Replenishment Journals are used to calculate the 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.
Refer to the topics Replenishment Templates and Replenishment Batch for a more detailed description of the fields in these tables.
Add Items to Journal
The journal can be populated by manually adding lines to the journal by executing the Add Items to Journal function. The Add Items to Journal function will then run the Add Items to Replenishm. Jrnl. report.
In the Add Items to Replenishm. Jrnl. report's request page:
- If you select the Calculate Inventory option, the system recalculates the Replenishment Item Quantity table before executing the Replenishment Process of adding items to the Replenishment Journal.
- If you select the Skip 0 Lines option, the Replenishment Process will not insert lines if the result of the calculation is 0.
Tip: It is advisable not to skip 0 lines when logging the replenishment result, as it is not possible to look at the Replenishment Log unless the record exists in the journal.
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 can also be populated by using the Scheduler job. It is convenient for companies to have the Replenishment Item Quantity calculation and population of the Replenishment Journals to be scheduled to run overnight, so that everything is ready for buyers when they show up for work.
If you need to process a lot of items in the journal calculation, it is possible to run the Replenishment Journal calculation in parallel. Running in parallel means the items in a Replenishment Journal are split evenly and shared across multiple sessions, so that they are calculated in parallel to speed up the calculation time of that journal. When the Replenishment Journal is run with the scheduler job and there are multiple journals that need to be calculated, the journals will be picked up sequentially by the job. For more information see Parallel Replenishment Journal Calculation.
The Replenishment Batch record is used to control when the Replenishment Journal should be populated by the Scheduler Job. Irregular Replenishment Journals are set to Manual and you can execute them as needed.
Replenishment Journal Lines
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.
If you change the value of the Quantity field, the system changes the quantity of the Replenishment Journal Detail records according to the proportion of the previous quantity in the records.
If you create a record manually to the journal, you must also create the Replenishment Journal Detail lines for each store/location and variant. The total quantity of the detail lines will update the quantity of the journal line when you exit the detail lines.
For an item with Select Lowest Price Vendor activated, when you change the value of the Quantity or Unit of Measure Code field in the Replenishment Journal Lines, the system will recalculate the lowest price vendor immediately if the Recalc. Vendor on Item Quantity Change setup has been activated in Replenishment Template. Alternatively, you can use the Recalc. Vendor (All) and Recalc. Vendor (Line) actions in the Replenishment Journal Details page to recalculate the lowest price vendor manually.
For more details about the actions, see To work with lowest price vendor in the Replenishment Journal Detail page.
Note: These lowest price vendor recalculation features will be disabled, when the Skip Cost Recalculation on Qty. Change setup is activated in the Replen. Setup.
Replenishment Log Lines
If you want to check in detail the calculation steps that the system performed, you can do so in Calculation Log Lines.