DBD: IMS Customer Parameters

Activating IMS

• When the IMS option is first checked, a window asks to set all the Customer’s items to Item Management? Click Yes.

• An additional prompt appears at the bottom of this panel.

  
  

  

• Confirm the "Enter Default IMS Method" for Locations is set to Issue Base and click Next. Then proceed thru the following panels.

The tabs are separated into processing, reporting, reordering and setup defaults.

Processing tab

1. Last Completed IMS Reporting Year/Period: Set this based on customer’s Calendar.
2. Number of periods of Distribution Detail History to retain: Blank follows system defaults.
3. Number of Prior Years Usage History to Retain: Blank follows system defaults.
4. IMS Cycle: Used to easily process multiple customers at month end Optional Fields. Commonly left blank.
5. Should Stock Items be Excluded from Setup as IMS Items: This applies to general Inventory Items. When checked, these items will not be automatically set to track usage.
6. Does Customer Have Multiple Ship-to’s: Commonly Yes.
7. Default Ship-to: Default customer shipping location (if desired).
8. Default Warehouse Code: Default warehouse code for client (unless set to use e-Logistics).
9. Track usage of Kit Components: Applies to Items created thru Kit Production. When checked, usage will be tracked on Finished product and components. Best practice.
10. Cost Code: Used to hold additional data in order entry. Not recommended.
11. Store the Department Section of the Cost Code in Item Master? Used "w/Cost Code Field."

Reporting and Reorder tab

1. Customer Group Code – Option used with IMS reporting.
2. Should Distributor Owned Inventory be Reported – When checked, Distributor owned goods will print on some "DB Standard IMS" reports.
3. Does Customer Use IMS% Pricing - Checked, this field turns on additional field in the Custom Item master and the IMS price will be based on the IMS % Markup for each item.
4. IMS Markup (enter as a percentage) - % for IMS markup (above).
5. Standard Inventory Valuation Method - Setting affects some DBD reports. Dropdown options are Sell, IMS, Bundled Sell.
6. Reduce On-hand by Committed on the following reports: "Item Mgmt Status," "Item Mgmt Usage," "Grouping Analysis," "Inventory Valuation," and "Inventory Status." Checked, the On-Hand column will reflect the quantity available for sale. Best Practice.

7. Re-Order Notice Controls:

   
   

   a. Primary Customer Contact Code – Select from the customers contacts to print on Reorders. Overrides the Purchasing Agent from Customer Setup.

   
   

   b. Reorder Notice Format (custom) – Must be valid Flexible format code.

   
   

   c. Subtract Committed on RON – prints available for sale on "Re-order Notice."

   
   

   d. Graph Type for RON – Controls for graph type (System Default, Current Year, Prior Months).

   
   

   e. Reorder Notice Message – one-line message that prints on "Re-Order Notice."

   
   

   Note: RON = Re-order Notice

Setup Defaults tab

It’s common that the IMS Flag is the only option used in this screen.

Custom Item Master Defaults

a. IMS Flag: Defaults new items as IMS. *

b. Reorder Point in Days: Defaults a new item’s reorder point in # of days. *

c. Restocking Status: 2 statuses:

i. F = Fixed Quantities Req.

ii. R = Restocking based on Min/Max in "Custom Item Setup Customer Location Data."

d. Standard Supply Warehouse: "Standard Supply Warehouse" from "Custom Item Setup Customer Location Data."

e. Resupply Minimum in Days: Resupply minimum in Days from "Custom Item Setup Customer Location Data."

f. Restocking Number of Days: Stocking Number of Days from "Custom Item Setup Customer Location Data."

g. Resupply Minimum Quantity: "Resupply Minimum Quantity" from "Custom Item Setup Customer Location Data."

h. Resupply Restocking Quantity: "Resupply Restocking Quantity" from "Custom Item Setup Customer Location Data."

Note: These fields are the most used. Other options require detailed setup.

Customer Fiscal Year screen

This screen sets up the usage recording periods. It can be set to match the Customer’s fiscal year or more commonly, the calendar year.

Best Practice: Confirm settings prior to activity.

IMPORTANT: Set up both the prior year and current year. This ensures reports reflect no previous activity. The system will setup future years as Period End Processing dictates.

Following these instructions, you are setting the last completed period to 7. This would mean that the first time that you will need to run a cycle for these customers will be at the end of August.

For additional questions, please contact support@demandbridge.com.