Replenishment Templates

In order to use the Replenishment system, you must set up one or more Replenishment Templates.

The Replenishment Template defines what should be calculated in the journal.

Using the Replenishment Type field, the Template specifies whether it should create Purchase Orders, Transfer Orders from a warehouse to the stores, or Transfer Orders between stores. The Replenishment system can have many Replenishment Templates for both order types.

Note: For Templates with the Replenishment Type set to Redistribution, more fields need to be set up as described below. For more details about this setup see How to: Set Up Redistribution Templates .

Common Fields

Field	Description
Replenishment Type	Here you can select whether the Replenishment Template is to be used for creating Purchase Orders or Transfer Orders. The selection Redistribution is used for Store Stock Redistribution.
Template Type	Standard For classical Purchase and Transfer Replen. Journals that process standard items. BOM If you want the replenishment of the BOM and components to be done in a two-step approach, use this option for the BOM Replen. Journal to process BOM items. Component If you want the replenishment of the BOM and components to be done in a two-step approach, use this option for the Component Replen. Journal to process components based on the demand from the linked BOM Replen. Journal.
Purchase Order Type	This field has the following options: One Purchase Order per Vendor (replenish warehouse) One Purchase Order per Vendor with Cross Docking (replenish warehouse and store) Purchase Orders for Receiving Locations (replenish store) Purchase Journal - One Purchase Order per Vendor By selecting One Purchase Order per Vendor, the system will create one Purchase Order per vendor for the lines in the linked Replenishment Journals. This Purchase Order Type is used for a two-step Replenishment, where Purchase Orders are created to replenish the warehouses by using a Purchase Replen. Journal. The replenishment of the stores is calculated in a separate Transfer Replen. Journal. Purchase Journal - One Purchase Order per Vendor with Cross Docking If you select One Purchase Order per Vendor with Cross Docking, the system will create one Purchase Order per vendor like in the previous option, but it will also create planned cross docking Transfer Orders, so that when the Purchase Order arrives at the warehouse, some of the items can be cross docked and sent directly to the stores that are waiting for them. Purchase Journal - Purchase Orders for Receiving Locations If you select Purchase Orders for Receiving Locations, the system will create Purchase Orders for the stores instead of the warehouse. This Purchase Order Type is used in scenarios without warehouse where vendors deliver directly to the stores. Items with very short durability (for example bakery products) are also often replenished directly to the stores instead of being delivered to the warehouse first and then forwarded to the stores. Note: When Purchase Orders are created per vendor to replenish the warehouses, it is possible to create a separate Purchase Order for each destination location, by activating the Create Purchase Orders per Location field.
Create Purchase Orders per Location	This option is available when the Purchase Order Type is set to One Purchase Order per Vendor or One Purchase Order per Vendor with Cross Docking. While the Purchase Orders are created to replenish the warehouses, when this field is activated, the system will create one Purchase Order per vendor and also per destination location.
Show Destination Information in Purchase Orders	This option is available when Create Purchase Orders per Location is activated. It specifies if the information of the destination location will be shown in the General Comments field in the Retail Purchase Order. This field has the following options: None Destination No. Destination Name Destination Address This information makes it easy to identify to which destination location the Purchase Order is created for. In a multi-company replenishment environment, the information of the customer will be shown instead, since the locations reside in the sales companies.
Select Lowest Cost By	This option is available when Purchase Order Type is set to Purchase Orders for Receiving Locations. It specifies if the system will group the total quantity by item or by item and location, to retrieve the vendor that is offering the lowest price. This field has the following options: Item and Location Item This option only works when Select Lowest Price Vendor has been activated for the item. For more detail about this setup see Replenishment Calculation With Lowest Price Vendor.
Recalc. Vendor on Item Quantity Change	This option is available when the Replenishment Type is set to Purchase. It specifies whether the system will automatically recalculate the lowest price vendor for the detail lines, whenever there is a change in the Quantity or Unit of Measure Code at the Journal Line level. This option only works when Select Lowest Price Vendor has been activated for the item, and when Skip Cost Recalculation on Qty. Change has not been activated in the Replen. Setup. For more detail about this setup see Replenishment Calculation With Lowest Price Vendor.
Transfer Journal	If you enter Transfer in the Replenishment Type field, the Purchase Order Type will not be visible.
Location Code	This field must always be filled in, unless Purchase Orders for Receiving Locations was selected as the Purchase Order Type.
Create Orders Automatically	Do Not Create Orders Automatically The system leaves the journal lines after the Replenishment Journal has been populated/calculated, and the buyer can then modify and manually create the order. Create Orders Automatically The system automatically creates the order once the journal has been populated. This might be done when populating/calculating the journal by a Scheduler Job overnight. Put Creation of Orders on Batch Posting Queue Acts the same as Create Order Automatically, but the system creates a request in the Batch Posting Queue which will then create the order when it has reached the record in the queue. This would most likely be used if there are locking problems with the Create Orders Automatically method.

