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Lot-for-lot reordering policy trigged by sales demand.  Use this option for plan the items it is not part of the regular inventory.

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.

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3, Fill up the stockkeeping unit information 

(1) Select Item 

(2) Select Location 

(3) Reordering Policy - select Lot-for-Lot

(4)   Include Inventory - if selected, business central will fist use the available physical inventory

(5)   Lot Accumulation Period - enter the period if you want to combine the demand for a specific period in on 1 order.

For example, if lot accumulation period is 1W, then business central will combine the demand in one week into the requisition worksheet.

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Calculate the Inventory Plan

1, Use search function to find Requisition Worksheet

2, Select Process => Calculate Plan

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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 

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4. Suggest lines to be calculated in the requisition worksheet with the demand quantity

For the case example below, there is 2 sales order lines with total demand 13 and the shipment date for both order is within the week.

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System calculated the suggested order quantity in requisition worksheet is 13 and the due date is the earlies shipment among the sales order.

批次訂購政策是根據銷售需求觸發的。使用此選項計劃不屬於常規庫存的物品。

設置庫存單位卡

步驟:

1, 使用搜索功能查找“庫存單位”

2, 選擇“新建”添加庫存單位卡
注意:如果要設置重新訂購政策的商品卡不存在,則選擇“新建”商品。

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3, 填寫庫存單位信息

(1) 選擇商品

(2) 選擇位置

(3) 重新訂購政策-選擇批次訂購

(4)   包括庫存-如果選中,Business Central將首先使用可用的實際庫存

(5)  批次累積期間-如果您想將特定期間的需求結合在一個訂單中,請輸入該期間。
例如,如果批次累積期間為1W,則Business Central將在一周內將需求合併到請購工作表中。

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計算庫存計劃

1, 使用搜索功能查找請購工作表

2, 選擇處理=>計算計劃

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3, 填寫計算標準

(1) 開始日期/結束日期-輸入計劃期間。

(2) 使用預測-選擇包括需求時計算計劃的預測

(3) 排除預測之前-輸入排除該日期之前的預測日期

(4) 如果有任何過濾標準,請輸入。

(5) 點擊“確定”進行計算

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4. 建議在請購工作表中計算需求數量的行
對於下面的案例,有2個銷售訂單行,總需求量為13,並且兩個訂單的發貨日期都在一周內。

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系統計算出在請購工作表中建議的訂購量為13,截止日期是兩個銷售訂單中最早的發貨日期。

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