<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/wh/onlinemanual/wmd00315" xml:lang="en">
   <Header>
      <Title>To use replenishment matrices</Title>
      <Keyword type="header" order="d1e2615703">
         <Level1>replenishment matrix</Level1>
      </Keyword>
      <Keyword type="header" order="d1e2615706">
         <Level1>locations</Level1>
      </Keyword>
      <Keyword type="header" order="d1e2615709">
         <Level1>matrix</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph> 
         <Link href="/baanerp/wh/glossary/glossary#000321" role="glossary" Update="No">Replenishment matrices</Link> are used to automatically control the
		quantity of items on pick locations. Based on a replenishment matrix, you can
		automatically generate, and also directly process, warehouse orders to
		replenish pick locations. Replenishment matrices are defined by linking pick
		locations to bulk locations.</Paragraph>
   </AimSection>
   <GeneralSection>
      <SectionTitle>Prerequisites</SectionTitle>
      <ProcedureList>
         <ListIntro>To be able to setup a replenishment matrix, you must:</ListIntro>
         <ListItem>Create a location controlled warehouse. For more information,
		  refer to <Link href="/baanerp/wh/onlinemanual/wmd00201" role="manual">Using warehouses</Link>. In the <GUIRef href="/baanerp/wh/wmd/whwmd2500m000" role="session">Warehouses (whwmd2500m000)</GUIRef> session, you can indicate whether a warehouse is
		  location controlled.</ListItem>
         <ListItem>Optionally create zones. For more information, refer to <Link href="/baanerp/wh/onlinemanual/wmd00320" role="manual">Using zones</Link>.</ListItem>
         <ListItem>Create locations. For more information, refer to <Link href="/baanerp/wh/onlinemanual/wmd00310" role="manual">Using locations</Link>.</ListItem>
         <ListItem>Create a location-controlled item. For more information, refer
		  to <Link href="/baanerp/tc/onlinemanual/000330" role="manual">To set up the item data</Link>. In the <GUIRef href="/baanerp/wh/wmd/whwmd4500m000" role="session">Items - Warehousing (whwmd4500m000)</GUIRef> session, you can indicate whether an item is location
		  controlled.</ListItem>
         <ListItem>Specify and activate warehouse-related item data in the <GUIRef href="/baanerp/wh/wmd/whwmd2510m000" role="session">Warehouse - Item (whwmd2510m000)</GUIRef> session.</ListItem>
         <ListItem>Specify a fixed pick location for the item in the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000" role="session">Fixed Locations (whwmd3502m000)</GUIRef> session, because you can only replenish fixed pick
		  locations. To be able to replenish a fixed pick location, you must also specify
		  the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.miin" role="manual">Minimum Inventory</GUIRef> and <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.mirq" role="manual">Minimum Replenishment Quantity</GUIRef> in the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000" role="session">Fixed Locations (whwmd3502m000)</GUIRef> session.</ListItem>
      </ProcedureList>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Setup</SectionTitle>
      <List>
         <ListIntro>Use the <GUIRef href="/baanerp/wh/wmd/whwmd3504m000" role="session">Replenishment Location Matrix (whwmd3504m000)</GUIRef> session to define the replenishment
		  matrix. You can specify the following replenishment relation types:</ListIntro>
         <ListItem>A replenishment location that replenishes a destination
		  location.</ListItem>
         <ListItem>A replenishment location that replenishes a destination zone.</ListItem>
         <ListItem>A replenishment zone that replenishes a destination location.</ListItem>
         <ListItem>A replenishment zone that replenishes a destination zone.</ListItem>
      </List>
      <List>
         <ListIntro>The following restrictions apply to the zones and locations
		  you can use to define a replenishment matrix:</ListIntro>
         <ListItem>A replenishment location must be of the <GUIRef href="/baanerp/wh/domains/wmd.loct#bulk" role="option">Bulk</GUIRef> type.</ListItem>
         <ListItem>A replenishment zone must at least contain one location of the <GUIRef href="/baanerp/wh/domains/wmd.loct#bulk" role="option">Bulk</GUIRef> type.</ListItem>
         <ListItem>A destination location must be of the <GUIRef href="/baanerp/wh/domains/wmd.loct#pick" role="option">Pick</GUIRef> type.</ListItem>
         <ListItem>A destination zone must at least contain one location of the <GUIRef href="/baanerp/wh/domains/wmd.loct#pick" role="option">Pick</GUIRef> type.</ListItem>
      </List>
      <List>
         <ListIntro>You can specify specific and general replenishment relations.
