How To Series:

Inventory Ranking By Subline Using CompassÔ Analytics

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Table of Contents HowToSeriesRPAPart1.....................................................................................................................................................1MonthlyTip..........................................................................................................................................................................1InventoryRankingBySublineUsingCompassAnalytics......................................................................................................1DecisionstoMake..............................................................................................................................................................16References..........................................................................................................................................................................16

1 July13,2017

HowToSeries:RPAPart1TheCompass“HowTo”seriesispresentedbytheEpicorProfessionalServicesteamforEagleAutomotivecustomers.ThisprogramisaproductoftheProfessionalServicesforEagleAutomotiveteamandisnotsupportedbytheEpicorEagleAdviceLine.Thismonthwewillbesharinga“HowTo”documentontheuseoftheCompassAnalyticsandtheCompassActiveInventoryViewertoassistinmanagingpopularitycodebysubline.Thedocumentationwillbedesignedtogiveyouasmuchdetailedinformationaspossible,butadditionalassistanceisavailablefromtheEagleAutoPSteamatanhourlyrate.Sections:

u MonthlyTipu InventoryRankingbySublineUsingCompassAnalyticsu DecisionstoMakeu References

MonthlyTip

IfyouarereviewingqueriesinCompassAnalyticsandyouareseeingunexpectednumbersinyourresultsorusersthatyoudonotrecognize,youmaybeseeingtrainingdatathatwasleftinyoursystematgo-live.MakeacalltotheEpicorAdviceLineandreviewitwiththem.TheywillbeabletoassistyouwithreloadingthequickrecalltablestotheTFPdatabase,whichgenerallywillfixtheproblem.

InventoryRankingBySublineUsingCompassAnalytics

Customersoftencomefromasystemthatallowedthemtorankpartsbyagroupandacrossmanufacturerproductlines.EagleProductAnalysisReport(RPA)allowsyoutorankwithinalineandsubtotalonsublinebutdoesnotallowyoutorankacrosslines,asitdoesn’tincludeanoptionforrankingatthesublinelevel.TheonlyoptionsintheRankingGroupfieldareD=Department,C=Line,P=PrimeVendor,andM=Manufacturer.

Manymanufacturers,suchasACDelco,aremaintainedinEagleunderoneline–ACDforexample–withproductlinesunderdifferentsublines.Inthisexercise,wewillmodifyaCompassquerytorankthepartsbysublineanduseaScheduledTaskandthepoweroftheCompassActiveInventoryViewertosetthepopularitycodeininventorymaintenance(IMU)bysubline.

2 July13,2017

OpenCompassAnalyticsandselecttheinventoryanalyticcube.

WearegoingtowritearankingreportbasedonsublineinCompassandupdatethepopcodefieldinEagleIMUusingaScheduledTask.Beforeyoustartyouwillneedtoconsiderafewpoints:

u Allpartshaveasubline.u Willyourankbasedonunits,cost,grossprofitdollars,grossprofitpercentage,on-handvalue,YTD

transactionsorsomeothervalue?u Ifcostisdisplayed,isitaverageorreplacement?u Weintendtoupdatethepopcode,butyoucouldalsousemanufacturerrank,warehousemovement

codesoranyofthe20IMUcodes.u Youcanpopulatemultiplefieldswithdifferentranksfordifferenttimeperiods.u Whattimeframeinsalesareyouusing?(last3,6,12,18or24months)u YoucanexcludeorincludeitemsbasedinthedateaddedordateoffirstreceiptinCompass.u Howmanyrankingcodesdoyouwant?(4,8orsomeothernumber)u Alphaornumericranking?u Whatpercentageforeachrank?

3 July13,2017

Mysuggestedeightlevelstostartwith:RANK PercentageAor1 <=20Bor2 >20<=45Cor3 >45<=60

Dor4 >60<=75Eor5 >75<=85

For6 >85<=90Gor7 >90<=95

Wor8 >95<=99.99Xor9 >99.99

Createyourfirstqueryfortestingwithasingleline,place“Line”inthe“FilterOn”fieldandselectasinglelinetotestthisprocess.Place“Last12MonthsSales”inthe“Show”field.Thisismeasuredinunits,eventhoughitdoesnotincludeunitinthenameofthefield.Place“Store,”“Line,”“Subline”and“Part”intheleft“By”field.NOTE:Setthereporttoasinglestoresothatyouarerankingbystoreinourfirsttest.Ifyoudonotincludeasubtotalbystoreyouwillberankingbasedonsalesacrossallstores,creatingacorporatewidesalesrank.Youshouldalwaysexclude“pricingstore”fromthequery.NOTE:Inourtest,wearegoingtoinclude“Line”intheleft“By”fieldwithasubtotalbylinesothatwearerankingacrossgroupswithinaline.Ifwedonotincludeasubtotalonlinewecanrankbasedonsublineacrosslines.

4 July13,2017

Atthispointyoucanhidecolumns,customizecolumnsandsortonthe“Last12MonthsSales”fieldsothattheitemswiththemostsalesappearatthetop.

Quickgroupandtotalonthe“LineCode”field,addthe“PopularityCode”fromIMUorwhatevercodefieldthatyouareupdatingtothereportintheleft“By”fieldandthenclickrefresh.Continuetocustomizecolumnsasyougothroughthisexercise.Asyoucansee,thereareitemsinthissetthatareinatleasttwosublines.Wewilldiscussthatinafewminutes.

5 July13,2017

Insertacolumnfor“Rankof(A)”inthereport.

Customizethecolumnandreviewtheresults.

6 July13,2017

Insertanewcolumn“RunningPercentageof(A)”called“RunningPercentageBase.”

