Movement of Items Using a Planned Move Order

This settings document explains how to execute a move order between locations using a planned move order.

Outcome

These settings determine if the planned move order will be released automatically or manually to a requisition order (move order).

Used for defining the rules for filling smaller workstation locations from the main location (buffer location).

Before you start

There are no prerequisites for this process.

Parameters to set

Program ID/Panel Field The field indicates …
(MMS002/G) Storage method

… the storage method for each item/warehouse and determines how the item is distributed at different locations.

The valid alternatives are:

1 = Single location

2 = Multiple location

3 = Multiple location where reorder points are used.

If alternative 1 is specified, the item can only be stored at one approved location (status 2). This must be specified for each item/warehouse.

If alternative 2 is specified, the item can be stored in an unlimited number of locations.

Alternative 3 is the same as alt. 2, but in addition certain combinations contain a reorder point level that is automatically monitored.

(MMS002/G) Allocation method

…. how allocation is carried out for each item/warehouse combination.

For replenishment orders (transaction type 92), allocation methods 3 or 4 are automatically switched to allocation method 2.

(MMS002/G) Second allocation method

… the allocation method to use if the first allocation method does not allocate enough quantity.

Note: The 'Allocation method' field must be set to 2, in order to make 'Second allocation method' to work.

(CRS200) Stock transaction type

… that you can distinguish different stock transactions in M3. For this setting the following transaction type is used:

92 = Replenishment move order issue.

(CRS783) 01 Order type

… an order type, which is a combined identity for a number of rules that control how an order will be treated at entry and beyond in the order flow.

Order types are defined per order category in the following programs:

Order Category Program

1 = Manufacturing Order PMS120

2 = Purchase Order PPS095

3 = Customer Order OIS010

4 = Requisition Order CRS200

5 = Distribution Order CRS200

7 = Service Order SOS010

8 = Project Order POS010.

Enter the order type (transaction type 92) created in (CRS200).

(CRS783) 05 Automatic update of replenishment order

… whether replenishment orders should be

automatically updated.

(MMS065/B) Location … the location to which the items should be moved.
(MMS065/B) From date … the date from which the registered data becomes valid.
(MMS065/E) Replenishment method

… which method is to be used to fill a location when a shortage occurs.

The valid alternatives are:

1 = Kanban

2 = Reorder point with automatic control

3 = Manual replenishment without automatic control.

Method 2 means that M3 automatically generates a requisition order when stock reaches the reorder point, according to the rules defined in (CRS783)

(MMS065/E) Order type … an order type entered here will override the order type entered in (CRS783).
(MMS065/E) Reorder point

… the quantity that initiates the reorder process.

When the item location's on-hand balance is equal to or less than the reorder point, replenishment of the item location's order quantity is initiated.

(MMS065/E) Critical reorder point … the critical stock level. This should be a value less than the reorder point value.
(MMS065/E) Order quantity

… the order quantity, which is to be used for replenishment of the item's location.

The order quantity method determines how the quantity is to be calculated.

(MMS057/E) Exclude for order category

… order categories that are excluded from the stock location type allocation table. The allocation table controls allocation according to location type.

Follow these steps

  1. Open 'Item. Connect Warehouse' (MMS002/G). Enter 3 = Multiple location where the reorder point method is used, in the 'Storage Method' field.
  2. Open 'Req/Distr Order Type. Open' (CRS200). Create an order type with transaction type 92=Replenishment (move order). See related documents for creating requisition/distribution order types.
  3. Open 'Settings - Location Replenishment' (CRS783). Enter the order type (type 92) created in (CRS200) in the '01 Order type' field.

    Select the '05 Automatic update of replenishment order' field. The valid alternatives are:

    • Cleared (not selected) check box means "No automatic update of planned orders". You must release the planned order to a requisition order manually in 'Planned Move Order. Process' (MMS170).

    • Selected check box means "Yes, Automatic update of planned orders". The auto-start job (MMS940) creates a requisition order from the planned order.

      Infor recommends that you select the check box.

  4. Open 'Item Location. Open' (MMS065).
  5. Enter the Warehouse and Item fields on the B panel.
  6. Enter the location to which the items should be moved in the Location field on the B panel.
  7. On the E panel, enter 2 = 'Reorder point with automatic control' in the 'Replenishment method' field. See related documents for reorder point planning. You can override the default (CRS783) order type in the 'Order type' field.
  8. Enter the 'Reorder point' ,'Critical reorder point' and 'Order quantity' fields.
    Note: Set these parameters sensibly. The system will keep releasing orders while the sum of the stock on-hand plus orders already created are lower than the reorder point.
    Note: Already created orders will affect the calculation with the part of the ordered quantity that is yet not reported.
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