Item file maintenance, Inventory management (INVD0351)

Function keys

Copy demand	This function key allows you to copy demand statistics from any item/warehouse combination to the one with which you are currently working.
Maintain forecast	Access the Forecast file.
Accept default	Only displayed if you are entering predefined values in Default mode and if you have chosen to validate fields. Accept the default values and continue to the next panel in the template, even if the data is not valid.

Purchase type

Enter the purchase type code for this item/warehouse combination.

The three valid purchase type codes are:

Note: For internally supplied items, the purchase type must be 1.

For externally supplied items, two scenarios apply:

For SP items the purchase type can be 1 or 2.
For ROP items, the purchase type can be 1, 2 or 3.

You can update this code for several or all item/warehouse combinations through the Fast update program.

Line code: If the Purchase type field is set to 2, then enter a line code. An entry with the same line code for this item’s supplier must exist in Work with periodic purchase and order targets. If you leave the line code blank, an entry with a blank line code for this item’s supplier must exist in Work with periodic purchase and order targets. You can update this code for several or all item/warehouse combinations through the Fast update program. Note: Components with code YES must also have a parent with YES, otherwise they will not be included in the Dependent forecast calculation.

Volume value code: This code is updated when Inventory segmentation is executed. It represents the volume value class to which this item/warehouse combination belongs.

Movability code: This code is updated when Inventory segmentation is executed. It represents the movability class to which this item/warehouse combination belongs.

Trend code: Indicate if you want to use the results from a Trend analysis to forecast demand for the item/warehouse combination. This field can be updated with YES or NO via three routines. See Identify and adjust demand trends for more information.

Season profile: Optional entry. Enter a season profile from Work with season profiles, if you want to adjust forecast for seasonal changes. You can update this code for several or all item/warehouse combinations through the Fast update program.

Adjust workdays: Indicate if you want to adjust the forecast depending on the number of actual working days instead of the average working days per period established in the IC control file.

Supply profile

This field is only displayed if Supply Plan is activated and is an optional entry. Production (or purchase) can be done in advance to balance the sales forecast and the replenishment requirements allowing you to have an accurate picture of the stock level. To meet the sales order (forecast) you can define a Supply profile, or a Supply adjustment (see that field description below). Enter the supply profile which is used to calculate the supply plan quantity based on yearly sales forecast.

The forecast adjustment can be done within the Supply plan. When the sales forecast has been retrieved into the Supply plan, the supply quantity is created based on the yearly sales forecast according to the Supply profile set-up defined here for the item.

Supply adjustment

This field is only displayed if Supply Plan is activated and is an optional entry. Production (or purchase) can be done in advance to balance the sales forecast and the replenishment requirements allowing you to have an accurate picture of the stock level. To meet the sales order (forecast) you can define a Supply adjustment (i.e. adjust the sales forecast X periods back in time) or a Supply profile (see that field description above). Enter the number of periods the supply quantity should be adjusted based on the sales forecast earlier in time.

The forecast adjustment can be done within the Supply plan. When the sales forecast has been retrieved into the Supply plan, the supply quantity will be “moved” X number of periods.

Distribution level: This field is automatically calculated and updated by the system. The distribution level is the classification indicating which level in the physical distribution network the warehouse resides, and from where the warehouse receives its items (i.e. other warehouse or external supplier). You can use as many distribution levels as you wish. Independent warehouses are set to level 1, warehouses supplied from an independent warehouse are set to level 2, etc. This information is needed to speed up the Supply planning (SP) calculation.

Supplied from whs

The default is retrieved from Work with warehouses. Enter the code indicating the warehouse from which this item in this warehouse is supplied. Note: If the item/warehouse has been defined for delivery schedule handling, and if the item is defined for supply planning, then no supplying warehouse may be defined.

If left blank, this item will be externally supplied from a supplier to this warehouse. This means that it will appear on a purchase suggestion.

If a warehouse code is entered here, the supply to this warehouse is made internally from the defined warehouse. This item/warehouse combination will then appear on the internal replenishment suggestion.

