Create Purchase and Transfer Orders

While the Purchase Orders and Transfer Orders are usually created manually, it is possible to let the system create the documents automatically after the calculation in the Journal. This can be set up by selecting the value Create Orders Automatically for the Create Orders Automatically field on the Replenishment Template page for the Journal. This is used when executing the Replenishment Journal process as an overnight Scheduled Job.

The Purchase Orders from the Replenishment Journal can either be created per vendor (and per location) to replenish the warehouses, or to directly replenish the stores. You also have the option to let the system automatically create the Transfer Orders for planned cross docking. This can be set up with the Purchase Order Type field in the Replenishment Template page.

In the Replenishment Journal, when the Quantity of an item is a full multiple based on the Qty. per Unit of Measure of the Purch. Unit of Measure assigned to the item, there is an option to create the Purchase Order in Purch. Unit of Measure.
As for Transfer Replenishment Journal and cross-docking scenario, the same option is available to create the Transfer Order in Transfer Unit of Measure when the quantity is in full multiple. These options can be enabled by using the Replen. Journal UoM Handling field for the Purchase or Transfer Unit of Measure in Replen. Setup. For more information, see Order Multiple and Transfer Multiple Validation.

For BOM Replenishment Journal, Assembly Orders will be created instead. For more information, see Create Assembly Orders.

Lead Time Consideration in Purchase Order

The Lead Time calculation extends the general replenishment calculation process for an item to include the delay applicable during inventory movement. The lead time is calculated as the latency between the submission of a Purchase or Transfer Order and the receipt of the items in the warehouse or store.

For purchase replenishment, this refers to the Vendor Lead Time, which is the time taken by the supplier to process the order and ship the items to the warehouse or stores. The Vendor Lead Time can be defined in the Retail Vendor Card and Item Vendor Catalog, but if a vendor has a different lead time for each destination location, this can be defined with the Item Vendor Dest. Locations setup.

For the Purchase Order to consider the Lead Time Calculation value from the Item Vendor Dest. Locations setup, you can activate this in Replen. Setup, using the Enable for Purchase Order setting in the Integration FastTab - Advanced Lead Time Calculation group. Once the setting is activated, the Lead Time Calculation value taken from the Retail Vendor or Item Vendor Catalog will be overwritten with the value from Item Vendor Dest. Locations, if the entry matches with the Vendor No. and Location Code of the Purchase Line. The Lead Time value is then used to calculate the Expected Receipt Date in the Purchase Line.

Put Creation of Purchase/Transfer Orders on Batch Posting Queue

The function of Creation of Purchase/Transfer Orders on Batch Posting Queue is to allocate the document creation request to the Batch Posting Queue to be created by the Batch Posting Queue process (NAS).

Expected Receipt Date for Purchase Orders

When creating a Purchase Order from Purchase Replenishment Journal, it is possible to automatically set the Expected Receipt Date for the Purchase Order according to its Purchase Lines by specifying the Created from Replen. Journal option under the Integration FastTab - Purchase Order (Expected Receipt Date) group in Replen. Setup page.

The options are:

Do Not Populate - The Expected Receipt Date will not be populated.
Populate if all Lines Equal - The Expected Receipt Date will be populated with the Expected Receipt Date of the Purchase Lines if they are all equal.
Populate Earliest Date in Lines - The Expected Receipt Date will be populated with the earliest Expected Receipt Date of the Purchase Lines.
Populate Latest Date in Lines - The Expected Receipt Date will be populated with the latest Expected Receipt Date of the Purchase Lines.

Order Documents Release

It is possible to have the system automatically release the document after it is created from the Replenishment Journal. This can be set up with the Release Purch. Order After Creation, Release Transfer Order After Creation, and Release Sales Order After Creation fields on the Replenishment Template page for the Journal. These three fields are also available on the Replen. Setup page and the global setup will automatically apply to any newly created Replenishment Template.

Multi-Company Replenishment

In Multi-Company Replenishment environment, when the order documents are created from the Replenishment Journal in the supply chain company, Sales Orders will be created instead of Transfer Orders, if the locations reside in the sales companies.

Statistics

The Statistics page gives you a good overview of the total quantity and direct cost of the Replenishment Journal. You can access the Statistics page from the Replenishment Journal by clicking the Statistics action under the Actions - Posting action menu. The detail lines show the quantity and direct cost down to each vendor in the Replenishment Journal.