14677563 reorder point planning
TRANSCRIPT
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Step1: Create an Item ITEM REORDER
Navigation: Items > Item Master
Screen: Master Item
Enter the Following:
Name ITEM REORDER
Description Purchased Item Forecast and Reorder Planned Item
Go to (M) Tools > Copy From
Screen: Copy From
Select the Following:
Template Purchased Item
Press (B) Done
Screen: Master Items
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Enter the Following:
Region Field Name Values
Main
Use Item Type Purchased Item
Item Status ActiveConversions - Both Yes
Purchasing List Price 10
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Region Field Name Values
General Planning
Inventory Planning Method Choose Re-Order Point
Planner Enter J. Smith
Minimum Order Qty 35
Ordering Cost 45
Carrying Cost %age 12
Lead Times
Processing Lead times 5
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Save your work. (Ctrl + S)Go to (M) Tools > Organization AssignmentScreen: Organization Assignment
Assign Item: ITEM REORDER to M1,Click on Save icon
Step2: Setting Up a Manual Forecast
Navigation: Inventory > Planning > Forecasts > Sets
Screen: Forecasts Sets (M1)
Region Field Name Values
Forecast Set TXX-FCSET
Description TXX-Forecast Set
Bucket type Choose Weeks
Leave rest of the fields asDefaults
Forecast Lines Forecast TXX-FCNAME
Description TXX-Forecast Name
Click on Save icon
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Region Field Name Values
Click on Forecast Items Button
Forecast Items (M1) Opens
Item ITEM REORDER
Rest of the fields defaults fromitem Master
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Region Field Name Values
Click on Detail Button
Forecast entries (M1) Screenopens
Date Enter a start date that isgreater than today
End Date Enter an end date that is
approximately 6 weeks from thestart date
Close the window
Click on Bucketed detail
Forecasted Bucketed entriesscreen opens
Review and verify your forecast
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Close all the Forecast windows.
8. Re Order Point Planning
You can perform-reorder point planning for the entire organization.
You can use Reorder-point planning for items under independent demand. You can specify Reorder-point planning as the inventory planning method when you define an
item.
You can use Reorder-point planning for items that you do not need to control very tightly and
that are not very expensive to carry in inventory.
Purpose: In this practice, you will use the item defined earlier in Forecast session ITEMREORDER to perform Reorder-point planning for that item. You will also run and view theReorder-point planning report.
Step1: Enter safety stock for the item [ITEM REORDER]
Navigation: Inventory > Planning > Safety Stocks
Screen: Find Item Safety Stocks (M1)
Click the New button
Tab through the default item field and navigate to the Item field. Enter the following information:
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Item ITEM REORDEREffective date Choose Todays date (example: 01-JAN-2000)Quantity 50
Click on the Save icon
Step2: Request the Reorder Point Planning report
Navigation: Inventory > Planning > Reorder Point Planning
Screen: Parameters window for the Reorder Point Planning report opens
Enter the following parameters:
Parameters Items under reorder pointDemand cut off date 4 months from nowSupply cut off date 4 months from now
Restock NoForecast Your forecast TXX-FCNAME
Accept all other defaults
Click the OK button to return to the Reorder Point Planning submit requests window.Click the Submit button to submit the Reorder Point Planning report.Write down your request number____________________Click the No button when prompted to enter another request.
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Select (M) View > Requests to view your report. Click on View Output
How many of this item should you reorder?________________
Test case to Run Reorder Point report
1. Define an Item in V1-Test1
Assign a Purchased Item Template
Purchasing Tab Give the List Price (75)
General Planning Tab Specify Planning method (Reorder Point), Min
qty (35), Order Cost (45), Carrying %(10)
Lead Time Tab Give Processing time (5 days)
2. Assign the Item Test1 to Org M1
3. Define Forecast Set
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4. Run the Reorder Point Report
RestockYes
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5. Then automatically ADS Req Import concurrent Program Runs
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If sometimes approved req is not created and it shows No. Of interface lines in error,
Run Requisition Import Exception Report.
Go to Purchasing and Query your Req # based on Import Source (INV) and Item.\
'INV: Min Max reorder approval' is an important Profile option