| # Item - Ordering Defaults (tcibd2101s000) Use this session to maintain the default general order data for an item type/item group combination. The item ordering data includes the following: Limits for the quantities that can be ordered Default values that LN uses to generate the orders Note Before you can define the default ordering data for an item type/item group combination in this session, you must first enter the default general item data for the item type/item group combination in the Item - General Defaults (tcibd0102s000) session. Related topics Item ordering data Item Type The item type to which the default values apply. Allowed values Item Type (a.k.a. kind of item) Item Group The item group to which the default values apply. Order Policy The order parameter that controls the way an item is produced or ordered. This can be: Anonymous, the item is produced or purchased independent of customer orders. To order, the item is produced or purchased only if customer orders exist for the item. Note If the item type is Generic and the default supply source is set to Shop Floor selecting Anonymous as the order policy is not possible. Allowed values Order Policy Related topics Item ordering data With PCS If this check box is selected, for a generic main item, the item structure is generated by using a PCS project. The following applies to this check box: It is available if the item type is Generic and the default supply source is specified as Shop Floor. Because generic items cannot be part of a project, after generation of a project structure for the generic item, a new item is created that is part of a project. It is selected and unavailable for these items: Items that are customized and have a project segment specified in the Item field of the Item - General (tcibd0101s000) session. Nonconfigurable purchased items and manufactured items for which the order policy is To Order. Note The field is visible only if the Project Control (PCS) check box is selected in the Implemented Software Components (tccom0100s000) session. Related topics Item structures Lean PCS projects Order System The default order system for the item. Related topics Item ordering data Order Method The item's default order method. Related topics Item ordering data Order Quantity Increment The size of the step by which the order quantity can be increased. The recommended order quantity must be a multiple of the quantity that you specify as the order quantity increment. LN verifies this when planned orders are generated. Example If the required order quantity is 62 and the order quantity increment is 8, then LN recommends an order quantity of 64. LN verifies this, when planned orders are generated. The order quantities are expressed in the item's inventory unit. Related topics Item ordering data Order quantity settings Minimum Order Quantity The minimum order quantity for the item. The order quantities are expressed in the item's inventory unit. Note If you select the Inventory/Order Data check box, LN updates this field when you run the Global Update of Inventory Parameters (whina2200m000) session. Example The economic inventory is 100 Te reorder point is 230 The order method is lot for lot The minimum order is quantity 800 As a result, LN generates a planned order for 800 instead of an order for 130 (230-100). Related topics Item ordering data Order quantity settings Maximum Order Quantity The maximum order quantity for the item. The order quantities are expressed in the item's inventory unit. Note If you select the Inventory/Order Data check box, LN updates this field when you run the Global Update of Inventory Parameters (whina2200m000) session. Example The economic stock is 100 The reorder point is 530 The order method is lot for lot The maximum order quantity is 400 As a result, LN generates two orders for 400 each instead of a single planned order for 430 (530-100). Related topics Item ordering data Order quantity settings Fixed Order Quantity The fixed order quantity for the item. The order quantities are expressed in the item's inventory unit. Note If you select the Inventory/Order Data check box, LN updates this field when you run the Global Update of Inventory Parameters (whina2200m000) session. Example The order method is Fixed Order Quantity and the Fixed Order Quantity is 20. If you require 70 units, LN generates four orders for 20 units each (a total of 80 units). Related topics Item ordering data Order quantity settings Economic Order Quantity The economic order quantity for the item. The order quantities are expressed in the item's inventory unit. Example LN generates a planned order for 20 units of an item with a SIC order system and the Economic Order Quantity order method. The economic order quantity is 30 units The minimum order quantity is 25 As a result, the order is adjusted to 30 units. Related topics Item ordering data Order quantity settings Reorder Point The reorder point. Inventory control is based on a number of decision rules, which determine when, and in what quantity an item is ordered. This depends on the values of the following fields: Reorder Point Economic Order Quantity Fixed Order Quantity Order Interval Maximum Inventory There are four different decision rules: BQ sQ BS sS Under the BQ and BS rules, recommended orders are generated as soon as the economic order quantity falls below the reorder point. Under the sQ and sS rules, LN checks at fixed points in time