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If Maximum Quantity is selected, system will calculate the suggested quantity up to the maximum quantity in requisition worksheet.
Setup Stock Keeping Unit Card
Steps:
1, Use search function to find "Stockkeeping Unit"
2, Select New to add stockkeeping unit card
NOTE: Select New if the item card for the item it intended to setup the reordering policy.
Select New Item if the item card is not existed.
3, Fill up the stockkeeping unit information
(1) Select Item
(2) Select Location
(3) Reordering Policy - select Maximum Qty
(4) Reorder Point - enter the quantity that you need to reorder the item when projected available inventory hits or below the reorder point.
(5) Maximum Inventory - enter the maximum inventory quantity for the item
Calculate the Inventory Plan
1, Use search function to find Requisition Worksheet
2, Select Process => Calculate Plan
3, Fill up the calculation criteria
(1) Starting Date / End Date - enter the planning period.
(2) Use Forecast - select forecast for include the demand when calculate the plan
(3) Exclude Forecast Before - enter the date for exclude the forecast before the date
(4) enter filter criteria if any.
(5) Click OK to calculate
4. Suggest lines to be calculated in the requisition worksheet with the maximum inventory
In this case example, projected available qty is 9, reorder point is 10 and the maximum inventory is 50. Then system calculate the order quantity is 41.
