Defining planning parameters for the warehouse

This page allows you to define the parameters to plan the requirement of a part in the warehouse. Tell me more

Select the “Warehouse Planning Parameter” link in the “Select Warehouse” page. Alternatively, select the hyperlinked warehouse number in the multiline of the same page.

The “Warehouse Planning Parameter” page appears.

Enter the following in the “Search Criteria” group box to retrieve the part planning details. Data entry in the following fields is optional:

Part #	The number identifying the part for which the part planning information must be retrieved (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the records containing the part number entered here.
Part Description	The textual description of the part (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the parts with the description entered here. Click the data hyperlink to open the View Part Information page.
Part Type	Use the drop-down list box to select the type of the part. The system lists the options "Component", "Consumable", "Expendable", "Kit", "Miscellaneous", "Raw Material" and "Tool". The system displays “Component” by default.
Planning Type	Use the drop-down list box to specify the method by which the part requirement is planned. The system lists the options “Min-Max” and “Reorder Level”. The system displays “Min-Max” by default. Note: You cannot change Planning Type, if a replenishment document is pending for the part.
Display Option?	Use the drop-down list box to select the stock level based on which you wish to retrieve parts using search. The drop-down list box displays the following: Stock<=Min./Reorder Level, Stock > Max. Level and Stock < Safety Stock. The system retrieves parts with current stock level conforming to the option you select here. Note: The system computes the Stock Qty as “Stock Qty (Incl. of Alternates) + PBH Stock Qty (Incl. of Alternates)”, if the parameter 'Include PBH Qty while computing Stock Qty for various Display Options in Warehouse Planning Parameter screen‘ is set as “Yes” in the “Set Inventory Process Parameters” in the “Logistics Common Master” screen. The resulting Stock Qty is considered for search in the Display Option selected in the drop-down list box, to retrieve the matching records in the multiline.
Part Parameter Defined?	Use the drop-down list box to retrieve parts for which planning parameters have already been defined in the warehouse. The drop-down list box displays the following: ‘Yes’ and ‘No’.
Ownership	Use the drop-down list box to select the replenishment documents generated for Internal or Customer Stock. The drop-down list box displays the following: ‘Owned’ and ‘Customer’. The system leaves the field blank, by default.
Trading Partner #	The specific Customer # whose replenishment document is searched.

Click the “Search” pushbutton.

The system displays the following in the “Warehouse Information” group box:

Warehouse #	The number identifying the warehouse.
Warehouse Description	The textual description of the warehouse.
Warehouse Type	The type of the warehouse, which could be “Normal” or “Free”.
Warehouse Category	The user-defined category to which the warehouse belongs.

Enter the following in the “Part Planning Details” multiline:

Part #

The number identifying the part, for which the planning information must be defined (Alphanumeric, 40). Mandatory. The part must be in “Active” status, as defined in the “Create Parts Main Information” activity of the “Part Administration” business component.

Ensure that the “All Part Types Allowed” option is set for the warehouse, in the “Create Warehouse Information” activity of the current business component.

Help facility available.

The system displays the following:

Part Description	The textual description of the part.
Enter the following in the “Part Planning Details” multiline:
Planning Type	Use the drop-down list box to select the planning type for the part. The drop-down list box displays the following: “Reorder Level” and “Min – Max”. Note: If the process parameter “Allow Warehouse level Planning Type to be different from Part level Planning Type?” under the category Storage Administration in the “Set Inventory Process Parameters” activity of Logistics Common Master is ‘1’, you can select a planning type for the part in the warehouse that is different from the planning type set for the part in Part Administration. However, if “Allow Warehouse level Planning Type to be different from Part level Planning Type?” is ‘0’, the planning type at the part-level as well as the warehouse-level for the part must be the same.
The system displays the following in the “Part Planning Details” multiline:
Stock UOM	The unit of measurement in which the part is stocked in the warehouse.

Enter the following:

Minimum Qty

The minimum quantity of the part to be held in stock at any point of time (Decimal).

Note: You must specify the minimum quantity of stock for the part in the warehouse, if “Planning Type” is “Min-Max” for the part in the warehouse. Conversely, this field must be left blank, if “Planning Type” is set as “Reorder Level” for the part in the warehouse. However, if you have not selected the planning type for the warehouse, the system determines the planning type defined for the part in the “Maintain Planning Information” activity of Part Administration to determine whether minimum quantity must or must not be specified by the user. Maximum Quantity can be entered in fractions, only if the Stock UOM has been set to “Allow fractions”.

