Stock Analysis
Chapter x – Manage Stock Replenishment
This section deals with the Stock Analysis business component and its activity Manage Stock Replenishment.
Manage Stock Replenishment – A summary of the activity
The “Manage Stock Replenishment” activity aims to simulate and compute replenishment levels for parts in a scientific way based on vital planning parameters. These planning parameters include: Service Level %, Per Order Cost, Carrying Cost in % Std. Cost, Annual Consumption, Std. Dev. Of Consumption, Lead Time (Days), DDLT and Mean Forecast Error Factor. You can then proceed to update part replenishment data in warehouses.
You can simulate/compute replenishment levels including Reorder Qty, Reorder Level, Safety Stock, Min Qty and Max Qty for parts. Simulation /What If analysis of replenishment levels can be done taking into account possible changes in demand and supply circumstances to arrive at the optimum replenishment levels for parts in warehouses. This could reduce stock piles and stock outs warehouses. Alternatively, you may let the system compute the replenishment levels based on the existing planning levels.
You can record, update, view, close or cancel replenishment levels for parts of your choice in this activity.Broadly, this activity primarily facilitates two significant tasks associated with replenishment of parts in warehouses.
4Computation of replenishment levels of parts in warehouses, using the replenishment option “Compute Replenishment”.
4Update of replenishment levels of multiple parts in multiple warehouses, using the replenishment option “Maintain WH Planning Parameter”.
Computation of replenishment levels of parts in warehouses: The replenishment computation happens in two ways: on the basis of either user-specified or existing planning parameter values. In the first case, the user opts to specify the planning parameters for computation of replenishment while in the later the system generates replenishment using the existing replenishment parameter definition available in Part Administration and Storage Administration. The computed replenishment levels for parts can then be updated to warehouses. Further, these new replenishment levels may also be used to initiate the designated replenishment activities for parts, such as generation of material requests/stock transfers/purchase requests/purchase orders in warehouses.
Update of replenishment levels of multiple parts in multiple warehouses: You can choose to utilize this activity to bulk update replenishment levels of parts in various warehouses across the organization at one go. For example, you may update the replenishment details for the part “A100” that is stocked in all warehouses under a specific storage location by specifying the storage location alone in one-step action. You may specify the new replenishment levels for parts in a specific warehouse or storage location that must be updated in warehouses.
Lifeline of a replenishment document
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Action/task |
Status |
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Replenishment Option = Compute replenishment |
Replenishment Option = Manage warehouse planning | |
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Record/Update replenishment document |
Fresh |
Fresh |
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Confirm replenishment document |
Confirmed/Processed |
Processed |
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During Computation of replenishment levels |
In-progress |
Not Applicable |
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After Computation of replenishment levels |
Processed |
Not Applicable |
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Save changes made in planning parameter values/ replenishment levels after confirmation |
Processed |
Processed |
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Update replenishment levels in warehouses |
Processed |
Processed |
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Cancel replenishment document |
Canceled |
Canceled |
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Close replenishment document |
Closed |
Closed |
Action bar: An intuitive Action bar guides users in replenishment data processing illustrated in the next table. The action that the user must execute on a document is highlighted in the Action bar. For example, if the stock levels have already been computed for the document, the system highlights ‘Update’. For a closed document, the entire Action bar will appear dim, meaning no action is possible now.
What you can do in this activity
Compute replenishment levels based on existing planning parameter definition
Define new values for planning parameters and then compute replenishment levels based on new planning parameter definition
Set and update new replenishment levels for parts in warehouses
Prerequisites
Define part main information in the Part Definition business component
Define planning parameter definition in Part Administration/Stock Analysis business component
Define warehouse information in Storage Administration
: Managing stock replenishment
Ø Select the “Manage Stock Replenishment” link under the “Stock Analysis” business component.
The “Manage Stock Replenishment” page appears.
Ø Select the mode of action.
