Work with purchase suggestions, Lines (DIR06101)

Related topics

• About unit handling
• About working with purchase suggestions (DC1 Inventory Control)
• About working with purchase suggestions (DC1 Stock Replenishment)
• Setting up rounding rules for pack size and/or pallets

This panel displays the suggestion lines for this purchase suggestion.

Options

Function keys

Selection fields

Suggestion number

Displays the number of the suggestion.

Total value

Displays the total purchase value of this suggestion in the suggestion currency.

Review status

This field is only displayed if DC1 Inventory Control is installed and activated. Indicates if the line has been reviewed.

Total val sys curr

Displays the total purchase value of this suggestion in the system currency.

Total net weight

Only displayed if DC1 Inventory Control is installed and activated. Indicates the total net weight of the suggestion lines.

Total net volume

Only displayed if DC1 Inventory Control is installed and activated. Indicates the total net volume of the suggestion lines

Orig value (sys cur)

Only displayed if DC1 Advanced Purchase Control is installed and activated. Indicates the original total purchase value of the suggestion. This amount is displayed in System currency.

Line

This column displays the suggestion line number.

Item

This column displays the item on the suggestion line.

Whs

This column displays the warehouse on the suggestion line.

Quantity

This column displays the quantity on the suggestion line.

Unit

This column the unit for the item. This value is defined on the Item file maintenance, System units panel.

Rev

This column is only displayed if DC1 Inventory Control is installed and activated. Indicates if this line is marked for review.

Type

This column is only displayed if DC1 Inventory Control is installed and activated. Displays the purchase type for the item on the suggestion line.

Creation date

This column displays the date that this purchase suggestion line was created.

Economic order quantity

This column indicates the economic order quantity, retrieved from the Inventory management file if DC1 Inventory Control is installed and activated. Note: If the item is a DRP item, a value is not displayed.

If DC1 Inventory Control is not installed, the following applies:

• If the value in the Required qty column is greater than the value in the Order quantity field in the Item file then the required quantity is also displayed in this field.
• If the value in the Order quantity field in the Item file is greater than the value in the Required qty field on this panel then the value from the Item file is displayed.

Reorder point

This column displays the item’s re-order point.

If DC1 Inventory Control is installed and activated, the ROP is recalculated each time the Create purchase suggestion program is run. Therefore, it can differ slightly from the ROP in the Inventory management file. By recalculating ROP each time you run the Create purchase suggestion program, you get an accurate forecast of demand during planning time starting on that day. Note: If the item is a DRP item, a value is not displayed.

If DC1 Inventory Control is not installed, the following applies:

• If the item is a time axis item, this field is blank.
• If the item is not a time axis item, the value in this field is retrieved from the Order point field in the Item file.

Safety stock

This column displays item’s safety stock level.

If DC1 Inventory Control is installed and activated, the SST is recalculated each time the Create purchase suggestion program is run. Therefore, it can differ slightly from the SST in the Inventory management file. By recalculating SST each time you run the Create purchase suggestion program, you get an accurate forecast of demand during planning time starting on that day. Note: If the item is a DRP item, a value is not displayed.

If DC1 Inventory Control is not installed, the following applies:

• If the Security stock type field in the Item file is set to 1 (security stock in days), this field is blank.
• If the Security stock type field in the Item file is set to 2 (security stock in quantity), the value in this field is retrieved from the Security stock field in the Item file.

Required qty

This column is only displayed if DC1 Inventory Control is not installed. Displays the required quantity. This value is calculated as follows:

Physical stock + Purchase orders within the replenishment time + Returns –  The highest of sales orders within the replenishment time and forecast within the replenishment time –  Stock on pick lists –  Sum of all held quantities for batch controlled items with or without Date handling –  Sum of all expired quantities for batch controlled items with Date handling –  Sum of all quantities under incubation for batch controlled items with Date handling = Available

Forecast within the replenishment time is calculated as:

Annual forecast in the Item file FX = ——————————          No of workdays/year in DIS control file Forecast FX * (Replenishment time in days + 1 day)

Quantity stock unit

This column displays the suggested purchase quantity (in stock units).

Forecast period

This column displays the forecast period in which this purchase suggestion line was created.

Pack size

This column displays the pack size in purchase unit. This value is defined for the item and supplier combination on the Item file maintenance, Purchase prices, details panel.

Line amt sys curr

This column displays the total line amount (in system currency).

