Overview
If you are using min/max purchase runs, you should be running min/max update runs about every 3 months to refreshen up and review your min/max reorder levels.
Min/Max update runs help you by automating updates to Min/Max levels for product sites.
You can review and adjust the suggested new min/max levels before you update each one.
The system color codes suggestions to tell you which min/max levels need to be used.
Min/Max levels on product sites can be used in purchase runs.
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This is not related to min/max levels on product locations, which are used for internal stock location transfers. |
Procedure
- In the navigation panel, go to Inventory then Min/ Max Update Runs
Click New. The New Bulk Update Run window displays.
- Enter a Name for the Min/Max Update Runs
Click on Extract Products a button from the ribbon line. Extract Min/Max Update Run window appears.
Tip Refer to the purchase run set fields page for more details and Creating a purchase run set for more details of the parameters.
Expand title Show me 
Select a Min Max Update Run Set
- Enter a Start and End Date For Sales
- You can filter by Supplier, Products, or Site.
Click on OK
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- Review the lines on the min/max update run. You can change or delete any lines on the run
- The lines on the min/max run are color-coded:
- Green lines are ok, the variance between your current min/max and the suggested min/max is small
- Yellow lines need review, the variance between your current min/max and the suggested min/max is fairly large
- Red lines definitely need review, the variance between your current min/max and the suggested min/max is very large. This would result in a material change to your purchasing for the product
- If you have any questions about how the result was calculated. Please read the message shown below each line. The message explains how the result was calculated. The message is intended to be similar to the message on purchase runs where average weekly sales are used. As the min/max run uses the same kind of calculations as the average weekly sale purchase run. If you have trouble understanding the message, consider talking to your purchasing officer. They may be familiar with the messages in the contacts of purchase runs.
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- Once you are happy with the min/max levels shown. Click on Finalize to post the min-max run
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To exclude product from the min/ max runs there is a check box on the products page > Settings > Excl from Min/ Max Upd Run |