14677563 reorder point planning

7/29/2019 14677563 Reorder Point Planning

1/13

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


2/13

Enter the Following:

Region Field Name Values

Main

Use Item Type Purchased Item

Item Status ActiveConversions - Both Yes

Purchasing List Price 10


3/13


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


4/13

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)


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


5/13


Click on Forecast Items Button

Forecast Items (M1) Opens

Item ITEM REORDER

Rest of the fields defaults fromitem Master


6/13


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


7/13

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:


8/13

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.


9/13

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


10/13


11/13

4. Run the Reorder Point Report

RestockYes


12/13

5. Then automatically ADS Req Import concurrent Program Runs


13/13

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

14677563 reorder point planning

Documents