| # Items - Ordering (tcibd2500m000) Use this session to list the default ordering data for item type/item group combinations. You can specify and modify the default ordering data in the Item - Ordering (tcibd2100s000) session. The item ordering data includes: Limits for the quantities that can be ordered Default values that ERP Enterprise uses to generate the orders Note Before you can specify the ordering data for an item, you must first enter the general item data in the Item - General (tcibd0101s000) session. Related topics Item ordering data Item In ERP Enterprise, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one kit, or exist in multiple product variants. You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. The following are examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting services List items (menus/options) Note Segmented item codes consist of a project-code segment and an item-base segment (the item code). You can define the item code segmentation in the Item Code Segmentation (tcibd0500m000) session. Description Enter a short description of the planning group. Order System The item's order system. The order system that you can select depends on the combination of the item type and the item's order policy, and whether a purchase schedule is in use for the item. Initial Hidden Order Policy The item's order policy. 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 Bill of Critical Materials (cprpd3220m000) session. Order Method The item's order method. External Kanban Controlled If this check box is selected, the Kanban labels are controlled externally. Warehouse A place for storing goods. For each warehouse, you can enter address data and data relating to its type. 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. ERP Enterprise verifies this when planned orders are generated. Example If the required order quantity is 62 and the order quantity increment is 8, then ERP Enterprise recommends an order quantity of 64. Note ERP Enterprise verifies this quantity when planned orders are generated. If you select the Inventory/Order Data check box, ERP Enterprise updates this field when you run the Global Update of Inventory Parameters (whina2200m000) session. Minimum Order Quantity The minimum order quantity for the item. Note If you select the Inventory/Order Data check box, ERP Enterprise updates this field when you run the Global Update of Inventory Parameters (whina2200m000) session. Example The economic stock is 100 The reorder point is 230 The order method is lot for lot The minimum order is quantity 800 As a result, ERP Enterprise generates a planned order for 800 instead of 130 (230-100). Maximum Order Quantity The maximum order quantity for the item. Note If you select the Inventory/Order Data check box, ERP Enterprise 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, ERP Enterprise generates two orders for 400 each instead of a single planned order for 430 (530-100). Fixed Order Quantity The fixed order quantity for the item. Note If you select the Inventory/Order Data check box, ERP Enterprise 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, ERP Enterprise will generate four orders for 20 units each (a total of 80 units). Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Fixed order quantity. Economic Order Quantity The economic order quantity for the item. Example ERP Enterprise 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. Reorder Point If the item's inventory level falls below the default reorder point, new orders are generated. The reorder point is calculated by increasing the safety stock with the following: Expected usage during the order lead time Order interval Safety time Note Purchase order advice and production order advice are generated by the Generate Order Advice (SIC) (whina3200m000) session. 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. ERP Enterprise 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. Select Hours or Days as the time unit in which you want to express the order interval. Order Interval Unit Order Interval 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. 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. If the lead time is zero, the safety time is not taken in to account during order planning. 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 stock for the item. Note The safety stock must be less than or equal to the maximum inventory and/or the re-order point. If a valid terms and conditions agreement prescribes a minimum inventory, ERP Enterprise ignores the item's safety stock set up for the customer's warehouse. If the Mandatory Project Peg check box is selected in the Item - General (tcibd0101s000) session, the safety stock must be zero. Maximum Inventory If the order method is Replenish to Maximum Inventory, ERP Enterprise generates purchase orders or production orders for the quantities of the item that are required to reach this inventory level. Seasonal Pattern for Safety Stock The seasonal pattern for safety stock. Seasonal Pattern for Forecast The seasonal demand pattern for the item. First Allowed Order Date The first date on which an order can be created for the item. ERP Enterprise checks this date when you manually enter a purchase order or production order and when Enterprise Planning creates a planned order for this item. You can also specify a value for this field in the Warehouse - Item (whwmd2510m000) session. That field applies to a specific combination of item and warehouse. Update Inventory/Order Data If this check box is selected, ERP Enterprise automatically updates the item's inventory and order data when you run the Global Update of Inventory Parameters (whina2200m000) session. Recommended Order Quantity Project The recommended order quantity for the PCS project. The recommended order quantity is the total required quantity of a customized item that is specified in the project structure. The recommended order quantity is calculated using the Calculate Cost Prices by Project (tipcs3250m000) session. Order Quantity Project The item's order quantity for a PCS project. ERP Enterprise needs the order quantity for the following purposes: To calculate the setup costs for operations during the estimated project calculation To calculate the lead-time offset Update Order Quantity Project If this check box is selected, ERP Enterprise 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) Period Type The unit of time for the period. Note After saving the seasonal pattern you cannot change this field. Number of Periods The number of days, weeks, or months (the selected period type) in one period of the selected seasonal pattern. The unit of time for the period in the selected seasonal pattern. Planner The employee or department responsible for planning the production, purchase and distribution of items. The planner takes into account the inventory levels, availability of materials, and capacities of resources, and reacts on signals such as rescheduling messages that ERP Enterprise generates. If you specify a planner in this field, you can use the planner as a criterion to select or group production orders in Warehousing and Manufacturing. Shop Floor Planner The person responsible for printing, (re)scheduling and releasing production orders and managing workloads. If you specify a shop floor planner in this field, you can use the shop floor planner as a criterion to select or group production orders in Warehousing and Manufacturing. Routing Group A group of items with similar routing attributes, for example, the same work center, routing operation, BOM, and so on. A routing group is defined by the user as a selection criterion for production orders. If you specify a routing group in this field, you can use the routing group as a criterion to select or group production orders in Warehousing and Manufacturing. Time Unit The time unit in which the queue time is expressed. Planned by SCM Planner If this check box is selected, planning is done by Infor SCM Planner. Last allowed Order Date The value of the Last allowed Order Date field in the Items - Ordering (tcibd2500m000) session. |