They are using the Planning “Requisition Worksheet” Calculate plan function.
This suggests Items for Purchase Order, however they and we have noticed that for example it creates multiple lines for the same item in the same Purchase order - is there anyway of making the system combine lines?
The Purchase Order when printed would have say 3 lines of the same item which the Vendor who receives it may confuse them.
Thankyou, Youve put me in the right direction - they do combine if the sales orders due dates are the same but if 1 sales order has the following day as the due date the calulclate plan creates 2 lines - is this the limit of the system or is their another setting I am not aware off.
Try putting 30 in the reorder cycle to group the requirements into 30 day buckets.
There are many related fields, so just going through the reorder policy and doing nothing else will have little affect, you need to understand what the fields do and how they interact.
Adam is very experienced with this part of the applciation and I agree that it is absolutley necesary to undertstand the planning rules and modifiers for the planning engine.
I recommend that you make the time to set up a QA / Test database and a set of test items with the differnt planning parameters and run the planning function.
Thanks for all your replies - its potentially a minefield with so many different options/switches to consider. For those that may be interested this scenario seems to do the trick:
Scenario 1 – Combine Items onto a Single Purchase Order
3 sales orders on system all have ITEM “JW2010”
SOR0001 - JW2010 – QTY 100 – DUE 06/01/2010
SOR0002 - JW2010 – QTY 100 – DUE 06/01/2010
SOR0003 - JW2010 – QTY 100 – DUE 07/01/2010
Item Card Settings example
In stock = 50
Reordering Policy = Lot-for-Lot
Reorder Cycle= 30D (this is number of days)
Safety Lead Time = 10D (this is optional)
Safety Stock Qty = 30
Go to Requisition Worksheets
Click Functions – Calculate Plan
Item Tab – No. = JW20101 Options Tab – Start date 06/01/2010 – End Date 07/01/2010 – Click OK.
This returns 1 line suggesting an order for QTY 280 – which is (SO = 300)+(safety Stock =30)-Instock = 50.
Thanks for all your replies - its potentially a minefield with so many different options/switches to consider. For those that may be interested this scenario seems to do the trick:
Scenario 1 – Combine Items onto a Single Purchase Order
3 sales orders on system all have ITEM “JW2010”
SOR0001 - JW2010 – QTY 100 – DUE 06/01/2010
SOR0002 - JW2010 – QTY 100 – DUE 06/01/2010
SOR0003 - JW2010 – QTY 100 – DUE 07/01/2010
Item Card Settings example
In stock = 50
Reordering Policy = Lot-for-Lot
Reorder Cycle= 30D (this is number of days)
Safety Lead Time = 10D (this is optional)
Safety Stock Qty = 30
Go to Requisition Worksheets
Click Functions – Calculate Plan
Item Tab – No. = JW20101 Options Tab – Start date 06/01/2010 – End Date 07/01/2010 – Click OK.
This returns 1 line suggesting an order for QTY 280 – which is (SO = 300)+(safety Stock =30)-Instock = 50.