Item General Planning Specifications
The following are the attributes that make up item general planning specifications and their possible values. You set these attributes when defining or updating items.
Item General Planning Specification Attributes
Autoexpire ASN
Indicate whether the advance shipment notice expires automatically. This attribute is reserved for future use.
Bucket Days
Enter the number of days to dynamically calculate safety stock quantities. The planning process multiplies the Safety Stock Percent by the average gross requirements and divides by the number of days that you enter here.
Carrying Percentage
Enter the percentage used to calculate the annual carrying cost. This is the percentage of the unit cost that represents your internal cost to stock one unit for one year.
Consigned
If selected, the item is consigned, meaning residing at your location, but owned by the supplier
Days of Cover
Number of days times average demand that defines the safety stock level.
Demand Period
Number of days to use for average daily demand calculation.
Fixed Days Supply
Enter the number of days used to modify the size and timing of planned order quantities. The planning process suggests planned order quantities that cover net requirements for the period defined by this value. The planning process suggests one planned order for each period.
For example, use this to reduce the number of planned orders for a discrete component of a repetitive item.
Fixed Lot Multiplier
Enter the fixed lot multiple quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates.
When net requirements fall short of the fixed lot size multiplier quantity, planning algorithms suggest a single order for the fixed lot size multiplier quantity.
Fixed Order Quantity
Enter the quantity used to modify the size of planned order quantities or repetitive daily rates. When net requirements fall short of the fixed order quantity, the planning process suggests the fixed order quantity. When net requirements exceed the fixed order quantity, the planning process suggests multiple orders for the fixed order quantity. For discrete items, use this attribute to define a fixed production or purchasing quantity. For repetitive items, use this attribute to define a fixed production rate. For example, if your suppliers can provide the item in full truckload quantities only, enter the full truckload quantity as the fixed order quantity.
Fixed Quantity
Indicate the fixed quantity for reorder.
Forecast Type
Indicate the forecast type. This can be one of the following values:
Order Forecast
Sales Forecast
Historical Forecast
Inventory Planning Method
Select an option for organization level planning
Min-max
You define a minimum quantity that you want on hand. When you reach this quantity, you reorder. You also define a maximum on-hand quantity that you don’t want to exceed.
Not planned
No planning method used. Select this option for MRP or MPS planned items.
Reorder point
The reorder point is calculated based on the planning information you define for this item.
Make or Buy
Select the option that applies to items with the Inventory Item set to Yes. The Planner Workbench uses this to populate the appropriate value for the implementation type. You can’t change this value if open orders exist for the item.
Make
Usually manufactured. The Planner Workbench populates the implementation type Discrete job. The planning process passes demand down from manufactured items to lower level components.
Buy
Usually purchased. The Planner Workbench populates the implementation type to Purchase Requisition. The planning process doesn’t pass demand down from purchased items to lower level components.
Maximum Days of Supply
Indicates the maximum allowed days of supply for replenishment reorder.
Maximum Min-Max Quantity
Indicate the maximum on-hand quantity that you don’t want to exceed for Min-Max Planning.
Maximum Order
Enter the maximum order quantity or repetitive rate (units per day) of the item. Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements exceed the maximum order quantity, planning algorithms suggest the maximum order quantity. For repetitive items, when average daily demand for a repetitive planning period exceeds of the maximum order quantity, planning algorithms suggest the maximum order quantity as the repetitive daily rate. For example, use this to define an order quantity above which you do have insufficient capacity to build the item.
Maximum Order Quantity
Enter the maximum order quantity or repetitive rate (units per day) of the item. Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements exceed the maximum order quantity, planning algorithms suggest the maximum order quantity. For repetitive items, when average daily demand for a repetitive planning period exceeds of the maximum order quantity, planning algorithms suggest the maximum order quantity as the repetitive daily rate. For example, use this to define an order quantity above which you do have insufficient capacity to build the item.
Minimum Days of Supply
Indicate the minimum allowed days of supply before replenishment must occur.
Minimum Min-Max Quantity
Indicate the minimum on-hand quantity before replenishment for Min-Max Planning.
Minimum Order
Enter the minimum order quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements fall short of the minimum order quantity, planning algorithms suggest the minimum order quantity. For repetitive items, when average daily demand for a repetitive planning period falls short of the minimum order quantity, planning algorithms suggest the minimum order quantity as the repetitive daily rate. For example, use this to define an order quantity below which it’s unprofitable to build the item.
Minimum Order Quantity
Enter the minimum order quantity or repetitive rate (units per day). Planning algorithms (reorder point, min-max, MPS, and MRP) use this to modify the size of planned order quantities or repetitive daily rates. For discrete items, when net requirements fall short of the minimum order quantity, planning algorithms suggest the minimum order quantity. For repetitive items, when average daily demand for a repetitive planning period falls short of the minimum order quantity, planning algorithms suggest the minimum order quantity as the repetitive daily rate. For example, use this to define an order quantity below which it’s unprofitable to build the item.
Organization
Optionally enter the organization from which an internal requisition draws the item. This applies only when Inventory is the replenishment source type
You can choose organizations that meet the following criteria:
-
The item is assigned to the source organization
-
The source organization has a valid inter-organization relationship with the current organization
The source organization can be your current organization if the item is MRP planned and you choose a non-nettable Source Subinventory.
Percent
Enter the percent to dynamically calculate safety stock quantities for the item. The planning process multiplies this percent by the average gross requirements.
The planning process uses this attribute when you set Safety Stock to MRP planned percent.
Planner
Enter the material planner assigned to plan this item. You must define planner codes for your organization before updating this attribute.
The planner defined here’s responsible for approving all move order lines requesting the item if move order approvals are used.
If an item is supplier managed, you must enter a planner for the item.
Release Authorization Required
Authorization is require before a sales order is created. You can set the authorization as follows:
Customer:
You must obtain release authorization from the customer.
Supplier
You must obtain release authorization from the supplier.
None
Release authorization isn’t required
Safety Stock Planning Method
Planning method to be used in calculating safety stock levels.
Subcontracting Component
Indicate the subcontracting type associated to this item when it’s used as a subcontracting component in Chargeable Subcontracting. The available choices are:
Pre-positioned
The item is a subcontracting component sold to a manufacturing partner independently of subcontracting components
Synchronized:
The item is a subcontracting component sold to a manufacturing partner and is synchronized with a specific order.
Subinventory
Enter the subinventory within the source organization from which an internal requisition draws the item. This applies only when Inventory or Subinventory is the replenishment source, and only when you specify a source organization. For MRP planned items, you must enter a non-nettable source subinventory when the source organization is the current organization.
Type
Indicate the way in which requests are fulfilled.
Inventory
Fill requests by creating internal requisitions that become internal sales orders, pulling stock from existing inventory.
Supplier
Fill requests by creating purchase requisitions that become purchase orders, procuring the item from a supplier.
Subinventory
Fill requests by creating move order requisitions that become move orders, pulling stock from an existing subinventory.
Window Days
Enter the period for which a forecast is considered by the planning engine.