<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/wh/ina/whina6210m000" xml:lang="en">
   <Header>
      <Title>Perform ABC Analysis (whina6210m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to perform an <Link href="/baanerp/wh/glossary/glossary#000306" role="glossary">ABC analysis</Link>. Based on this analysis, the items are classified according to
		  issues by warehouse.</Paragraph>
      </AimSection>
      <GeneralSection>
         <Paragraph>The total actual issue of items in the range is calculated
		  for the warehouses in the period of the twelve months to date (so the maximum
		  number of months is twelve).</Paragraph>
         <List>
            <ListIntro>Next, the <Link href="/baanerp/wh/glossary/glossary#000386" role="glossary">inventory turnover</Link> can be calculated based upon:</ListIntro>
            <ListItem> 
               <GUIRef href="/baanerp/wh/domains/ina.kabc#costprice" role="option">Cost Price</GUIRef>
            </ListItem>
            <ListItem> 
               <GUIRef href="/baanerp/wh/domains/ina.kabc#salesprice" role="option">Sales Price</GUIRef>
            </ListItem>
            <ListItem> 
               <GUIRef href="/baanerp/wh/domains/ina.kabc#quantity" role="option">Quantity</GUIRef>: the issue of
			 the item</ListItem>
         </List>
         <Paragraph>If the item is used only for part of the period, turnover is
		  calculated as if the item were used for the entire period.</Paragraph>
         <List>
            <ListIntro>Based on turnover, the <Link href="/baanerp/wh/glossary/glossary#000307" role="glossary">ABC code</Link> is determined as follows:</ListIntro>
            <ListItem>The upper boundary of items is classified A.</ListItem>
            <ListItem>The middle boundary of items is classified B.</ListItem>
            <ListItem>The lower boundary of items is classified C.</ListItem>
         </List>
         <Paragraph>This ABC classification is based upon the values of the <GUIRef href="/baanerp/wh/ina/whina0100m000#whina000.spca" role="manual">Boundary Class A/B/C</GUIRef> fields in the <GUIRef href="/baanerp/wh/ina/whina0100m000" role="session">Inventory Analysis Parameters (whina0100m000)</GUIRef> session.</Paragraph>
      </GeneralSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListIntro>You can also manually assign an ABC classification to an
			 item warehouse combination in the following sessions:</ListIntro>
            <ListItem> 
               <GUIRef href="/baanerp/wh/wmd/whwmd4100s000" role="session">Item - Warehousing (whwmd4100s000)</GUIRef>
            </ListItem>
            <ListItem> 
               <GUIRef href="/baanerp/wh/wmd/whwmd2110s000" role="session">Warehouse - Item (whwmd2110s000)</GUIRef>
            </ListItem>
         </List>
      </Note>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/wh/onlinemanual/000002" role="manual">To perform an ABC analysis</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="cwar.f" OtherIDs="cwar.t">
         <Header>
            <Title>Warehouse</Title>
         </Header>
         <FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tc/glossary/glossary#Warehouse_tc" role="glossary">warehouse codes</Link>.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="citg.f" OtherIDs="citg.t">
         <Header>
            <Title>Item Group</Title>
         </Header>
         <FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tc/glossary/glossary#000007" role="glossary">item groups</Link>.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="item.f" OtherIDs="item.t">
         <Header>
            <Title>From Item</Title>
         </Header>
         <FuncDesc>The From and To fields define a range of: <Link href="/baanerp/tc/glossary/glossary#000001" role="glossary">items</Link>.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="date.f">
         <Header>
            <Title>Consider Demand From</Title>
         </Header>
         <FuncDesc>Select the start date of the period for which the <Link href="/baanerp/wh/glossary/glossary#000306" role="glossary">ABC analysis</Link> must be performed.</FuncDesc>
         <SimpleSection>
            <Paragraph>The demand is calculated for the selected date to the
			 current date. The data is analyzed based on the inventory issued by the
			 warehouse for the selected period. In the <GUIRef href="/baanerp/wh/inr/whinr1530m000" role="session">Warehouse - Item - Issue by Period (whinr1530m000)</GUIRef> session, you can view the actual
			 demand quantity in the <GUIRef href="/baanerp/wh/inr/whinr1530m000#whinr130.deqt" role="manual">Actual Demand</GUIRef> field.</Paragraph>
         </SimpleSection>
         <SimpleSection>
            <Paragraph>To calculate the future demand you must select the date in
			 the <GUIRef href="/baanerp/wh/ina/whina6210m000#date.t" role="manual">Consider Demand To</GUIRef> field.</Paragraph>
         </SimpleSection>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>The current date minus one year.</Paragraph>
         </DefaultValue>
      </FieldHelp>
      <FieldHelp ID="future.demand">
         <Header>
            <Title>Include Future Demand</Title>
         </Header>
         <FuncDesc>If this check box is selected, <GUIRef href="/baanerp/wh/ina/whina6210m000#date.t" role="manual">Consider Demand To</GUIRef> field is enabled.</FuncDesc>
         <SimpleSection>
            <Paragraph>You can perform the <Link href="/baanerp/wh/glossary/glossary#000306" role="glossary">ABC analysis</Link> for the planned or future period.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="date.t">
         <Header>