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Create |
Select the radio button to create a replenishment document. |
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Edit/View |
Select the radio button to modify/view details of a previously created replenishment transaction |
Ø Enter the following fields in the “Replenishment Info” group box:
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Replenishment # |
The unique # identifying the replenishment document. Mandatory. Note: If the "Default Replenishment # last modified by the login user" process parameter under the category “Stock Analysis – Replenishment” in the Set inventory Process Parameters activity of Logistics Common Master is ‘1’, the page opens up with the details of the replenishment # last worked with, by the login user. Help facility available |
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Category |
Use the drop-down list box to select the category of the replenishment. The drop-down list box displays all Active categories defined under Stock Analysis in the Create Common Category activity of Logistic Common Master. |
The “Replenishment Info” group box displays the following:
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Status |
The status of the replenishment document. |
Ø Enter the following fields in the “Replenishment Info” group box:
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Replenishment Option |
Use the drop-down list box to indicate whether you wish the system to generate replenishment levels on the basis of user-specified planning parameters. The drop-down list box displays values based on the definition of the process parameter Stock Replenishment Option under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master. The drop-down list box displays: § “Manage WH Planning Parameter“, if Stock Replenishment Option is ‘1’. § “Compute Replenishment”, if Stock Replenishment Option is ‘2’. § Both of the above, if Stock Replenishment Option is ‘3’. Select “Manage WH Planning Parameter“, to update new replenishment levels for parts in warehouses by a single transaction. Conversely, select “Compute Replenishment”, to enable the system to compute replenishment based on user-specified or existing planning parameters for parts. |
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Remarks |
Additional information on the replenishment document. Note: Remarks are mandatory, if you intend to close/cancel the replenishment document. |
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User Status |
Use the drop-down list box to select the user status of the replenishment document. The drop-down list box displays all currently valid and Active user statuses defined for the category Stock Analysis in the Create Quick code activity of Logistics Common Master. |
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From Date |
The start date of the period of which the consumption information the system must consider for computing replenishment levels. Note: You must specify From Date only if Replenishment Option is “Compute Replenishment”. |
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To Date |
The end date of the period of which the consumption information the system must consider for computing replenishment levels. Note: You must specify To Date, if Replenishment Option is “Compute Replenishment”. |
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Consider Stock Transfers |
Use the drop-down list box to indicate whether impending stock transfers must be taken into consideration for arriving at the replenishment quantity. The drop-down list box displays Yes and No. Select ‘Yes’ to include stock transfer issues and stock transfer receipts in the derivation of consumption information. |
Ø Enter the following in the “Planning Criteria” group box to retrieve parts from warehouses for which you wish to compute/set replenishment levels.
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Planning Level |
Use the drop-down list box to indicate the entity for which the replenishment quantity must be computed by the system. The drop-down list box displays All Warehouses, Storage Location and Specific Warehouse. Retrieval logic
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Warehouse # |
Use the drop-down list box to select the warehouse for which you wish to estimate new replenishment levels for parts. The drop-down list box displays all currently valid and Active warehouses defined in Storage Administration only if Planning Level is “Specific Warehouse”. | ||||||||
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Storage Location |
Use the drop-down list box to select the storage location for the warehouse for which you wish to estimate new replenishment levels for parts. The drop-down list box displays all currently valid and Active storage locations defined in Storage Administration only if Planning Level is ”Storage Location”.
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Planning Type |
Use the drop-down list box to select the planning type used to estimate the replenishment quantity for the part. The drop-down list box displays the following: “Min-Max” and “Reorder Level”. The search retrieves those parts from the warehouse for which the planning type is set to the type you select here. | ||||||||
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Pln. Parameter Defined |
Use the drop-down list box to confirm whether planning parameters for the part have already been defined in the Maintain Planning Information activity of Part Administration. The drop-down list box displays Yes and No. Select ‘No’ to retrieve parts for which planning parameters are yet to be defined for warehouses. You can define planning parameters for such parts in this activity.
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Last Computed Date<= |
The cutoff date for replenishment level computation. The search retrieves part #-warehouse # combination for which the replenishment computation performed on or earlier than the specified date. | ||||||||
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Part Type |
Use the drop-down list box to select the type of the part. The drop-down list box displays the following: Component', 'Expendable', 'Consumable', 'Kit', “Raw Material”, 'Tool', and Miscellaneous’. The search retrieves those parts of the type that you select here. | ||||||||
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Part Category |
Use the drop-down list box to select the category of the part. The drop-down list box displays all Active quick codes defined under quick code type Part Category in Part Administration. The search retrieves those parts from the category that you select here. | ||||||||
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Part Group |
Use the drop-down list box to select the group to which the part belongs. The drop-down list box displays all Active part groups defined in Part Administration. The search retrieves those parts from the group that you select here. | ||||||||
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Anly. Classification |
Use the first drop-down list box to select the analysis classification for the part. This drop-down list box displays the following: ‘ABC', ‘FSN’, ‘XYZ and ‘VED’. Select the analysis in the adjacent drop-down list box. The search retrieves those parts with the analysis you select here. |
Ø Select the “Get Part Details” pushbutton.
