Working with Threshold Values (WTHR)
Purpose:Use this menu option to create statistics, such astracking the number of held purchase orders, for the system to monitor.
In this topic:
• Updating ThresholdActual Values
• Threshold MonitorBreach Email
• System Delivered Thresholds
• Work with ThresholdsScreen
• Create Threshold ValuesScreen
Threshold valuesindicate the numbers and/or dollar values that trigger the system togenerate an email when these values are breached.
Determining when a thresholdis breached: For each threshold you define, the system comparesthe actual number value and/or dollar value for the threshold againstthe thresholds you define; and generates a Threshold Monitor Breach emailif the threshold is breached.
The Comparison forthe threshold determines when the threshold is breached. If the comparisonis:
• Greater than:the threshold is breached when the actual number or dollar amount exceedsthe threshold number or dollar amount. For example, the threshold isbreached if the actual numberis 241 and the threshold numberis 200 (241 is greater than the threshold of 200).
• Less than:the threshold is breached when the actual number or dollar amount isless than the threshold number or dollar amount. For example, the thresholdis breached if the actual dollaris $100 and the threshold dollaris $500 ($100 is less than $500).
If you define both a threshold number value and adollar value, the system checks both values to determine when the thresholdis breached.
Example: Oneof the system-delivered thresholds is Backorders (BO).This threshold monitors the number of open and held orders that containat least one unit on backorder, and monitors the merchandise dollarsof units on backorder included on open or held orders. You can use thisthreshold to send an email to the warehouse supervisor when there aremore than 100 open and held orders that contain at least one unit onbackorder. To do so, define 100 as the threshold number with a greater than comparison (the actual valuemust be greater than the threshold value). Once the actual number ofopen and held orders containing a backordered item is 101, the systemsends an email to the warehouse supervisor.
ThresholdCode and Description | NumberValue | ActualNumber | Emailaddress | ||
BO: Backorders | Greaterthan (actual value is greater than the threshold value) | 100 | 101 | kbottger@cware.com | |
Updating Threshold Actual Values
The System Delivered Thresholdsare defined in the Threshold Value table.
The Batch Order Control job (ORD_CONTRL)updates the actual threshold values and compares the threshold numbervalue and/or threshold dollar value against the actual units and/or dollarsfor each threshold to determine if a threshold has been breached.
This job also updates the values in the Order ControlSummary table. You can review order and merchandising summary informationusing the Operations Control Summary menu option. This menu option providesa high-level overview of the fulfillment process, identifies potentialbottlenecks or problem areas, and delivers an audit trail of order activity.See ReviewingOperations Control Summary (FLSH).
Submitting the Batch Order Control job:The system submits the Batch Order Control job when:
• you select Updatecurrent totals in the Operations Control Summary (FLSH) menu option; see ReviewingOperations Control Summary (FLSH).
• you submit a periodic process that:
• includes the Order Summary (ORDSUM) periodic function (program namePFR0062), OR
• includes the Threshold (THRESHD)periodic function (program name PFTHRESHMO).
Note: You canschedule a periodic process to run at a specified time; see ExecutingPeriodic Processes (EPRO) for more informationon defining a job schedule for a periodic process.
Batch Order Control processing:The Batch Order Control job:
• updates all of the related fields in the OrderControl Summary table for the current transaction date. You can reviewoperations and merchandising summary values through the ReviewingOperations Control Summary (FLSH) menu option.
• generates the OperationsControl Report, which lists the most recent operationsand merchandising summary totals. Note:The system generates the report only if you submit the Batch Order Controljob from the Operations Control Summary menu option or from the ORDSUMperiodic function.
• updates the actual value fields and Last updated fields in the ThresholdValues table. The system updates the actual value field regardless ofwhether you have defined a threshold.
• determines if a threshold is breached by comparingthe defined threshold number or dollar value against the actual numbervalue and/or actual dollar value. If you have not defined a thresholdvalue for a threshold, the system does not monitor the threshold fora breach.
• if a threshold has been breached, the systemsends a Threshold MonitorBreach Email to the email address for the threshold.Note: The system generates an emailonly if you submit the Batch Order Control job from the THRESHD periodicfunction.
