Stockkeeping Data

This chapter contains information regarding stockkeeping data. It is divided into the following sections:

Setting up Stockkeeping Data on Items
Setting up Stockkeeping Data via Stockkeeping Units

Setting up Stockkeeping Data on Items

In our ERP solution, you can add stockkeeping data for planning and replenishment on the item card. The data entered on the item card is specific for the item. If you want to specify stockkeeping information for an item depending on a specific location, please use the Stockkeeping Unit Card. To add stockkeeping data to an item, please proceed as follows:

Use the quick search (ALT+Q) to find the page Items in the ERP solution.
Open an existing item or create a new one. For more information regarding the creation of items, please click here.
Navigate to the Replenishment FastTab.

This FastTab contains vital information for the replenishment process. The most important fields will be explained in the following table. Enter more information as required.

Field	Description
Replenishment System	The replenishment system determines the type of supply order that will be created by the planning system if an item needs to be replenished. The replenishment system Purchase specifies that the item needs to be purchased. The replenishment system Prod. Order specifies that the item needs to be procured via production orders. The replenishment system Assembly specifies that the item needs to be procured via assembly orders.
Manufacturing Policy	This field specifies the manufacturing policy. You can choose between Make-to-Stock or Make-to-Order. In make-to-stock orders, only one item per production order is allowed.

Field

Description

Replenishment System

The replenishment system determines the type of supply order that will be created by the planning system if an item needs to be replenished. The replenishment system Purchase specifies that the item needs to be purchased. The replenishment system Prod. Order specifies that the item needs to be procured via production orders. The replenishment system Assembly specifies that the item needs to be procured via assembly orders.

Manufacturing Policy

This field specifies the manufacturing policy. You can choose between Make-to-Stock or Make-to-Order. In make-to-stock orders, only one item per production order is allowed.

Navigate to the Planning FastTab.

This FastTab contains vital information for the demand planning. The most important fields will be explained in the following table. Enter more information as required.

Field	Description
Reordering Policy	The reordering policy outlines how replenishment quantities are calculated during a designated period (order cycle) in the net requirements calculation. The Fixed Reorder Qty. option specifies that the planning system checks the quantity in the Reorder Quantity field. The Maximum Qty. option specifies that the planning system checks the quantity in the Maximum Inventory field. The Order option specifies that the planning system doesn’t check inventory levels. Instead; the planning system releases a reorder proposal every time there is a demand for that specific item. This policy is suitable for items requiring a supply order only upon demand, as seen in contract manufacturing scenarios. The Lot-for-Lot option specifies that the planning system looks at forecasted demands over a specified period (order cycle). Order quantities depend on the net demand within the specified period. Once the net demand for the entire order cycle has been determined, the quantity can be increased to secure the safety stock or the minimum quantity. This policy is suitable for items with variable demand for which you do not want to carry excess stock.
Reserve	This field specifies if and how items should be reserved. If you select Never, items cannot be reserved. If you select Optional, items can be reserved manually. If you select Yes, items will be reserved according of demand from sales orders, against inventory, purchase orders, assembly orders, and production orders.
Order Tracking Policy	The order tracking policy specifies if and how order tracking entries are created and maintained between supply and corresponding demand. If you select None, no order tracking entries will be created. If you select Tracking Only, order tracking entries will be created. If you select Tracking & Action Msg., order tracking entries as well as action messages will be created for the item.
Stockkeeping Unit Exists	This field shows if there are stockkeeping units for the item. The field is filled out by the system. Stockkeeping units allow the user to set up certain parameters depending on the location, such as the reordering policy. For more information on stockkeeping units, please read the Setting up Stockkeeping Data via Stockkeeping Units section.
Planning Flexibility	This field defines the planning flexibility for the item. The value None signifies that the system should not apply any planning flexibility, making planning inflexible. Consequently, in the Calculate Plan calculations, the field is set to None by default. Changes to order quantities are never suggested by the planning system. Contrarily, the value Unlimited signifies that the system should apply planning flexibility, allowing for adjustments and corrections as needed.
Order Multiple	This field specifies the value the planning system uses to adjust the order quantity of items in documents. The order multiple is a whole number that rounds up the order quantity, causing the adjusted quantity to always be divisible by the order multiple. The order multiple is applied to the following documents: Purchase Orders, Drop Shipments, Purchase invoices as well as Special orders.

You have successfully added stockkeeping data to the item. Stockkeeping data is crucial when it comes to Creating Purchase Orders via Req. Worksheets. The next section describes how to add stockkeeping data via stockkeeping units.

Setting up Stockkeeping Data via Stockkeeping Units

Our ERP solution provides the possibility to set up stockkeeping data depending on the location. This is done by configuring stockkeeping data for an item via the stockkeeping unit card. If stockkeeping data from stockkeeping units is available for an item, the system always uses the information on the stockkeeping unit card instead of the data on the item card. Stockkeeping unit data takes precedence over the details entered on the item card. However, it doesn't replace it; rather, it should be considered as additional information. To define item data depending on the location, please proceed as follows:

Use the quick search (ALT+Q) to find the page Stockkeeping Units in the ERP solution.
The page Stockkeeping Units is displayed.
Click New in the menu bar.
An empty Stockkeeping Unit Card is displayed.
In the Item No. field in the General FastTab, enter the item for which the stockkeeping unit data should apply.
In the Location Code field in the General FastTab, enter the location for which the stockkeeping unit data should apply.
Navigate to the Replenishment FastTab.