The “Part Details” multiline displays those parts that satisfy the planning criteria that you specified above.
Ø Select the following in the “Optional Parameters” group box. However, these fields are not mandatory for replenishment computation though they could improve “what if” analysis.
Ø
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Forecast Factor |
The forecast factor that must be taken into account for the computation of annual consumption of the part. Note: You must enter a value between 0 and 100 in this field. (You can specify the forecast factor, if you are in the know-how of the demand fluctuation in the forthcoming period. This would add more precision to the computation of replenishment levels.) |
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% Minimum Tolerance |
The percentage of the minimum tolerance allowed for the parts (Decimal). Mandatory. This value can range between “0” and “100”. Note: You must enter a value between 0 and 100 in this field. Specify the minimum tolerance % to identify parts with calculated replenishment levels within minimum tolerance % of current replenishment levels. |
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% Maximum Tolerance |
The percentage of the maximum tolerance allowed for the parts (Decimal). Mandatory. This value can range between “0” and “100”. Note: You must enter a value between 0 and 100 in this field. Specify the maximum tolerance % to identify parts with calculated replenishment levels within maximum tolerance % of current replenishment levels. |
Ø Select the “Show Planning Parameters” radio button to display these planning parameters in the “Part Details” multiline.
4Service Level %.
4Per Order Cost.
4Carrying Cost in % Std. Cost.
4Annual Consumption.
4Std. Dev. Of Consumption.
4Lead Time (Days)
4DDLT
4Mean Forecast Error Factor
Note: Mean Forecast Error Factor will be available only if the process parameter “Calculate Safety Stock based on?” under the category “Stock Analysis – Replenishment” is ‘2’ in the Set Inventory Process Parameter activity of Logistics Common Master in addition to the selection of the Show Planning Parameters radio button.
Note: You cannot modify fields in the “Part Details” multiline, if status of the replenishment document is “In-Progress”.
Ø Enter the following in the “Part Details” multiline.
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Warehouse # |
The warehouse for the part for which you wish to derive reorder level. Note: 1) The warehouse must be currently valid and Active as defined in the Storage Administration component. 2) The warehouse must not allow offline operations. 3) If the "Consider Warehouse - User mapping to manage Replenishment?' process parameter under the category “Stock Analysis – Replenishment” is ‘1’ in the Set Inventory Process Parameter activity of Logistics Common Master, you the login user must be mapped to the warehouse. 4) The warehouse must allow “Stock Analysis – Replenishment” transactions. |
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Part # |
The part for which you wish to determine the reorder level and replenishment quantity. |
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Note: 1) The part must be currently valid and Active as defined in the Part Administration component. 2) The Planning Status of the part must be Active. 3) The Planning Type for the part must not be ‘None’. |
The “Part Details” multiline displays the following.
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Description |
The description of the part. |
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UOM |
The stock unit of measurement for the part. |
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Planning Type |
The planning type for replenishment of the part, such as Max-Min level or Reorder Level. |
Ø Enter the following in the “Part Details” multiline.
Note: You can derive replenishment levels for parts based either on existing planning parameter definition or from new values that you can specify in the “Part Details” multiline. If you do not provide parameter values and chose to compute replenishment levels based on existing planning parameter definition, the system retrieves this information from the Part Administration or the Stock Analysis business component. The planning parameters for a part include: Service Level %, Per Order Cost, Carrying Cost in % Std. Cost, Annual Consumption, Std. Dev. Of Consumption, Lead Time (Days), DDLT and Mean Forecast Error Factor. Replenishment Option.
