Replenishment Transfer Rule

Auto-Single means that each location gets one item in a Priority order (1, 2 …). This is the same order as in the Lines FastTab. When a location has an item, the next location gets another item and so on, until there is no more effective inventory in the warehouse or in the scenario of cross docking, until there is no more order quantity to cross dock. In the example in the above image, all locations in the Replenishment Group LARGE will get one item, followed by the locations in the MEDIUM group. Locations S0001 and S0003 will be excluded from the groups. If a distribution location for an item is not listed in the rule, that location will be handled as a group with the lowest Priority (the highest number).

Auto-Full means that each location gets its calculated quantity in a Priority order (1, 2 …), or until there is no more effective inventory in the warehouse, or in the scenario of cross docking, until there is no more order quantity to cross dock. In the above example, all locations in the Replenishment Group LARGE will get the requested number of items, followed by the locations in the MEDIUM group. Locations S0001 and S0003 will be excluded from the groups. If a distribution location for an item is not listed in the rule, that location will be handled as a group with the lowest Priority (the highest number).

For more information on Replenishment Group, see To set up Replenishment Group below.

The Transfer Rule also comes with the Consider Only Locations in Transfer Rule option. When this option is enabled, only the locations defined in the Transfer Rule receive stock in the Transfer Replenishment Journal. Locations that are excluded or not listed in the rule receive zero quantity and do not consume the available stock. When the option is disabled, any location with demand receives stock, whether or not it is defined in the rule.

Transfer Type: Auto-Sequence Group

Auto-Sequence Group lets you combine Auto-Single and Auto-Full within a single Transfer Rule by organizing the locations into up to three sequence groups: A, B, and C. Each Replen. Transfer Rule Line is assigned a Sequence Group and a Transfer Type, and all lines in the same sequence group use the same Transfer Type.

When the journal is calculated, the sequence groups are served in order. Group A is distributed first, using Group A's Transfer Type and the Priority order of its locations. The remaining quantity is then passed to Group B, and finally to Group C.

The Sequence Group and Transfer Type columns are shown on the Replen. Transfer Rule Lines only when the Transfer Type on the header is set to Auto-Sequence Group.

Locations that need stock but are not listed in the rule are handled as part of the lowest sequence group defined in the rule, and are given the lowest Priority.

Calculation examples

Comparison between Auto-Single and Auto-Full

In this example, item 10000 is calculated with the Transfer Replenishment Journal and has a demand quantity of 5 in three locations each. The warehouse, however, only has 12 units of the item and is unable to fulfill the demand of all the locations. The Replenishment Transfer Journal will calculate the distribution of item 10000 between the locations based on the Replenishment Transfer Rule that is set up in the priority order of S0001, S0002, and S0003.

The example shows the calculated distribution quantity of the item based on different Transfer Types:

Auto-Sequence Group

In this example, item 10000 is calculated with the Transfer Replenishment Journal and has a demand quantity of 10 in each of five locations (total demand 50), but the warehouse can only supply 31 units. In the rule, locations S0001 and S0002 are in Sequence Group A with Transfer Type Auto-Full, and locations S0003, S0004, and S0005 are in Sequence Group B with Transfer Type Auto-Single. Group A is served first: S0001 and S0002 each receive their full demand of 10, using 20 units. The remaining 11 units are passed to Group B and distributed Auto-Single, one at a time by priority, giving S0003 = 4, S0004 = 4 and S0005 = 3.

The example shows the calculated distribution quantity of the item based on two Sequence Groups with different Transfer Types:

To set up Replenishment Group

Click the icon, enter Replenishment Groups, and select the relevant link.
Click New, and fill in the Code and Name of the Replenishment Group.
Next, to attach a location to the Replenishment Group, you need to open the Location Card: Click the icon, enter Locations, and select the relevant link.
Select a location to open its Location Card.
Go to the Replenishment FastTab, and fill in the Replenishment Group field.

Rearrange the location in Replenishment Transfer Rule Lines

The rearrangement of the location in Replenishment Transfer Rule Lines to the order of importance can be done by using the Calculate function or using the Move Up and Move Down action in the Priority action group.

The Calculate function will rearrange the existing Replenishment Group or Location in the selected Replen. Transfer Rule based on the Turnover or Sales Quantity, depending on the selected Calculation Type.

The calculation of the Turnover and Sales Quantity can be filtered with the Item Filters available in the Replen. Transfer Rule. A Replenishment Group or Location will be assigned with a high priority (lower number), when its Turnover or Sales Quantity is high.

For Replen. Transfer Rule Lines that are marked as Exclude, no Turnover or Sales Quantity will be considered and therefore will be assigned with the lowest priority in the list.

Schedule the Transfer Rule Calculation

The calculation of Replenishment Transfer Rule can be scheduled by creating a Scheduler Job:

Select a Scheduler Job Type Code.
In the Object Setup FastTab, select Codeunit in the Object Type field, and assign the Object No. with 73042075 (LSC REPL Trsf. Rule Autom. Run).

To assign a Replenishment Transfer Rule to Items

You can assign a Replenishment Transfer Rule at three different levels: Item, Retail Product Group, and Item Category. Each level includes a Replen. Transfer Rule Code field where you can specify the rule. When the Replenishment Journal is calculated, the system uses the rule in the following order of priority:

Item level – If a rule is assigned directly to the item, this value is always used.
Retail Product Group level – If no rule is defined at the item level, the system uses the rule assigned to the item’s Retail Product Group.
Item Category level – If neither the item nor its Retail Product Group has a rule assigned, the system falls back to the rule defined for the Item Category.

In addition to assigning rules manually at each level, you can also assign a Replenishment Transfer Rule to multiple items at once. Use the Assign to Items function, which opens the Assign Replen. Transfer Rule to Items report. This report allows you to specify item filters to determine which items should receive the rule. By default, the report uses the filters defined in the Item Filters section of the Replen. Transfer Rule page, but you can modify these filters before running the assignment if needed.