Generate Replenishment List |
The Generate Replenishment List screen enables you to enter parameters of part location records for the system to analyze and then determine which parts need to be added to the replenishment list. The list identifies parts that need to be restocked and ordered to fulfill and meet the stocking criteria set up using either the Economic Order Quantity (EOQ) or MIN-MAX method. For more information about the calculation performed, see replenishment calculation.
Once the list has been generated, use the Data -> Enterprise Purchasing -> Replenishment -> Replenishment Management screen to review, update, and take action regarding the items on the list.
Core–awaiting rebuild part items may be replenished and ordered; core–awaiting warranty and scrapped items may not. Part location records generated for core or scrapped items do not inherit the replenishment parameters from the stocked items.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on employee ID, date and time, location ID, parts classification, product category, preferred vendor ID, and keyword.
The Generate Replenishment List screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
This screen has one tab, List Criteria. The fields in the tab enable you to restrict the parts replenishment list by location, product and part information, and preferred vendor. You can also specify whether to remove existing records prior to building a new replenishment list.
Employee ID
Defaults to the employee ID associated with the user ID that was logged in when the list was generated. This field has a list box. The employee name displays to the right of the ID. This field is required.Date and time
Date and time the list was generated. This field is display only.
Location ID
Identifier of the location where the parts are located. This field has a list box. The location name displays to the right of the field. This field is required. Location IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Keyword
The keyword by which to restrict the list of parts that need to be replenished. This field has a list box. The keyword description displays to the right of the ID. This field is optional. Keywords for parts are defined on the Data -> Parts Items -> Setup -> Keywords screen.
Product category
The part product category. This field has a list box. The category description displays to the right of the ID. You may use wildcard characters in this field. This field is optional. Product categories are defined on the Data -> Parts Items -> Setup -> Product Categories screen.
Part classification ID
Identifier of the part classification. This field has a list box. The classification description displays to the right of the ID. You may use wildcard characters in this field. This field is optional. Part classifications and their options are defined on the Data -> Parts Items -> Setup -> Part Classifications screen.
Preferred vendor ID
Identifier of the vendor for the transaction. This field has a list box. The vendor name displays to the right of the ID. You may use wildcard characters in this field. This field is optional. Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Remove existing replenishment management rows for this criteria before creating new
If this field has a check, the existing records are removed before the list of parts that need to be replenished is built. If you are determining which MIN-MAX and EOQ values will work best for each of your parts, you may have several replenishment management rows that you want to delete prior to creating a new list.