Planning and Replenishment
This chapter contains information regarding planning and replenishment. This chapter is divided into the following sections:
Stockkeeping Data for Planning and Replenishment
The next sections contain information on how to add stockkeeping data for planning and replenishment.
Setting up Stockkeeping Data on Items
In TRASER DMS 365, 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 TRASER DMS 365.
- 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. |
- 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. The value entered here is also always pre-set in the relevant document lines. |
| 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
TRASER DMS 365 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 TRASER DMS 365.
- 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.
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. |
- 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. |
| 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. |
| 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. The value entered here is also always pre-set in the relevant document lines. |
| 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 specified stockkeeping unit data on the stockkeeping unit card. Stockkeeping data is crucial when it comes to Creating Purchase Orders via Req. Worksheets. The next section describes how to add a lead time to a vendor so that the expected receipt date can be calculated for purchase orders.
Lead Time Calculation
In TRASER DMS 365, you can store lead times for specific order types at the vendor. The lead time will be used to calculate the Expected Receipt Date on the purchase order. This functionality proves valuable in scenarios where certain vendors ship from distant locations, resulting in longer delivery times. You can also specify whether items should be reserved automatically during the procurement process. The next sections contain information on how to define lead times.
Adding Lead Time for Purchase Orders to Vendors
To add a lead time for purchase orders to a vendor, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Vendors in TRASER DMS 365.
- A list containing all vendors is displayed.
- Open the vendor you would like to add a specific lead time to.
- The vendor card of the selected vendor is displayed.
- In the menu bar, click on Related > Vendor > Order Type Mapping for Orders.
- The Order Type Mapping for Orders is displayed.
- Complete the columns according to the table below.
| Column | Description |
|---|---|
| Vendor No. | This field will be filled in by the system with the vendor number of the selected vendor. |
| Vendor Name | This field will be filled in by the system with the vendor name of the selected vendor. |
| Order Type Sales & Service | Enter a service order type. If you first create a sales or service order for this order type and then a purchase order from this sales/service order with the order type listed in the next field, the lead time will be used to calculate the receipt date. |
| Order Type Purchase | Enter a service order type. If you create a purchase order from a sales/service order with the order type written in this field, the lead time will be used to calculate the receipt date. |
| Reserve automatically | Activate this checkbox if an item with the status Optional or Yes should be reserved automatically when executing the Create Purchase Orders function. For more information on the reservation of items, read the Setting up Stockkeeping Data on Items section. |
| Lead Time Calculation | Enter a lead time for the vendor, e. g. 5D if the lead time is 5 days. The lead time will be multiplied with the workdate to calculate the Expected Receipt Date. |
You have successfully set up a lead time for a vendor. If you now create a Purchase Order from a Sales Order or a Purchase Order from a Service Order based on the chosen order types, the Expected Receipt Date on the purchase order will be calculated using the workdate and the lead time.
The next section describes how to add a lead time for purchase orders that are created via the req. worksheets to a vendor.
Adding Lead Time for Purchase Orders created via Req. Worksheets to Vendors
To add a lead time for purchase orders that are automatically created via the req. worksheets to a vendor, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Vendors in TRASER DMS 365.
- A list containing all vendors is displayed.
- Open the vendor you would like to add a specific lead time to.
- The vendor card of the selected vendor is displayed.
- In the menu bar, click on Related > Vendor > Order Type Mapping for Req. Worksheets.
- The Order Type Mapping for Req. Worksheets is displayed.
- Complete the columns according to the table below.
| Column | Description |
|---|---|
| Vendor No. | This field will be filled in by the system with the vendor number of the selected vendor. |
| Vendor Name | This field will be filled in by the system with the vendor name of the selected vendor. |
| Period Until | Enter a date formula for the period the system should take into account when creating purchase orders from a req. worksheet. |
| Order Type Purchase | Enter a service order type. If a purchase order is created via the req. worksheets with the order type written in this field, the lead time will be used to calculate the receipt date. |
| Reserve automatically | Activate this checkbox if an item with the status Optional or Yes should be reserved automatically when executing the Carry Out Action Message function. For more information on the reservation of items, read the Setting up Stockkeeping Data on Items section. |
| Lead Time Calculation | Enter a lead time for the vendor, e. g. 5D if the lead time is 5 days. The lead time will be multiplied with the workdate to calculate the Expected Receipt Date. |
You have successfully set up a lead time for a vendor. If a Purchase order is created via a Req. Worksheet based on the chosen order types, the Expected Receipt Date on the purchase order will be calculated using the workdate and the lead time.