Creating compliance services

You can create a Compliance Service.

About this task

To create a Compliance Service:

Procedure

  1. Open the Applications Manager and select the application that you want.
  2. From the Compliance Services Tab, select the Create New icon.
  3. In the Compliance Service Details popup that displays, enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  4. Choose the Save icon.
    Table 1. Compliance services details
    Field Description
    Enterprise Code Indicates the Enterprise for which these criteria should be applied. A buyer may set up different compliance requirements interacting with different enterprises.

    The Enterprise selected determines the available service items and classifications based on their catalog organization.

    Item Classification The classification code for a group of items. For example, if a security tag is applied to jewelry worth more than $200, you may establish an Item Classification “Expensive Jewelry”, and then classify items as being members of the “Expensive Jewelry” classification.

    When an item of expensive jewelry is ordered, the compliance service is run. The compliance service defines what compliance services should be performed on the jewelry, including adding the security tag.

    Compliance Service Identifies the compliance service. The compliance service describes a series of activities that are performed to meet the buyer's requirements. These could include adding custom logos, inserting advertisements, using seasonal promotion boxes, or many other activities which customize the item for the buyer.
    Run Quantity The number of items to be made when a compliance service is run. By grouping the production of an item that has compliance services applied to it, inventory can be created in anticipation of the buyer's need.

    The run quantity is a number that indicates how many items to batch together: the actual request for product and available inventory determine how many items should have the compliance service applied.

    For example, if the run quantity is 10, the buyer requests 8 of the item, and there's only 1 on hand, 10 items have the compliance services applied. The result is the buyer receives 8 items, 1 from current inventory, 7 that is newly created, and there are 3 newly created items now available in inventory.

    If the buyer requires more than the run quantity produces, the run quantity is used to create several runs. For example, if the buyer were to request 22 items, and only 1 item is in stock, doing a run of 10 would not satisfy the request. Doing two runs of 10 each would still not satisfy the request, but doing 3 runs would satisfy the request. Therefore, a single run of 30 is done.

    The run quantity should be set based on the anticipated buyer requirements. For example, for bulky items such as refrigerators or washing machines, the number might be low. For items that the buyer purchases in large quantities, such as T-shirts embroidered with a sports team logo, the number might be higher.

    Note: When the run quantity is not equal to an actual work order's ordered quantity, an additional inventory check is performed during scheduling.