You use this program to copy IO policies from a specific stock code/warehouse combination to an existing selection set (batch) of stock codes. This enables you to quickly apply one or more policies to a batch of stock items.
| Field | Description |
|---|---|
| Parameters | Select this to use the IO Selections program to indicate the selection set to which you want to copy the policy details. |
| Start Processing | Select this to copy the policy details from the selected stock code to the selected selection set. |
| Source | |
| Stock code | Enter the stock code from which you want to copy a policy. |
| Description | This displays the description of the stock code. |
| Revision | Indicate the revision of the source stock code if it is ECC controlled. |
| Release | Indicate the release of the source stock code if it is ECC controlled. |
| Warehouse | Enter the warehouse from which you want to copy the selected policy. |
| Warehouse description | This displays the description of the warehouse. |
| Policy dates | |
| Date selection | Indicate the policy dates on the source stock code for which you want to copy policies to the selection set. |
| Options | |
| Only effective policies |
Select this to only copy policies which are within the forecast horizon as defined on the General tab of the Inventory Optimization Setup program. The program calculates the forecast horizon date using the Effective date on the policy and the forecast horizon months defined in the Inventory Optimization Setup program. Policies which extend beyond or are outside of this horizon date are not copied. If you did not define an Effective date against the policy (IO Policies), then the current period start date is used when calculating the forecast horizon date. This option applies when you have different forecast calendars against the stock items. For example, for the same stock item, you may have a forecast which extends 24 months into the future and another which extends only 12 months into the future. |
| Set date to start of period | Select this to override the Effective
date for the policy being copied to be the start of
the period according to the forecast calendar. For example: The Effective date of the policy on the stock item you are copying from is set to 03/08/2012. The period dates on the forecast calendar are from 01/08/2102 to 31/08/2012. If you select this option, then the policy will come into effect on 01/08/2012 against the stock items in the selection set. |
| Delete existing policies | Select this to remove all the current policies from the items in the selection set before the copy takes place. |
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| IO Copy policies |
Controls access to the IO Copy Policies program. |
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.