Threshold Monitor Breach Email
If a thresholdis breached the system sends a Threshold Monitor Breach email to theemail address for the threshold.
Note: You candefine just one email address for each threshold. See Email AddressValidation for information on how the system verifiesthat your entry is formatted correctly.
Email hour interval:The system sends a threshold monitor breach email only when:
• you submit the Batch Order Control job (seeUpdating ThresholdActual Values for more information on how to submitthis job), and
• the number of hours from the Email interval for the threshold haspassed. The system compares the system date and system time to the Last sent on date field and Lastsent on time for the threshold to determine whether to sendanother email, and continues to send an email based on the hourly intervaluntil the threshold is no longer breached.
Sample email:
From: | cwjava@example.com |
To: | kbottger@example.com |
Subject: | **ALERT** Threshold MonitorBreach |
Backordersthreshold exceeded. Review Backorder Reports. Co#: 7 Actual$: 26973 > Thresh$: 13700 Use WTHR to monitor this breach. | |
Contents:
• From:The system uses the following hierarchy to determine the from email address:
• Company:If a From email address is specifiedfor the company through Setting UpCompanies (WCMP), use this address; otherwise,
• System:Use the from.email specified throughSettingup the Email Properties File.
• To: TheEmail address for the breachedthreshold.
• Subject:**ALERT** Threshold Monitor Breach
• First data:Indicates which threshold has been breached, for example: Backorders threshold exceeded.
• Second data:The text from the Action fieldfor the breached threshold.
• Third data:The company, actual threshold value, and threshold comparison value definedfor the breached threshold, for example: Co#:7 Actual$: 26973 > Thresh$: 13700.
• Final data:Use WTHR to monitor this breach.
The table belowdescribes the system-delivered thresholds and how the system updatesthe threshold actual values. If have not already created these thresholds,the Batch Order Control job automatically creates them; however, youstill need to define the threshold criteria; see Updating ThresholdActual Values.
Code | Name | ThresholdDescription |
AP | A/P Balance | Monitors the openaccounts payable balance, including all outstanding (unpaid) A/P invoices,across all vendors. This total is negative if the dollar total of creditsis greater than the dollar total of unpaid invoices. Actual dollar value The Open A/P balancefrom the Order Control Summary table for the most recent transactiondate. |
AR | A/R balance | Monitors the openaccounts receivable balance, including all open, allocated, or disputedopen items across all bill-to accounts. This total is negative if thedollar total of credits is greater than the dollar total of open invoices. Actual dollar value The Open A/R balancefrom the Order Control Summary table for the most recent transactiondate. |
BO | Backorders | Monitors the numberof open and held orders that contain at least one unit on backorder,and the total merchandise dollar value of these backordered units. The system determines if an item is on backorderby calculating open quantity on order line- reserved quantity on order line = backorder quantity. The systemdetermines the open quantity by calculating orderquantity - shipped quantity - cancelled quantity - soldout quantity =open quantity. Actual number value The total number of open and held orders thatcontain at least one unit on backorder, including the total number ofship-to addresses for orders with multiple ship-tos. For example, anorder with two ship-to addresses updates the number of orders total by2. This is the sum of the Futureuse 1 number and Future use2 number from the Order Control Summary table for the mostrecent transaction date. Actual dollar value The sum of the Openbackordered dollars and theHeld backordered dollars from the Order Control Summary tablefor the most recent transaction date. |
HP | Purchase OrdersOn Hold | Monitors the numberof held purchase orders and the merchandise dollar value of items onthese purchase orders. Held purchase orders are POs that are in a held(H) status; this does not includerecurring POs or drop ship POs. The PO line status can be open (O) or held (H)to be included in these totals. Actual number value The Held PO numberfrom the Order Control Summary table for the most recent transactiondate. Actual dollar value The merchandise dollar total for held purchaseorders from the PO Detail table, determined by subtracting the quantityreceived from the quantity ordered and multiplying by the PO price. This is the HeldPO dollars from the Order Control Summary table for the mostrecent transaction date. |
IB | Inventory On Backorder | Monitors the numberof units on backorder that are on open or held orders and the total merchandisedollars of backordered units on these orders. Actual number value The sum of the Openquantity backordered and Heldquantity backordered from the Order Control Summary tablefor the most recent transaction date. Actual dollar value The sum of the Opendollars backordered and theHeld dollars backordered from the Order Control Summary tablefor the most recent transaction date. |
