Use this function to define the stock-site parameters that will be used for processing:

  • replenishment calculations,
  • the stock counts of classes A, B and C,
  • and stock shortage adjustment.

You can create a default setup linked to the site for all product categories or to define a specific setup for a given site and product category.

Prerequisite

See also Refer to documentation Implementation

Screen management

The stock-site setup contains three tabs associated with a general header.

In this header, indicate the site and any product category associated with this setup.

Storage site (field STOFCY)

Enter or select the storage site where the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.
Category (field TCLCOD)

Enter a product category.
When no product category is entered, the setup applies to all products.

Tab Reordering Parameters

Enter the parameters that will be used in the calculation of:

Bullet point the safety stock,

Bullet point the replenishment threshold,

Bullet point the economic quantity,

Bullet point 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 processing can both provide a calculation of the data, and generate the replenishment suggestions (see the Replenishment outside of MRP).

Safety stock

The purpose of the safety stock calculation (and so, of the service rate) is to find the right balance between the storage cost (in stock) and the cost of a stock shortage.
The safety stock calculation uses the following formula:

Safety stock = K*sigma*lead-time

Bullet point K is a constant that depends on the service rate (please refer to the Safety stock coefficient documentation).

Bullet point Sigma represents the variance type of the consumption over the calculation period.

Bullet point 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.

Bullet point The average consumption day is calculated with respect to a determined historic period.

Bullet point 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))

Bullet point D: represents the requirement over the period

Bullet point Oc: Cost of processing an order

Bullet point I: Stock holding rate

Bullet point 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]

Safety stock

Minimum history (field SAFMINHIS)

Specify the minimum number of months required for the calculation.

Maximum history (field SAFMAXHIS)

Enter the maximum number of months required for the calculation.
If the history exceeds this number, the most recent 'N' months are used for calculation.
Service level Class A (field SRVRATA)

Specify a service rate for each of the A, B and C classes.
The service rate is used to determine a K coefficient, expressed as a percentage. This K coefficient is used in the safety stock calculation formula.
The relationship between the service rate and the coefficient is defined in the Safety stock coefficients table.
Service level Class B (field SRVRATB)
Service level Class C (field SRVRATC)

Economic order quantity

Minimum history (field EOQMINHIS)

Specify the minimum number of months required for the calculation.

Maximum history (field EOQMAXHIS)

Enter the maximum number of months required for the calculation.
If the history exceeds this number, the most recent 'N' months are used for calculation.
Ordering cost (field ORDCST)

Enter the average cost of an order posting.
field ORDCSTCUR
Carrying cost % (field STOCSTRAT)

Enter the stock holding rate.

Reorder threshold

Minimum history (field TSDMINHIS)

Specify the minimum number of months required for the calculation.

Maximum history (field TSDMAXHIS)

Enter the maximum number of months required for the calculation.
If the history exceeds this number, the most recent 'N' months are used for calculation.
Include safety stock (field SAFSTOFLG)

Select this check box to use the safety stock when calculating the replenishment threshold.

Maximum stock

Minimum history (field MAXMINHIS)

Specify the minimum number of months required for the calculation.

Maximum history (field MAXMAXHIS)

Enter the maximum number of months required for the calculation.
If the history exceeds this number, the most recent 'N' months are used for calculation.

Block number 5

Specific parameter (field SPEPAR)

Use this parameter for a specific processing script. This parameter is not used by Sage X3.

Tab Count Parameters

Use this tab to define the physical stock cycle count parameters that are used in the counting function.

Block number 1

Count start date (field CYCCUNDAT)

Enter the start date of the cycle count. This information is used to correct the calculation of stock counts when the count start is scheduled during the current year.
When modifying the stock count start date, you can also reset all actual counts to zero by selecting the Reset actual counts check box.
Reset actual counts (field INICUNFLG)

Select this check box to reset actual counts to zero. This reset is performed after you have validated a confirmation message. If you have not modified the start date of the cycle count, a warning is displayed along with the message.

Class 'A'

Annual counts (field YEACUNNBRA)

This field displays the number of annual counts to be performed. This field is based on the entered time range.

Interval (field DAYGAPCLSA)

Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range.
If you have modified this range, exit the function and open it again in order to display the updated number of annual counts.

Block number 3

Actual counts (field CUNNBRA)

This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box.
Last count (field LASCUNDATA)

This field displays the date of the last stock count.

Class 'B'

Annual counts (field YEACUNNBRB)

This field displays the number of annual counts to be performed. This field is based on the entered time range.

Interval (field DAYGAPCLSB)

Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range.
If you have modified this range, exit the function and open it again in order to display the updated number of annual counts.

Block number 5

Actual counts (field CUNNBRB)

This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box.
Last count (field LASCUNDATB)

This field displays the date of the last stock count.

Class 'C'

Annual counts (field YEACUNNBRC)

This field displays the number of annual counts to be performed. This field is based on the entered time range.

Interval (field DAYGAPCLSC)

Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range.
If you have modified this range, exit the function and open it again in order to display the updated number of annual counts.

Block number 7

Actual counts (field CUNNBRC)

This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box.
Last count (field LASCUNDATC)

This field displays the date of the last stock count.

Class 'D'

Annual counts (field YEACUNNBRD)

This field displays the number of annual counts to be performed. This field is based on the entered time range.

Interval (field DAYGAPCLSD)

Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range.
If you have modified this range, exit the function and open it again in order to display the updated number of annual counts.

Block number 9

Actual counts (field CUNNBRD)

This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box.
Last count (field LASCUNDATD)

This field displays the date of the last stock count.

Tab Backorder Management

Use this tab to define an order of priority for the adjustment of shortages.
Enter on one hand, the priorities by movement type and on the other, the priorities by movement category.

By default, these priorities are used in the Adjustment function. Shortage stocks.

Movement type priorities

High (field SHTPAR1)

Specify for each priority level, the type of adjustment processing to perform.
Medium (field SHTPAR2)
Low (field SHTPAR3)

Movement category priorities

High (field SHTCAT1)

Specify for each priority level, the category of the movement to adjust.
Medium (field SHTCAT2)
Low (field SHTCAT3)

Stock receipt

Autoprocess shortages (field SHTAUTFLG)

Select this check box to adjust shortages after recording stock receipts.

Suspended transactions

Adjust if status not assigned (field STACARFLG)

Select this check box to indicate that a pending movement can be adjusted even if the status is not specified.
If this check box is not selected, the pending movement cannot be adjusted if the status is missing.
Adjust if location not assigned (field LOCCARFLG)

Select this check box to indicate that a pending movement can be adjusted even if the location is not specified.
If this check box is not selected, the pending movement cannot be adjusted if the location is missing.

Reports

By default, the following reports are associated with this function :

Bullet point  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 :

Service rate: Safety stock coefficient: xxx record does not exist

A service rate cannot be greater than 99% or less than 50%.

Tables used

See also Refer to documentation Implementation