Inventory Planning Results by Item

Form ID: (AM404000)

Note:

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

On this form, you can select an item involved in inventory planning (either an item to be produced or sold or a material) and view the following documents:

The demand documents that contain the item and that were used in the most recent regeneration of material requirements planning (MRP) or distribution requirements planning (DRP).
The planned orders that the system has generated to satisfy demand documents during the most recent inventory planning regeneration. Planned orders are potential supply orders that you then can convert to supply documents—that is, purchase, production, or transfer orders.

If the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form, you must specify a warehouse to view the documents for a specific item–warehouse combination.

Information on this form is updated each time the system regenerates inventory planning on the Regenerate Inventory Planning (AM505000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Command	Description
Warehouse Details	Opens the Item Warehouse Details (IN204500) form for the item–warehouse combination specified in the Selection area if the record for this combination exists in the system.

Selection Area

In this area, you can select a stock item and a particular warehouse to view the documents for this combination. The area also has informational settings, such as replenishment settings used by the system during inventory planning.


Element	Description
Inventory ID	The identifier of the item for which you want to view data.
Subitem ID	The subitem of the selected item. This box is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Warehouse	The warehouse in which the item is stored and for which you would like to view data. By default, the system inserts the warehouse specified in the Default Warehouse box of the Stock Items (IN202500) form for the item. This box is visible only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Qty. on Hand	The item quantity that is available in all warehouse locations that are included in MRP. A location is included in MRP if the MRP check box is selected for it on the Locations tab (Location Table) of the Warehouses (IN204000) form. The system calculates the value of this box during MRP regeneration on the Regenerate Inventory Planning (AM505000) form.
Base Unit	The base unit of measure for the item.
Safety Stock	The safety stock or reorder point quantity, depending on the option specified in the Stocking Method box on the Inventory Planning Preferences (AM100000) form. The system copies this value either from the Item Warehouse Details (IN204500) form if warehouse-specific settings are specified for the item–warehouse combination or from the Stock Items (IN202500) form if no warehouse-specific settings are specified for this item–warehouse combination.
Min. Order Qty.	The minimum quantity for this item when it is manufactured or purchased. The system copies this value either from the Item Warehouse Details (IN204500) form if warehouse-specific settings are specified for the item–warehouse combination or from the Stock Items (IN202500) form if no warehouse-specific settings are specified for this item–warehouse combination.
Max. Order Qty.	The maximum quantity for this item when it is manufactured or purchased. The system copies this value either from the Item Warehouse Details (IN204500) form if warehouse-specific settings are specified for the item–warehouse combination or from the Stock Items (IN202500) form if no warehouse-specific settings are specified for this item–warehouse combination.
Lot Qty.	For the item in the specified warehouse, the multiple that the system uses in MRP as the suggested order quantity for production orders. The system copies this value either from the Item Warehouse Details (IN204500) form if warehouse-specific settings are specified for the item–warehouse combination or from the Stock Items (IN202500) form if no warehouse-specific settings are specified for this item–warehouse combination.
Days of Supply	The number of days that the system uses by default for the consolidation of demand documents containing an item during inventory planning. This box is shown if the Use Days of Supply to Consolidate Orders check box is selected on the Inventory Planning Preferences (AM100000) form.
Source	The replenishment source that the system used for the item in the specified warehouse during the most recent inventory planning regeneration. The replenishment source can be one of the following: None: No replenishment is required for the item–warehouse combination. Purchase: For stock replenishment, the item is purchased in the quantities calculated based on the replenishment settings for the selected warehouse. Manufacturing: For stock replenishment, the item is manufactured. Transfer: The item is transferred from a source warehouse to replenish its stock in this warehouse. Drop-Shipment: No actual replenishment is performed for the item in this warehouse. The purchased item will not be received at this warehouse; the purchased quantity will be instead sent to the customer. This option is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form. Purchase to Order: No actual replenishment is performed for the item at this warehouse. The item will be purchased only in the quantities required to fulfill customer orders. This option is available only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features form. Kit Assembly: The item is a kit that can be assembled on the Kit Assembly (IN307000) form. The demand requirements have been generated for the stock components of the kit according to the kit specification. This options appears only if the Kit Assembly feature is enabled on the Enable/Disable Features form.
Source Warehouse	The replenishment warehouse that the system used during the most recent inventory planning regeneration for the item–warehouse combination.
Transfer Lead Time	The transfer lead time that the system used during the most recent inventory planning regeneration for the item–warehouse combination.
Lead Time	Either the manufacturing lead time (if the replenishment source is Manufacturing) or the vendor lead time (if the replenishment source is Purchase) that the system used during the most recent inventory planning regeneration for the item–warehouse combination. For the other replenishment sources, the box value is zero.

Table

In the table, you can view the list of demand documents and planned orders for the item–warehouse combination. You can also view the quantities of the item for each document and order.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Type	The document type, which is a supply or demand document. The type can be any of the following: Unknown: Either supply or demand Sales Order: Demand Blanket Order: Demand Consolidated Shipment: Demand Purchase Order: Supply Forecast: Demand Production Order: Supply Production Material: Demand Stock Adjustment: Demand Safety Stock: Demand Reorder Point: Demand Requirement Plan: Demand Inventory Planning Requirement: Demand MPS: Supply The option is shown only if the Material Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form. MRP Plan: Supply The option is shown only if the Material Requirements Planning feature is enabled on the Enable/Disable Features form. MRP Requirement: Demand The option is shown only if the Material Requirements Planning feature is enabled on the Enable/Disable Features form. Transfer Demand: Demand Transfer Supply: Supply Planned Transfer Demand: Demand Assembly Demand: Demand Assembly Supply : Supply Planned Kit Assembly Demand: Demand Sales Order Non-Stock Kit: Demand Forecast Non-Stock Kit: Demand Inventory Demand: Demand Inventory Supply : Supply Field Service: Demand
Promise Date	The date when the item is requested (for a demand document) or the anticipated delivery or completion date (for a planned order).
Related Document	The reference number of the original demand document that contains the item and that caused the planned order or orders to be created.
Qty.	The item quantity specified in the demand document (a negative value) or planned order (a positive value) in the base unit of measure.
Projected On-Hand Qty.	The projected on-hand item quantity in the base unit of measure at the promise date. The item quantity on a demand document decreases the current on-hand quantity; the item quantity on a planned order increases the current on-hand quantity. If the value in this column is negative, this means that the potential supply document (which is based on the planned order) does not satisfy the demand for the item.