IP | Inventory PendingPutaway | Monitors the numberof units received into a pending putaway warehouse and their merchandisedollar value. A pending putaway warehouse is a warehouse whereyou place inventory that is on its way to its final destination. Youcan define a warehouse as a pending putaway warehouse by assigning awarehouse location type of PP (pendingputaway warehouse) to the warehouse in Workingwith Default Warehouse Locations (WWDL). The system increases these totals when you receivea PO line or a partial quantity on a PO line into a pending putaway warehouse. Actual number value The total number of units received into a pendingputaway warehouse, from the Pending Putaway Detail table. This is the Pendingputaway quantity from the Order Control Summary table forthe most recent transaction date. |
Actual dollar value The merchandise dollar value of items receivedinto a pending putaway warehouse, from the Pending Putaway Detail table. The system multiplies the quantity pending foreach pending putaway detail record by the PO cost to determine the merchandisedollar value for each pending putaway detail record (if a PO cost isnot defined, the system uses the SKU cost from the SKU table). The systemthen sums the merchandise dollars for each pending putaway detail recordto determine the total pending putaway merchandise dollars. This is the Pendingputaway dollars from the Order Control Summary table for themost recent transaction date. | ||
IS | Inventory In StagingWhs | Monitors the numberof units received into a staging warehouse and the merchandise dollarsvalue of these units. A staging warehouse is a warehouse that representsan area within your actual warehouse where you keep stock that needsto be put away. You can designate a warehouse as a staging warehouseby entering the warehouse code in the DefaultStaging Warehouse (E15) system control value. The system increases these totals when you receivea PO line or a partial quantity on a PO line into a staging warehouse. Actual number value The total number of units received into a stagingwarehouse. To determine the number of units received intostaging, the system totals the on-hand quantity for each item warehouserecord in the staging warehouse. This is the Staginginventory quantity from the Order Control Summary table forthe most recent transaction date. Actual dollar value The merchandise dollar value of items receivedinto a staging warehouse. To determine the merchandise dollars of itemsreceived into staging, the system multiplies the total on-hand quantityin the Item Warehouse table for the staging warehouse times the SKU cost. This is the Staginginventory dollars from the Order Control Summary table forthe most recent transaction date. |
LP | LTD purchase dollars | Monitors the numberof orders placed by a sold-to customer and their merchandise dollar value. The system monitors this threshold only whenthe sold-to customer places an order in order entry. If the UpdateDemand for Order Maintenance Transactions (C72) systemcontrol value is selected, the systemincreases a sold-to customer’s LTD (life-to-date) orders numberand dollars when you add an order line to an order in order maintenance. The system reduces a sold-to customer’sLTD orders number and dollars when you cancel an order if the cancelreason you enter is set to update demand. Note: Youmust manually create this threshold value. Also, the threshold’sactual number and actual value are not listed on the Work with ThresholdsScreen since these values apply to a specific sold tocustomer. The system does not send an email when this threshold is breached;instead, a pop-up window opens in order entry. Customer Order History Window The CustomerOrder History Window opens in order entry when you enteran order for a customer whose LTD order dollars exceeds the thresholdvalue. Actual number value The number of orders placed by a sold-to customer,not including any returns created through order entry, exchange itemsentered on an order, or order including a gift certificate but no merchandise.This is the Order number LTDin the Customer Sold To Order History table for the most recent transactiondate. Actual dollar value The merchandise dollar value of the orders placedby a sold-to customer, including any backordered or soldout items andthe purchase of any gift certificates, but not including any returnscreated through order entry. This is the Orderdollars LTD from the Customer Sold To Order History tablefor the most recent transaction date. |
NP | Orders Rsvd/NotPrinted | Monitors the numberof reserved units on open and held orders and their total merchandisedollar value. Actual number value The sum of the Openunprinted quantity and Heldunprinted quantity from the Order Control Summary table forthe most recent transaction date. Actual dollar value The sum of the Openunprinted dollars and Held unprinteddollars from the Order Control Summary table for the mostrecent transaction date. |