		  A replenishment relation is:</ListIntro>
         <ListItem> 
            <GUIRef href="/baanerp/wh/domains/wmd.rere#specific" role="option">Specific</GUIRef> if the item is
		  specified.</ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/wh/domains/wmd.rere#general" role="option">General</GUIRef> if no item is
		  specified.</ListItem>
      </List>
      <Paragraph>You can specify more than one replenishment relation for one
		specific destination location or destination zone. As a result, the destination
		location or destination zone can be replenished from several replenishment
		locations or replenishment zones. In this case, LN determines the
		sequence of location(s) from which replenishment must take place, based on the <GUIRef href="/baanerp/wh/wmd/whwmd3504m000#whwmd304.repr" role="manual">Priority</GUIRef> that is
		specified for each replenishment relation in the <GUIRef href="/baanerp/wh/wmd/whwmd3504m000" role="session">Replenishment Location Matrix (whwmd3504m000)</GUIRef> session.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Replenishment</SectionTitle>
      <List>
         <ListIntro>Use the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000" role="session">Print Replenishment List (whwmd3405m000)</GUIRef> session to start the replenishment of pick
		  locations. With this session, you can:</ListIntro>
         <ListItem>Only print the replenishment list if the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#create.orders" role="manual">Directly Create Warehousing Orders</GUIRef> check box is cleared. On the replenishment list, you can view
		  the replenishment advice that consist of the locations to be replenished, the
		  locations to replenish from, the item to be replenished, and the replenishment
		  quantity.</ListItem>
         <ListItem>Print the replenishment list, and also directly generate
		  warehouse orders of the <GUIRef href="/baanerp/wh/domains/inh.oorg#transfer.man" role="option">Transfer (Manual)</GUIRef> origin, that enable the actual replenishment. To do so,
		  select the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#create.orders" role="manual">Directly Create Warehousing Orders</GUIRef> check box, and specify the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#order.type" role="manual">Warehousing Order Type</GUIRef> and <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#order.seri" role="manual">Warehousing Order Series</GUIRef>.</ListItem>
         <ListItem>Print the replenishment list, directly create warehouse orders,
		  and also directly process the created warehouse orders to start the actual
		  replenishment directly. To do so, select the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#direct.proc" role="manual">Directly Process Created Orders</GUIRef> check box.</ListItem>
      </List>
      <List>
         <ListIntro>If, in the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000" role="session">Print Replenishment List (whwmd3405m000)</GUIRef> session's selection range, you specify:</ListIntro>
         <ListItem>A destination zone to be replenished, LN checks all the
		  zone's pick locations that are fixed for a certain item on whether these
		  locations must be replenished.</ListItem>
         <ListItem>A destination location to be replenished, and the location is a
		  pick location that is fixed for a certain item, LN checks whether this
		  location must be replenished.</ListItem>
         <ListItem>An item to be replenished, LN checks for all
		  fixed pick locations for this item whether these locations must be replenished.</ListItem>
      </List>
      <List>
         <ListIntro>A fixed pick location must be replenished if a shortage
		  exists for the item. A shortage exists if the item's total <GUIRef href="/baanerp/wh/inr/whinr1540m000#whinr140.qhnd" role="manual">Inventory on Hand</GUIRef> in that location is less than the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.miin" role="manual">Minimum Inventory</GUIRef>. You can view:</ListIntro>
         <ListItem>The total item's <GUIRef href="/baanerp/wh/inr/whinr1540m000#whinr140.qhnd" role="manual">Inventory on Hand</GUIRef> at the bottom of the <GUIRef href="/baanerp/wh/inr/whinr1540m000" role="session">Stock Point Inventory (whinr1540m000)</GUIRef> session.</ListItem>