Man created

This column denotes if this purchase suggestion line was manually created.

Review always

This column denotes if purchase suggestion lines containing this item/warehouse combination should always be reviewed according to the ‘always review’ criteria.

Review calc error

This column denotes if a calculation error occurred in this item/warehouse combination the last time the Inventory calculations program was executed. If so, then this line should be reviewed according to the calculation error criteria.

Review on order

This column denotes if this purchase suggestion line should be reviewed because the item/warehouse combination in the line appears on a purchase order outside the planning time, including extra planning days.

Review on sugg

This column denotes if this purchase suggestion line should be reviewed because the item/warehouse combination in the line appears on another purchase suggestion.

Review max line val

This column denotes if this purchase suggestion line should be reviewed because the line value for the item/warehouse combination on this purchase suggestion line exceeds the line value limit set for this item/warehouse combination in Work with purchase review control codes.

Review cons days

This column denotes if this purchase suggestion line should be reviewed because the suggested purchase quantity on the purchase suggestion line exceeds the number of days forecasted consumption limit. The limit for the number of consumption days for this item/warehouse combination is specified in Work with purchase review control codes.

Review stock out

This column denotes if this purchase suggestion line should be reviewed because you have an expected stockout situation for the item/warehouse combination in this purchase suggestion line for more than a specified number of days. The limit for the number of stockout days for this item/warehouse combination is specified in Work with purchase review control codes.

Review excess stock

This column denotes if this purchase suggestion line should be reviewed because there is excess stock available in other warehouses.

Review lower price

This column denotes if this purchase suggestion line should be reviewed because there is an alternate supplier of the product that can supply the product at a lower price.

Review earlier del

This column denotes if this purchase suggestion line should be reviewed because there is an alternate supplier of the product that can supply the product at an earlier date.

Review min/max qty

This column denotes if this purchase suggestion line should be reviewed since the suggested quantity was lower than the minimum quantity or higher than the maximum quantity, and therefore has been updated with either one of these values. The minimum and/or maximum quantities are defined in the Item file.

Review order target

This column denotes if this purchase suggestion line should be reviewed because the order target has not been reached. The order targets are defined in Work with periodic purchase and order targets.

Minimum order qty

This column displays the minimum order quantity, in purchase unit, that is retrieved from the Item/purchase price file. If the suggested purchase quantity is lower than the minimum order quantity, it will be replaced by this value.

Maximum order qty

This column displays the maximum order quantity, in purchase unit, that is retrieved from the Item/purchase price file. If the suggested purchase quantity is higher than the maximum order quantity, it will be replaced by this value.

Planning method

This column displays a code indicating the planning method to be used when order proposals are created. This is defined in the Item file.

Valid codes are:

Calc base purch qty

This column displays the original calculated base purchase quantity. The EOQ, but not the pack size and the minimum order quantity, is included in the calculation of this value. This information can be useful if the suggested purchase quantity has been replaced by either the Minimum order quantity or the Maximum order quantity.

Gross volume

This column displays the gross volume of the purchase suggestion line.

Net volume

This column displays the net volume of the purchase suggestion line.

Gross weight

This column displays the gross weight of the purchase suggestion line.

Net weight

This column displays the net weight of the purchase suggestion line.

Net price sugg curr

This column displays the net purchase price on the suggestion line in suggestion currency.

Net price sys curr

This column displays the net purchase price on the suggestion line in system currency.

Item description

This column displays the item description.

NDC item code

This column is only available to display via the Edit columns feature for Pharma US installations and is applicable for the ARCOS functionality and the ePedigree functionality.

For the ARCOS functionality, this column displays the NDC item code if the purchase suggestion line is for an item that has been classified as a narcotic item. See About the ARCOS functionality (Pharma US) for more information.

For the ePedigree functionality, this column displays the NDC item code if the purchase suggestion line is for a batch/date controlled item that has been activated for ePedigree tracking. See About the ePedigree functionality (Pharma US) for more information.

Supply qty rounding

This column displays the supply quantity rounding type that was retrieved from the setup when the Purchase suggestion line was automatically created via the Create purchase suggestions menu item. The supply quantity rounding type holds the rounding rules in percentage for pack size and/or pallets. The rounding rules in percentage determine if the automatically calculated suggested quantity should be rounded up or down to the closest number of packages and/or pallets, or if the packages and/or pallets are allowed to be incomplete. See Setting up rounding rules for pack size and/or pallets for more information.