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New Planning Type |
Use the drop-down list box to select the planning type for the part. The drop-down list box displays the following: Min-Max and Reorder Level. Note: The planning type for the part can be different from that for the warehouse, 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’. |
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Service Level (%) |
The quality of service (in percentage) provided to the MRO for the request of material (Integer) This is calculated as: Total # of times service provided + Total qty of parts provided to the MRO based on the request/Total # of times service requested + Total quantity of parts requested by the MRO. Note: 1) You must enter a value greater than 0 and less than or equal to 100. 2) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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Per Order Cost |
The cost incurred per order for the part (Decimal). Per Order Cost = Annual Order Cost / Annual Order Count Note: However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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Carrying Cost in % Std. Cost |
The miscellaneous cost such as the cost incurred for handling hazardous types of parts or breakable parts in the inventory or the storage cost for the space occupied by the part, in terms of percentage of the standard cost of the part (Decimal). Note: 1) You must enter a value greater than 0 and less than or equal to 100. 2) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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Annual Consumption |
The annual consumption of the part in the inventory. Annual Consumption = Total qty of Issues – Total qty of returns Note: 1) You must enter a value greater than 0 and less than or equal to 100. 2) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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Mean Forecast Error Factor |
The average error expected in the Actual monthly Usage Vs Average monthly Usage (Annual Consumption / 12). The Mean Forecast Error is applicable only when the Safety Stock is calculated as 'Norminv’ (Probability, Mean Forecast Error, Std. Deviation). Note: 1) This field is mandatory, if the process parameter “Calculate Safety Stock based on?” under the category “Stock Analysis – Replenishment” is ‘2’ in the Set Inventory Process Parameter activity of Logistics Common Master. 2) You must enter a value equal to or greater than 0. 3) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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Std. Dev. of Consumption |
The standard deviation in the annual consumption of the part. Note: 1) You must enter a value equal to or greater than 0. 2) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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Lead Time(Days) |
The number of days it takes to procure the part for replenishment in the warehouse. Note: 1) You must enter a value greater than ‘0’ in this field. 2) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
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DDLT |
Acronym for Demand during Lead time. The quantity of the part needed during the time it takes to procure the part. DDLT = Mean of daily demand * Lead Time Note: 1) You must enter a value equal to or greater than 0. 2) However, post confirmation of the replenishment document or update of replenishment levels for the part in the warehouse; you can modify this field only if the process parameter “Allow modification of Planning Parameters?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity of Logistics Common Master is 1. |
The “Part Details” multiline displays the following.
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Safety Stock |
The quantity of the part to be stored in the warehouse to meet the consumption rate fluctuations. |
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Cal. Safety Stock |
The quantity of the part to be stored in the warehouse to meet the consumption rate fluctuations, as calculated by the system based on user-specified/existing planning parameters. Safety Stock = Service level * Standard deviation for daily consumption * Ö Lead Time |
Ø Enter the following in the “Part Details” multiline.
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New Safety Stock |
The new safety stock for the part in the warehouse. This field is mandatory, if Replenishment Option is “Managing WH Planning Parameter”. Note: This field displays the same value as the calculated safety stock, if Replenishment Option is “Compute Replenishment”. You may modify the new safety stock, if you find the calculated safety stock not feasible. Replenishment Option However, the system allows you to modify new safety stock only if the process parameter “Allow modification of Calculated Replenishment Levels?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity in Logistics Common Master is ‘1’. Replenishment Option |
The “Part Details” multiline displays the following.
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Min/Reorder Level |
The quantity of the part in stock in the warehouse that triggers the replenishment process. |
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Cal. Min/Reorder Level |
The quantity of the part in stock in the warehouse that triggers the replenishment process, as calculated by the system based on user-specified/existing planning parameters. Cal. Min/Reorder Level = Demand During Lead Time +Safety Stock Qty |
Ø Enter the following in the “Part Details” multiline.
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New Min/Reorder Level |
The new minimum/reorder level for the part in the warehouse. This field is mandatory, if Replenishment Option is “Managing WH Planning Parameter”. Note: This field displays the same value as the calculated min/reorder level, if Replenishment Option is “Compute Replenishment”. You may modify the new min/reorder level, if you find the calculated min/reorder level not feasible. However, the system allows you to modify new min/reorder level only if the process parameter “Allow modification of Calculated Replenishment Levels?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity in Logistics Common Master is ‘1’. Replenishment OptionReplenishment OptionReplenishment Option |
The “Part Details” multiline displays the following.
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Reorder Qty (EOQ) |
The procurement quantity of the part for replenishment of stock in the warehouse. |
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Cal. Reorder Qty (EOQ) |
The procurement quantity of the part for replenishment of stock in the warehouse as estimated by the system on the basis of user-specified/existing planning parameters. Reorder Qty will be: Ö [2 “*” Annual Consumption “*” ( Ordering Cost “/” Carrying Cost)] |
Ø Enter the following in the “Part Details” multiline.
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New Reorder Qty (EOQ) |
The new reorder quantity for the part in the warehouse. Replenishment OptionReplenishment OptionReplenishment Option Note: This field displays the same value as the calculated reorder quantity, if Replenishment Option is “Compute Replenishment”. You may modify the new reorder quantity, if you find the calculated reorder quantity not feasible. However, the system allows you to modify new reorder quantity only if the process parameter “Allow modification of Calculated Replenishment Levels?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity in Logistics Common Master is ‘1’.
