Item/Vendor Statistics by Vendor Report - Calculations

A.   Housekeeping

1.   See Common Processing Routines - Housekeeping of this manual for a general discussion of the Housekeeping routine.  Processing specific to this program is described below.

2.   Key lists are defined for each file retrieved by the program.

3.   Workfields are defined and program constants are initialized.

4.   The following records are retrieved from the Reference file (REFERP):

a.   The date format record (category 049) is retrieved.  If this record is not found, the date format defaults to MMDDYY.

b.   The Purchasing System Defaults - 2 record (category 492) is retrieved to determine if statistical quantities or amounts should be printed on the report.

c.   The system options record (category 133) is retrieved to determine if the user is in a multi-currency environment.

B.   Mainline

1.   The first record on the Item/Vendor Statistics Report Request file (PO310HP) is read.  The Request Type (RRTYP2) is checked to determine if the Item/Vendor Statistics By Vendor report was requested.

2.   If the Item/Vendor Statistics By Item report was requested, the following processing is performed:

a.   The Request Type (RRTYP3) is checked to determine if a summary or detail report format was requested.

b.   The request selection criteria are checked to determine which logical file should be used to retrieve the item/vendor statistics records.

c.   The multiple currency flag is checked, and the proper report headings are printed.

d.   The first item/vendor statistics record meeting the selection criteria is retrieved.

e.   Calculations are performed based on whether current period, Year-to-Date, or last year statistics were requested.

The on-time delivery percentage, price index, and quality percentage are calculated as follows:

f.    The calculated performance percentages are compared to the performance percentage selection criteria entered in the report request program.  If the record is within the range of performance  percentages entered in the selection criteria, it is eligible for printing.

g.   Level break totals are cleared for the company/warehouse, purchasing group, and purchasing sub-group if level break flags = Y.  Item/vendor totals are cleared each time.

h.   Calculations are performed based on whether current period, Year-to-Date, or last year statistics were requested.

(1)  The on-time, early, and late release percentages are calculated as follows:

(2)  The volume at unit cost and volume at standard cost are added to the appropriate accumulators.

(3)  The accepted, rework, rejected, and return percentages are calculated as follows:

(4)  The accepted, rework, rejected, and return amounts at standard cost are calculated.

First, a standard cost workfield is calculated:

Then the amounts at standard cost are calculated as follows:

(5)  The price index is calculated as follows:

i.    If a summary report format is requested, the overall performance is calculated.

(1)  The purchasing group is used as the key to retrieve the performance weight from the Reference File (category 472).  If the performance weight is not on the Reference file, the four performance indicators are weighted equally.

(2)  The quality perfection and price percentages are calculated as follows:

(3)  Weighted percentages are calculated as follows:

(4)  Finally, the overall performance is calculated as follows:

j.    Totals are incremented at the company/warehouse, vendor group, and vendor levels.

k.   Level breaks occur if the company/warehouse, vendor group, or vendor changes.  Sub-total lines are calculated and printed and level break flags are set to Y.

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