Note: When new records are entered, the field is defaulted with the value in the Supplied from field in Work with warehouses.

Supply exception pol: Enter a supply exception policy when you want suggestions to this warehouse to look for excess stock in other warehouses before suggesting a supply from an external Supplier. Note: Entry of a Supply exception policy in this field is only allowed for Distribution level 1 (externally supplied warehouses) and Planning method 1 (Purchase suggestion according to ROP model), 2 (MRP), and 6 (Purchase suggestion, Supply plan).

Planned from whs

This field is used for IRO (Internal replenishment orders). Enter a code indicating if the item should be planned from the demanding or the supplying warehouse.

Valid codes are:

Code	Description
1	Demanding warehouse (Replenishment via Purchase suggestions and Purchase orders)
2	Supplying warehouse (Replenishment via Internal replenishment suggestions and Internal replenishment orders)

DRP SST percentage

Only displayed when Supply plan is installed and activated. Indicate the percentage to determine how much safety stock should be stored in the supplying warehouse. Percentage is only allowed if the warehouse is supplied from another warehouse. Example: If 70 is entered, then 70% of the safety stock will be stored at the supplying warehouse and 30% at the demanding warehouse (i.e., current warehouse).

DRP is a planning method handled within Supply plan for analysing expected/actual demand and available stock level in future periods.

Internal lead time: Enter the internal lead time which represents the lead time at the warehouse when processing Internal replenishment orders/suggestions to other supplied warehouses. Note: When new records are entered, the field is defaulted with the value in the Internal lead time field in Work with warehouses.

Internal pack size: Enter the internal pack size that you want stock units rounded up to a multiple of the value, which is applied on stock units in internal replenishment suggestions when sending something to this warehouse.

Supply qty rounding

Enter the applicable rounding type from Work with supply quantity rounding types if you want to apply the rounding rules for the automatically calculated supply (suggested) quantity for this item to this warehouse in the Create purchase suggestions and Create internal replenishment suggestions routines.

Rounding impact for purchase suggestions if you leave this field blank
If you leave this field blank for the item and warehouse combination, the automatically calculated supply (suggested) quantity will be:

Rounded 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 the Pack size is not defined, then the calculated supply (suggested) quantity will not be rounded.

Rounding impact for Internal replenishment suggestions if you leave this field blank
If you leave this field blank for the item and warehouse combination, the automatically calculated supply (suggested) quantity will be:

Rounded up to the next multiple of Internal pack size if the Internal pack size field is defined on the Item file maintenance, Inventory management panel for the item and warehouse combination.
If the Internal pack size is not defined, the automatically calculated supply (suggested) quantity will be rounded up to the next multiple of Pack size if the Pack size is defined for the item and supplier combination (on the Item file maintenance, Purchase prices, details panel).
If the 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.

Period calculated: Displays the last period for which the purchase control values were calculated and updated in the system. The purchase control values consist of forecast, economic order quantity (EOQ), reorder point (ROP), and safety stock (SST). The values are calculated through Inventory calculations.

On suggestion: Displays the latest date that this item/warehouse combination appeared on the purchase suggestion.

Supply plan: Only displayed when Supply plan is installed and activated. Indicate if the item/warehouse should be included in supply plans.

Demand plan: Only displayed when Demand plan is installed and activated. Indicate if the item/warehouse should be included in demand plans.

SP calculated: Only displayed when Supply plan is installed and activated. Displays a date indicating the last time the supply plan was calculated.

Item file maintenance, Inventory management (INVD0352)

Function keys

Item: Displays the code and description that identify the item.

Warehouse: Displays the warehouse of the item.

Unit: Displays the item unit, but can be changed.

Year forecast: Displays the total forecast in stock units, for one year ahead, for this entry. The field is updated when the Inventory calculations is executed.

Manual year forecast: If you want to override the year forecast calculated by the system, enter a manual forecast. The manual forecast is valid until the override date in the End override date field.