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The “Part Details” multiline displays the following.
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Max Qty |
The maximum quantity of the part that can be stocked in the warehouse. Cal. Min./ Reorder Level. + EOQ |
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Cal. Max Qty |
The maximum quantity of the part that can be stocked in the warehouse as estimated by the system on the basis of the user-specified planning parameters.
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Ø Enter the following in the “Part Details” multiline.
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New Max Qty |
The new maximum quantity for the part in the warehouse. Note: This field displays the same value as the calculated maximum quantity, if Replenishment Option is “Compute Replenishment”. You may modify the new maximum quantity, if you find the calculated maximum quantity not feasible. However, the system allows you to modify new maximum quantity only if the process parameter “Allow modification of Calculated Replenishment Levels?” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity in Logistics Common Master is ‘1’. Replenishment OptionReplenishment OptionReplenishment Option |
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Remarks |
Additional information on replenishment of the part. |
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Rep. Activity by |
The means by which replenishment of stock of the part is accomplished, such as Stock Transfer, Purchase Order or Purchase Request. |
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Transfer from Warehouse # |
The warehouse from which the part can be transferred, if the replenishment activity is Stock Transfer. |
The “Part Details” multiline displays the following.
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Replenishment Qty |
The quantity of the part replenished in the warehouse by means of stock transfer/purchase request/purchase order. | ||||||||||||||||||||||||
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Stock Qty |
The quantity of the part stock currently available in stock in the warehouse. | ||||||||||||||||||||||||
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Part Type |
The type of the part, such as Component, Piece Part, Tool or Expendable. | ||||||||||||||||||||||||
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Part Category |
The user-defined category to which the part belongs. | ||||||||||||||||||||||||
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Planning Parameter Defn.? |
Indicates whether planning parameters for the part have already been defined for the part in the Maintain Planning Information activity of Part Administration. | ||||||||||||||||||||||||
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Within Tolerance? |
Indicates whether % change in New/Cal. replenishment levels compare as against existing replenishment levels for the part in the warehouse remain within tolerance limits. % Change = [(New/Cal. Replenishment levels – Existing Replenishment levels) * 100] / Existing Replenishment levels Replenishment levels = Safety Stock, Min/Reorder Level, Reorder Qty and Max Qty Illustration
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ABC |
The stock analysis classification for the part. | ||||||||||||||||||||||||
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VED |
The stock analysis classification for the part. | ||||||||||||||||||||||||
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FSN |
The stock analysis classification for the part. | ||||||||||||||||||||||||
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XYZ |
The stock analysis classification for the part. | ||||||||||||||||||||||||
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Updated? |
Indicates whether the replenishment levels for parts have already been updated at the warehouse. Note: If ‘Yes’ is displayed here, it means replenishment levels have already been set for the part in the warehouse and hence you cannot change any data in the “Part Details” multiline. | ||||||||||||||||||||||||
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Last Replenishment # |
The preceding replenishment document for the part. | ||||||||||||||||||||||||
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Last Repl. Date |
The date on which the preceding replenishment document for the part was created. | ||||||||||||||||||||||||
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Line # |
The line # reference for the part in the replenishment document. |
Ø In the “Update Option” group box, select the following to update stock levels of the part in the warehouse.
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Reorder Qty |
Select the check box to update the reorder quantity for the replenishment of the part in the warehouse. |
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Reorder Level |
Select the check box to update the reorder level that initiates the replenishment process for the part in the warehouse. |
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Safety Stock |
Select the check box to update the quantity of the part that must be stored in the warehouse to meet the consumption rate fluctuations. |
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Min Qty |
The minimum quantity of the part that must be stored in the warehouse. |
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Max Qty |
The maximum quantity of the part that can be stored in the warehouse. |
Action: Creating/modifying replenishment document
Once you indicate whether you wish to create or update/view replenishment document, the Action bar highlights the action mode in which you are currently placed. In the Create mode, you can no more than create a replenishment document.
Repl. Action = “Compute Replenishment”
The Action bar looks as in Figure1, if you have selected the ‘Create’ radio button with Replenishment Option as ‘Compute Replenishment’.
Figure1: Creating replenishment document with Replenishment Option as “Compute Replenishment”
Repl. Action = “Managing Warehouse Parameters”
However, if you chose to create a replenishment document with Replenishment Option as ‘Managing Warehouse Parameters’, the Action bar would look as shown by Figure2.
