Requirements Rules

This screen allows you to maintain Requirements Rules.  Requirements Rules allow you to define defaults that will be used in the Requirements Run program.  The following rule settings are available

 

Entry and Display fields

 

Replenishment Horizon: This tells the Requirements routine how far into the future to look at Supply and Demand.  Select one of the following from the drop-down list:

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Fixed - Denotes that the Replenishment Days defined at the commencement of the  Requirements routine will determine the planning horizon for all Items

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Lead Time - Denotes that the Replenishment Days defined at the commencement of the Requirements routine plus each Item’s Leadtime will determine the planning horizon for each Item

 

Replenishment Days or Weeks: This defines the default Replenishment Days or Weeks that will be displayed each time the Requirements Routine is run.  If required it can be altered in that screen and made specific to that run.

 

Exclude Forecasts: This defines the default parameter that will be displayed each time the Replenishment Routine is run.   The options are:

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If checked then Item Forecasts will not be included in the Requirements Run

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If unchecked then Item Forecasts will be included in the Requirements Run

 

Exclude Sales Demand:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude Sales Demand' field in that screen will be defaulted to this entry.

 

Exclude Job Demand:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude Job Demand' field in that screen will be defaulted to this entry.

 

Exclude Assembly Demand:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude Assembly Demand' field in that screen will be defaulted to this entry.

 

Exclude Purchase Supply:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude Purchase Supply' field in that screen will be defaulted to this entry.

 

Exclude Assembly Supply:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude Assembly Supply' field in that screen will be defaulted to this entry.

 

Exclude Planned Orders:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude Planned Orders' field in that screen will be defaulted to this entry.

 

Exclude OnHold Orders:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Exclude OnHold Orders' field in that screen will be defaulted to this entry.

 

Forecast Style:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Forecast Style' field in that screen will be defaulted with this value.  From the drop-down list, select the Forecasting Style which you wish to default in the Replenishment Run. The options are 'Inventory' or 'Sales'

 

Forecast From:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Forecast From' field in that screen will be defaulted with this value.  From the drop-down list select the source of the Forecast to be used. The options are:

Entered Monthly: Refers to the Monthly Forecast as entered into screen Inventory>Item Forecast
History Generated: This Forecast will be generated during this Replenishment Run.

Entered Daily: Refers to the Daily Forecast as entered into screen Inventory>Item Forecast

History Source:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'History Source' field in that screen will be defaulted with this value.  The Source of the History used to generate the Forecast. The Options (and their method of calculation) are:

Average Days: If this is selected then the Ostendo calculates the sum of the history (Inventory or Sales) over the number of days entered into 'History Days' and determines and average daily quantity. This is used to calculate the Monthly quantity for the current and subsequent months. This calculated value is then uplifted by the History Factor (I.e 10% uplift = Monthly Quantity * 1.1) to arrive at a monthly Forecast to use.

Same Month Last year: If this is selected then the Ostendo calculates the usage over the equivalent month in the past year and applies the History Factor (I.e 10% uplift = Monthly Quantity * 1.1) to arrive at a monthly Forecast to use in this Replenishment run.

History Days:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'History Days' field in that screen will be prefilled with this value. 

 

History Factor:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'History Factor' field in that screen will be prefilled with this value. 

 

Expedite Purchase Orders:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Expedite Purchase Orders' field in that screen will be defaulted with this entry. 

 

Expedite Assembly Orders:  Whenever you start a new Inventory Replenishment run via screen Requirements>Inventory Replenishment  the 'Expedite Assembly Orders' field in that screen will be defaulted with this entry. 

 

Availability Priority Sequence 1:  This defines the default Priority sequence by which the Order Availability routine evaluates availability of stock to Orders.  The available options against this Priority level are:

None - No priority sequence

Required Date - The Order Required Date

Order Date - The Date the Order was raised

Customer Priority - The Priority defined against the Customer master

Order Priority - The Priority Number defined against the Order

Order Started - Orders whose status is ‘In Progress’ come first

 

Availability Priority Sequence 2:  This defines the second Priority (Sorted within the first Priority) sequence by which the Order Availability routine evaluates availability of stock to Orders.  The available options against this Priority level are:

None - No priority sequence

Required Date - The Order Required Date

Order Date - The Date the Order was raised

Customer Priority - The Priority defined against the Customer master

Order Priority - The Priority Number defined against the Order

Order Started - Orders whose status is ‘In Progress’ come first

 

Availability Priority Sequence 3:  This defines the third Priority (sorted within the second Priority) sequence by which the Order Availability routine evaluates availability of stock to Orders.  The available options against this Priority level are:

None - No priority sequence

Required Date - The Order Required Date

Order Date - The Date the Order was raised

Customer Priority - The Priority defined against the Customer master

Order Priority - The Priority Number defined against the Order

Order Started - Orders whose status is ‘In Progress’ come first

 

