Requisition Worksheet is used to calculate
1) What items to be ordered
2) When to order
3) How many to order.
How to use Requisition Worksheet ?
1) To open the Requisition Worksheet window, go to Purchase --> Planning --> Requisition Worksheets.
2) Click Function --> Calculate Plan to orepn the request form.
3) You can set filter at the Item tab and Options tab or just accept the default value to calculate for all. However, the Order Date and Ending Date in the Option tab are a mandatory fields. The replenishment order will be proposed from Order Date onwards while the any demands after the Ending date will not be calculated.
4) Navision will calculate and list out order proposal lines.
5) You can edity the proposed lines if you are not happy with the proposed lines.
6) If you are OK with the proposed lines, click on Function --> Carry Out Action Message to open the Message box.
7) Click on the OK button create Purchase Orders.
Please note that the proposed due date in the Requisition Worksheet will depends on when the item is required by the company. To illustrate this clearer, consider the following scenario:
Item A requires 2 weeks lead time to be purchased and the reorder point has been set to 130. Reorder Quantity for Item A has been set to 150.
On 14 October 2007, a salesperson has created a sales order for an important customer with 100 units of Item A. By the time the salesperson created the sales order, Navision has prompted him that there are only 20 units of Item A available in the warehouse. Therefore, the sales person calls the purchaser immediately to replenish the item.
The purchaser run the Calculate Plan in the Requisition Worksheet for Item A. Navision proposed 2 replenishment orders with different due date. The first replenishment order has the due date on 14th October 2007 with the Order quantity of 80 to fulfill the sales order requirement. This can fullfill the quanitity required by the sales order although it is not possible to deliver the item to customer on 14th October 2007. After minus out 100 units for the sales order, there are 0 units remain in inventory, which is lower than the reorder point of 130 units. This will trigger Navision to propose the 2nd replenishment order of 150 units. But this time, the due date is set to 28th October 2007, which is 2 weeks later than the order date.
Showing posts with label Requisition Worksheet. Show all posts
Showing posts with label Requisition Worksheet. Show all posts
Sunday, 14 October 2007
Saturday, 13 October 2007
Setup Item Card for Requisition Management
Planning and Replenishment tabs in Item Card contains setup information that will affect the result in Requisition Worksheet. Open Item Card and then go to Planning tab.
Important fields to take note in the planning tab are:
Reordering Policy
Navision uses reordering policy field to calculate replenishment order quantity.
Fixed Reorder Quantity tell Navision to always take value in the Reorder Quantity field as proposed replenishment quantity. If Maximum Quantity is selected, Navision will calculate the proposed quantity that need to be purchased so that the replenishment will make the inventory level back to the maximum level. If Order is selected, Navision will propose one replenishment based on the requirement in sales order. If you do not select any reordering policy, Navision will not propose any replenishment for the item.
Reorder Cycle
This field accept a date formula that set the planning time frame. Reorder Cycle will be disabled if the Reordering Policy is set to Order. It is also not recommended to use Reorder Cycle together with Maximum Qty. reordering policy.
Reorder Point
Reorder point is the point where you must replenish the item if the quantity of stock fall below the reorder point. If the projected available balance fall below reorder point but still above the safety stock quantity, Navision will create a purchase order proposal that is forward scheduled until the day that cause projected available balance to fall below reorder point.
Safety Stock Quantity
Safety Stock Quantity is the quantity of stock that you want to keep in your inventory to prevent the situation of running out of stock. Inventory level will reach Reorder Point before reaching Safety Stock Quantity so that the items can be replenished before it fall below Safety Stock Quantity. If the projected inventory level already fall below the safety stock quantity, Navision will propose to at least replenish up to the Safety Stock Quantity.
Reorder Quantity
Value in Reorder Quantity field will be used in all replenishement proposal for the item selected. Whenever the item need to be replenished, the item will be replenished with the quantity specified int the Reorder Quantity field.
Safety Lead Time
Safety Lead Time is the safety time buffer to protect against delay in replenishment. Safety Lead Time will push the Expected Receipt Date in Purchase Line to a date later than the Planned Receipt Date.
Expected Receipt Date = Planned Receipt Date + Inbound Warehouse Handling + Safety Lead Time.
