- Generate forecasts for the period/s, if purchase planning is based on the forecast definition.
- Setup the purchase plan definition.
How to generate the suggested order?
Which warehouses are to be included/excluded?
Minimum/Maximum stocks
Shipping method
Which stocks, actual and projected, to be included?
Which demand, actual and projected, to be considered?
- Reset the suggested order cycle via suggested order cycle reset
Cleans out any old purchase planning cycles still active but are no longer required to be generated.
- Generate the purchase plan matrix if there are unapproved new items or if the factors affecting the purchase plan profile have changed drastically since the last profile update or if the matrix definition has been modified.
- Generate the suggested order requirements via requirements generation
What are the requirements?
Sequence to print in
Are orders for a particular item hierarchy?
Include a particular warehouse?
- Print the suggested orders report via suggested orders report
- Edit the suggested orders via suggested order maintenance
Change, delete the suggested quantities and add new items.
- Generate the purchase orders via purchase order creation
Generates the purchase order file
- Print the purchase orders via purchase orders forms print
Print out the hard copies
Purchase planning matrix
The Purchase Plan Classification can be automatically updated based on the volumetric weight, average monthly sales, or unit cost.
Table 1
|
|
AVG SALES QTY |
UNIT COST Default Low Average High Expensive |
||||
|
|
|
$0.00 – $0.01 |
$0.01 – $1.00 |
$1.00 – $5.00 |
$5.00 – $1000.00 |
> $1000.00 |
|
Low |
0 – 5 |
990 |
100 |
200 |
300 |
400 |
|
Avg. |
5 – 50 |
990 |
100 |
500 |
600 |
950 |
|
High |
> 50 |
990 |
100 |
800 |
900 |
960 |
Table 2
|
TMSDS/PPCU-MD set-up: |
|
|
|
X Axis (Unit Cost) |
Y Axis (Avg.Sales) |
Profile |
|
1 |
999999999 |
990 |
|
100 |
5 |
100 |
|
100 |
50 |
100 |
|
100 |
999999999 |
100 |
|
5000 |
5 |
200 |
|
5000 |
50 |
500 |
|
5000 |
999999999 |
800 |
|
100000 |
5 |
300 |
|
100000 |
50 |
600 |
|
100000 |
999999999 |
900 |
|
999999999 |
5 |
400 |
|
999999999 |
50 |
950 |
|
999999999 |
999999999 |
960 |
The data setup in the X and Y axis are defined in TMSDS/PPCU-DFN. These can be cost, sales quantity, or volumetric weight.
X Axis: Enter the value to be used
Y Axis: Enter the value to be used
Profile: Enter the Profile IDs relating to your companies purchase plan matrix
- The profile (Item classification code) must be a valid IC-TYPE as defined in TMSDS/PPCU-DFN.
- The profile ID must also be setup as a valid purchase plan definition.
Table 3
|
PPCU-DFN Purchase plan class update – definition |
||||||
|
Forecast ID |
B/ F/ C |
Mths to Avg |
Whse for cost |
Title Class |
Levels
1 2 3 4 5 |
1=Cost 2=Avg qty 3=Vol weight |
|
002 |
C |
6 |
0001 |
IC-PP |
2 2 2 2 2 |
1 2 |
Forecast ID: This is the forecast ID used to determine the min/max quantity if purchase plan method is by forecast.
PSI type: This must be the same as the PSI type of the forecast, which has been entered in TMSDS/PSI-TYPE.
Mths to Average: This is the number of months to average in computing the average quantity. The average quantity may be defined as one of the axes in the definition.
Warehouse for Costing: If National Costing is used leave blank. If method is by warehouse enter the main Warehouse ID.
Item Class: Enter the User defined Item Classification holding the profile IDs.
Item Levels: Enter 2 against all Item levels if using a high level definition. For multiple levels enter the item levels to be used.
Cost/Avg mth qty/Vol weight: Enter the two factors to be used. The matrix is a two dimensional table of any two of the three factors of cost, volume, quantity.
Table 4
|
TMSDS/IC-PP Profile |
|
|
Group Code |
Description |
|
100 |
LOW VALUE TITLES |
|
200 |
AVG VAL/LOW VOL |
|
300 |
HIGH VAL/LOW VOL |
|
400 |
EXPENSIVE /LOW VOL |
|
500 |
AVG VAL/AVG VOL |
|
600 |
HIGH VAL/AVG VOL |
|
800 |
AVG VAL/HIGH VOL |
|
900 |
HIGH VAL/HIGH VOL |
|
950 |
EXPENSIVE/AVG VOL |
|
960 |
EXPENSIVE/HIGH VOL |
|
990 |
NO COST/ANY VOL |
Group Code: Enter your Company Group codes to be used to update the IC-type used in the Title masterfile.
Description: Enter the description relating to each of the Group codes.
Table 5
|
TMSDS/IC-TYPES – Classification types |
||||
|
Type |
Description |
Validate |
Multiple |
Mandatory |
|
IC-PP |
Purchase Plan Profile |
Y |
0 |
N |
Type: Enter the IC-PP in TMSDS/IC-TYPES
