Set replenishment rule

SOLVED

Hi all,

I'm trying to set a replenishment rule on a location from another one.

We have raw materials in let's say Site: S01, loc type: MAN, location: RM00. We would like to set replenishment rules on this location from another one from the same site, loc type: WHS, location WH51.

So far what I've worked on:

  • Location type MAN and set Replenish ON,
  • Adding a Raw Materials Replenishment option into Local menu 2707,
  • Product Category Raw material, linked under Issue flow / Management rules the newly added option from menu 2707,
  • Added an allocation and issue rule for internal movements that target Location 1,
  • Setting the Dedicated location for Raw Materials Replenishment under Product Category with WHS as Default type and WH51 as Default location (which I'm not 100% is useful since you can define it in Product Site),
  • Setting the Default locations at the Product Site for Raw Materials Replenishment to WHS and WH51,
  • Then, under Product tables > Location RM00, I've filled the assignments on 2 products to test (with stock in WH51 and elsewhere).

Then I run the Pick location replenishment and the Reorder plan. And my expected result would be have suggestions of replenishment for my 2 test products from WH51 only.

Weirdly enough it did seem to work, but I've tried to modify options to see at what step it wouldn't give me a good result and when setting everything back to where I was, it doesn't work anymore.

Anyone has an idea where I can be wrong?

Side question: We also would like to automatize the process to run the Pick location replenishment and Reorder plan on a regular basis and then send the proposed quantities to the managers in charge for them to approve / decline them. Anyone would have a suggestion as to how to do it?

I'm guessing I need to go through the Storage list?

Top Replies

  • Hi  

    I think you skip a step on your setup, did you linked the newly create location category to any stock movement (in the stock management rules of the product category?).

    Can you share a screenshot…

  • +1
    verified answer

    Hi  

    I think you skip a step on your setup, did you linked the newly create location category to any stock movement (in the stock management rules of the product category?).

    Can you share a screenshot of both Receipt / issues rules tabs, please?

    Another step is to ensure the reorder plan transaction is set with automatic determination ticked & replenishable location.

    I'm guessing I need to go through the Storage list?

    Yes, this would work only in the reorder plan (FUNREO).

  • 0 in reply to Julien Patureau

    Merci Julien.

    Edit: So it seems that I forgot to set the locations on Product Site of one of the products. I still had a product that disappeared from the list and I'm not 100% why. Although everything seems to work fine. Now, I've created a Storage List, how can I go through the lists to see if I can find the product?

    I've checked the reorder plan transaction options, they all follow your settings. I've also tried with a new product, same settings, and stocked it in different locations and it works fine. Maybe it was just a mishap, but I really want to understand why.

    Here is a screenshot of Product Category. I've created the stock movement Raw Materials Replenishment. Is that the correct way ? (Side question, what would be the implications of setting the location at the product-category level?).

  • 0 in reply to Julien Patureau

    Is that what you're after?

  • 0 in reply to Job Po

     Yes, thanks for the screenshots

    I understand RM00 is the location to replenish from the location WH51.
    I understand as well the the location category 'Raw Materials Replenishment' is the one you want to use to drive this replenishment.

    I can't remember without testing which stock mgt rule is used for the reorder plan:

    • Either the Stock change, in the Receipt tab, (Currently assigned to Location category 'Warehousing' -> if your test is failing, then you might need to chenge it to 'Raw Materials Replenishment'
    • Or Replenishment, in the Issue tab  (currently assigned to 'Raw Materials Replenishment' -> ok)

    I've also tried with a new product, same settings, and stocked it in different locations and it works fine.

    If the flow is working with another product, check:

    • If both products belong to the same category
    • If the product-site setup is the same regarding the default location
    • Did you have the same stock levels? (Indeed if there is only stock avaible on a single location, your test has not proven that the system restrict the stock selection to only WH51)
  • 0 in reply to Julien Patureau

    Hi  ,

    Apologies for the delayed answer.

    • Or Replenishment, in the Issue tab  (currently assigned to 'Raw Materials Replenishment' -> ok)

    Just confirming it's the issue tab that deals with it.

    • If both products belong to the same category
    • If the product-site setup is the same regarding the default location
    • Did you have the same stock levels? (Indeed if there is only stock avaible on a single location, your test has not proven that the system restrict the stock selection to only WH51)

    Not 100% sure what happened but everything works fine now. I've probably made a mistake in the process.

    I can retrieve the Stock list and associated items with reorder and stock levels.

    Last question: the Stock list is to be used / called with the Location reorder function? I'm trying to call the replenishment list, but I cannot go past the first step since I have an "Invalid transaction" error message back whenever I fill the Txn field with REP.

     

  • 0 in reply to Job Po
    SUGGESTED

    Hi  

    Please be sure your REP transaction is not set with automatic determination (should be unticked):

    It's a product limit with ADC.

  • 0 in reply to Julien Patureau

    Thank you Julien.
    So basically we have to choose either to use the automatic determination for the reorder plan, or to be able to use the ADC for the storage list afterwards. Are they any workarounds known?

  • 0 in reply to Job Po
    SUGGESTED

    I think if you create the storage list from the reorder plan (set with auto determination), this should save the stock to pick.

    Then, you can use the ADC > Location reorder (another transaction with no auto determination), select the storage list and you should be able to validate it.

  • 0 in reply to Julien Patureau

    Thanks Julien, I'll try and keep updated the feed if I'm successful.

  • 0 in reply to Julien Patureau

    I can indeed use the REP option at the Reorder Plan level and then store the data in a Storage List.
    Then it works fine to use it with the ADC Location reorder function.

    I do have something happening at the Reorder plan stage that I can't understand though. I have products that are showing up in the STOREO table, but X3 doesn't offer me a line to select in the Reorder plan for some items.
    I did check stock in replenishing and replenished locations, they would all trigger an action. I've tried with a new item, and for a moment I had it on the Reorder plan, and after I played around with it, it went missing from the selection. It hasn't been moved; I haven't validated the movement. And they still appear in the STOREO table.

    I've probably done something to it that must have triggered this, but I can't figure out what. If anyone have an idea?

  • 0 in reply to Job Po

    Hi   and  

    I think I am sort facing a similar issue here and not sure if it's a bug. Can you tell me if you're seeing the same thing?

    • Search to look for items to replenish,

    • Select a line and click on ‘Storage List’ to assign a Storage List,

    • Not saving it and perform a new search.

    When doing so, the Item seems to disapear. It will not be picked by the Pick location replenishment, but would still be sitting in the STOREO table.

    It’s like it sits with a hidden status that can’t be retrieved by either function.

    I have checked the data stored in the STOREO table. And my conclusion is that there is something going on with the value of the column STAFLG. All the items that are having this issue are being flagged with a value on 2 (Reorder plan) whilst the other ones that would work properly will have a value set on 1 (Waiting reorder). And that is also true for items not linked yet to a Storage list just after performing the Pick location replenishment function (they’ll have a 1).

  • 0 in reply to AmirShahi

    Hi  

    Once you have assigned a product to a storage list, you need to select this list before performing a new search (to display what was already linked to the list):

    Let me know if this input solved your issue.

  • 0 in reply to Julien Patureau

    Hi  ,

    I worked with Sage AU support team and replicated this as a bug and they lodged it for us. The list just disappears if you do not save it and you can't get those reorder suggestions back unless you remove the product assignment from the location, add it again and run the replenishment function again to generate new suggestions.