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PLAN ON DEMAND AND END OF MONTH FILE UPLOAD INSTRUCTIONS

My company could benefit from better inventory planning. Save the file on your system, preferably to the C drive. Also, Java must be loaded on your system. If you do not have it, go to www.java.com and do the free adownload for the program.

(Affiliate instructions):

  1. Login to Management One site
  2. Select Winning@Retail Client Entry prompt
  3. Select Administration
  4. Select Client
  5. On tool bar located on left hand side of page select EOM file upload
  6. Select Add
  7. Search for appropriate file on your system (where export file is located)
  8. Select the file – the most current month
  9. Select submit
  10. Select upload
  11. WAIT!!! For the process to be completed
  12. Highlight the complete file name
  13. Select EOM file processing
  14. Paste file name
  15. Chose file type (either EOM or MTD)
  16. Select process load
  17. Return to EOM data entry prompt on left hand tool bar
  18. Check the period you have loaded data for (select submit and check data)
  19. For EOM loads only, select finalize EOM. Check off status box and click on finalize box
  20. Go to Reports – mid month only. Choose Plan on Demand
  21. Choose appropriate report attributes
  22. Click on submit