Item - Ordering Defaults by Site (tcibd2151m000)

Use this session to view, specify, and maintain the item ordering defaults for a combination of site, item type and item group.

Note
  • This session is available only if you use multisite.
  • If item ordering defaults for a site are not specified in this session, the global item ordering data is used for defaulting.
  • If the Centrally Managed check box is selected in the Item Control and Defaults by Site (tcibd1552m000) session, it is centrally managed which item data by subentity is created for the site.

 

Site

The site to which the default values apply.

Item Type

The item type to which the default values apply.

Item Group

The item group to which the default values apply.

Order Method

The item's default order method.

Related topics

Warehouse

The default warehouse in which the item is stored.

For example, LN uses the default item warehouse to:

  • Calculate the item's standard cost
  • Create plan items
  • Generate purchase orders

You must specify a default item warehouse for items of these types:

  • Product
  • Purchased
  • Manufactured
  • Generic
Order Quantity Multiple of

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.

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 Lot Size Calculation Allowed 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).

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 Lot Size Calculation Allowed 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).

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 Lot Size Calculation Allowed 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).

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.

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.

The quantities are expressed in the item's inventory unit.

Note

The safety stock must be less than or equal to the maximum inventory or the re-order point.

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.

Seasonal Pattern for Safety Stock
Seasonal Pattern for Forecast

The seasonal demand pattern for the item.

Reorder Point

A set inventory level where, if the total stock on-hand plus total on-order falls below that point, action is taken to replenish the stock.

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.

[...]
Order Interval Unit

Select Hours or Days as the time unit in which you want to express the order interval.

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.

Time Unit

Select Hours or Days as the time unit in which you want to express the safety time.

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.

Currency

The default currency selected for the item group in the Item Groups (tcmcs0123m000) session.

Lot Size Calculation Allowed

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, these 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 by Project Cost Calculation

If this check box is selected, LN replaces the Order Quantity Project with the Recommended Order Quantity Project when you run one of these sessions:

  • Calculate Estimated Cost by Project (ticpr2211m000)
  • Calculate Standard Costs by Project (tipcs3250m000)
Planner

The default planner.

Planned by Infor Planning

If this check box is selected, planning is done by Infor SCM Planner.