OH | Orders On Hold | Monitors the numberof units on held orders and their total merchandise dollar value. Thisincludes units regardless of whether they are on backorder or are printed,but does not include held order lines if the order itself is not held. Actual number value The sum of the Heldbackordered quantity, Held printedquantity, and Held Unprintedquantity from the Order Control Summary table for the mostrecent transaction date. Actual dollar value The sum of the Heldbackordered dollars, Held printeddollars, and Held unprinteddollars from the Order Control Summary table for the mostrecent transaction date. |
OR | Pending Refund | Monitors the numberof pending refunds and their total merchandise dollar value. Pending refunds are refunds in an open or heldstatus that have not yet been processed; these totals do not includerefunds that are in a pending cancelled, cancelled, pending write off,write off, or processed status. Actual number value The Refunds pendingnumber from the Order Control Summary table for the most recenttransaction date. Actual dollar value The Refunds pendingdollars from the Order Control Summary table for the mostrecent transaction date. |
PC | Pending RA Credit | Monitors the numberof pending return authorization credits and their total merchandise dollarvalue. Pending return authorization credits are returnauthorizations that have been received, but not yet credited. These totals include the returned units on returnand exchange transactions, but notitems ordered in exchange. Actual number value The total number of pending return authorizationcredits, regardless of whether the returns are on the same order. Forexample, an order with 2 pending RA credit order lines processed separatelyupdates this total by 2; however, if the same 2 pending RA credit orderlines on a single order are processed in the same transaction, the totalupdates by 1. The system determines the number of pending RAcredits by totaling the number of RA header records whose date receivedis greater than 0 and date credited is 0. This is the PendingRA credit number from the Order Control Summary table forthe most recent transaction date. Actual dollar value The merchandise dollar total of items on pendingreturn authorization credits, determined by multiplying the uncreditedquantity by the order detail price. From the PendingRA credit dollars in the Order Control Summary table for themost recent transaction date. |
PD | Purchase OrdersPast Due | Monitors the numberof purchase orders that contain purchase order lines that are past duetheir merchandise dollar value. This does not include drop ship purchaseorders. Past due purchase orders contain PO lines thathave not yet been received and are past the expected due date (the Due date on the PO line is earlierthan the current date). PO lines whose status is open (O) or held (H)are included in these totals. Actual number value The total number of open, held, and docked POsthat include PO lines that are past due. This is the sum of the Openpast due PO number, Held pastdue PO number, and Docked pastdue PO number from the Order Control Summary table for themost recent transaction date. Actual dollar value The merchandise dollar total for items on open,held, and docked POs that are past due. This is the sum of the Openpast due PO dollars, Held pastdue PO dollars, and Docked pastdue PO dollars from the Order Control Summary table for themost recent transaction date. |
PK | Purchase OrdersDocked | Monitors the numberof docked purchase orders and their merchandise dollar value. Docked purchase orders are POs that are in adocked (D) status. PO lines on partiallydocked PO’s whose status is (O)or held (H) are included in thesetotals. If you partially receive a docked PO, the systemupdates the PO status from docked (D)to open (O). Actual number value The Docked PO numberfrom the Order Control Summary table for the most recent transactiondate. Actual dollar value The merchandise dollar total for docked purchaseorders from the PO Detail table, determined by subtracting the quantityreceived from the quantity ordered and then multiplying by the PO price. This is the DockedPO dollars from the Order Control Summary table for the mostrecent transaction date. |
PO | Pending Pick Slips | Monitors the numberof pending pick slips and their merchandise dollar value. Pending pick slips are pick slips that have notyet been billed, but does not include pick slips that are voided, waitingfor authorization, or suspended. The system increases the pending pick slip number,units, and dollars for drop ship orders if the drop ship output definedfor the vendor is drop ship pick slip; if the drop ship output definedfor the vendor is drop ship purchase order or collaborative shipping,the system increases the total units and total dollars pending, but doesnot increase the total number pending. Actual number value The Pending picksnumber from the Order Control Summary table for the most recenttransaction date. Actual dollar value The Open printeddollars and Held printed dollarsfrom the Order Control Summary table for the most recent transactiondate. |