            <Title>Consider Demand To</Title>
         </Header>
         <FuncDesc>Select the end date of the period for which the demand must be
		  calculated.</FuncDesc>
         <SimpleSection>
            <Paragraph>The <Link href="/baanerp/wh/glossary/glossary#000306" role="glossary">ABC analysis</Link> can be performed based on the actual and planned usage of the
			 inventory. The future demand is calculated based on the planned inventory
			 transactions and demand forecasting.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldGroup>
         <Title>ABC Base</Title>
         <FieldHelp ID="abc.base">
            <Header>
               <Title>ABC Base</Title>
            </Header>
            <FuncDesc>The ABC analysis can be calculated in three ways:</FuncDesc>
            <SimpleSection>
               <List>
                  <ListItemHead>
                     <GUIRef href="/baanerp/wh/domains/ina.kabc#costprice" role="option">Cost Price</GUIRef>
                  </ListItemHead>
                  <ListItem>The items are classified based on turnover which is
				  calculated as follows:</ListItem>
               </List>
               <Formula space-and-orientation="indented-estimated">
                  <Paragraph>average annual issue * cost price </Paragraph>
               </Formula>
               <List>
                  <ListItemHead>
                     <GUIRef href="/baanerp/wh/domains/ina.kabc#salesprice" role="option">Sales Price</GUIRef>
                  </ListItemHead>
                  <ListItem>The items are classified based on turnover which is
				  calculated as follows:</ListItem>
               </List>
               <Formula space-and-orientation="indented-estimated">
                  <Paragraph>average annual issue * sales price </Paragraph>
               </Formula>
               <List>
                  <ListItemHead>
                     <GUIRef href="/baanerp/wh/domains/ina.kabc#quantity" role="option">Quantity</GUIRef>
                  </ListItemHead>
                  <ListItem>The items are classified on the basis of the average
				  annual issue (= quantities sold). The results of the analysis may contribute to
				  an optimal warehouse layout.</ListItem>
               </List>
            </SimpleSection>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <List>
                  <ListIntro>The <GUIRef href="/baanerp/wh/ina/whina6210m000#currency" role="manual">Currency</GUIRef> field is only
				  relevant for the following <GUIRef href="/baanerp/wh/ina/whina6210m000#abc.base" role="manual">ABC Base</GUIRef> field's values:</ListIntro>
                  <ListItem> 
                     <GUIRef href="/baanerp/wh/domains/ina.kabc#costprice" role="option">Cost Price</GUIRef>
                  </ListItem>
                  <ListItem> 
                     <GUIRef href="/baanerp/wh/domains/ina.kabc#salesprice" role="option">Sales Price</GUIRef>
                  </ListItem>
               </List>
            </Note>
         </FieldHelp>
      </FieldGroup>
      <FieldGroup>
         <Title>Options</Title>
         <FieldHelp ID="currency">
            <Header>
               <Title>Currency</Title>
            </Header>
            <FuncDesc>The currency base.</FuncDesc>
            <SimpleSection>
               <Paragraph>From the Tools menu, choose Rotate Currency to switch home currencies.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="print.report">
            <Header>
               <Title>Print ABC Analysis</Title>
            </Header>
            <FuncDesc>If this check box is selected, the ABC analysis
			 (including error report) is printed.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="man.changed">
            <Header>
               <Title>Update Manually Changed ABC Codes</Title>
            </Header>
            <FuncDesc>The <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.abcc" role="manual">ABC Code</GUIRef> field of the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000" role="session">Item - Warehousing (whwmd4100s000)</GUIRef> session can be changed manually. The <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.mabc" role="manual">Manually Entered ABC Code</GUIRef> check box is then selected. These items can be excluded from the
			 ABC analysis.</FuncDesc>
            <SimpleSection>
               <Paragraph>If this check box is selected, all items are included
				in the ABC analysis. If this check box is cleared, only those items are
				included in the ABC analysis for which the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.mabc" role="manual">Manually Entered ABC Code</GUIRef> check box is cleared.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="abc.by.warehouse">
            <Header>
               <Title>Perform ABC Analysis by Warehouse</Title>
            </Header>
            <FuncDesc>The ABC analysis can be performed for each item and for each
			 item warehouse combination.</FuncDesc>
            <SimpleSection>
               <Paragraph>If this check box is selected, ABC analysis is
				performed by warehouse.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="abc.by.item">
            <Header>
               <Title>Perform ABC Analysis by Item</Title>
            </Header>
            <FuncDesc>The ABC analysis can be performed for each item and for each
			 item warehouse combination.</FuncDesc>
            <SimpleSection>
               <Paragraph>If this check box is selected, ABC analysis is
				performed by item.</Paragraph>
            </SimpleSection>
         </FieldHelp>
      </FieldGroup>
   </Fields>
</Session>