Related topics
By entering ranges or stating individual values for the different fields below, you define the parameters for deciding which item/warehouse combinations will be evaluated for reorder. Those item/warehouse combinations in the selection that need to be reordered are then included on the purchase suggestion.
Note: Only items defined with 1 in the Item class field on the Inventory information panel in the Item file are included in calculation of EOQ, ROP/SST. For other items, manuallly overridden values are used in calculation. If no manual values are defined, zero is used as EOQ, ROP and SST.
Selection
- Item
- Item group
- Supplier
- Volume value code
- Movability code
- Warehouse
- Planner
- Purchase type
- Enter a purchase type in the spaces provided. You can choose all three, just two, or one. However, you must enter at least one purchase type.
- Supply plan
- Only shown if IBS Supply plan is installed and activated. Set to YES if this selection is to include SP items when creating purchase suggestions. Set to NO if this selection is to include ROP items when creating purchase suggestions. Leave this field blank to include both SP and ROP items when creating purchase suggestions.
Break
Indicate in the fields below how you want to divide the purchase suggestions created in this selection. For example, if you set the Warehouse field to YES, the system will create a new purchase suggestion for each different warehouse in this selection.
If you choose more than 1 selection on which to break, the breakdown is done in a hierarchical manner. For example, if you choose warehouse and purchase type, then purchase suggestions will be broken down into purchase types by warehouse.
If you leave these fields blank or set them to NO, then there will be one suggestion per supplier.
- Warehouse
- Set to YES if you want the purchase suggestion to break on change of warehouse. You are not permitted to break on warehouse if purchase type 2 is selected in the Purchase type field above.
- Planner
- Set to YES if you want the purchase suggestion to break on change of planner. You are not permitted to break on planner if purchase type 2 is selected in the Purchase type field above.
- Purchase type
- Set to YES if you want the purchase suggestion to break on each purchase type. This option is only valid if you choose more than 1 purchase type in the Purchase type field above.
- Line code
- Set to YES if you want the purchase suggestion to break on each line code. This option is only valid if you choose purchase type 2 in the Purchase type field above.
Specification
Complete the specifications below.
- Description
- You can enter a text of your own choice which will be updated as description in the Purchase suggestion header file.
- Create purch order
- Mandatory entry. Indicate if you wish a purchase order to be created immediately after the purchase suggestion has been entered.
- Handler
- Enter a code from Work with signatures, indicating the handler for this purchase suggestion. Optional entry, except when you are breaking on Planner. If that is the case, then you are not permitted to enter a code here. If nothing is entered, the handler on the suggestion will be retrieved from the supplier.
- Order type
- Enter the purchase order type that will be used to purchase the goods from your supplier if the Create purch order field is YES. Note: BtB and MDC are not valid purchase order types for this transaction.
- Extra ROP days
- Displays the fixed default value, if defined in the IC control file. The value can be changed or deleted. Enter the number of days, if you want to add days to the existing replenishment time. The added time will extend your replenishment time, telling the system to cover a longer time period for consumption. The reorder point will be calculated (raised) and the EOQ will also be adjusted (depending on the value of the purchase codes in the IC control file).
- No of SP periods
- Only shown if IBS Supply plan is installed and activated, and it is only valid for SP items. Enter the number of SP periods in addition to the past due period that you want to include in the creation of purchase suggestions. This will result in more items appearing on the purchase suggestion.
- Update control file
- Only valid if the Purchase type 3 field above is set to YES. Indicate if you want to update the Period purch sugg 3 field in the IC control file with the current period.
- Extra quantity
- Enter the percentage by which you want to increase the suggested quantity, on the purchase suggestion.
- Null sugg handling
- Enter a code from the Panel value control file table to indicate if null suggestions should be created or not. An item becomes a null suggestion line if the available quantity is higher than the reorder point, in other words, there is no need to buy the item at this time.
Code Description 1 Do not create null suggestions. Note: If suggestion handling code 1 is used and a purchase suggestion is created, then null suggestions can still be created on line level. However, if no items per supplier are found to be below reorder point, then null suggestions are not created on any level.
2 Create null suggestions if there are null lines that are periodic, but not intermediate. 3 Always create null suggestions.