Quantity in pallet

This column displays the quantity, in stock unit, that fits a default pallet, and is retrieved from the Item file maintenance, Warehouse management panel for the item/warehouse combination if it was defined there. The Supply quantity rounding type, holding the rounding rule for pallet rounding, (retrieved from the setup when the purchase suggestion line was automatically created via the Create purchase suggestions menu item), will apply it against this pallet quantity for rounding. If the Supply qty rounding type was not linked to the item/warehouse combination, the system will use the ‘pack size’ information for rounding if that information is defined, as follows:

• The system will always round up to the next multiple of pack size (if Pack size is defined for the item and supplier combination on the Item file maintenance, Purchase price details panel).
• If Pack size is not defined, then the automatically calculated supply (suggested) quantity will not be rounded.

  See Setting up rounding rules for pack size and/or pallets for more information.

Work with purchase suggestions, Line (DIR06104)

Related topics

This panel displays the purchase suggestion line that you selected from the previous panel. You can edit certain information on the purchase suggestion line here.

Function keys

Line number

Displays the line number. If this purchase suggestion line was created manually, you can change this field. When you create a manual suggestion line, the system assigns a line number based on the item/warehouse combination, purchase type, and line code in the suggestion line. The line sequence is purchase type/line code/item warehouse combination. This sequence can be overridden if you enter a line number manually.

Supply plan

This field is only displayed if DC1 Supply Plan is installed and activated. Indicates if this is a supply plan item.

Item

Enter the item if you add a purchase suggestion line manually. This field cannot be changed for an existing line.

Warehouse

Enter the warehouse code if you add a purchase suggestion line manually. Note: If the STKOWNER (Stock Ownership) functionality is activated in the Function control file, the warehouse entered must be defined as a normal or trade warehouse (i.e. warehouse characteristics code 1 or 2). This field cannot be changed for an existing line.

Planning method

Displays a code indicating the planning method to be used when order proposals are created. This is defined in the Item file.

Valid codes are:

Suggested purch qty

Enter the quantity in purchase units, if you add a purchase suggestion line manually. If the line was created by the Create purchase suggestion program, displays the quantity in purchase units, that the system suggests you to purchase, but it can be changed.

Note: This is field is blank if the line is a null line. An item becomes a null line if the available quantity is higher than the reorder point, in other words, there is no need to buy the item at this time.

Purchase unit

Displays the purchase unit.

Suggested stock qty

Displays the suggested purchase quantity (in stock units).

Conversion factor

Indicates the conversion factor used to convert the purchase unit quantity to the stock unit quantity.

Minimum order qty

Displays the minimum order quantity, in purchase unit, that is retrieved from the Item/purchase price file. If the suggested purchase quantity is lower than the minimum order quantity, it will be replaced by this value.

Maximum order qty

Displays the maximum order quantity, in purchase unit, that is retrieved from the Item/purchase price file. If the suggested purchase quantity is higher than the maximum order quantity, it will be replaced by this value.

Calc base purch qty

Displays the original calculated base purchase quantity. The EOQ, but not the pack size and the minimum order quantity, is included in the calculation of this value. This information can be useful if the suggested purchase quantity has been replaced by either the Minimum order quantity or the Maximum order quantity.

Pack size

Indicates the pack size in purchase unit. This value is defined for the item and supplier combination on the Item file maintenance, Purchase prices, details panel.

Supply qty rounding

Displays the Supply quantity rounding type that was retrieved from the setup when the purchase suggestion line was automatically created via the Create purchase suggestions menu item. The supply quantity rounding type holds the rounding rules in percentage for pack size and/or pallets. The rounding rules in percentage determine if the automatically calculated suggested quantity should be rounded up or down to the closest number of packages and/or pallets, or if the packages and/or pallets are allowed to be incomplete. See Setting up rounding rules for pack size and/or pallets for more information.

Quantity in pallet

This field is only displayed if Warehouse Management is activated. Displays the quantity, in stock unit, that fits a default pallet. This quantity is retrieved from the Item file maintenance, Warehouse management panel for the item and warehouse if it was defined there. The Supply quantity rounding type, holding the rounding rule for pallet rounding, (retrieved from the setup when the purchase suggestion line was automatically created via the Create purchase suggestions menu item), will apply it against this pallet quantity for rounding. If the Supply quantity rounding type was not linked to the item/warehouse combination, the system will use the ‘pack size’ information for rounding if that information is defined, as follows:

• The system will always round up to the next multiple of pack size (if Pack size is defined for the item and supplier combination on the Item file maintenance, Purchase prices, details panel).
• If Pack size is not defined, then the automatically calculated supply (suggested) quantity will not be rounded.