Figure2: Creating replenishment document with Replenishment Option as “Managing Warehouse Parameters”
Ø Select the “Record/Update” pushbutton to save details in the replenishment document.
The system generates unique replenishment # for the document and sets the status of the document to “Fresh”.
Note: The part # and warehouse # combination must not exist in any other replenishment document in status other than Canceled or Closed status. However, the part # and warehouse # combination can persist in another replenishment document in the Processed status, if the new replenishment levels have not yet been updated for the warehouse.
Action: Confirming replenishment document
Repl. Action = “Compute Replenishment”
The Action bar looks as in Figure 3, if you have selected the “Edit/View” radio button and the document you wish to confirm has Replenishment Option as “Compute Replenishment”.
Figure3: Confirming replenishment document.
Repl. Action = “Managing Warehouse Parameters”
Alternately, the Action bar would look as in Figure 4, if the document to confirm has Replenishment Option as “Managing Warehouse Parameters”.
Figure4: Confirming replenishment document with Replenishment Option as “Managing Warehouse Parameters”
Ø Select the “Compute” pushbutton to simulate/compute replenishment levels for parts in the warehouse on the basis of new planning parameter values.
Note: The Compute pushbutton is available only if Replenishment Option is “Compute Replenishment” and, the replenishment document holds the Fresh status.
System-computed replenishment levels
The replenishment levels of parts including Cal. Min/Reorder Level, Cal. Reorder Qty, Cal. Max. Qty and Cal. Safety Stock are computed and displayed on click of the Compute pushbutton. The New Min/Reorder Level, New Reorder Qty, New Max. Qty and New Safety Stock also display the values computed by the system, which you can modify, if required. However, to modify the computed replenishment levels, the process parameter “Allow modification of Calculated Replenishment Levels?” under the category Stock Analysis – Replenishment” must be ‘1’ in the Set Inventory Process Parameters activity of Logistics Common Master. Conversely, you cannot change any of the calculated levels post computation, if parameter “Allow modification of Calculated Replenishment Levels?” is ‘0’.
Simulation of replenishment levels based on modified planning parameters
You can change the planning parameters to create another simulation of replenishment levels only if (Service Level %, Per Order Cost, Carrying Cost in % Std. Cost, Annual Consumption, Mean Forecast Error Factor, Std. Dev. Of Consumption, DDLT, Lead Time (Days)) the process parameter “Modification of Planning Parameters” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity in Logistics Common Master is 1.
Triggering of replenishment activity on update of replenishment levels
The system triggers the pre-defined replenishment activity for the part in the warehouse on update of replenishment levels, if the "Replenishment Action on Resetting Min/Reorder Qty" in the Set Options activity of Stock Maintenance is ‘Yes’. However, automatic replenishment activity will not happen on update, if is "Replenishment Action on Resetting Min/Reorder Qty" is ‘No’.
Updated records grayed out
The records in the multiline of parts for which replenishment levels have been successfully updated in the warehouse are grayed out.
Ø Select the “Record/Update” pushbutton to save the computed details in the replenishment document.
Note: The part # and warehouse # combination must not exist in any other replenishment document in the Canceled or Closed status. However, the part # and warehouse # combination can persist in another replenishment document in the Processed status, if the new replenishment levels have not yet been updated for the warehouse.
Ø Select the “Confirm” pushbutton to approve the replenishment document.
On confirmation, the status of the replenishment document changes from Fresh to
§Confirmed, if Replenishment Option is “Compute Replenishment” and, calculated replenishment levels are not yet available for all the parts in the document. Cal. Safety Stock, Cal. Min/Reorder Level, Cal. Reorder Qty and Cal. Max Qty.
§Processed, if Replenishment Option is “Compute Replenishment” and, calculated replenishment levels are available for all the parts in the document.
§Processed, if the Replenishment Option is “Manage WH Planning Parameters”.
The system initiates the computation of replenishment levels for parts, if the status of the replenishment document is Confirmed.
Ø Select the “Cancel” pushbutton to cancel the replenishment document.
The status of the replenishment documents becomes ‘Canceled’.
Action: In-progress
The Action bar looks as shown in Figure5, if the selected document exists in the status of “In-Progress”. This action mode is applicable only to documents in which replenishment computation is based on part planning parameters already defined in the system.