Thatnumberrepresentsthecumulativevalue,andaformulacanberunoffofthattosetthepopularitycodebasedonthepercentageinyourchart.

7 July13,2017

Thiscolumncouldbeabove100percentiftherearenegativesinthefile“Last12MonthsSales.”Insertanewcolumn“RunningPercentageBase”usingaformula.

If ( [Running^Percentage] < 100, [Running^Percentage] , if ( and ( [Last 12 Months Sales] > 0 , [Running^Percentage] >= 100 ) , 99.99 , 100 ))

Round( If ( [Running^Percentage^Base] < 100, [Running^Percentage^Base] , if ( and ( [Last 12 Months Sales] > 0 , [Running^Percentage^Base] >= 100 ) , 99.99 , 100 )),2)

8 July13,2017

Customizethecolumnifneeded.

Hidethe“RunningPercentageBase”column.

9 July13,2017

Insertanewcolumn“NewPopCode”withaformulabasedonthetableabove.Thiscouldbeanalphaornumericcodebasedonthe“RunningPercentageofSales”andeightcodes.

if ( [Running^Percentage] > 99.99 , "X" , ( if ( and ( [Running^Percentage] <= 99.99, [Running^Percentage] > 95), "W", ( if ( and ( [Running^Percentage] <= 95, [Running^Percentage] > 90), "F", ( if ( and ( [Running^Percentage] <= 90, [Running^Percentage] > 80), "E", ( if ( and ( [Running^Percentage] <= 80, [Running^Percentage] > 65), "D", ( if ( and ( [Running^Percentage] <= 65, [Running^Percentage] > 45), "C", ( if ( and ( [Running^Percentage] <= 45, [Running^Percentage] > 20), "B", ( if ( [Running^Percentage] <= 20, "A", "X" )))))))))))))))

10 July13,2017

Asyoucanseeinthisreport,whenthecumulativesalesreaches20percenttherankchangestoBeventhoughthenumberofunitsisstill16units.ThisdiffersfromwhatwelearnedinthewebinaronRPA,butcurrentlywedonothaveasolutionforCompasstoduplicatethisfeature.Youcanseethatwhenthesalesunitsreacheszerothe“NewPopCode”dropstoanX.

11 July13,2017

Wedidallofthistodemonstratethatsubtotalonlineorsublinereallydoesnotmatter;the“Rankof(A)”fieldisallthatcontrolstherank.Ifwethrow“Subline”intothequicktotalboxandremovelinewegetthesameresultsoneachpartnumber.

Torankbysubline,removethe“Line”and“Subline”codesfromthe“GroupBy”box.

12 July13,2017

EdittheRankof“Last12MSalesByLine”column.

ClickOK.

13 July13,2017

Youcanseethe“RankofLast12MSalesBySubline”hasissues;movethe“Subline”backintothe“GroupBy”box.

Nowyoucanseethattherankissetcorrectlywithinasublinecode.

14 July13,2017

UseaCompassScheduledTasktosetthe“NewPopCode”fieldtoafieldininventoryMaintenanceIMU.Ifyouhadthesamesublinevalueacrossmultiplelinesforlikeproducts–forexampleAIRforairfilters,OILforoilfilters,HYDforHydraulicandGULforFuelfilters–youcoulduseauserdefinedfieldtoseparatethesublinevalueintotwoseparatefieldsforthisexercise.Youwouldbuildthissamereport,subtotaledonsubline,andignorelinecodealtogether.Todothis,wewouldfirstcreateanewUserDefinedField(UDF)called“ThreeDigitSubline.”

Addthisfieldtothereport.Next,insertaformulacolumncalled“DividedSubline”todividethesix-digitsublinefieldinhalf:

Mid([SublineCode],4,3)WAG004Thisformulalooksatthe4thcharacterandselectsthenext3characters.Theresultinthisexamplewouldbe004.

Inourdemosystem,Iwouldbeabletorankcondensersagainsteachotherinasinglerankinggroupnomatterwhatmanufacturertheycomefrom.Icoulddothesamewithshopsupplies.

15 July13,2017

Youwillneedtoeditthe“Rankof(A)”columntoworkonthe“ThreeDigitSubline”column.

Youwillneedtoeditthe“RunningPercentageof(A)”columntoworkonthe“ThreeDigitSubline”column.

16 July13,2017

Andyoucansee,thedisplayedresultsnowarebasedonthe“ThreeDigitSubline”columnacrossalllines.

DidyounoticethattherearenoAmoversinthisfile?Doyourememberwhy?That’sright,thefirstiteminthelistsurpassesthe20%level.

DecisionsToMake

OnceyouunderstandthetheoryoftherankinginEagleandCompass,youwillfindthatthebestresultsareobtainedbyusingacombinationofthetwoprocesses.YouwillwanttoruntheProductAnalysisReportRPAreportbystorefirstattheLineleveltosetthemajorityofyourproducts.Oncethishasrun,youcanhaveScheduledTask(s)asneededinCompasstosetthesublinesinwhatevermanneryouwantthemtorun.Youmayuseonequerytorunselectedlinesonsublineswithinalineandanotherquerytorunasublinebasedonthethree-digitprocesswedescribedtorunasublineacrossmultiplelinecodes.YoustillhavethesamequestionstodiscussthatwementionedinthewebinarsuchaswherewillyouplacethisnewvalueinIMU?

References

CompassOnlineHelpEagleOnlineHelpJobAidsTrainingOnDemandTODPSTraininganddocumentationonUDFandUDDinformation

Saveallofyournotesfromeverysessionaswearegoingtodiscovermanyrelatedtools.

17 July13,2017

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