Par Value (Vendor Managed Inventory (VMI)) Order Templates allow administrators to import csv files to create refill orders. Templates set threshold quantities of particular products that are regularly re-ordered. When a user re-orders, they can enter current counts against the pre-set par values. The system will calculate the quantity to be ordered by subtracting the current quantities from the par value counts. Administrators can import csv files as par value templates. These become templates are linked to Customer Codes, so users login and can access these via the VMI Template page (separate from their standard Order Templates).
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Each product line displays a Maximum Par Count value, as well as a Current Count quantity input field. Copying the lines from a par value template to your current order looks at the Maximum Par Count against the Current Count (quantity on hand), and orders the difference.
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Mandatory fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.SolLineType | Line type. 'S' = Stock |
| SoCustCode | Customer Code this template is for |
| SoCustReference | Template name |
| SoUserIdCode | User ID |
| CompanyTemplate | 'Y' or 'N'. |
| AllowTemplateBillTo | Allow bill to? Enter 'Y' or 'N'. |
| ProntoSalesOrderLine.StockCode | Productcode |
| ProntoSalesOrderLine.SolOrderedQty | Default Quantity |
Optional fields:
| Field | Value |
|---|---|
| ProntoSalesOrderLine.CostCentreCode | Cost centre |
| ProntoSalesOrderLine.SolLineDescription | Product note |
| UserRoleWhenOrderTemplate | Role name. Enter an existing or or 'None'. |
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To add whole order note lines, override the normal product line processing using the following format. They can also be used for inserting breaks or as headings in the template. Instead of a product (stock) line, enter the following: |
Import a Par Value Template
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To allow access to VMI Par Value Templates templates for the end user, you will need to add the page 'OrderTemplates.aspx?ParValueOrderMode=true' to their role's menu. When access is granted, the user should see a link that takes them to Par Value Templates.
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