Figure53: Planning parameter retrieval and replenishment computation in progress
On confirmation, the system sets the status of the document to “Confirmed”. However, if you have opted for computation of replenishment levels based on existing planning parameters, on confirmation of the replenishment document, the scheduler (background activity) begins planning parameter retrieval available for parts followed by replenishment level calculation. In the intervening time of retrieval and computation process, the document gets the “In-Progress” status, which is automatically converted to ‘Processed’ on completion of computation. The replenishment levels computed include Cal. Min/Reorder Level, Cal. Reorder Qty, Cal. Max. Qty and Cal Safety Stock. The New Min/Reorder Level, New Reorder Qty, New Max. Qty and New Safety Stock also display the system-computed values.
Action: Updating replenishment levels
Figure6: Updating replenishment levels in document and warehouse
Repl. Action = “Managing Warehouse Parameters”
If the current status of the document is “Processed”, you can revise and save replenishment levels and then update replenishment levels in warehouses.
Figure7: Updating replenishment levels in document and warehouse
Ø Select the “Compute” pushbutton to re-compute replenishment levels for parts on the basis of new planning parameter values.
Note: The Compute pushbutton is available only if Replenishment Option is “Compute Replenishment” and, the replenishment document holds the Processed status.
System-computed replenishment levels
The replenishment levels of parts including Cal. Min/Reorder Level, Cal. Reorder Qty, Cal. Max. Qty and Cal. Safety Stock are computed and displayed on click of the Compute pushbutton. The New Min/Reorder Level, New Reorder Qty, New Max. Qty and New Safety Stock also display the values computed by the system, which you can modify, if required. However, to modify the computed replenishment levels, the process parameter “Allow modification of Calculated Replenishment Levels?” under the category Stock Analysis – Replenishment” must be ‘1’ in the Set Inventory Process Parameters activity of Logistics Common Master. Conversely, you cannot change any of the calculated levels post computation, if parameter “Allow modification of Calculated Replenishment Levels?” is ‘0’.
Simulation of replenishment levels based on modified planning parameters
You can change the planning parameters to create another simulation of replenishment levels only if (Service Level %, Per Order Cost, Carrying Cost in % Std. Cost, Annual Consumption, Mean Forecast Error Factor, Std. Dev. Of Consumption, DDLT, Lead Time (Days)) the process parameter “Modification of Planning Parameters” under the category “Stock Analysis – Replenishment” in the Set Inventory Process Parameters activity in Logistics Common Master is 1.
Triggering of replenishment activity on update of replenishment levels
The system triggers the pre-defined replenishment activity (stock transfer/purchase request/purchase order) for the part in the warehouse on update of replenishment levels, if the "Replenishment Action on Resetting Min/Reorder Qty" in the Set Options activity of Stock Maintenance is ‘Yes’. However, automatic replenishment activity will not happen on update, if is "Replenishment Action on Resetting Min/Reorder Qty" is ‘No’.
Updated records grayed out
The records in the multiline of parts for which replenishment levels have been successfully updated in the warehouse are grayed out.
Ø Select the “Save” pushbutton to update details in the replenishment document after confirmation.
Note: 1) After computation of replenishment levels, you must save details. 2) The Save pushbutton is available only if the replenishment document holds ‘Processed’ status.
Ø Select the “Update” pushbutton to revise replenishment levels for the parts in the warehouses.
After computing/saving of new replenishment levels for parts, you can update these levels for the warehouse.
Note: You can use the ‘Update’ pushbutton only if status of the replenishment document is ‘Processed’.
Closing replenishment document
Repl. Action = “Compute Replenishment”
On selecting a document for which replenishment levels have been committed to warehouses, the Action appears as shown in Figure8.
Figure8: Closing replenishment document on update of part replenishment levels in warehouse
Ø Select the “Close” pushbutton to close the replenishment document.
On closure, the document attains the status of ‘Closed’.
Note: You can close the replenishment only if it holds the ‘Processed’ status.
Summary
The “Summary” group box provides the breakup of parts on the basis of processed replenishment data. The “Summary” group box displays the following.
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Total No. Items |
The number of parts considered for replenishment computation. |
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No. of items for Update |
The number of parts for which new replenishment levels have been computed but not yet updated in the warehouse. |
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No. of items Updated |
The number of parts for which calculated/new replenishment levels are updated to the warehouse. |
To proceed
Ø Select the “Maintain Warehouse Planning Parameter” link to update planning parameters for the warehouse in the selected record of the multiline.
Ø Select the “Maintain Part Planning Parameter” link to update planning parameters for the part in the selected record of the multiline.
Ø Select the “Set Replenishment Parameters” link to define replenishment data for the entire inventory in the organization.
Ø Select the “Inquire Stock Availability” link to know stock levels of the part at the warehouse in the selected record of the multiline.
