Item - Ordering Defaults (tcibd2101m000)

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

The item ordering defaults include:

  • Limits for the quantities that can be ordered
  • Default values that LN uses to generate orders
Note: Before you can specify the default ordering data in this session, you must first specify the default general item data for the item type and item group combination in the Item Defaults (tcibd0102m000) session.

Field Information

Item Type

The item type to which the default values apply.

Allowed values

Product
Purchased
Manufactured
Generic
Cost
Service
Subcontracted service
List
Tool
Equipment
Engineering module
Rental Product
Note: 
  • The item type Product can be used only if the Item Type Product field is set to Active in the Implemented Software Components (tccom0100s000) session.
  • The item types Purchased and Manufactured are used only if the Item Type Product field is set to Inactive in the Implemented Software Components (tccom0100s000) session.
Item Group

The item group to which the default values apply.

Method

The item's default order method.

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 Increment

order increment

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

The default seasonal pattern for safety stock.

Seasonal Pattern for Forecast

The seasonal demand pattern for the item.

Reorder Point

reorder point

Order Interval

order interval

Order Interval Unit

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

Planned by Infor Planning

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

Safety Time

safety time

Time Unit

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

Order Costs

order costs

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
Use Recommended Quantity

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)
Period Type

The unit of time for the period in the selected seasonal pattern.

Allowed values

Day

24 hours.

Week

Seven calendar days.

Month

One calendar month.

Number of Periods

The number of days, weeks, or months (the selected period type) in one period of the selected seasonal pattern.

Planner

The default planner.