         <ListItem>The <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.miin" role="manual">Minimum Inventory</GUIRef> in the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000" role="session">Fixed Locations (whwmd3502m000)</GUIRef> session.</ListItem>
      </List>
      <Paragraph>LN calculates the items shortage at the fixed pick location as follows:</Paragraph>
      <Formula space-and-orientation="indented-estimated">
         <Paragraph> shortage = minimum inventory - inventory on hand (nnventory unit)</Paragraph>
      </Formula>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>If the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#economic" role="manual">Use Economic Stock for Replenishment Advice</GUIRef> check box on the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000" role="session">Print Replenishment List (whwmd3405m000)</GUIRef> session is selected, LN uses the <Link href="/baanerp/wh/glossary/glossary#000318" role="glossary">economic stock</Link>, instead of the <GUIRef href="/baanerp/wh/inr/whinr1540m000#whinr140.qhnd" role="manual">Inventory on Hand</GUIRef>, to determine the quantity to
		  replenish.</Paragraph>
      </Note>
      <List>
         <ListIntro>Based on the calculated shortage, LN determines the
		  quantity to replenish, taking into account:</ListIntro>
         <ListItem>The <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.mirq" role="manual">Minimum Replenishment Quantity</GUIRef> that is specified in
		  the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000" role="session">Fixed Locations (whwmd3502m000)</GUIRef> session. LN cannot replenish less than the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.mirq" role="manual">Minimum Replenishment Quantity</GUIRef>.</ListItem>
         <ListItem>The location's capacity that is specified in the <GUIRef href="/baanerp/wh/wmd/whwmd3101s000" role="session">Warehouse - Location - Capacity (whwmd3101s000)</GUIRef> session. LN cannot replenish
		  more than what fits on the location.</ListItem>
      </List>
      <List>
         <ListIntro>If the quantity to be replenished to a pick location is
		  determined, LN starts
		  searching for a bulk location to replenish from. To determine the bulk
		  location(s) from which the pick location must be replenished:</ListIntro>
         <ListItem>LN first searches for <GUIRef href="/baanerp/wh/domains/wmd.rere#specific" role="option">Specific</GUIRef> replenishment
		  relations for the pick location and item. If such a replenishment relation
		  exists and inventory is available for the item on the bulk location that is
		  specified for the replenishment relation, LN creates a
		  replenishment advice to replenish from that bulk location.</ListItem>
         <ListItem>If for the pick location and item a <GUIRef href="/baanerp/wh/domains/wmd.rere#specific" role="option">Specific</GUIRef> replenishment
		  relation exists but not enough inventory is available on the bulk location, or
		  if no <GUIRef href="/baanerp/wh/domains/wmd.rere#specific" role="option">Specific</GUIRef> replenishment
		  relation exists for the pick location and item, LN searches for a <GUIRef href="/baanerp/wh/domains/wmd.rere#general" role="option">General</GUIRef> replenishment
		  relation for the pick location. If such a replenishment relation exists, and
		  inventory is available for the item on the bulk location that is specified for
		  the replenishment relation, LN creates a replenishment advice to replenish from that bulk
		  location.</ListItem>
         <ListItem>If a replenishment relation exists but not enough inventory is
		  available to replenish, or if no replenishment relation exists, and the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#orders.for.no.loc" role="manual">Also Create Orders for Undefined Replenishment Location</GUIRef> check box in the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000" role="session">Print Replenishment List (whwmd3405m000)</GUIRef> session is selected, LN creates a
		  replenishment advice without the location to replenish from for, respectively,
