselecttheinventoryanalyticcube.
WearegoingtowritearankingreportbasedonsublineinCompassandupdatethepopcodefieldinEagleIMUusingaScheduledTask.Beforeyoustartyouwillneedtoconsiderafewpoints:
u Allpartshaveasubline.u Willyourankbasedonunits,cost,grossprofitdollars,grossprofitpercentage,on-handvalue,YTD
transactionsorsomeothervalue?u Ifcostisdisplayed,isitaverageorreplacement?u Weintendtoupdatethepopcode,butyoucouldalsousemanufacturerrank,warehousemovement
codesoranyofthe20IMUcodes.u Youcanpopulatemultiplefieldswithdifferentranksfordifferenttimeperiods.u Whattimeframeinsalesareyouusing?(last3,6,12,18or24months)u YoucanexcludeorincludeitemsbasedinthedateaddedordateoffirstreceiptinCompass.u Howmanyrankingcodesdoyouwant?(4,8orsomeothernumber)u Alphaornumericranking?u Whatpercentageforeachrank?
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Mysuggestedeightlevelstostartwith:RANK PercentageAor1 <=20Bor2 >20<=45Cor3 >45<=60
Dor4 >60<=75Eor5 >75<=85
For6 >85<=90Gor7 >90<=95
Wor8 >95<=99.99Xor9 >99.99
Createyourfirstqueryfortestingwithasingleline,place“Line”inthe“FilterOn”fieldandselectasinglelinetotestthisprocess.Place“Last12MonthsSales”inthe“Show”field.Thisismeasuredinunits,eventhoughitdoesnotincludeunitinthenameofthefield.Place“Store,”“Line,”“Subline”and“Part”intheleft“By”field.NOTE:Setthereporttoasinglestoresothatyouarerankingbystoreinourfirsttest.Ifyoudonotincludeasubtotalbystoreyouwillberankingbasedonsalesacrossallstores,creatingacorporatewidesalesrank.Youshouldalwaysexclude“pricingstore”fromthequery.NOTE:Inourtest,wearegoingtoinclude“Line”intheleft“By”fieldwithasubtotalbylinesothatwearerankingacrossgroupswithinaline.Ifwedonotincludeasubtotalonlinewecanrankbasedonsublineacrosslines.
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Atthispointyoucanhidecolumns,customizecolumnsandsortonthe“Last12MonthsSales”fieldsothattheitemswiththemostsalesappearatthetop.
Quickgroupandtotalonthe“LineCode”field,addthe“PopularityCode”fromIMUorwhatevercodefieldthatyouareupdatingtothereportintheleft“By”fieldandthenclickrefresh.Continuetocustomizecolumnsasyougothroughthisexercise.Asyoucansee,thereareitemsinthissetthatareinatleasttwosublines.Wewilldiscussthatinafewminutes.
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Insertanewcolumn“RunningPercentageof(A)”called“RunningPercentageBase.”
Thatnumberrepresentsthecumulativevalue,andaformulacanberunoffofthattosetthepopularitycodebasedonthepercentageinyourchart.
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Thiscolumncouldbeabove100percentiftherearenegativesinthefile“Last12MonthsSales.”Insertanewcolumn“RunningPercentageBase”usingaformula.
If ( [Running^Percentage] < 100, [Running^Percentage] , if ( and ( [Last 12 Months Sales] > 0 , [Running^Percentage] >= 100 ) , 99.99 , 100 ))
Round( If ( [Running^Percentage^Base] < 100, [Running^Percentage^Base] , if ( and ( [Last 12 Months Sales] > 0 , [Running^Percentage^Base] >= 100 ) , 99.99 , 100 )),2)
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Insertanewcolumn“NewPopCode”withaformulabasedonthetableabove.Thiscouldbeanalphaornumericcodebasedonthe“RunningPercentageofSales”andeightcodes.
