Configuring Kanban loops

The replenishment cycle a Kanban follows is its Kanban Loop.

To configure Kanban loops:

  1. Select Warehouse Mobility > Warehouse Mobility - Kanban > Kanban Setup Data > Kanban Loops.
  2. To create a new Kanban loop, click the New button, or, to modify an existing Kanban loop, select a Kanban loop.
  3. On the Form 1 tab, specify or review this information:
    Kanban Location
    Specify the Kanban location. If you are modifying an existing Kanban loop, this field is for display only.
    Item
    The item number that is previously created as a Kanban Item. If you are modifying an existing Kanban loop, this field is for display only.
    Container
    The description for the Kanban container. This description is for informational purposes only.
    Ordering Type
    The order type to use for replenishment requests.
    Numbering Group for Order
    The number group for the specified order type series is displayed.
    Order Series
    The prefix for replenishment requests.
    Queued Request Depth
    The number of Kanban requests that are made prior to creating an order to replenish these.
    Number of Kanbans
    The number of Kanbans using this loop is displayed.
    Number of Temporary Kanbans
    The number of temporary Kanbans using this loop is displayed.
  4. On the Order Details tab, specify the information that is required for the order type.
    • For purchase order, specify this information:
    Order Type
    The type of purchase order.
    Delivery Days
    The time required for a supplier to deliver the item.
    Supplier
    The supplier from which to purchase.
    Buyer
    The employee badge of the buyer.
    Planner
    The employee badge of the planner.
    • For production order, specify this information:
    Routing
    The routing for production orders associated with this loop.
    Production Warehouse
    The warehouse in which the items are produced.
    • For transfer order and replenishment order, specify this information:
    Replenishment Warehouse
    The warehouse from which items are replenished.
    Order Type
    The type of replenishment order for this Kanban loop.
  5. On the Local Parameters tab, specify this information:
    Use Local Parameters?
    Select to specify custom parameters for this item. Clear to use the general parameters specified on the Kanban Parameters form.
    Auto-Approval
    This parameter is available if you select Use Local Parameters?. Select to automatically approve orders for Kanban requests. Clear to require manual approval for these orders.
    Combine Requests
    This parameter is available if you select Use Local Parameters?. Select to allow multiple Kanban requests to be filled by a single production order.
    Release Orders
    This parameter is available if you select Use Local Parameters?. Select to allow approved Kanban production requests to be filled immediately. Clear to require that these orders be released before they can be filled.
    Generate Outbound
    This parameter is available if you select Use Local Parameters?. Select to automatically generate an outbound run for transfers to another warehouse. This field is only available for transfer order types.
    Direct Receipt
    This parameter is available if you select Use Local Parameters?. Select to require that Kanban production requests be approved before they can be filled.
    Auto-Consume?
    This parameter is available if you select Use Local Parameters?. Select to automatically adjust inventory when a Kanban is delivered.
    Reason Code
    This parameter is available if you select Auto-Consume?. Specify the reason code to use for inventory adjustments due to auto-consumption.
    Over-Receipt to Final Kanban
    This parameter is available if you select Use Local Parameters?. Select to add extra received item quantities to the Kanban, or, if more than one Kanban is received, to the last Kanban received. Clear to create a single-use temporary Kanban for excess quantities received.
  6. Click Save. The Kanban loop is configured.