Item Planning
Introduction
The Item Planning Worksheet is an alternative to the Business Central standard Requisition Worksheet. It answers the questions regarding "Why is this product on requisition?" by showing the calculation on component level together with highlighting some of the key measures in the calculation directly on the line. This document describes the Item Planning Worksheet and its possibilities.
Scenarios
The Item Planning functionality covers different scenarios, which are explained below.
Purchasing from vendors
The most common purchasing scenario where a suggestion maps to the primary vendor of each item. When carried out, a number of different purchase orders are created.
Replenishment to store locations
Also a very common scenario where a number of stores get replenished from the central warehouse. When carried out, a number of different transfer orders are created.
Assembly
A not so common scenario. Items that are assembled based on a BOM structure need an Assembly Order to become available. When the suggestion is carried out, a number of different assembly orders are created. One for each item.
Reordering parameters
Item parameters can be set on 3 different levels:
- Item Card
- Stock Keeping Unit in combination with location code
- Replenishment Sets
It is always the values on the lowest level that will apply. Replenishment sets includes the possibility to set the parameters within a date interval. Each level includes support for the following parameters:
- Reordering quantity and reordering point
- Maximum inventory
- Safety stock quantity
- Order multiple
Seasonal purchases
When dealing with preorders, filtering and limiting the suggestion to season code might be a requirement. This together with a combined purchase with NOOS products makes it a complexity. The item planning worksheet allows for filtering on season code and on order type code. When placing preorders in Anyware Retail, the order type can be set up to require an order specific season code. This results in having a clean and proper suggestion for that specific season code in the item planning worksheet.
Prerequisites
There are a small number of settings on the "Anyware Retail Setup" page. However, none of these settings are mandatory for the Item Planning Worksheet to work.
| Field | Description |
| Combine Locations in Item Planning | Allows to combine all location codes into one single purchasing location: the central warehouse. Results in a consolidated purchase suggestion. |
| Add Up To Reordering Point | If not checked, the item planning worksheet will not automatically |
| Use JIT Date for Transfers | Calculates outbound shipment date on transfer orders to reflect the planned receipt date according to the Retail Introduction Date on the products. |
| Order Multiple Rounding | Specifies if and how to round the order multiple parameter. |
| Transfer Order Calculation | Determines how inbound transfer orders should be evaluated: with date filter or no date filter. |
Walk through
Create a suggestion
To create a requisition suggestion, follow the steps below:
- Start by opening up the Item Planning Worksheet, by searching in the search pane.
- Select the appropriate batch.
- Click the "Calculate Plan" button to open up the filter dialog.
- The following fields needs to be filled out:
- "End Date" - A date to plan to.
- "Replenishment System" - Purchase or Transfer.
- If transfer: "Relenish from Location Code"
- Click "OK".
All the items will now be processed, and the ones with demands based on the filters above will be included in the suggestion.
The following columns are displayed in the suggestion:
| Name | Description |
| Item No. | The identifier of the product. |
| Variant Code | The identifier of the variant. |
| Description | Description of the product. |
| Description 2 | Description of the variant. |
| Location Code | The location code to replenish or purchase into. |
| Replenishment System | The choosen replenishment system in this suggestion. |
| Vendor No. | The standard vendor no of the product. Possible to change. |
| Vendor Item No. | The vendor item no. of the product. |
| Order Multiple | Parameter for order multiple. |
| Re-order Point | Parameter for re-order point. |
| Re-order Quantity | Parameter for re-order quantity. |
| Quantity | The total quantity of the line to process. |
| No. of Days until 0 | With the current pace, how many days until the inventory runs out. |
| Inventory | The current inventory on the current location code. |
| Qty. on Sales Orders | The current quantity on sales orders on the current location code. |
| Qty. on Outbound Transfer | The current quantity on outbound transfers on the current location code. |
| Available Today | Available today on the current location code. |
| Qty. on Purchase Orders | The current quantity on purchase orders on the current location code. |
| Qty. on Inbound Transfer | The current quantity on inbound transfers on the current location code. |
| Total Qty. on Purchase Order | The current total quantity on purchase orders on the current location code. No date filter. |
| Custom 1 | A custom field to connect to a history calculation. For example sold items last 3 month. |
| Custom 2 | A custom field to connect to a history calculation. For example sold items last 6 month. |
| Custom 3 | A custom field to connect to a history calculation. For example sold items last 3 month, last year. |
| Custom 4 | A custom field to connect to a history calculation. For example sold items last 6 month, last year. |
| Planned Receipt Date | The planned receipt date inbound location. |
| Transfer Shipment Date | The planned shipment date on outbound transfers. |
| Profit % | A calculated profit % value based on the direct unit cost of the product. |
| Amount | The line amount based on quantity to process times the direct unit cost of the product. |
| Action | Carry out the line, or cancel the line. |
Review a suggestion line
The Item Planning Worksheet includes functionality to review a specific line, to look at and analyze the components that is building the requisition. This is done by pressing the "Tracking / Detail" button. This will show the details dialog as below.
The "Value" column shows the parameter value or the calculated measure. The "Quantity to Include" column, however, shows the quantity taken in consideration for this exact suggestion line. For example "Reorder Point" above is set to 80. This value generates a quantity of 68, due to the fact that the suggestion orders up to the "Reorder Point".
Carry out the suggestion
When the suggestion is at peace, it can be processed by one single click "Carry Out Actions". This will process all lines marked with "Carry Out" in the "Action" column, and the corresponding documents will be created.
Location Types
Stores are often categorized in size and assortment. In Anyware Retail this is called "Location Types". On each location card one or several location types can be assigned. And when using replenishment sets for parameter setup the location types are matched against which replenishment sets to apply.
Replenishment Sets
Replenishment sets are date controlled parameter sets, categorized into location- / store-types. Using replenishment sets enables the possibility to set up replenishment parameters for a subset of stores depending on size and assortment. One store can be connected to several different parameter sets through its location types. Replenishment sets includes functionality to import and export parameters to Excel.
Each replenishment set contains the following fields on header level:
| Name | Description |
| Code | A unique code to identify the replenishment set. |
| Description | The description of the replenishment set. |
| Valid From | Starting date of the replenishment sets validity. |
| Valid To | Ending date of the replenishment sets validity. |
| Replenishment System | Replenishment system that the replenishment set will apply to. |
| Location Code | Location code, if only connected to one specific location. |
| Location Type | Location type, if connected to a location type. |
| Active | Indicates if the replenishment is currently active or not. |
The lines contain the following columns:
| Name | Description |
| Active | Inherits from the header, and indicates if one single line is active or not. |
| Item No. | Item no of the included product. |
| Variant Code | Variant code of the included product variant. |
| Description | Description of the included product. |
| Description 2 | Variant description of the included product variant. |
| Color Code | Color code of the included product variant. |
| Size Code | Size code of the included product variant. |
| Reordering Policy | Policy parameter. |
| Safety Stock Quantity | Safety stock quantity parameter. |
| Reorder Point | Reorder point parameter. Used with policy "Fixed order quantity" and "Maximum Inventory". |
| Reorder Quantity | Reorder quantity parameter. Used with policy "Fixed order quantity". |
| Maximum Inventory | Maximum inventory parameter. Used with policy "Maximum inventory". |
| Order Multiple | Order multiple parameter to round to nearest box quantity. |
Updated: 2024-07-01 20:20 by Håkan Bengtsson