No of track errors: Displays the number of consecutive periods that a tracking error has occurred when calculating forecast for this item/warehouse combination. When a period calculation yields no tracking error, this field is reset to the value zero. When the number of tracking errors reaches the maximum number allowed, the system prints an error line on the Inventory calculation printout. The number of permitted tracking errors is defined in Work with forecast control codes.

End override date: Enter the end date of the manual forecast, the Manual year forecast field. If you enter 999999, then the override remains in effect until you change the date.

Forecast error: If this field is set to YES it denotes that the deviation between the present period forecast value and the previous period forecast value has exceeded the allowed maximum deviation for this item/warehouse combination. Forecast maximum deviation is defined in Work with forecast control codes.

Customer forecast: Displays a calculated value for total customer forecast. The value is the total quantity from delivery schedules that are not historical, multiplied by the Forecast factor defined in the Business partner file, on the DI documents panel (for the DELFOR document). The Forecast factor should be defined, considering the start and end date of the delivery schedule, so that this field displays the customer forecast per year.

Year forecast DRP: Only displayed when Supply plan is installed and activated. Displays the year forecast which refers to warehouses that are supplied from the item/warehouse combination in the header. The quantity is updated when SP calculation for *BASE version is run. The quantities in Year forecast and Year forecast DRP are added together in some instances where calculation is based on year forecast.

EOQ: Displays the economic order quantity for this item. The field is updated each time Inventory calculations is executed.

Manual EOQ: If you want to override the period EOQ calculated by the system, enter a manual EOQ. This manual EOQ is valid until the override date in the End override date field.

EOQ error: If this field is set to YES it denotes that the deviation between the present period EOQ value and the previous period EOQ value has exceeded the allowed maximum deviation for this item/warehouse combination. EOQ maximum deviation is defined in Work with replenishment control codes.

End override date: Enter the end date of the manual EOQ, field Manual EOQ. If you enter 999999, the override remains in effect until you change the date.

Minimum SP OQ: Enter the minimum SP order quantity allowed which is used in calculating the OQ in the supply plan.

Maximum SP OQ: Enter the maximum SP order quantity allowed which is used in calculating the OQ in the supply plan.

SP OQ no of days: Enter the number of days for the order quantity which is used to control the calculation of the OQ in the supply plan. The OQ will be calculated as number of days expected demand.

EOQ DRP: Only displayed when Supply plan is installed and activated. Displays the economic order quantity which is calculated on the basis of the Year forecast and Year forecast DRP fields. The quantity is updated when SP calculation for *BASE version is run.

ROP: Displays the reorder point for this item. The field is updated each time Inventory calculations is executed.

Manual ROP: If you want to override the period ROP calculated by the system, enter a manual ROP. This manual ROP is valid until the override date in the End override date field.

ROP error: If this field is set to YES it denotes that the deviation between the present period ROP value and the previous period ROP value has exceeded the allowed maximum deviation for this item/warehouse combination. ROP maximum deviation is defined in Work with service control codes.

End override date: Enter the end date of the manual ROP, the Manual ROP field. If you enter 999999, the override remains in effect until you change the date.

SST: Displays the safety stock level for this item. The field is updated each time Inventory calculations is executed.

Manual SST: If you want to override the period SST calculated by the system, enter a manual SST. This manual SST is valid until the override date in the End override date field.

SST error: If this field is set to YES it denotes that the deviation between the present period SST value and the previous period SST value has exceeded the allowed maximum deviation for this item/warehouse combination. SST maximum deviation is defined in Work with service control codes.

End override date: Enter the end date of the manual SST, the Manual SST field. If you enter 999999, the override remains in effect until you change the date.

Minimum SP SST qty: Enter the minimum SP SST quantity allowed which is used in calculating the safety stock level in the supply plan.

Maximum SP SST qty: Enter the maximum SP SST quantity allowed which is used in calculating the safety stock level in the supply plan.

SP SST no of days: Enter the number of days for the safety stock level for this item which is used to control the calculation of the SST in the supply plan. The SST will be calculated as number of days expected demand.

