Overview
In this article we will discuss how the replenishment grid works. It is important you understand the forecasting process, as this will populate the replenishment grid.
Let's review the grid layout:
Row Selection
Select rows to be created using the Purchase, Transfer and Assemble buttons above the grid.Product
The product code, description and forecast status dotDefault Supplier
Order Qty
Unit of Measure
Source Warehouse (blank if replenishment is not an assembled product)
Destination Warehouse
Order by
The date calculated that you should create the transaction. If the transaction is a from a production plan, the system will take the date the stock is needed, calculate the amount of time required to produce that many units from the BOM duration settings and deduct this amount of time from the required completion date.
If the replenishment is calculated from a production plan, then the Order by date is simply the date the stock is required, minus the lead days of that product.It is possible for the date to be calculated to be before today. In this case, the replenishment will be shown as 'overdue' to indicate that you may struggle to make or buy the stock in time.
ETA
The required date that stock is expected to arrive according to the forecast or production plan.
As you save a forecast, calculate a production plan or if AIM receives a new sync of data (which is about every hour) then the replenishment tab will be updated.
If you would like to examine the forecast that calculated the replenishment, you can click on the product, and the supply chart will be opened in the forecast:
Here we see the replenishment is plotted in the Supply chart:
If you would like to export the Replenishments grid, you can use the Export function above the grid. This will download a spreadsheet for you to work off.
Creating replenishments
Purchases
In order to create a purchase order, select the row(s) using the tick box in the left column and select the Purchase button above the grid.
The suggested quantity, default supplier, warehouse and delivery date are pre-populated. You can choose to overwrite these values if you wish.
Click Create Purchases and the purchase orders will be created in your account.
NOTE: The replenishment tab can use either the Base Unit of Measure or the default Purchasing Unit of Measure saved within each product. It is possible to setup supplier pricing using additional units of measure. If you have saved supplier purchase prices that use an additional unit of measure, then AIM will create a purchase order using the units selected in the grid (base or default purchasing). This will result in a purchase price that does not match the supplier pricing setup with an alternate unit of measure.
Assemblies
To create an assembly replenishment, select the row(s) using the tick box in the left column and select the Assemble button above the grid.
The suggested quantity, source and destination warehouse and assemble by date can be edited.
Click Create Assemblies and the assemblies will be created in your account.
Transfers
To create an assembly replenishment, select the row(s) using the tick box in the left column and select the Transfer button above the grid.
The suggested quantity, source and destination warehouse can be edited.
Click Create Stock Transfers and the transfers will be created in your account.
After the replenishments have been created
Once you have created your replenishment a confirmation will appear:
We don't want you to accidentally create duplicate replenishments, so your created replenishment will appear greyed out and the tick box will be removed. This line will be removed from the grid when the page is reloaded.
The forecast of this product will have a new replenishment bar added as an 'Open Transaction: pending.' The 'Required Replenishment' bar will be removed, indicating that this replenishment has been created.
The Open Transaction will be updated with more detail once it is synced through an update from your account, which occurs approximately every hour.
NOTE: You should change the status of your purchases from 'Parked' to 'Placed.' AIM will not incorporate parked purchase orders in the supply calculations. So by confirming a purchase as 'Placed' as soon as possible will clarify the open purchase state of your products.