Calculate Replenishment Parameters

Form ID: (IN508500)

Note:
This form is available only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form. This form only displays items where Inventory Replenishment has been specified as the planning method.

You use this form to calculate replenishment parameters for the stock items for which automated replenishment was configured in your system. The system calculates the parameters according to the selected demand forecast model and the seasonality settings assigned to each item on the Replenishment tab of the Item Warehouse Details (IN204500) form.

Note:
If the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form, the system calculates replenishment quantity and lead time only for stock items whose quantities are not tracked for a project. That is, if a stock item is included in a project for which on the Summary tab of the Projects (PM301000) form, Track by Project Quantity or Track by Project Quantity and Cost is selected in the Inventory Tracking box, the project's item quantity is excluded from the replenishment quantity.

For more information, see Replenishment for Stock Items and Configuration of Replenishment: Example of Parameter Calculation.

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.

Button Description
Process For the items you have selected in the table, calculates the replenishment parameters according to the demand forecast method assigned to the item on the Stock Items (IN202500) form.
Process All Calculates the replenishment parameters for all items listed in the table.

Selection Area

In this area, you can select the criteria the system uses to display the items in the table below.

Element Description
Forecast Date The date of forecast calculation.
Action Select one of the following options:
  • Calculate: Use this option to calculate the replenishment parameters.
  • Clear: Use this option to clear the calculations for the selected Forecast Date.
    Note:
    You must be especially careful when using this option if the demand forecast method that is used for calculations depends on the results of the previous calculations.
Warehouse The warehouse where the items to be displayed are stocked. If you leave the box blank, the system displays the items of all warehouses.

If the Multiple Warehouses feature is not enabled on the Enable/Disable Features (CS100000) form, the default warehouse (MAIN) is specified in this box and cannot be changed.

Seasonality The seasonality settings assigned to the items to be shown. You can leave the box blank to view items with various seasonality settings.
Item Class The item class of the items to be viewed. You can leave the box blank to view items of multiple classes.

Table

In this table, you can view the stock items that match all the criteria you've specified.

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

Table 1. Table Columns
Column Description
Included A check box that you select to include this replenishment record in processing if you then click Process.
Warehouse The warehouse of the stock item.
Inventory ID The stock item for which stock replenishment is configured.
Override Preferred Vendor A check box that indicates to the system (if selected) that the preferred vendor is overridden.
Preferred Vendor The preferred vendor from which the item is generally purchased for stock replenishment, as specified for the item on the Stock Items (IN202500) form. You can select another vendor if necessary.
Preferred Location

The location of the vendor from which the item is purchased by default. You can select another vendor location if necessary.

This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

Replenishment Class The replenishment class assigned to the item.
Override Replenishment Settings A check box that indicates to the system (if selected) that the replenishment settings has been overridden for the item at the warehouse.
Seasonality The set of seasonality settings for the item.
Replenishment Method The replenishment method assigned to the item.
Replenishment Source The source of replenishment for the item at this warehouse.
Replenishment Warehouse

The warehouse that is the source of replenishment.

This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

Override A check box that indicates to the system (if selected) that the maximum shelf life parameter has been overridden for the warehouse.
Max. Shelf Life (Days) The maximum number of days the item can be stocked.
Override A check box that indicates to the system (if selected) that the safety stock parameter has been overridden for the warehouse.
Safety Stock The safety stock value for the item, which is specified on the Replenishment tab of the Item Warehouse Details (IN204500) form.
Override A check box that indicates to the system (if selected) that the reorder point quantity has been overridden for the warehouse.
Reorder Point The stock level that will prompt the system (when it is reached) to replenish the stock of the item. The minimum quantity of the stock item is specified on the Replenishment tab of the Item Warehouse Details form.
Override A check box that indicates to the system (if selected) that the maximum quantity has been overridden for the warehouse.
Max. Qty. The maximum quantity of the item that can be stocked.
Last Forecast Date The date of the last demand forecast.
Daily Demand Forecast The daily demand according to the last forecast.
Daily Demand Forecast Error (STDEV) The standard deviation error for the daily demand according to the forecast.
Lead Time Average The average lead time according to the forecast.
Lead Time STDEV The standard deviation for the average lead time according to the forecast.
Reorder Point Suggested The quantity (reorder point quantity) according to the forecast.
Safety Stock Suggested The safety stock according to the forecast and the selected service level.
Max. Qty. Suggested The maximum quantity of the item according to the forecast.