  See Setting up rounding rules for pack size and/or pallets for more information.

Purchase price

Displays the purchase price (per unit) in the currency used in the suggestion. The price is retrieved automatically if the supplier and currency matches the product’s supplier and purchase price currency. Otherwise, a value is not displayed in this field.

Price system curr

Displays the purchase price per unit (in system currency). It is calculated using the value in the Purchase price field (above), and the Exchange rate field in the purchase suggestion header.

Catch wgt

This field is only displayed if the CTCH-WGT (Catch weight handling) function is activated in the Function control file. The box will be set to YES if the purchase suggestion line is flagged for catch weight handling. See About catch weight handling for price units for more information.

Price unit quantity

Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the quantity for the purchase suggestion line displayed according to the price unit. See About price unit handling for more information.

Line amount

Displays the total line amount in the currency used in the suggestion transaction.

Line am system curr

Displays the total line amount (in system currency).

Special buy disc %

This field is primarily used in the DC1 Inventory Control Extreme application, but you can use it to enter a discount percentage for the suggestion line, even if that application is not installed in your system. Indicates the special-buy-discount percentage applicable to this purchase suggestion line.

Note: If you enter a percentage in this field, it will be replaced when a special-buy evaluation and update is performed for this line.

Price order date

If this field is set to YES, then the purchase price is based on order date. If set to NO, then the price is based on dispatch date.

Net purchase price

The net purchase price includes any special-buy-discounts or discounts entered in the Special buy disc % field. This amount is displayed in the suggestion currency.

Net price sys curr

The net purchase price includes any special-buy-discounts or discounts entered in the Special buy disc % field. This amount is displayed in the suggestion currency.

Required qty

Only displayed if DC1 Inventory Control is not installed. Displays the required quantity. This value is calculated as follows:

Physical stock + Purchase orders within the replenishment time + Returns –  The highest of sales orders within the replenishment time and forecast within the replenishment time –  Stock on pick lists –  Sum of all held quantities for batch controlled items with or without Date handling –  Sum of all expired quantities for batch controlled items with Date handling –  Sum of all quantities under incubation for batch controlled items with Date handling = Available

Forecast within the replenishment time is calculated as:

Annual forecast in the Item file FX = ——————————          No of workdays/year in DIS control file Forecast FX * (Replenishment time in days + 1 day)

RT available

Only displayed if DC1 Inventory Control is installed and activated. Indicates the available stock at the end of the planning time. This value is calculated as follows:

Physical stock + Purchase orders within the planning time –  Returns to supplier –  Sales orders within the planning time –  Stock on pick lists –  Sum of all held quantities for batch controlled items with or without Date handling –  Sum of all expired quantities for batch controlled items with Date handling –  Sum of all quantities under incubation for batch controlled items with Date handling = Available

Note: If the item is a DRP item, then a value is not displayed.

ROP

Indicates the item’s re-order point.

When ROP has been manually overridden on the Inventory management panel in the Item file, an M (panel value controlled) will be displayed next to this field.
If a manually entered ROP on the Inventory management panel has been retrieved here, then it will be possible to update it here as well.
If it is changed on this panel, the corresponding value will be updated on the Inventory management panel in the Item file.
Note: The End override date for the manual ROP will not be updated on the Inventory management panel. It will remain as it was.

If DC1 Inventory Control is installed and activated, the ROP is recalculated each time the Create purchase suggestion program is run. Therefore, it can differ slightly from the ROP in the Inventory management file. By recalculating ROP each time you run the Create purchase suggestion program, you get an accurate forecast of demand during planning time starting on that day. Note: If the item is a DRP item, a value is not displayed.

If DC1 Inventory Control is not installed, the following applies:

• If the item is a time axis item, this field is blank.
• If the item is not a time axis item, the value in this field is retrieved from the Order point field in the Item file.

SST

The item’s safety stock level.

