Inventory Planning Preferences

The acceptable number of days for items to be supplied before the date of a demand document (such as a sales order, transfer order, or kit assembly). By default, 10 is specified in this box. The larger this number, the greater the potential of holding inventory for longer, meaning that cash will remain invested in inventory for a more extended period.

If the items in the order can be supplied earlier than the requested date minus the Days Before value, the system generates the Defer exception. The larger the value in this box, the fewer exceptions are generated. If 0 is specified, then an exception is generated whenever a supply date does not cover the demand.

This value in this box must be less than or equal to the value in the Grace Period box in the General section of this form. By default, 10 is specified in this box. The larger this number, the higher inventory cost the company will have, meaning that cash will remain invested in inventory for a more extended period.

The acceptable number of days for items to be supplied after the date of a demand document (such as a sales order, transfer order, or kit assembly). By default, 10 is specified in this box. This value is more critical than the Days Before value because a late delivery from a supplier affects the company's ability to ship goods to customers. We recommend that the implementation consultant specify a value between 2 and 5.

If the items in the order will be supplied later than the requested date plus the Days After value, the system generates an Expedite exception. The larger the value in this box, the fewer exceptions are generated. If 0 is specified, then an exception is generated whenever a supply date does not cover the demand.

This value in this box must be less than or equal to the value in the Grace Period box in the General section of this form. This value is more critical than the Days Before value because a late delivery from a supplier affects the company's ability to manufacture and ship or to ship goods to customers. We recommend that you reduce this value based on the customer business needs.

The number of days within which the system excludes forecast records from demand data; the period starts on the day when inventory planning is regenerated on the Regenerate Inventory Planning (AM505000) form. If the period's end date is earlier than the date when inventory planning was regenerated plus the number of days specified in this box, inventory planning does not use forecast intervals and one-time forecasts on the Forecast (AM202000) form.

By default, 30 is specified in this box.

The numbering sequence to be used to assign reference numbers to the forecasts that are created on the Forecast (AM202000) form.

The number of days within which MPS orders will be excluded from data used for inventory planning; the period starts from the day when inventory planning is performed.

The system inserts a default value of 30 in this box.

The default MPS type. The system uses the selected type to provide default settings for master production schedule orders created on the Master Production Schedule (AM201000) form.

The number of days that determines the time range during which the system processes item plans. The system excludes plans with a supply or demand date beyond the specified number of days from the regeneration date.

The default value is 0, which will not restrict any incoming item plans, causing all records to be processed during the regeneration of inventory planning on the Regenerate Inventory Planning (AM505000) form.

If a different value is specified, during the regeneration of inventory planning, the system will process only item plans with a supply or demand date that is earlier than or the same as the regeneration date plus the number of days specified in this box.

A company may have many item plans extending into the distant future, as with sales orders placed far in advance of the date when the items are needed (for example, blanket sales orders). In this case, the company may choose to exclude this future demand from planning by specifying a planning horizon. This approach reduces the number of item plans to be processed on the Regenerate Inventory Planning (AM505000) form, thus shortening the run time of the processing.

The production order type that the system uses as the default order type for new planning orders generated during inventory planning. A type is available for selection only if the Planning function is specified for it on the Production Order Types (AM201100) form.

This box is shown only if the Material Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

The number of days after the requested date of an item in a demand order within which the supplied item (purchase order, transfer order, or assembly order) can be received into inventory and still be considered as satisfying the requested date. By default, 30 is specified in this box.

During planning, for each demand date (that is, the requested date of an item in a sales order), the system determines if a supply order (that is, a purchase or production order) within the grace period can fully satisfy the demand.

The approach that the system uses to trigger the replenishment of an item in a demand order during inventory planning.

You can select one of the following options:

• Safety Stock (default): The additional stock of the item that is maintained to avoid stockouts. A safety stock value should be specified if there are fluctuations in demand and supply.
• Reorder Point: The stock level that, when reached, should prompt the system to replenish the stock of the item at this warehouse. Minimum quantities should be set equal to anticipated demand during the lead time plus a safety stock.

Depending on the selected stocking method, the system uses the following amounts in inventory planning:

• For an item‒warehouse pair, Safety Stock or Reorder Point, respectively, in the Inventory Planning Settings section on the Inventory Planning tab of the Item Warehouse Details (IN204500) form
• For a stock item that has no warehouse-specific settings, Safety Stock or Reorder Point on the Inventory Planning tab on the Stock Items (IN202500) form

The work calendar the system uses to determine a valid action date for planned purchase orders.

If the Use Fixed Manufacturing Times check box is selected, the system also uses this calendar when calculating an action date for planned production orders.

A check box that indicates (if selected) that the system includes on-hold sales orders during inventory planning. If the check box is cleared, the system generates an exception of the Order on Hold type for these orders on the Inventory Planning Exceptions (AM403000) form.

By default, the check box is cleared.

A check box that indicates (if selected) that the system includes on-hold purchase orders during inventory planning. If the check box is cleared, the system generates an exception of the Order on Hold type for these orders on the Inventory Planning Exceptions (AM403000) form.

By default, the check box is cleared.

A check box that indicates (if selected) that the system includes on-hold production orders during inventory planning. If the check box is cleared, the system generates an exception of the Order on Hold type for these orders on the Inventory Planning Exceptions (AM403000) form.

By default, the check box is cleared.

This check box is shown only if the Material Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the system includes on-hold kit assemblies during inventory planning. If the check box is cleared, the system generates an exception on the Inventory Planning Exceptions (AM403000) form.

By default, the check box is cleared.

This check box is shown only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that to calculate action dates for planned orders during inventory planning, the system uses the value of the Manufacturing Lead Time box on the Manufacturing tab of the Item Warehouse Details (IN204500) form or Manufacture Lead Time box on the Stock Items (IN202500) form (depending whether warehouse-specific settings have been specified for an item). When the check box is cleared, the system dynamically calculates action dates for planned orders based on the item quantity and operation lead times specified in production orders.

By default, the check box is cleared.

This check box is shown only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that blanket sales orders that have expired are included in inventory planning. If the check box is cleared, the system excludes these blanket sales orders during inventory planning.

By default, the check box is cleared.