Templates and Journals

Replenishment Journals are used to calculate Purchase Order and Transfer Order proposals for Replenishment based on the current stock situation and the demand in the stores. The calculation of the journals depends on the Replenishment Item Quantity table, which needs to be calculated up front.

Each Journal has a Template and a Batch:

The Template defines what should be calculated in the Journal and it provides filters for items, stores, vendors, and more.
The Batch defines when the Journal should be calculated.

The journal can be populated by manually adding lines to the journal by executing the function:

Add Items to Journal for Purchase and Transfer Replenishment Journals.
Add Items to BOM/Component Journals for BOM Replenishment Journals.
Add Items to Component Journal for Component Replenishment Journals.
Add Items to Journal/Preview for Redistribution Journals.

The process steps through the Replenishment Item Quantity table according to the filtering in the Replenishment Template/Add Items to Journal function. The report inherits the filtering from the Replenishment Template record, but you can alter the filtering for that specific execution of the Replenishment Journal.

The Replenishment Journal Lines show the items that the Add Items to Journal function created, and each line is a total line for the item number. You can access the Replenishment Journal Detail records by drilling down the Quantity column in the Replenishment Journal Lines. The detail lines show the quantities per individual store/location and variant.

You can check in detail the single calculation steps performed by the system in Calculation Log Lines.

Thresholds

Purchase and Transfer Thresholds are used to define upper and lower limits for the Replenishment Journals. Thresholds can be used to reduce transportation cost by avoiding Transfer Orders with too little quantity or value. See Transfer and Purchase Thresholds for more information about Thresholds.

Templates and Journals

Thresholds

See also