Configuring Replenishment of Inventory Items

Creating a Replenishment Class

1. Open the Replenishment Classes (IN208800) form.
2. On the form toolbar, click Add Row.
3. Type the unique identifier for the replenishment class in the Class ID column.
4. In the Description column, type a brief description of the class.
5. Select the source of replenishment that this class will use in the Replenishment Source column.
6. On the form toolbar, click Save.

Creating Replenishment Seasonality

1. Open the Replenishment Seasonality (IN206600) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. Type the unique identifier for the seasonality in the Seasonality ID box.
4. In the Description box, type a brief description of the seasonality.
5. In the Calendar box, select the calendar that determines low seasons and gathers sales statistics.
6. In the table, do the following for each date range that you want to include in the current seasonality:
   1. On the table toolbar, click Add Row.
   2. In the Season Start Date column, type or select the date when the season starts.
   3. In the Season End Date column, type or select the date when the season ends.
   4. In the Factor column, type the coefficient that the system will use to reduce or increase item replenishment quantity between the start and end dates.
7. On the form toolbar, click Save.

Assigning a Replenishment Class to a Warehouse

1. Open the Warehouses (IN204000) form.
2. In the Warehouse ID box, select the warehouse for which you want to specify a replenishment class.
3. In the Replenishment Class box, select the replenishment class you want to assign to the selected warehouse.
4. On the form toolbar, click Save.

Setting Up Replenishment for an Item Class

1. Open the Item Classes (IN201000) form.
2. In the Class ID box, select the item class for which you want to set up replenishment.
3. On the Replenishment tab, in the Demand Calculation box, select the Item Class Settings option if you want the system to calculate the demand based on the availability calculation rule specified for this item class. Otherwise, select Hard Demand Only.
4. In the table on this tab, do the following for each replenishment class you want to assign to the item class:
   1. On the table toolbar, click Add Row.
   2. In the Replenishment Class ID column, select the replenishment class you want to assign to the selected item class.
   3. In the Seasonality box, select the seasonality to assign to the item class with the selected replenishment class.
   4. In the Source box, choose the source of replenishment for the item class.
   5. In the Method column, choose the method of replenishment for the item class with the selected replenishment class.
   6. Select the warehouse in the Replenishment Warehouse box to use as a source of items for the selected replenishment class.
5. On the form toolbar, click Save.

Setting Up Replenishment for a Stock Item

1. Open the Stock Items (IN202500) form.
2. In the Inventory ID box, select the stock item for which you want to configure replenishment settings.
3. On the Replenishment tab, do the following for each replenishment class you want to assign to the item:
   1. On the table toolbar, click Add Row.
   2. In the Repl. Class column, select the replenishment class you want to assign to the stock item.
   3. In the Seasonality column, select the seasonality for the stock item.
   4. In the Source box, select the source of replenishment that the item class will use.
   5. Select the replenishment method to apply to the stock item in the Method box.
4. On the Suppliers tab, ensure that you add the suppliers from which to purchase the stock item and that you activate the suppliers.
5. On the form toolbar, click Save.

Setting Up Warehouse-Specific Replenishment Settings for a Stock Item

1. Open the Item Warehouse Details (IN204500) form.
2. In the Inventory ID box, select the stock item for which you want to specify replenishment settings.
3. In the Warehouse box, select the warehouse.
4. On the Replenishment tab, do the following:
   1. In the Replenishment Settings section, select the Override Replenishment Settings check box.
   2. In the Replenishment Source box, select the source of replenishment to apply to the stock item stored in the selected warehouse.
   3. In the Replenishment Method box, select the method of replenishment to apply to the stock item stored in the selected warehouse.
   4. In the Replenishment Warehouse box, select the warehouse that will be a source of replenishment.
   5. In the Replenishment Parameters section, specify the parameters according to business processes of your organisation. To edit a parameter, you must first select the Override check box to the right of the parameter box.
5. On the form toolbar, click Save.