RA | Pending RA Receipt | Monitors the numberof pending return authorization receipts and their merchandise dollarvalue. Pending return authorization receipts are returnauthorizations that have been entered, but not yet received. These totals include items returned on returnand exchange transactions, not itemsordered in exchange. Actual number value The total number of pending RA receipts, regardlessof whether the returns are on the same order. For example, an order with2 pending RA receipt order lines processed separately updates this totalby 2; however, if the same 2 pending RA receipt order lines on a singleorder are processed in the same transaction, the total updates by 1. |
The system determinesthe number of pending RA receipts by totaling the number of RA headerrecords whose date received is 0. This is the PendingRA receipt number from the Order Control Summary table forthe most recent transaction date. Actual dollar value The merchandise dollar total of items on pendingreturn authorization receipts, determined by multiplying the unreceivedquantity by the order detail price. This is the PendingRA receipt dollars from the Order Control Summary table forthe most recent transaction date. | ||
RS | Suspended PO Receipts | Monitors the numberof PO lines received into suspense and their merchandise dollar value. Actual number value The total number of PO lines received into suspense,including PO lines that have a partial quantity received into suspense.This is the Suspense receipts numberfrom the Order Control Summary table for the most recent transactiondate. Actual dollar value The Suspense receiptsdollars from the Order Control Summary table for the mostrecent transaction date. |
SB | Suspended Batches | Monitors the totalnumber of order batches that are in a suspended status. The system does not monitor a threshold dollarvalue for suspended batches. Actual number value The system determines the number of order batchesin a suspended status by totaling the number of orders in the Order Batchtable whose Batch suspended fieldis set to Y. This is the Batchessuspended number from the Order Control Summary table forthe most recent transaction date. |
SI | Suspended Inventory | Monitors the numberof units received into suspense and their merchandise dollar value. Actual number value The Suspense receiptsquantity from the Order Control Summary table for the mostrecent transaction date. Actual dollar value The Suspense receiptsdollars from the Order Control Summary table for the mostrecent transaction date. |
SO | Suspended Orders | Monitors the numberof suspended orders and their merchandise dollar value, regardless ofwhether the order is batched. Actual number value The total number of suspended orders, from thenumber of orders in a suspended status or error status in the Order Headertable. This is the Orderssuspended number in the Order Control Summary table for themost recent transaction date. Actual dollar value The merchandise dollar total of suspended orders,including orders in a suspended or error status. This is the sum of themerchandise dollars for suspended and orders in error in the Order ShipTo table. This is the Orderssuspended dollars from the Order Control Summary table forthe most recent transaction date. |
VC | Virtual Card Numbers | Monitors the numberof stored value card numbers available to assign to a virtual storedvalue card. Actual number value The actual number of records in the VirtualCard Number Table (FLSVCA). |
Purpose:Use this screen to review, create, change, or submita command to process a threshold value.
How to display this screen: EnterWTHR in the Fastpath field at the top of a menu or select Work with ThresholdValues from a menu.
Field | Description |
Description | A description ofthe threshold. See System Delivered Thresholdsfor a listing of system-delivered threshold values and the calculationsperformed. Alphanumeric, 30 positions; optional. |
Threshold units | The number definedfor the threshold. Numeric, 7 positions; display-only. |
Threshold value | The dollar amountdefined for the threshold. Note: Youcan enter a whole dollar amount, but no decimals. Numeric, 7 positions; display-only. |
Breached values are highlighted in red: Athreshold’s Actual units or Actual value, or both, are highlightedin red if they have breached the corresponding thresholds. The systemconsiders a threshold breached if you have specified a Comparisonsetting for the threshold and either of the actual values is beyond thethreshold, even if the threshold is zero. For example, if you have setthe Comparisonfor A/R Balance to Greater than and left the threshold value and $ valueas zero, then the A/R Balance is considered breached if either the actualunits or value are greater than zero. To avoid having a threshold flagged as breached,set the Comparisonto unselected (blank). | |
Actual units | The actual currentvalue for the threshold, such as the actual number of units on backorder. Numeric, 7 positions; display-only. |
