Note: This program is only used for purchase type 2 items.
This program contains the criteria for deciding when the available stock level for purchase type 2 items should be checked against the reorder point. You define the periodic purchase criteria per supplier and line code. The entries are then connected to purchase type 2 items so that the system can check item stock level, and suggest when it is time to make a purchase.
Note: Whenever an item/warehouse record in the Item file contains a purchase type 2 item, there must be a matching record in Work with periodic purch & order targets, identified by the item’s supplier and line code.
If you set up a record in Work with periodic purch & order targets for a purchase type 2 item, and no item/warehouse record in the Item file is connected to it; then the purchase suggestion program cannot update the Last suggestion date field in Work with periodic purch & order targets.
The result of this is that when the Job schedule batch checks the Last suggestion date it assumes that there are some periodic purchases that need to be made, and creates a record in the Job schedule file. To avoid this, make sure that all records in Work with periodic purch & order targets are connected to a record in the Item file.
- Select the Work with periodic purch & order target menu item.
- On the main panel, click Add.
- You access the detail panel. On this panel you can specify the parameters that drive the purchase suggestion creation. The following fields are mandatory:
- Supplier
- Enter a number from the Business partner file, indicating the supplier for which you want to define periodic purchase information.
- Note: You can define one record for a supplier by leaving the Line code field blank. If you want to define more than one record, enter a unique code in Line code for each new record.
- Description
- Enter a description of this supplier/line code combination.
- Interval
- Enter the interval of working days that you want to elapse before the available stock level for a purchase type 2 item connected to this entry is checked. For example, if you enter the number 5, the stock level for a purchase type 2 item with this supplier/line code combination will be checked every 5th day. If the stock level is below the ROP, the item/warehouse combination appears on the purchase suggestion.
- Note: If this field is used in conjunction with Days of week 1-3 or Date of month 1-3, see the Panel help in this situation.
- 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.
See the Panel help for information about the remaining fields.
Click OK. Exit the routine.
Result
You have now created a record for a specific supplier (or supplier/line code combination). The system will compare all purchase type 2 items in the Item file with the records in Work with periodic purch & order targets. If the system finds a match, the supplier record and the item will be connected.
Related topics
- About working with purchase suggestions (DC1 Inventory Control)
- Create purchase suggestions automatically (DC1 Inventory Control)
- Create a purchase suggestion manually (DC1 Inventory Control)
- Review and confirm a suggestion line (DC1 Inventory Control)
- Copy a purchase suggestion to a purchase order (DC1 Inventory Control)
- Perform a purchase suggestion simulation (DC1 Inventory Control)
- Reorganise purchase suggestions (DC1 Inventory Control)