		  the remaining quantity or the replenishment quantity.</ListItem>
      </List>
      <Important>
         <SectionTitle>Important!</SectionTitle>
         <Paragraph>If more than one <GUIRef href="/baanerp/wh/domains/wmd.rere#specific" role="option">Specific</GUIRef> replenishment
		  relation exist, or if more than one <GUIRef href="/baanerp/wh/domains/wmd.rere#general" role="option">General</GUIRef> replenishment
		  relation exist, LN takes into account the replenishment relations' priorities to determine the
		  replenishment sequence of the bulk locations. If two replenishment relations
		  exist with the same priority, LN determines the replenishment sequence of the bulk locations,
		  based on the item's <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.obpr" role="manual">Outbound Method</GUIRef> that is specified in the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000" role="session">Item - Warehousing (whwmd4100s000)</GUIRef> session.</Paragraph>
      </Important>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Example</SectionTitle>
      <List>
         <ListIntro>Warehouse WH1 has, among other locations:</ListIntro>
         <ListItem>A pick location: Pick1.</ListItem>
         <ListItem>Four bulk locations: Bulk1, Bulk2, Bulk3, and Bulk4.</ListItem>
      </List>
      <Paragraph>Item ABC is location controlled and the item's outbound method
		is <GUIRef href="/baanerp/tc/domains/obpr#fifo" role="option">FIFO</GUIRef>.</Paragraph>
      <List>
         <ListIntro>Location Pick1 is the fixed pick location for item ABC, for
		  which the following settings apply:</ListIntro>
         <ListItem> 
            <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.miin" role="manual">Minimum Inventory</GUIRef> = 50.</ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.mirq" role="manual">Minimum Replenishment Quantity</GUIRef> = 25.</ListItem>
      </List>
      <Paragraph>The following active replenishment relations exist for
		warehouse WH1 and location Pick1:</Paragraph>
      <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
         <TBODY noTR="5">
            <TR no="1" isLast="false">
               <TH rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/wh/wmd/whwmd2130m000#whwmd230.prio" role="manual">Priority</GUIRef>
               </TH>
               <TH rowspan="1" colspan="1">Replenishment Location</TH>
               <TH rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/wh/inh/whinh2101m000#whinh200.item" role="manual">Item</GUIRef>
               </TH>
            </TR>
            <TR no="2" isLast="false">
               <TD align="right" rowspan="1" colspan="1">3</TD>
               <TD rowspan="1" colspan="1">Bulk1</TD>
               <TD rowspan="1" colspan="1">ABC</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD align="right" rowspan="1" colspan="1">1</TD>
               <TD rowspan="1" colspan="1">Bulk2</TD>
               <TD rowspan="1" colspan="1">ABC</TD>
            </TR>
            <TR no="4" isLast="false">
               <TD align="right" rowspan="1" colspan="1">3</TD>
               <TD rowspan="1" colspan="1">Bulk3</TD>
               <TD rowspan="1" colspan="1">ABC</TD>
            </TR>
            <TR no="5" isLast="true">
               <TD align="right" rowspan="1" colspan="1">2</TD>
               <TD rowspan="1" colspan="1">Bulk4</TD>
               <TD rowspan="1" colspan="1"> </TD>
            </TR>
         </TBODY>
      </TABLE>
      <Paragraph>The following stock point inventory is available for item ABC:</Paragraph>
      <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
         <TBODY noTR="6">
            <TR no="1" isLast="false">
               <TH rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/wh/inh/whinh2100m000#whinh200.sflo" role="manual">Location</GUIRef>
               </TH>
               <TH rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/wh/inr/whinr1540m000#whinr140.idat" role="manual">Inventory Date</GUIRef>
               </TH>
               <TH rowspan="1" colspan="1">
                  <GUIRef href="/baanerp/wh/inr/whinr1540m000#whinr140.qhnd" role="manual">Inventory on Hand</GUIRef>
               </TH>
            </TR>
            <TR no="2" isLast="false">
