Inventory
This function is used to establish the stock-site parameters that will then be used in the replenishment calculation, class A, B, C physical stock counts processes and the adjustment of the stock shortages.
It is possible to create a default setup linked to the site for all the product categories or to establish a specific setup for a site and a given product category.
Prerequisite
Refer to documentation Implementation
Screen management
The stock-site setup contains three tabs associated with a general header.
Header
Presentation
The header is used to indicate the site and any product category associated with this setup.
When no product category is associated, the setup is that for all of the products.
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Fields
The following fields are present on this tab :
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Enter or select a storage site at which the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
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Enter the product category or nothing to define the default values for the site |
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Tab Reordering Parameters
Presentation
This tab is used to establish the parameters that will be used in the calculation :
Of the safety stock
The replenishment threshold
The economic quantity
The maximum stock
This information is updated in the corresponding product-site record once the replenishment processing outside of the MRP has been launched. In fact, this process can both provide a calculation of this data and generate the replenishment suggestions (see the Replenishment outside of MRP).
Safety stock
The purpose of the safety stock calculation (and therefore, the service rate) is to find a balance between the storage cost (on stock) and the cost of a shortage. The safety stock calculation uses the following formula:
Safety stock = K*sigma*lead-time
K is a constant that depends on the service rate (see the Safety stock coefficient).
Sigma represents the variance type of the consumption over the calculation period.
The lead-time represents the replenishment or production lead-time expressed in the product-site.
Replenishment threshold (order point)
The replenishment threshold used in the following formula :
Reorder point = (Average daily consumption * reorder lead-time) + Safety stock.
The average consumption day is calculated with respect to a determined historic period.
The average consumption day is calculated on the period [hist min, hist max]
Economic quantity
The economic quantity calculation uses the Poisson formula :
Economic quantity = Ö (2*R*Oc/(I*Uc))
D: represents the requirement over the period
Oc: Cost of processing an order
A: Stock holding rate
Uc: Unit cost. The unitary cost is equal to the standard cost. Calculate the request in a period [hist min, hist max]
Maximum stock
The maximum stock is linked to the products that are the object of a periodic replenishment.
The maximum stock is calculated in the following way:
Max stock = average daily consumption * (reorder lead time + periodicity between two replenishments)
The average consumption day is calculated on the period [hist min, hist max]
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Fields
The following fields are present on this tab :
Safety stock
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Enter here the minimum number of month necessary to the do the calculation |
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Enter the maximum number of months necessary for calculation. If the history is covers more months than this maximum number, the most recent n months are used for calculation |
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Service rate. This rate assigned to each class ABC at the level of the stock setups associates a coefficient that is used in the calculation formula of the security stocks. |
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Economic order quantity
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Enter here the minimum number of month necessary to the do the calculation |
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Enter the maximum number of months necessary for calculation. If the history is covers more months than this maximum number, the most recent n months are used for calculation |
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Enter the average cost of an order posting. |
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Enter the stock holding rate. |
Reorder threshold
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Enter here the minimum number of month necessary to the do the calculation |
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Enter the maximum number of months necessary for calculation. If the history is covers more months than this maximum number, the most recent n months are used for calculation |
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Check if the safety stock must be added when calculation the replenishment threshold. |
Maximum stock
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Enter here the minimum number of month necessary to the do the calculation |
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Enter the maximum number of months necessary for calculation. If the history is covers more months than this maximum number, the most recent n months are used for calculation |
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Block number 5
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Use this parameter for a specific processing script. This parameter is not used by Sage X3. |
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Tab Count Parameters
Presentation
This tab is used to establish the physical stock cycle count parameters that are used in the counting function.
It indicates the physical stock count start date, the reference date that is used to set the cycle stock count dates.
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Fields
The following fields are present on this tab :
Block number 1
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Enter the start date of the cycle counting. This information is used to correct the calculation of stock counts in the case of a start during the current year. |
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Class 'A'
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Number of days between two cycle counting for this product class |
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Block number 3
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Class 'B'
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Number of days between two cycle counting for this product class |
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Block number 5
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Class 'C'
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Number of days between two cycle counting for this product class |
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Block number 7
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Class 'D'
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Number of days between two cycle counting for this product class |
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Block number 9
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Tab Backorder Management
Presentation
This tab contains the order, concerning the shortage types, in which the adjustment must be carried out by the "Adjust. shortage stocks" function. It is necessary to enter on one hand, the priorities by movement type and on the other, the priorities by movement categories.
These priorities defined in the stock parameters are used by default in the Adjust.Shortage stocks. However they remain modifiable during the launch of the function.
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Fields
The following fields are present on this tab :
Movement type priorities
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Specify for each priority level, the type of adjustment processing to perform. |
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Movement category priorities
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Specify for each priority level, the category of the movement to adjust. |
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Stock receipt
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Check so that an adjustment of the shortages is carried out after the recording of stock receipts. |
Suspended transactions
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Indicates if the status of a suspended movement must be entered in order to be adjusted: - not ticked: if the status is absent, it cannot be adjusted - ticked: if the status is absent, it can be adjusted |
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Indicates if the location of a pending entry must be entered in order to be adjusted: - not ticked: if the location is absent it is not possible to process the pending entry - ticked: if the location is absent, it can be adjusted |
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Reports
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
Site: --- Record non existent
The indicated site does not exist.
Product category ; --- Record non existent
The product category indicted does not exist in the chosen site.
Service rate : Incorrect value
It is necessary to indicate a value in the service rate.
Service rate : Safety stock coefficient: xxx record does not exist
A service rate cannot be greater than 99% or less than 50%.