Actual value | The actual dollaramount for the threshold, such as the dollar value of units on backorder. Note: Thesystem rounds the actual dollar amount down to the nearest whole dollar. Numeric, 7 positions; display-only. |
Action | The message to includein the Threshold MonitorBreach Email to indicate the action to take if the thresholdis breached; for example, if the OH(Orders on Hold) threshold is breached, the action may be GENERATE THE HELD ORDERS REPORT. Alphanumeric, 50 positions; display-only. |
ScreenOption | Procedure |
Create a threshold | Select Create to advance to the Create Threshold ValuesScreen. |
Change a threshold | Select Change next to a value to advance to theChange Threshold Values screen. At this screen you can change all fieldsexcept the Last update date and time, Threshold code, Actual unit value, Actual dollar value, and Last sent date and time. See Create Threshold ValuesScreen for field descriptions. |
Delete a threshold | Select Delete next to a value to delete it. |
Display a threshold | Select Display next to a value to advance tothe Display Threshold Values screen. You cannot change any informationon this screen. See Create Threshold ValuesScreen for field descriptions. |
Show all thresholdsor only breached thresholds | Select Show All/Breached. The system togglesbetween displaying all thresholds or only those thresholds that havebeen breached. When is a threshold consideredbreached? The system considers a threshold breached if youhave specified a Comparisonsetting for the threshold and either of the actual values is beyond thethreshold, even if the threshold is zero. For example, if you have setthe Comparisonfor A/R Balance to Greater than and left the threshold value and $ valueas zero, then the A/R Balance is considered breached if either the actualunits or value are greater than zero. To avoid having a threshold flagged as breached,set the Comparisonto unselected (blank). |
Create Threshold Values Screen
Purpose:Use this screen to create a threshold.
How to display this screen: SelectCreate at the Work with ThresholdsScreen.
Field | Description |
Threshold | The code and descriptionthat represents a threshold. See System Delivered Thresholdsfor a list of system-delivered thresholds. Threshold code: Alphanumeric 2 positions. Create screen: required. Change screen: display-only. Threshold description: Alphanumeric, 30 positions;required. |
Last update | The date and timewhen the threshold was last updated. Date: Alphanumeric, 6 positions; display-only. Time: Alphanumeric, 6 positions; display-only. |
Comparison | Defines how thesystem determines whether the threshold is breached. Valid values: • Greater than= The threshold is breached when the actual system value exceeds thethreshold value. • Less than= The threshold is breached when the actual system value is less thanthe threshold value. Note: Leavethis field blank (unselected) if you do not want the system to checkwhether the threshold is breached. Optional. |
Value | The number thatrepresents the threshold value. Numeric, 7 positions; optional. |
$ Value | The dollar amountthe represents the threshold value. Note: Youcan only enter a whole dollar amount. Numeric, 9 positions with a 2-place decimal;optional. |
Actual value | The actual numberfor this threshold, updated by the system. Example: Theactual number of units on backorder. Numeric, 7 positions; display-only. |
$ actual value | The actual dollaramount for this threshold, updated by the system. Example: Thedollar value of units on backorder. Note: Thesystem rounds the actual dollar amount down to the nearest whole dollar. Numeric, 9 positions with a 2-place decimal;display-only. |
Email address | The email addresswhere the system delivers the Threshold MonitorBreach Email when the threshold is breached. Note: Youcan define just one email address for each threshold. See Email AddressValidation for information on how the system verifiesthat your entry is formatted correctly. Alphanumeric, 50 positions; optional. |
Email interval | The number of hoursthe system waits before sending another email for the breached threshold. Numeric, 3 positions; optional. |
Last sent on/at | The last date andtime when an email was sent for the threshold. Date: numeric, 6 positions (MMDDYY format);display-only. Time: numeric, 6 positions (HHMMSS format);display-only. |
Action | The message to includein the Threshold MonitorBreach Email, indicating the action to take if the thresholdhas been breached; for example, if the OH(Orders on Hold) threshold is breached, the action may be GENERATE THE HELD ORDERS REPORT. Alphanumeric, 50 positions; optional. |
Code | A code for the applicationarea associated with the threshold. Alphanumeric, 3 positions; required. |
Group code | A code for the applicationgroup associated with the threshold. Alphanumeric, 3 positions; required. |
| Working with User Label Printers (WULP) | Contents | SCVs | Search | Glossary | Reports | Database | Solutions | XML | Index | Using the Menu Driver |
WTHR Serenade 5.0 March 2015
