This function provides cross-leveling functionality allowing the system to requisition excess quantities of purchased items from other Profit Centers in the site before generating purchase orders from a Shopping List.
The option to have the system check other participating Profit Centers for excess quantities is available on a wizard panel of the Automatic Purchase Order Creation utility. To see this option at least one other Profit Center must be available in the site that is designated to receive requisitions in the cross-leveling scheme. Buttons are available to select if you would like to consider excess stock as an amount above either minimum or maximum par.
If applicable, the system considers requisitioning first, creating purchase orders only for quantities of items not able to be requisitioned. For each item, the system requisitions from other Profit Centers in descending order of the excess amount on-hand until either no Profit Center has any excess or all requirements are fulfilled. The system creates, at most, one requisition for each Profit Center from which it requisitions items.
The requesting Profit Center is defined as the Profit Center that either the Shopping List is specifically created for OR the Profit Center that was selected in the Automatic Purchase Order wizard.
Excess in the Profit Center(s) is defined as that amount of on-hand quantity that is greater than either the minimum par or the maximum par (depending on the selection in the wizard). The Par settings for an item are determined by the par values set on the Purchasing Information section of the Item Editor (for all locations belonging to that Profit Center).
Marking the ”Print all orders when complete” check box prints the internal requisitions along with any purchase orders created.
An audit trail provides the item name, amount, purchase unit, requesting and requested from Profit Centers and cost of any items requisitioned. It also details which requisitions are created along with the corresponding internal requisition numbers.
Setup:
Rights to gain access to the cross-leveling setting for a Profit Center need to be granted after the software is updated or installed. The security option is found in the User Manager function located in the System Administrative Functions. The security option is on the Create/Edit Profit Center Groups menu. It is labeled "Access Cross-Leveling Setting".
Once rights are granted an optional check box labeled "Available for Cross-Leveling" is available in the Profit Center Group Editor. Marking the option indicates to the FOOD-TRAK system that the Profit Center can receive internal requisitions in the cross-leveling scheme.
For cross leveling to function properly across Profit Centers, the following set-up is important:
Items must have min/max par information completed on the Purchasing Information section of the Item Editor for locations in the Profit Center(s) involved in the cross-leveling scheme.
Items must be set-up with location assignments according to the How FOOD-TRAK Assigns Locations to Transactions White Paper.
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