Availability Include Jobs: ‘Check’ this checkbox if you want the Order Availability parameter screen to be defaulted with the option to include Job Orders

 

Availability Include Sales: ‘Check’ this checkbox if you want the Order Availability parameter screen to be defaulted with the option to include Sales Orders

 

Availability Include Assemblies: ‘Check’ this checkbox if you want the Order Availability parameter screen to be defaulted with the option to include Assembly Orders

 

Availability Include Planned: ‘Check’ this checkbox if you want the Order Availability parameter screen to be defaulted with the option to include Orders whose status is ‘Planned’

 

Availability Include On-Hold: ‘Check’ this checkbox if you want the Order Availability parameter screen to be defaulted with the option to include Orders whose status is ‘On-Hold’

 

Availability Include Quote: ‘Check’ this checkbox if you want the Order Availability parameter screen to be defaulted with the option to include Orders whose status is ‘Quote’

 

Availability Required Horizon Days: Enter the number of days that will be added to the Order Availability run date to provide a date to populate the  ‘Demand Up To Required Date’ field in the Order Availability Parameter screen.  If nothing is entered here then zero is assumed.

 

Availability Include Future Supply: ‘Check’ this checkbox to prefill the equivalent checkbox in the Order Availability parameter screen.  This feature allows you to assess shortages and compare them against Supply Orders.  

 

Availability Supply Horizon Days: This field is used in conjunction with the previous field to provide the date up to which the Future Supply will be assessed.  Enter the number of days that will be added to the Order Availability run date to provide an inclusion date for future supply orders.  If nothing is entered then zero days is assumed.

 

Availability Fulfilment Policy: From the drop-down list select the Policy that will prefill the Order Availability parameter screen.  You can, of course, select another policy before running the Order Availability routine.  The policy options are:

Partial order Fulfilment Allowed - You can allocate the line quantity even though other lines in the order cannot be fully satisfied

Only Full Order Fulfilment Allowed - If any line in the order cannot be fully satisfied then none of the lines in the Order will be included

Determined by Order Full Delivery Flag - If any line in an Order flagged as ‘Full Delivery’ cannot be fully satisfied then none of the lines in that Order will be included.  Any Order not flagged as ‘Full Delivery’ will be treated as ‘Partial Fulfilment Allowed’

 

Availability Assembly Full Pick Only: ‘Check’ this checkbox if your policy is to only pick Assembly Order lines when ALL the components are available.  If this is not checked then the above ‘Partial order Fulfilment Allowed’ policy will be assumed.

 

Availability Jobs Full Pick Only: ‘Check’ this checkbox if your policy is to only pick Job Order lines when ALL the components are available.  If this is not checked then the above ‘Partial order Fulfilment Allowed’ policy will be assumed.

 

Schedule Horizon Days: Enter the number of days that the Constraint Scheduling process will process.  If nothing is entered then all current and future loadings will be scheduled.

 

Display Schedule Inquiry: If this is 'checked' then an Inquiry Panel will appear at the bottom of the Scheduling screen.   The content of that display is defined by the queries entered into the next two fields.

 

Schedule Resource Inquiry SQL: Enter the SQL query that will define the displayed fields and format of the Inquiry Panel (shown at the bottom of the Resource Loading Board) whenever  a Resource is selected

 

Schedule Order Inquiry SQL:  Enter the SQL query that will define the displayed fields and format of the Inquiry Panel (shown at the bottom of the Resource Loading Board) whenever an Order is selected

 

Sub Assembly Explosion Default: The selection here will be the default that is displayed in the 'Create Required orders' screen for Assembly Orders.  In that screen it allows you to not only create the Assembly Order for the Selected Line(s) but also for Sub-Assemblies throughout the product structure of the selected line(s).   The options are:

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No Explosion.  This denotes that only the selected line will be converted into an Assembly Order

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Explode Source On Demand.  The selected line and all its lower-level sub Assemblies whose Default Supply Method (as defined against the sub-assembly's Item Master  record) is 'Source On Demand' will be converted into an Assembly Order and each will contain reference to the Assembly Order of the selected line

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Explode All.  The selected line and all its lower-level sub Assemblies will be converted into individual Assembly Orders and each will contain reference to the Assembly Order of the selected line

 

Graphical Plant View Filename:  From the drop-down point to the location of your Graphical Plant View Workflow.   This then informs screen Requirements>Graphical Plant View which workflow to apply to the display.

 

Daily or Weekly: Choose either Daily or Weekly replenishment planning.

 

Use Item Site Lead Time for Replenishment: Tick this option to use Site Lead Time for replenishment.  (Item Site records are created if either the Cost by Site or Auto Create Item Site Records option is ticked in Item Rules).

 

Multi-Level Explosion: Tick this box to default the Multi-Level Explosion checkbox in Inventory Replenishment screen

 

Buttons

 

Close: This will close the Replenishment Rules screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.