purchasing essentials for spi buyer direct
TRANSCRIPT
Purchasing EssentialsSTUART GREENGART
1. Master Scheduling
2. Materials Planning
3. Hot Lists
4. Create Requisitions and Actions
5. Requisition Approval
6. Suggested Purchase Order
PURCHASING ESSENTIALS
Master Scheduling• Process for inventory analysis, planning, and purchasing• The Master Scheduling module provides the tools required to
make purchasing or production scheduling decisions based on forecasts and inventory position.
Master Scheduling• Planning
• Hotlists - Prioritize tasks• Materials Planning - weekly inventory
position• Requisitions• PO export script converts requisitions to
Purchase Orders in the host system• Actions• Combine multiple Product needs into
one Requisition
Materials Planning• Projects future weekly inventory levels by SKU• Planning Horizon - Number of weeks is determined by parameters• Link from PLF, Hot Lists, Reports, Dashboard• Incorporates:
• Weekly demand plans• Inventory ownership (on hand, on order, backorders)• Returns• Safety stock• Vendor lead time
Materials Planning
Materials Planning - Buy Plan
• Lead Time• Demand• Product Roll-Up• SKU Net Needs
Materials Planning - Demand
View Weekly Demand for all current and future offers
Hotlists Shortage
• Backorders• Future Backorders• Net Needs • Purchases/Transfers
Overage
• Liquidation• Markdowns• PO reschedule/cancel • Transfers
Hotlists help you manage your inventory by prioritizing tasks
Hotlist Data • STReq Short -Term = 4 weeks after Lead Time
(Parameter Set)• LTReq Long -Term = End of Planning Horizon
Requirement Units = Accumulated Backorders
• STNetNeed = Need at Lead Time (Parameter Set)
• LTNetNeed = Need at end of Planning HorizonNet Need Units
• Overage units at the end of the Planning HorizonOverage
Materials Planning
Data from Materials Planning populate the Hot Lists
Item Buy Plan for one SKU
Product Hot List
Ranked by tab selection and Lead Time
Select Tabs on the Bottom
Materials Planning - Buy Plan
• Drag the number of weeks to cover in the What-If row• Buy for all Need
Materials Planning - Buy Plan• Quantity is
generated to cover all needs
• Needs are calculated at each SKU level
Materials Planning - Buy Plan• View needs by
Descriptors –Color/size
• Needs are calculated at each SKU level
Create Requisition
• Align to Lot to adjust quantity to case pack
• Create Requisition
Create Requisition
Create Requisition
• Add Comments – Standard or New Entry• Print internal, only on PO or Both
Create Requisition• Calendar with Expected
Receipt Date• Keep or change date based
on other receipts
Create Requisition - Print
Create Requisition
• Validate and Hold• Remains as a Requisition• Allows for future changes
and updates
• Validate and Save• Released to Order
Management System• PO Export process creates
Purchase Order
Create Requisition
• Create Requisition from Open Actions• Consolidate multiple products on one Requisition
Requisition - Approval
Requisition - Approval
• Set up Approval Levels in the Security Module
Requisition - Lookup
Review and Approve Open Requisitions
Suggested Purchase Order• Consolidates the needs for all products by Vendor. • SPO Methods – Auto, EOQ, ROP, Coverage • Recommend orders based on net needs• Provides variability in coverage periods, delivery and percent
of demand purchased• Configure different coverage levels by Vendor, Lead time,
Category, Company levels
SPO Hotlist
Vendor Order Review