Maximum Qty

The maximum quantity of the part to be held in stock at any point of time (Decimal).

Note: You must specify the maximum quantity of stock for the part in the warehouse, if “Planning Type” is “Min-Max” for the part in the warehouse. Conversely, this field must be left blank, if “Planning Type” is set as “Reorder Level” for the part in the warehouse. However, if you have not selected the planning type for the warehouse, the system determines the planning type defined for the part in the “Maintain Planning Information” activity of Part Administration to determine whether minimum quantity must or must not be specified by the user. Maximum Quantity can be entered in fractions, only if the Stock UOM has been set to “Allow fractions”.

Safety Stock

The quantity of the item that is stored in the warehouse to meet the consumption rate fluctuations (Integer). The safety stock must be lesser than the reorder level. The value in this field must be positive.

Note: Maximum Quantity can have fractions, only if the Stock UOM has been set to “Allow fractions”.

Reorder Level

A fixed quantity level of the part below which, the purchase activity is automatically initiated by the system (Decimal).

Note: You must specify the reorder level for the part in the warehouse, if “Planning Type” is “Reorder Level” for the part in the warehouse. Conversely, this field must be left blank, if “Planning Type” is set as “Mix-Max” for the part in the warehouse. However, if you have not selected the planning type for the warehouse, the system determines the planning type defined for the part in the “Maintain Planning Information” activity of Part Administration to determine whether minimum quantity must or must not be specified.

Reorder Qty

The quantity for which the order must be placed, when the reorder level is reached (Decimal). The quantity must be greater than zero.

Note: You must specify the reorder qty for the part in the warehouse, if “Planning Type” is “Reorder Level” for the part in the warehouse. Conversely, this field must be left blank, if “Planning Type” is set as “Mix-Max” for the part in the warehouse. However, if you have not selected the planning type for the warehouse, the system determines the planning type defined for the part in the “Maintain Planning Information” activity of Part Administration to determine whether minimum quantity must or must not be specified. Reorder quantity can be in fractions, only if the Stock UOM has been set to “Allow fractions”. The replenishment information such as “Reorder level”, “Reorder Qty”, “Safety Stock”, “Minimum Qty” and “Maximum Qty” are applicable only for prime parts.

Replenishment Activity By

Use the drop-down list box to select the procedure in which the part must be replenished. The system lists the options "Purchase Order", "Purchase Request" or “Stock Transfer”, and displays “None” by default.

Note: 1) You must not select: Purchase Order or Purchase Request as the replenishment activity for the part, if the warehouse allows offline stock transactions. 2) You must only select Purchase Request as the replenishment activity, if the warehouse is mapped to a group company.

Note: 1. If the “Replenishment Activity By” is set as “Stock Transfer”, the system will generate a “Low” priority material request in “Authorized” status, for automatic replenishment of the parts. 2. This field must remain blank, if “Planning Type” is set as “None”, as defined in the “Maintain Planning Information” activity of the “Part Administration” business component. 3. The field cannot be set as “None”, if “Planning Type” is “Reorder Level” or “Min-Max” at the part-level or warehouse level or, if Enforce Stock Replenishment” is '1' under the category Storage Administration in the "Set Inventory Process Parameters activity" of Logistics Common Master. However, the system allows “None” to be selected, if planning type at the part-level is ‘None’ and “Enforce Stock Replenishment” parameter is '0'. 4. If the source of the part is not “Purchase” and if the “Planning Type” is selected as "Reorder Level" or “Min-Max”, then "Replenishment Activity By" must not be "Purchase Requisition" or "Purchase Order".

The system displays the following in the “Part Planning Details” multiline.

Replenishment Qty	The quantity of the part that must be procured by means of purchase/stock transfer for replenishing stock in the warehouse.
Stock Qty (Inc. of Alternates)	The sum of quantities of all the parts in the warehouse for which the part # is the Prime part and its alternates.
PBH Stock Qty (Inc. of Alternates)	The sum of the Qty of PBH Stock for the Part # and all its direct alternates.

Enter the following in the “Part Planning Details” multiline:

Planning Horizon (Days)	The number of days before which the planning for the part should be initiated (Integer). Mandatory.
Transfer From Location	Use the drop down list box to specify the organization unit from which the stock must be transferred or reordered. The system lists all the organization units as defined in the “Stock Transfer” business component. The system displays the login organization unit by default. It is mandatory to select a location if the “Replenishment Activity By” field is set to “Stock Transfer”. The selected location must be in “Active” status.
Transfer From Warehouse	A valid number identifying the warehouse in the organization unit from which the stock must be transferred or reordered. It is mandatory to enter this field, if the “Replenishment Activity By” field is set to “Stock Transfer”. The warehouse must be in “Active” status. Help facility available.
Transfer Processing location	Use the drop down list box to specify the organization unit where the stock transfer must be processed. The system lists all the stock transfer locations with which the business component interacts. The system displays the transfer processing location by default as “Blank”, if no planning parameter is been predefined for the warehouse. It is mandatory to select the transfer processing location if the “Replenishment Activity By” field is set to “Stock Transfer”.

