Batch Analysis - Manage Outliers

7.  Item Revisions

The Item Revisions function is used when one or more products are being replaced by another identical or similar product, and it is expected that the replacement will behave in a similar manner.  This occurs when the demand pattern for the new product is expected to be identical or similar to the old one, so the history and forecasts of the old one would closely represent the history and forecasts of the new one.  Item Revision allows the history, forecasts, and characteristics of the “old” item to be copied or moved to the “new” item.  Item Revisions can also be used when one or more similar products are being merged into a single product.  If the “new” item does not already exist in the database, the histories of the discontinued items are added together to form the history of the “new” item.  

If the “new” item already exists in the database, the history of the item or items which are being discontinued is added to the history of the item that is continuing, but the characteristics of the continuing item remain unchanged.  

The Item Revision function uses a revision table which can be maintained manually or it can be populated from an external Excel file.  Start the process by clicking on Item Revision in the File Menu.  A screen isdisplayed showing the current contents of the revision table.  The “Old SKU” is the item from which the data is being taken;  the “New SKU” is the item to which the data is being applied.

7.1  Update Item Revision Table

Changes to the Item Revision table can be made by adding,editing or deleting rows in the table, or by replacing the contents of the table from an Excel spreadsheet.  To open the Item Revision window, select Item Revision from the File menu.                      

 7.1.1  Add row

Click on Add Row.  Anew window will appear where you can specify how you want the revision to occur.  Select the “Old SKU” code from the drop-down list.  Typing in the first few characters of the SKU code will reposition the drop-down list to items starting with those characters.  If the“New SKU” already exists in the database, select it from the drop-down list in the same way.  If the “New SKU” does not already exist, select <Create New SKU> from the top of the drop-down list and enter the new SKU code in the box provided.

When the “Old SKU” is selected, all of the locations where that SKU is present are displayed in the box on the right.  To apply the revision to all locations,select “Perform revision at all locations” radio button.  To apply them to only one or more specific locations, select “Perform revision at selected locations” radio button and then highlight the location(s) in the list to which the revisions should apply by clicking on the location codes while holding down the Ctrl key.  

You can choose whether to apply the changes to planning as well as forecasting, and whether to zero out data in the old item.  If you choose to zero out data, you can then select which fields to delete.  You can also select which data fields are to be added to the new item.

By default, the Item Revision function is based on SKU withlocations selected within SKU.  However,there are times when it is necessary to revise by location for SKUs within the location;  for example, a warehouse is being closed, or certain product families will no longer be stocked in a warehouse.  To do this, check the “Change Locations” box which transposes SKU and Location.  Now instead of entering “Old SKU” and “New SKU”, you enter “Old Location” and “New Location”and select some or all SKUs as described above. (Note that the text on the radio buttons still refers to location, but SKUs are listed.)

When all parameters have been entered, click on  to add that revision to the table.

7.1.2  Edit row

To edit an existing row in the table, double click anywhere in the row. The Edit Entry window will open with the parameters previously set for the row selected.  Make necessary changes to the parameters and click to return the revised row to the table.

7.1.3  Deleterow

To remove a row from the table, highlight the row by clicking on it and then click on

7.1.4  Import From Excel File

The table of revisions may be maintained externally in an Excel spreadsheet and imported into Avercast. Click on Find the file and click on it to put the file name in the“Open” box, and then click Open.  The contents of the file will then appear in the item revision table.

7.2  Execute Item Revisions

When you have verified that all rows in the Item Revision table are correct, click on

7.3 Batch Revision

Once your revision table is complete, you can set up a revision batch process if you want to run that revision setup more than once. Click on “Add rows to batch” and you will be prompted to enter a start date, an optional enddate, and a batch description. For the batch to run successfully, you will need to make sure the item revision process is included as part of the daily update.You can check with Avercast support if needed. If an end date has been set,then the batch process will stop running once that date has passed.

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