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Item Replenishment

What you'll do here:

  • Create a purchase, production, transfer, or assembly order for a single item.
  • Create one purchase order for several items at once.

Overview

The Item Replenishment dialog lets planners create a replenishment order for a single item. The app supports four replenishment systems: Purchase, Production, Transfer, and Assembly. The dialog pre-fills defaults from the item and from setup, so planners can confirm with minimal input.

Open the dialog by selecting an item on the Material Planner Overview page and choosing Replenish Item.

Purchase Replenishment

Use this system to create a purchase requisition or a direct purchase order.

  1. Select an item on the Material Planner Overview page.
  2. Choose Replenish Item.
  3. Set Replenishment System to Purchase.
  4. Enter or confirm Vendor No.
  5. Enter Quantity.
  6. Enter Unit of Measure.
  7. Enter or confirm Location Code.
  8. Enter Due Date.
  9. Choose OK.

The app creates a requisition line in the worksheet configured in setup. The line is marked as created from a proposal. The app calculates the order date by subtracting the item's lead time from the due date.

When Create Purchase Directly is on in setup, the app converts the requisition line to a purchase order and opens the order immediately.

Production Replenishment

Use this system to create a production order.

  1. Select an item on the Material Planner Overview page.
  2. Choose Replenish Item.
  3. Set Replenishment System to Prod. Order.
  4. Select Production Order Status.
  5. Enter Quantity.
  6. Enter or confirm Location Code.
  7. Enter Due Date.
  8. Choose OK.

The app creates a production order with the selected status and runs the planning lines using the scheduling direction set in setup.

Transfer Replenishment

Use this system to move stock from one location to another.

  1. Select an item on the Material Planner Overview page.
  2. Choose Replenish Item.
  3. Set Replenishment System to Transfer.
  4. Enter the source location in From Location Code.
  5. Enter or confirm Location Code as the destination.
  6. Enter Quantity.
  7. Enter Due Date.
  8. Choose OK.

A location code is required for transfer replenishment. The app shows an error if no location is set.

Assembly Replenishment

Use this system to create an assembly order.

  1. Select an item on the Material Planner Overview page.
  2. Choose Replenish Item.
  3. Set Replenishment System to Assembly.
  4. Enter Quantity.
  5. Enter or confirm Location Code.
  6. Enter Due Date.
  7. Choose OK.

This option is available when Activate Assembly Orders is on in setup.

Item Variants

When Enable Variants in Repl. is on in setup and the selected item has variants, the Variant Code field appears in the dialog. Select the variant before confirming.

Create Purchase Order for Multiple Items

To create one purchase order for several items at once:

  1. Set the Vendor Filter on the Material Planner Overview page.
  2. Select one or more items using the row checkboxes.
  3. Choose Create Purchase Order.

The app creates one purchase order header and one line per item. Each line uses the item's reorder quantity. The app uses the Default Replenishment Location Code from setup when no location is set on the item.

Key Fields

Field Description
Item No. The item to replenish.
Variant Code The item variant. Visible when Enable Variants in Repl. is on and the item has variants.
Replenishment System The type of order to create: Purchase, Prod. Order, Transfer, or Assembly.
Vendor No. The vendor for purchase replenishment.
Production Order Status The status of the production order to create.
Quantity The quantity to order.
Unit of Measure The unit of measure for the quantity.
Location Code The destination location for the replenishment.
Due Date The date by which the stock must arrive.