Note: The system updates the “Minimum Qty”, “Maximum Qty”, “Safety Stock”, “Reorder Level” and “Reorder Qty” as computed in the “Stock Analysis” business component if the field “Computation Level” in “Compute Replenishment Information” activity of the “Stock Analysis” business component and the “Replenishment Activity At” field in the “Maintain Planning Information” activity of “Part Administration” business component, are set as “Warehouse”.

Ownership	Use the drop-down list box to replenish either Internal or Customer Stock. The drop-down list box displays the following: ‘Owned’ and ‘Customer’.
Trading Partner #	The specific customer # for whom the stock is replenished.
Created By	The name of the user who defined the planning parameters for the warehouse.
Created Date	The date on which the planning parameters for the warehouse were defined.
Last Modified By	The name of the user who most recently modified the planning parameters for the warehouse.
Last Modified Date	The date on which the planning parameters for the warehouse were most recently modified.

Check the box in the multiline, to mark the part number for deletion.

Click the Delete icon in the toolbar above the multiline, to delete the part number selected in the multiline.

Click the “Set Warehouse Planning Parameter” pushbutton to save the parameter details.

The system performs the following on clicking the “Set Warehouse Planning Parameter” pushbutton:

If default stock status for Replenishment MR for a warehouse is defined in the Set Warehouse Process Parameters activity, if upon change of stock levels or planning types, the part stock level drops below minimum or safety level and if Replenishment Activity is Stock Transfer for the part and warehouse combination, the system automatically generates Replenishment MR with the defined default stock status. On the contrary, if the default stock status is not defined, the system sets the stock status of the auto-generated Replenishment MR to the default internal stock status of the warehouse. f the available part quantity (sum of Internal-owned and Supplier-owned) drops below or equals the “Min Qty or the “Reorder Level” and, if the “Replenishment Action on Resetting Min/Reorder Qty” is set as “Yes” in the “Set Options” activity of the “Stock Maintenance” business component, the system automatically replenishes the part quantity.
On stock issue of a part, if stock quantity drops below Min Qty//Reorder Level in the warehouse mapped to a group company, the system generates purchase request in accord with the replenishment activity defined for the warehouse. In addition, if the process parameter “Include Supplier Stock other than 'PBH' during Replenishment?" under category Replenishment is set as ‘1’ in the Set Inventory Process Parameters activity of Logistics Common Master, the system also includes the supplier-owned stock quantity (other than ‘Under PBH’) in the replenishment computation. Alternatively, no supplier-owned parts will be considered for arriving at the replenishment quantity, if “Include Supplier Stock other than 'PBH' during Replenishment?" is set as ‘0’. Illustration

Note: The document number for the purchase order, purchase request or the material request, is generated based on the numbering type set in the “Set Options” activity of the “Stock Maintenance” business component. The purchase request generated for auto replenishment of the parts will be of type “Owned” and of priority “Normal”. For replenishment, the system considers only those parts:

a) Having “Replenishment Activity By” set to “Stock Transfer” in the “Part Administration” or the current business component.

b) Whose stock status attributes “Nettable” and “Ownership-Internal” are set as “Yes” in the “User Defined Stock Status” business component.

c) Whose stock status is the default internal stock status defined in the “User Defined Stock Status” business component.

To view other details of a part selected in the “Part Planning Details” multiline

Select the “Inquire Stock Availability” link to view the stock levels of the part in all warehouses.
Select the “View Part Supply Chain Performance” link to view consumption, demand and supply of the part.
Select the “Inquire Material Count and Location information” link to view the quantity and location details of the part and its alternates.
Select the“View Replenishment Documents” link to view the reference document (purchase order, purchase request or material request) that was created/generated to refill the stock of the part.

Defining planning parameters for the warehouse – An overview

This page allows you to define the parameters to plan the requirement of a part in the warehouse. You can define the various ways in which the requirement of the part can be planned. You can plan the part requirement based on the usage of the part, the source of the part and its general characteristics.

The system stores the login user ID and the server date along with the modification details.