SST DRP: Only displayed when Supply plan is installed and activated. Displays the safety stock level based on DRP warehouses. The quantity is updated when SP calculation for *BASE version is run.

Item file maintenance, Inventory management (INVD0353)

Function keys

Inventory control codes: You must assign a forecast control code, a replenishment control code, and a service control code for each item/warehouse combination in the system. These codes refer to the information defined in the corresponding control code programs to calculate forecast, economic order quantity (EOQ), reorder point (ROP), and safety stock level (SST) for this item/warehouse combination. Note: You can perform a global update of several (or all) item/warehouse combinations by using the Fast update function.

Forecast ctrl class

Enter a control key class to determine the method for calculating forecast.

Valid control key class codes are:

Inventory Control follows certain procedures when connecting an item/warehouse combination to a record in Work with forecast control codes.

These procedures are as follows:

Forecast key: This field is only used if you enter *NCKNAM in the Forecast ctrl class field. Enter a nickname for which an entry exists for the nickname control key class in Work with forecast control codes.

Replenishment ctrl class

Enter a control key class to determine the method for calculating economic order quantity (EOQ).

Valid control key class codes are:

Inventory Control follows certain procedures when connecting an item/warehouse combination to a record in Work with replenishment control codes.

These procedures are as follows:

Replenish key: This field is only used if you enter *NCKNAM in the Replenish ctrl class field. Enter a nickname for which an entry exists for the nickname control key class in Work with replenishment control codes.

Service ctrl class

Enter a control key class to determine the method for calculating reorder point (ROP) and safety stock level (SST).

Valid control key class codes are:

Inventory Control follows certain procedures when connecting an item/warehouse combination to a record in Work with service control codes.

These procedures are as follows:

Service key: This field is only used if you enter *NCKNAM in the Service ctrl class field. Enter a nickname for which an entry exists for the nickname control key class in Work with service control codes.

Purch review control codes: You must assign a purchase review control code to each item/warehouse combination in the system. The purchase review control codes contain the review criteria that you set up in Work with purchase review control codes to decide which lines (if any) on the purchase suggestion should be reviewed for this item/warehouse combination. This gives you the option to review lines on the purchase suggestion before it is made into a purchase order. Note: You can perform a global update of several (or all) item/warehouse combinations by using the Fast update function.

Purch review class

Enter a control key class to determine the criteria for deciding which lines (if any) on the purchase suggestion should be reviewed. The review criteria is defined in Work with purchase review control codes.

Valid control key class codes are:

Inventory Control follows certain procedures when connecting an item/warehouse combination to a record in Work with purchase review control codes.

These procedures are as follows:

Purch review key: This field is only used if you enter *NCKNAM in the Purch review class field. Enter a nickname for which an entry exists for the nickname control key class in Work with purchase review control codes. If you enter a nickname that does not exist, the system uses the default entry from the default key class.

Item file maintenance, Inventory management (INVD0354)

Function keys

Perform copy

Perform the copy function.

Copy from: Below, enter the item/warehouse combination from which you want to copy demand data. The data is then copied to the item/warehouse combination displayed in the header.

Item: Enter an item from the Item file.

Warehouse: Enter a code from Work with warehouses.

Replace demand: Set this field to YES if you are copying demand data to an existing item/warehouse combination, and you want to replace the existing demand data. If YES, then the Add demand field must be NO.

Add demand: Set this field to YES if you are copying demand data to an existing item/warehouse combination, and you want to add the copied demand data to the existing demand data. If YES, then the Replace demand field must be NO.

Markup/down %

If applicable, enter the markup/down percentage. This functionality is typically used to get historical demand figures for new items/warehouses. Examples include:

If your new demand is half of the demand you are copying from, enter -50%
If your new demand is double the demand you are copying from, enter 100%
If your new demand is 10 times the demand you are copying from, enter 900%

If your new demand is the same as the demand you are copying from, leave this field blank.

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Item file maintenance, Inventory management (INVD0352)

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Item file maintenance, Inventory management (INVD0353)

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Item file maintenance, Inventory management (INVD0354)

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