Replenishment Templates

In order to use the Replenishment system, you must set up one or more Replenishment Templates.

The Replenishment Template defines what should be calculated in the journal.

Using the Replenishment Type field, the Template specifies whether it should create Purchase Orders, Transfer Orders from a warehouse to the stores, or Transfer Orders between stores. The Replenishment system can have many Replenishment Templates for both order types.

Note: For Templates with the Replenishment TypeRedistribution , more fields need to be set up as described below. For more details about this setup see How to Set Up Redist. Templates.

Fields

Field Description
Replenishment Type Here you can select whether the Replenishment Template is to be used for creating Purchase Orders or Transfer Orders. The selection Redistribution is used for Store Stock Redistribution.
Purchase Order Type This field has the following options:
  • One Purchase Order per Vendor (replenish warehouse)
  • One Purchase Order per Vendor with Cross Docking (replenish warehouse and store)
  • Purchase Orders for Receiving Locations (replenish store)

Purchase Journal - One Purchase Order per Vendor
By selecting One Purchase Order per Vendor, the system will create one Purchase Order for the lines in the linked Replenishment Journals. This Purchase Order Type is used for a two-step Replenishment, where Purchase Orders are created to replenish the warehouses by using a Replen. Purchase Journal. The replenishment of the stores is calculated in a separate Replen. Transfer Journal.

Purchase Journal - One Purchase Order per Vendor with Cross Docking
If you select One Purchase Order per Vendor with Cross Docking, the system will create one Purchase Order per vendor like in the previous option, but it will also create planned cross docking Transfer Orders, so that when the Purchase Order arrives at the warehouse, some of the items can be cross docked and sent directly to the stores that are waiting for them.

Purchase Journal - Purchase Orders for Receiving Locations
If you select Purchase Orders for Receiving Locations, the system will create Purchase Orders for the stores instead of the warehouse. This Purchase Order Type is used in scenarios without warehouse where vendors deliver directly to the stores. Items with very short durability (for example bakery products) are also often replenished directly to the stores instead of being delivered to the warehouse first and then forwarded to the stores.
Transfer Journal If you enter Transfer in the Replenishment Type field, the Purchase Order Type will not be visible.
Location Code This field must always be filled in, unless Purchase Orders for Receiving Locations was selected as the Purchase Order Type.
Create Orders Automatically Do Not Create Orders Automatically
The system leaves the journal lines after the Replenishment Journal has been populated/calculated, and the buyer can then modify and manually create the order.

Create Orders Automatically
The system automatically creates the order once the journal has been populated.  This might be done when populating/calculating the journal by a Scheduler Job over night.

Put Creation of Orders on Batch Posting Queue
Acts the same as Create Order Automatically, but the system creates a request in the Batch Posting Queue which will then create the order when it has reached the record in the queue. This would most likely be used if there are locking problems with the Create Orders Automatically method.

Filters

In the Replen. Template form you can set the filters you want to apply to the Item table when you add items to the Replenishment Journals.

 

Filter Description
Vendor No. Filter Here you can enter a filter for the Vendor No. field of the items. An example is 1000 if you only want to select items from vendor number 1000. If you enter 1000...2000 the system will select all items from vendors number 1000 to 2000.
Item Category Filter Here you can enter a filter for the Category Code field of the item.
Item Product Group Filter A filter for the Product Group Code field of the item.
Item No. Filter A filter for the item number.
Replenishm. Calc. Type Filter Here you can enter a filter for the Replenishment Calculation Type.
If you press the Up arrow or the F6 key, this form will open:

Here you can select one or more fields to use as filters. If you want to select items with the Replenishment Calculation Type = Average Use and Manual Estimate, you must select the boxes next to these options.