if ( [Running^Percentage] > 99.99 , "X" , ( if ( and ( [Running^Percentage] <= 99.99, [Running^Percentage] > 95), "W", ( if ( and ( [Running^Percentage] <= 95, [Running^Percentage] > 90), "F", ( if ( and ( [Running^Percentage] <= 90, [Running^Percentage] > 80), "E", ( if ( and ( [Running^Percentage] <= 80, [Running^Percentage] > 65), "D", ( if ( and ( [Running^Percentage] <= 65, [Running^Percentage] > 45), "C", ( if ( and ( [Running^Percentage] <= 45, [Running^Percentage] > 20), "B", ( if ( [Running^Percentage] <= 20, "A", "X" )))))))))))))))
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Asyoucanseeinthisreport,whenthecumulativesalesreaches20percenttherankchangestoBeventhoughthenumberofunitsisstill16units.ThisdiffersfromwhatwelearnedinthewebinaronRPA,butcurrentlywedonothaveasolutionforCompasstoduplicatethisfeature.Youcanseethatwhenthesalesunitsreacheszerothe“NewPopCode”dropstoanX.
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Wedidallofthistodemonstratethatsubtotalonlineorsublinereallydoesnotmatter;the“Rankof(A)”fieldisallthatcontrolstherank.Ifwethrow“Subline”intothequicktotalboxandremovelinewegetthesameresultsoneachpartnumber.
Torankbysubline,removethe“Line”and“Subline”codesfromthe“GroupBy”box.
13 July13,2017
Youcanseethe“RankofLast12MSalesBySubline”hasissues;movethe“Subline”backintothe“GroupBy”box.
Nowyoucanseethattherankissetcorrectlywithinasublinecode.
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UseaCompassScheduledTasktosetthe“NewPopCode”fieldtoafieldininventoryMaintenanceIMU.Ifyouhadthesamesublinevalueacrossmultiplelinesforlikeproducts–forexampleAIRforairfilters,OILforoilfilters,HYDforHydraulicandGULforFuelfilters–youcoulduseauserdefinedfieldtoseparatethesublinevalueintotwoseparatefieldsforthisexercise.Youwouldbuildthissamereport,subtotaledonsubline,andignorelinecodealtogether.Todothis,wewouldfirstcreateanewUserDefinedField(UDF)called“ThreeDigitSubline.”
Addthisfieldtothereport.Next,insertaformulacolumncalled“DividedSubline”todividethesix-digitsublinefieldinhalf:
Mid([SublineCode],4,3)WAG004Thisformulalooksatthe4thcharacterandselectsthenext3characters.Theresultinthisexamplewouldbe004.
Inourdemosystem,Iwouldbeabletorankcondensersagainsteachotherinasinglerankinggroupnomatterwhatmanufacturertheycomefrom.Icoulddothesamewithshopsupplies.
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Youwillneedtoeditthe“Rankof(A)”columntoworkonthe“ThreeDigitSubline”column.
Youwillneedtoeditthe“RunningPercentageof(A)”columntoworkonthe“ThreeDigitSubline”column.
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Andyoucansee,thedisplayedresultsnowarebasedonthe“ThreeDigitSubline”columnacrossalllines.
DidyounoticethattherearenoAmoversinthisfile?Doyourememberwhy?That’sright,thefirstiteminthelistsurpassesthe20%level.
DecisionsToMake
OnceyouunderstandthetheoryoftherankinginEagleandCompass,youwillfindthatthebestresultsareobtainedbyusingacombinationofthetwoprocesses.YouwillwanttoruntheProductAnalysisReportRPAreportbystorefirstattheLineleveltosetthemajorityofyourproducts.Oncethishasrun,youcanhaveScheduledTask(s)asneededinCompasstosetthesublinesinwhatevermanneryouwantthemtorun.Youmayuseonequerytorunselectedlinesonsublineswithinalineandanotherquerytorunasublinebasedonthethree-digitprocesswedescribedtorunasublineacrossmultiplelinecodes.YoustillhavethesamequestionstodiscussthatwementionedinthewebinarsuchaswherewillyouplacethisnewvalueinIMU?
References
CompassOnlineHelpEagleOnlineHelpJobAidsTrainingOnDemandTODPSTraininganddocumentationonUDFandUDDinformation
Saveallofyournotesfromeverysessionaswearegoingtodiscovermanyrelatedtools.
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