whether the economic order quantity has fallen below the reorder point, in which case LN generates a recommended order. Note The reorder point is updated in the Global Update of Inventory Parameters (whina2200m000) session. If the Update Inventory/Order Data check box in this session is selected for the item concerned, the reorder point is updated. Maximum Inventory If the order method is Replenish to Maximum Inventory, LN generates purchase orders or production orders for the quantities of the item that are required to reach this inventory level. The quantities are expressed in the item's inventory unit. Service Level [%] The default service level percentage determines to what extent the item can be delivered directly from inventory. Example A service level of 95% means that in 95% of all cases customer demand must be satisfied by an immediate delivery. In other words, No is accepted in 5% of the cases. Note A service level of 100% is not recommended, because it causes an infinitely high safety inventory. Safety Stock The safety inventory for the item. The quantities are expressed in the item's inventory unit. Note The safety stock must be less than or equal to the maximum inventory and/or the re-order point. Order Interval The number of workdays or working hours for which all the requirements of a specific item are bundled in one (planned) order, during an order planning run. LN calculates the order interval from the day when the first requirement occurs. Order intervals are used to prevent an excessive number of planned orders in one time period. Safety Time The time that you can add to the normal lead time to protect delivery of goods against fluctuations in the lead time so that an order can be completed before the order's real need date. Order Costs The (administrative) costs for placing an order. Order costs include the handling and transportation costs. The costs of the purchasing department, production planning department, and control department incurred by a production order or a purchase order. The order costs are expressed in the default currency selected for the item group in the Item Groups (tcmcs0123m000) session. [ The default currency selected for the item group in the Item Groups (tcmcs0123m000) session. Planner The default planner. Shop Floor Planner The default shop floor planner. Routing Group The default routing group. Seasonal Pattern for Safety Stock The default seasonal pattern for safety stock. Related topics Seasonal pattern for safety stock and demand Seasonal Pattern for Forecast The seasonal demand pattern for the item. Related topics Seasonal pattern for safety stock and demand Number of Periods for Forecast The number of days, weeks, or months (the selected period type) in one period of the selected seasonal pattern. Number of Periods for Forecast The unit of time for the period in the selected seasonal pattern. Update Inventory/Order Data If this check box is selected, LN automatically updates the item's inventory and order data. The inventory data and order data in this session is automatically updated when you run the following sessions: Global Update of Inventory Parameters (whina2200m000). Calculate Economic Order Quantity (Camp) (whina2201m000) Calculate Demand Forecast (whina2202m000) When you run the Global Update of Inventory Parameters (whina2200m000) session, the following fields are automatically updated: Safety Stock Maximum Inventory Order Quantity Increment Minimum Order Quantity Maximum Order Quantity Economic Order Quantity Fixed Order Quantity Order Interval Safety Time Reorder Point When you run the Calculate Economic Order Quantity (Camp) (whina2201m000) session, the Economic Order Quantity field is automatically updated. When you run the Calculate Demand Forecast (whina2202m000) session, the following fields are automatically updated: Safety Stock Reorder Point Update Order Quantity Project If this check box is selected, LN replaces the Order Quantity Project with the Recommended Order Quantity Project when you run one of the following sessions: Calculate Estimated Cost and Valuation Prices by Project (ticpr2211m000) Calculate Cost Prices by Project (tipcs3250m000) Warehouse The default warehouse in which the item is stored. For example, LN uses the default item warehouse: To calculate the item's cost price. To create plan items. To generate purchase orders. You must specify a default item warehouse for items of the following types: Purchased. Manufactured. Generic. Critical in Master Planning If this check box is selected, this plan item is critical in master planning. This means that in the master-planning process in Enterprise Planning, this item is treated as a critical component. If the item order system is Planned, you can select or clear this check box. In order planning, all components are taken into account. In master planning, only critical components are considered. Note Master planning uses an item's bill of critical materials (BCM) for production planning. As a rule, the BCM is derived from the BOM, and contains only those components that are designated as critical in master planning. You can generate a BCM for an item in the Generate BCM or BCC (cprpd3220m000) session. Related topics Master planning, an overview External Kanban Controlled If this check box is selected, the Kanban labels are controlled externally. Planned by SCM Planner If this check box is selected, planning is done by Infor SCM Planner. |