               <TD rowspan="1" colspan="1">Pick1</TD>
               <TD align="right" rowspan="1" colspan="1">01-08-2002</TD>
               <TD align="right" rowspan="1" colspan="1">30</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD rowspan="1" colspan="1">Bulk1</TD>
               <TD align="right" rowspan="1" colspan="1">01-15-2002</TD>
               <TD align="right" rowspan="1" colspan="1">7</TD>
            </TR>
            <TR no="4" isLast="false">
               <TD rowspan="1" colspan="1">Bulk2</TD>
               <TD align="right" rowspan="1" colspan="1">01-18-2002</TD>
               <TD align="right" rowspan="1" colspan="1">10</TD>
            </TR>
            <TR no="5" isLast="false">
               <TD rowspan="1" colspan="1">Bulk3</TD>
               <TD align="right" rowspan="1" colspan="1">01-25-2002</TD>
               <TD align="right" rowspan="1" colspan="1">5</TD>
            </TR>
            <TR no="6" isLast="true">
               <TD rowspan="1" colspan="1">Bulk4</TD>
               <TD align="right" rowspan="1" colspan="1">01-22-2002</TD>
               <TD align="right" rowspan="1" colspan="1">5</TD>
            </TR>
         </TBODY>
      </TABLE>
      <List>
         <ListIntro>A replenishment list is printed with the <GUIRef href="/baanerp/wh/wmd/whwmd3405m000" role="session">Print Replenishment List (whwmd3405m000)</GUIRef> session with the following settings:</ListIntro>
         <ListItem>Warehouse: WH1.</ListItem>
         <ListItem>Destination location: Pick1</ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#repl.relations" role="manual">Replenishment Relation Type</GUIRef>: <GUIRef href="/baanerp/wh/domains/wmd.rere#both" role="option">Both</GUIRef>.</ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/wh/wmd/whwmd3405m000#economic" role="manual">Use Economic Stock for Replenishment Advice</GUIRef> check box is cleared.</ListItem>
      </List>
      <Paragraph>LN calculates the item ABC's shortage at location Pick1 as follows:</Paragraph>
      <Formula space-and-orientation="indented-estimated">
         <Paragraph> shortage = minimum inventory - inventory on hand (inventory unit) = 50 - 30 = 20. </Paragraph>
      </Formula>
      <Paragraph>Because the shortage (20) is less than the <GUIRef href="/baanerp/wh/wmd/whwmd3502m000#whwmd302.mirq" role="manual">Minimum Replenishment Quantity</GUIRef> (25), the quantity to
		be replenished is 25.</Paragraph>
      <Paragraph>As a result, the printed replenishment list contains the
		following replenishment advice (note the sequence):</Paragraph>
      <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
         <TBODY noTR="5">
            <TR no="1" isLast="false">
               <TH rowspan="1" colspan="1">Advised Quantity</TH>
               <TH rowspan="1" colspan="1">Replenishment Location</TH>
            </TR>
            <TR no="2" isLast="false">
               <TD align="right" rowspan="1" colspan="1">10</TD>
               <TD rowspan="1" colspan="1">Bulk2</TD>
            </TR>
            <TR no="3" isLast="false">
               <TD align="right" rowspan="1" colspan="1">7</TD>
               <TD rowspan="1" colspan="1">Bulk1</TD>
            </TR>
            <TR no="4" isLast="false">
               <TD align="right" rowspan="1" colspan="1">5</TD>
               <TD rowspan="1" colspan="1">Bulk3</TD>
            </TR>
            <TR no="5" isLast="true">
               <TD align="right" rowspan="1" colspan="1">3</TD>
               <TD rowspan="1" colspan="1">Bulk4</TD>
            </TR>
         </TBODY>
      </TABLE>
      <Paragraph>LN advises first ten ABC from Bulk2, because Bulk2 has the highest priority (1).
		Then, LN advises seven
		ABC from Bulk1, because LN first searches for <GUIRef href="/baanerp/wh/domains/wmd.rere#specific" role="option">Specific</GUIRef> replenishment
		relations. As a result, LN first advises ABC from Bulk1 and Bulk3, and not from Bulk4,
		although Bulk4 has a higher priority. However Bulk1 and Bulk3 have the same
		priority, LN first
		advises ABC from Bulk1 compared to Bulk3, because Bulk1's stockpoint inventory
		date is before that of Bulk3.</Paragraph>
   </GeneralSection>
</ManualTopic>