Configuring Items

You must assign the correct planning method to each item to realize the correct reorder calculation.

  1. To access the page Inventory Part Planning Data:
    1. Go to Warehouse Management > Part > Inventory Part Planning Data.
    2. Or you can access this page through the page Inventory Part, then click Inventory Details > Inventory Part Planning Data.


By default, Planning Method is set to A and so the part is not taken into account for reorder calculation.
  1. To change the Planning Method, you need to fill the fields:
    1. Planning Method.
    2. Order Point.
    3. Lot Size.
    4. Safety Stock is also important but not mandatory.
      Note:
      Safety Stock is the minimum stock ensure by the system taking into account lead time for the delivery. The available quantity in stock must be at least at safety stock level.
    5. Click Save.


  2. You need to assign a supplier to your part:
    1. Go to the page Supplier for Purchase Part.
    2. On the left side of the screen, select your part.
    3. In the tab General, click the pane Indicators, turn on the toggle Primary Supplier - Purchase.


    Note:
    On the page Inventory Part, you can add a lead time to consider the time that will be spent between the order proposal and the planned delivery of the purchase order.