When SST has been manually overridden on the Inventory management panel in the Item file, an M (panel value controlled) will be displayed next to this field.
If a manually entered SST on the Inventory management panel has been retrieved here, then it will be possible to update it here as well.
If it is changed on this panel, the corresponding value will be updated on the Inventory management panel in the Item file.
Note: The End override date for the manual SST will not be updated on the Inventory management panel. It will remain as it was.

If DC1 Inventory Control is installed and activated, the SST is recalculated each time the Create purchase suggestion program is run. Therefore, it can differ slightly from the SST in the Inventory management file. By recalculating SST each time you run the Create purchase suggestion program, you get an accurate forecast of demand during planning time starting on that day. Note: If the item is a DRP item, a value is not displayed.

If DC1 Inventory Control is not installed, the following applies:

• If the Security stock type field in the Item file is set to 1 (security stock in days), this field is blank.
• If the Security stock type field in the Item file is set to 2 (security stock in quantity), the value in this field is retrieved from the Security stock field in the Item file.

EOQ

Indicates the economic order quantity, retrieved from the Inventory management file if DC1 Inventory Control is installed and activated. Note: If the item is a DRP item, a value is not displayed.

When EOQ has been manually overridden on the Inventory management panel in the Item file, an M (panel value controlled) will be displayed next to this field.
If a manually entered EOQ on the Inventory management panel has been retrieved here, then it will be possible to update it here as well.
If it is changed on this panel, the corresponding value will be updated on the Inventory management panel in the Item file.
Note: The End override date for the manual EOQ will not be updated on the Inventory management panel. It will remain as it was.

If DC1 Inventory Control is not installed, the following applies:

• If the value in the Required qty field (on this panel) is greater than the value in the Order quantity field in the Item file then the required quantity is also displayed in this field.
• If the value in the Order quantity field in the Item file is greater than the value in the Required qty field on this panel then the value from the Item file is displayed.

Work with purchase suggestions, Line additional info (DIR06105)

Related topics

This panel is only displayed if DC1 Inventory Control is installed and activated.

This panel is for information only. It displays additional inventory control information about the item/warehouse combination on this purchase suggestion line. You cannot add, change or delete entries on this panel. To return to the previous panel, click OK.

Work with purchase suggestions, Lines review codes (DIR06106)

Related topics

This panel is only displayed if DC1 Inventory Control is installed and activated.

On this panel, select the review code(s) that you want to work with. The purchase suggestion lines with the selection you make are displayed on the panel. By leaving the fields blank, you select to work with all lines.

Function keys

Selected lines

Displays the number of selected lines where the applicable review code is set to YES. This field is for display only and cannot be changed.

Suggestion lines

Displays the number of suggested lines where the applicable review code is set to YES. This field is for display only and cannot be changed.

Work with purchase suggestions, Deletion (DIR06107)

Related topics

Work with purchase suggestions, OK Mark (DIR06110)

Related topics

Click OK to confirm the lines selected to be OK marked.

Work with purchase suggestions, Transfer (DIR06113)

Click OK to confirm the lines selected to be transferred.

Work with purchase suggestions, Supplier prices (DIR06116)

Related topics

This panel can be used to review different supplier prices and also transfer the suggestion line (via the Transfer option) to a specific supplier (with a lower price).

Options

Supplier

Displays the supplier of the item. This value is defined in the Business partner file.

Suggestion number

Displays the number of the suggestion.

Line

Displays the number of the suggestion line.

Item

Displays the item on the suggestion line.

Warehouse

Displays the warehouse on the suggestion line.

Unit

Indicates the unit for the item. This value is defined on the Item file maintenance, System units panel.

Quantity

Displays the quantity on the suggestion line.

Rnk

This column displays the supplier’s ranking in ascending order.

Supplier

This column displays the supplier number from which the item can be purchased.

Name

This column displays the name of the supplier.

Unit

This column denotes the unit for the item. This value is defined on the Item file maintenance, System units panel.

Curr

This column displays the primary currency of the supplier, retrieved from the Business partner file.

Price

This column displays the purchase price in supplier’s primary currency. The purchase price is retrieved according to the following:

1. Valid entry in the Agreement file. Select the lowest price if several exist.
2. Supplier/Item discount group has a discount defined in the Supplier discount file.
3. Quantity dependent prices exist in Item/Purchase price file.
4. Actual price 1 defined in Item/Purchase price file.

Comp price

This column displays the comparable price in system currency which is also converted to “price per one”, i.e. the price is divided by the conversion factor for the unit.

Price unit

This column displays the price unit, which is only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.