Related topics
These entries are used in the Purchase suggestion function. They contain the criteria for deciding when the available stock level for a purchase type 2 item should be checked against the reorder point (ROP). Purchase type 2 items are items which are to be purchased on a periodical basis, as defined by you.
The purpose of this routine is to allow you to define periodic purchase criteria per supplier and line code. The entries are then connected to items that you have defined as purchase type 2 items. Once an item/warehouse combination and a periodic purchase entry are linked, the system can check the item stock level, and suggest when it is time to make a purchase. You define in this table when this check should be performed on purchase type 2 items.
Note: You define the purchase type (1, 2, or 3) for each item/warehouse combination on the Item file/Inventory management panel.
Options
Selection fields
- Supplier
- This column lists the suppliers for which periodic purchase information has been defined.
- Line code
- This column lists the unique line codes per supplier. The line code indicates that several period purchase entries exist for the supplier.
- Description
- This column lists the descriptions entered per supplier/line code combination.
- Intermediate purch
- Indicates if the system should check the available stock level for a purchase type 2 item connected to the entry every time the Create purchase suggestion routine is executed, even if the interval specified here has not elapsed.
- Interval
- Displays the number of working days that should elapse before a purchase suggestion is created. This value is used stand-alone or in conjunction with Day of week 1-3 and Date of month 1-3. See the two examples below for more details.
- Last suggestion
- Displays the date indicating the last time the available stock for the items connected to this supplier/line code combination was checked. This field is automatically updated when you run the Create purchase suggestion routine, but it can manually be updated in this program.
- Day of week 1-3
- This field is used in conjunction with Interval. Displays a number (1-7) indicating a certain day of the week when the purchase suggestion should be created. See the example below for more details.
- Date of month 1-3
- This field is used in conjunction with Interval. Displays a number (1-31) indicating a certain day of the month when the purchase suggestion should be created. See the example below for more details.
- Target value
- Displays a target value (in system currency) for items connected to this entry indicating the order targets for the supplier/line based on value, volume or weight. If the defined target value is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target quantity
- Displays a target quantity (in stock units) for items connected to this supplier/line code. Only used for informational purposes.
- Target gross weight
- Displays a target gross weight for items connected to the entry. If the defined target gross weight is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target gross volume
- Displays a target gross volume for items connected to the entry. If the defined target gross volume is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target net weight
- Displays a target net weight for items connected to the entry. If the defined target net weight is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target net volume
- Displays a target net volume for items connected to the entry. If the defined target net volume is not reached, the order target review code will be flagged for all purchase suggestion lines.
Work with periodic purch & order targets (INVD02504)
These entries are used in the Purchase suggestion function. They contain the criteria for deciding when the available stock level for a purchase type 2 item should be checked against the reorder point (ROP). Purchase type 2 items are items which are to be purchased on a periodical basis, as defined by you.
The purpose of this routine is to allow you to define periodic purchase criteria per supplier and line code. The entries are then connected to items that you have defined as purchase type 2 items. Once an item/warehouse combination and a periodic purchase entry are linked, the system can check the item stock level, and suggest when it is time to make a purchase. You define in this table when this check should be performed on purchase type 2 items.
Note: You define the purchase type (1, 2, or 3) for each item/warehouse combination on the Item file/Inventory management panel.
Function keys
- Supplier
- Enter a number from the Business partner file, indicating the supplier for which you want to define periodic purchase information.
- Line code
- Leave this field blank, or enter a unique line code for this supplier. By entering a line code, you can create several periodic purchase entries per supplier.
- Description
- Enter a description of this supplier/line code combination.
- Interval
- Mandatory entry. It can be used stand-alone or in conjunction with the Day of week 1-3 and Date of month 1-3 fields:
- Interval (stand-alone)
Enter the number of working days that should elapse before a purchase suggestion is created. Note: If the stock level is below the ROP, the item/warehouse combination appears on the purchase suggestion.Interval Result 5 A suggestion will be created every five days. - Interval + Day of week 1-3 or Date of month 1-3
Enter a value indicating the interval of weeks or months that should elapse before a purchase suggestion is created. The fields Day of week 1-3 and Date of month 1-3 specifies on which day the suggestion should be created.Example:
Interval Day of week/Date of month Result 2 Day of week 1 = 3 A suggestion will be created on Wednesday every second week. 1 Day of week 1 = 3 A suggestion will be created on Wednesday every week. 3 Day of week 1 = 1 A suggestion will be created on Monday every third week. 2 Day of week 1 = 3
Day of week 2 = 6A suggestion will be created on Wednesday and Saturday every second week. 2 Date of month 1 = 10 A suggestion will be created on the 10th every second month. Note: If the day/date that has been specified happens to be a non-working day (holiday), the purchase suggestion will be created the day before.
- Interval (stand-alone)
- Last suggestion
- Displays the date indicating the last time the available stock for the items connected to this supplier/line code combination was checked. This field is automatically updated when you run the Create purchase suggestion routine, but it can be updated manually here.
- Day of week 1-3
- This field is used in conjunction with the Interval field. Enter a number (1-7) indicating a certain day of the week when the purchase suggestion should be created. You can specify up to three different days per week using the three available fields.
Note: If one of these fields is completed, then the Date of month 1-3 fields must be left blank.
Example:
If this field is set to 4, the system will check the stock level on Thursdays. The Interval field defines the interval with which the purchase suggestions should be created – every Thursday, every second Thursday, etc.
- Date of month 1-3
- This field is used in conjunction with the Interval field. Enter a number (1-31) indicating a certain day of the month when the purchase suggestion should be created. You can specify up to three different days per month using the three available fields.
Note: If one of these fields is completed, then the Day of week 1-3 fields must be left blank.
Example:
If this field is set to 15, the system will check the stock level on the 15th of every month. The Interval field defines the interval with which the purchase suggestions should be created – the 15th every month, every second month etc.
- Intermediate purch
- Indicate if you want the system to check the available stock level for a purchase type 2 item connected to this entry every time the Create purchase suggestion routine is executed, even if the interval specified here has not elapsed.
Order target fields
The following fields, with the exception of the Target quantity field, are used in the Review code functionality for purchase suggestions. These fields are used to define order targets for a supplier/line based on value, volume or weight. Note that only one of these fields can be completed at a time:
- Target value
- Enter a target value (in system currency) for items connected to this entry. For example, you can use this field to note how much (in system currency) a purchase order should be in order to get a discount. If the defined target value is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target quantity
- Optional entry. Enter a target quantity (in stock units) for items connected to this supplier/line code. Note: This field is not used in conjunction with the purchase suggestion review codes. It is only used for informational purposes.
- Target gross weight
- Enter a target gross weight for items connected to this entry. If the defined target gross weight is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target gross volume
- Enter a target gross volume for items connected to this entry. If the defined target gross volume is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target net weight
- Enter a target net weight for items connected to this entry. If the defined target net weight is not reached, the order target review code will be flagged for all purchase suggestion lines.
- Target net volume
- Enter a target net volume for items connected to this entry. If the defined target net volume is not reached, the order target review code will be flagged for all purchase suggestion lines.
Work with periodic purch & order targets, Copy (INVD02505)
- Supplier
- Displays the supplier(s) you selected to copy.
- Line code
- Displays the line code(s) assigned to the supplier(s) you selected to copy.
- New supplier
- Enter a code to identify the new supplier you are adding and for which you want to define period purchase information.
- New line code
- Enter a unique line code for the new supplier.