Ø Select the “View Warehouse Planning Parameter” link to know details of planning parameters of the warehouse in the selected record of the multiline.
Ø Select the “View Part Planning Parameter” link for details on planning parameters of the part in the selected record of the multiline.
Ø Select the “Inquire Material Count and Location information” link to view the quantity and location details of the part in the selected record of the multiline and its alternates.
Ø Select the “View Part Supply Chain Performance” link to know demand and consumption details of the part in the selected record of the multiline and its alternates.
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Repl. Action |
Replenishment Info Section |
Optional Parameters Section | ||
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From Date |
To Date |
Consider Stock Transfers? |
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Manage WH Planning Parameters |
Not Available |
Not Available |
Not Available |
None of the fields available |
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Compute Replenishment |
Available |
Available |
Available |
All fields available |
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Fields in Part Details multiline |
Repl. Action |
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Manage WH Planning Parameters |
Compute Replenishment | |
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New Planning Type |
Available |
Not Available |
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Replenishment Activity By |
Available |
Not Available |
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Transfer From Warehouse #' |
Available |
Not Available |
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New Min / Reorder Level' |
Available |
Available based on the Replenishment document status |
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New Max Qty |
Available |
Available based on the Replenishment document status |
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New Reorder Qty |
Available |
Available based on the Replenishment document status |
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Calculated Min/Reorder Level |
Not Available |
Available based on the Replenishment document status |
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Calculated Max Qty |
Not Available |
Available based on the Replenishment document status |
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Calculated Reorder Qty |
Not Available |
Available based on the Replenishment document status |
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Calculated Safety Stock |
Not Available |
Available based on the Replenishment document status |
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Within Tolerance |
Not Available |
Available based on the Replenishment document status |
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Planning Level drop-down list box |
Storage Location drop-down list box |
Warehouse # drop-down list box |
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All Warehouses |
Blank |
Blank |
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Storage Location |
All currently valid and Active storage locations defined in the Storage Administration component, which allow the “Stock Analysis – Replenishment” transaction but do not allow offline operations. |
Blank |
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Specific warehouse |
Blank |
All currently valid and Active warehouses defined in the Storage Administration component, which allow the “Stock Analysis – Replenishment” transaction but do not allow offline operations. |
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Blank |
Blank |
Blank |
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Anly. Classification |
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First drop-down list box |
Second drop-down list box |
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ABC |
A, B, C |
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FSN |
F, S, N |
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XYZ |
X, Y, Z |
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VED |
V, E, D |
Progression of Action bar for replenishment documents with Repl. Action = “Compute Replenishment”
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Action bar appearance |
Document status |
Tasks you can accomplish |
Pushbuttons available |
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On launch of the page. However, if "Default Replenishment # last modified by the login user" process parameter under the category “Stock Analysis – Replenishment” in the Set inventory Process Parameters activity of Logistics Common Master is ‘1’ , the Action bar appears as elaborated in the table. |
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New/Fresh |
· Input and save data in the new replenishment document. · Edit previously recorded data and save the replenishment document. |
· Create/Update |
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Fresh |
· Compute new replenishment levels. · Record/Update computed data. · Confirm recorded data. · Cancel the document. |
· Compute · Record/Update · Confirm · Cancel |
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In-Progress |
· View data. |
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Processed |
Provide new planning parameters and re-compute replenishment levels. Save recomputed replenishment levels. Update recomputed replenishment levels to warehouses. |
· Compute · Save · Update |
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Processed |
Close the document |
· Close |
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Closed |
View data. |
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Progression of Action bar for replenishment documents with Repl. Action = “Managing Warehouse Parameters”
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Action bar appearance |
Document status |
Tasks you can accomplish |
Pushbuttons available |
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On launch of the page. However, if "Default Replenishment # last modified by the login user" process parameter under the category “Stock Analysis – Replenishment” in the Set inventory Process Parameters activity of Logistics Common Master is ‘1’ , the Action bar appears as elaborated in the table. |
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New/Fresh |
· Input and save data in the new replenishment document. · Edit previously recorded data and save the replenishment document. |
· Create/Update |
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Fresh |
· Record/Update replenishment data. · Confirm replenishment data. · Cancel the document. |
· Record/Update · Confirm · Cancel |
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Processed |
Provide new replenishment levels. Save new replenishment levels. Update new replenishment levels to warehouses. |
· Save · Update |
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Processed |
Close the document. |
· Close |
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Closed |
View data. |
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