Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Table of Contents

Similar with Lot-for-lot reordering policy, Order reordering policy also use for planning the items it is not part of the regular inventory.

However, with use the Order reordering policy, business central will create an order-to-order link for connect among the supply (e.g. PO or inventory) and the demand (e.g Sales)

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.

Image Removed

3, Fill up the stockkeeping unit information 

(1) Select Item 

(2) Select Location 

(3) Reordering Policy - select Order

Image Removed

Calculate the Inventory Plan

1, Use search function to find Requisition Worksheet

2, Select Process => Calculate Plan

Image Removed

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 

Image Removed

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

Image Removed

5. After create PO from the requisition worksheet, you can find the link between the supply and demand in reservation entries of the order.

與「批量為一」重新訂購策略相似,「訂單重新訂購策略」也用於計劃不是常規庫存部分的物品。
然而,使用「訂單重新訂購策略」時,商務中心會建立一個訂單對訂單的連接,以連接供應(例如採購訂單或庫存)和需求(例如銷售)。

設置庫存單位卡

步驟:

1, 使用搜索功能找到「庫存單位」

2, 選擇「新增」以添加庫存單位卡片

注意:如果要設置重新訂購策略的商品卡片不存在,則選擇「新增商品」。

Image Added


3, 填寫庫存單位資訊

(1) 選擇商品

(2) 選擇位置

(3) 重新訂購策略 - 選擇「訂單」

Image Added

計算庫存計劃

1, 使用搜索功能找到「請購工作表」

2, 選擇「處理」=>「計算計劃」

Image Added

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 - 選擇預測以在計算計劃時包含需求。

(3) 排除之前的預測 - 輸入排除日期之前的預測日期。

(4) 如有任何篩選標準,請輸入。

(5) 點擊「確定」以進行計算。

Image Added


4. 建議在請購工作表中計算的行項目及訂購數量。
Image Added


5. 從請購工作表創建採購訂單後,您可以在訂單的保留項目中找到供應和需求之間的連接。

Image AddedImage Removed