Maximum Inventory
Maximum Inventory is the maximum quantity you want to keep in your inventory. Navision will use this field to calcualte the quantity to be replenished if you choose Maximum Quantity in Reordering Policy.
Minimum Order Quantity
Minimum Order Quanitty is the minimum quantity to be purchased at purchase order. You cannot set a quantity in purchase order line that is smaller than the Minimum Order Quantity.
Maximum Order Quantity
Maximum Order Quanitty is the maximum quantity to be purchased at purchase order. You cannot set a quantity in purchase order line that is greater than the Maximum Order Quantity.
Important fields to take note in the planning tab are:
Reordering Policy
Navision uses reordering policy field to calculate replenishment order quantity.
Fixed Reorder Quantity tell Navision to always take value in the Reorder Quantity field as proposed replenishment quantity. If Maximum Quantity is selected, Navision will calculate the proposed quantity that need to be purchased so that the replenishment will make the inventory level back to the maximum level. If Order is selected, Navision will propose one replenishment based on the requirement in sales order. If you do not select any reordering policy, Navision will not propose any replenishment for the item.
Reorder Cycle
This field accept a date formula that set the planning time frame. Reorder Cycle will be disabled if the Reordering Policy is set to Order. It is also not recommended to use Reorder Cycle together with Maximum Qty. reordering policy.
Reorder Point
Reorder point is the point where you must replenish the item if the quantity of stock fall below the reorder point. If the projected available balance fall below reorder point but still above the safety stock quantity, Navision will create a purchase order proposal that is forward scheduled until the day that cause projected available balance to fall below reorder point.
Safety Stock Quantity
Safety Stock Quantity is the quantity of stock that you want to keep in your inventory to prevent the situation of running out of stock. Inventory level will reach Reorder Point before reaching Safety Stock Quantity so that the items can be replenished before it fall below Safety Stock Quantity. If the projected inventory level already fall below the safety stock quantity, Navision will propose to at least replenish up to the Safety Stock Quantity.
Reorder Quantity
Value in Reorder Quantity field will be used in all replenishement proposal for the item selected. Whenever the item need to be replenished, the item will be replenished with the quantity specified int the Reorder Quantity field.
Safety Lead Time
Safety Lead Time is the safety time buffer to protect against delay in replenishment. Safety Lead Time will push the Expected Receipt Date in Purchase Line to a date later than the Planned Receipt Date.
Expected Receipt Date = Planned Receipt Date + Inbound Warehouse Handling + Safety Lead Time.
Maximum Inventory
Maximum Inventory is the maximum quantity you want to keep in your inventory. Navision will use this field to calcualte the quantity to be replenished if you choose Maximum Quantity in Reordering Policy.
Minimum Order Quantity
Minimum Order Quanitty is the minimum quantity to be purchased at purchase order. You cannot set a quantity in purchase order line that is smaller than the Minimum Order Quantity.
Maximum Order Quantity
Maximum Order Quanitty is the maximum quantity to be purchased at purchase order. You cannot set a quantity in purchase order line that is greater than the Maximum Order Quantity.
Requisition Worksheet Template and Requisition Worksheet
To setup Requisition Worksheet Template, go to Purchase --> Planning --> Setup --> Req. Worksheet Templates. Before you can use Requisition Worksheet, you must setup at least one Req. Worksheet Templates. The Req. Worksheet Templates setup information will be stored in Table 244 - Req. Wksh. Template.
Once you have created the templatee for Req. Worksheet, you can add Worksheets under the Req. Worksheet Templates. The Worksheet can be used to differenciate purchaser or use for specic item. Requisition Worksheet setup information will be stored in Table 245 - Requisition Wksh. Name.
Once you have created the templatee for Req. Worksheet, you can add Worksheets under the Req. Worksheet Templates. The Worksheet can be used to differenciate purchaser or use for specic item. Requisition Worksheet setup information will be stored in Table 245 - Requisition Wksh. Name.
What is the difference between Requisition Worksheet and Planning Worksheet
Requisition Worksheet is used to plan for items that are replenished by purchase and transfer while the Planning Worksheet is used to plan for items that are replenished by purchase, transfer and manufactured.
Wednesday, 18 April 2007
Requisition Worksheet
To access Requisition Worksheet Templace, click PURCHASE --> PLANNING --> SETUP --> Req. Worksheet Template.
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