Fields for BOM and Components

A bill of materials (BOM) is a product that consists of multiple items, and these items that are needed to create the BOM are known as components. In the food and beverage sector within the hospitality industry, a BOM is more commonly known as a recipe and the components are the ingredients that make up the recipe. There are fields specific to the BOM and Component Replen. Journals which can be set up in the Replen. Template page.

Field	Description
Template Type	Use the BOM option for the BOM Replen. Journal to process BOM items, and the Component option for the Component Replen. Journal to process components based on the demand from the linked BOM Replen. Journal. If the Component option is selected, the Linked BOM Replen. Template Code must be filled in.
Linked BOM Replen. Template Code	This field is only applicable when Template Type is set to Component. It specifies the BOM Replen. Template which contains the BOM demand where the replenishment quantity of the components are derived from.
Calc. Component Jrnl. Automatically	This field is only applicable when Template Type is set to BOM. It specifies if the Replenishment Journal calculation is done in one or two steps. The available options are: Do Not Calculate Component Journal Automatically Calculate Component Journal Automatically The first option only calculates the BOM Replen. Journal. You can manually review the results, adjust, and calculate the Component Replen. Journal in a second step. The second option calculates the BOM Replen. Journal and all its linked Component Replen. Journals in one step.
Release Assembly Order After Creation	This field specifies if the Assembly Orders will be automatically released after they are created from the BOM Replen. Journal. A default value can also be set up with the same field name in Replenishment Setup, in the Integration FastTab, and it will be automatically applied to all newly created Replen. Templates.

Fields for Multi-Company Replenishment

In a Multi-Company environment, when order documents are created from the Replenishment Journal in the supply chain company, Sales Orders are created instead of Transfer Orders, if the locations reside in the sales companies. There are fields specific to Multi-Company Replenishment which can be set up in the Replen. Template page.

Field	Description
Create Sales Orders per Location	This option is available when: The Replenishment Type is set to Transfer, or The Replenishment Type is set to Purchase, and the Purchase Order Type is set to One Purchase Order per Vendor with Cross Docking. When the Sales Orders are created from the Replenishment Journal for the sales companies, if this check box is selected, the system will create one Sales Order per customer and also per location. It is possible to assign a different number series for the Sales Orders for each location, which can be set up using the Sales Order No. Series field in the Location Card. The Ship-to Code field in the Retail Sales Order will be assigned with the same Code as the location. If a Ship-to Code with the same Code as the location does not exist for the customer, it is possible to automatically create the Ship-to Code by selecting the Autom. Create Ship-to Code check box in Replenishment Setup, in the Integration FastTab. A Ship-to Address setup will then be created with the same Code and address details as the location.
Release Sales Order After Creation	This field specifies if the Sales Orders will be automatically released after they are created from the Replenishment Journal. A default value can also be set up with the same field name in Replenishment Setup, in the Integration FastTab, and it will be automatically applied to all newly created Replen. Templates.

Field

Description

Create Sales Orders per Location

This option is available when:

The Replenishment Type is set to Transfer, or
The Replenishment Type is set to Purchase, and the Purchase Order Type is set to One Purchase Order per Vendor with Cross Docking.

When the Sales Orders are created from the Replenishment Journal for the sales companies, if this check box is selected, the system will create one Sales Order per customer and also per location. It is possible to assign a different number series for the Sales Orders for each location, which can be set up using the Sales Order No. Series field in the Location Card.

The Ship-to Code field in the Retail Sales Order will be assigned with the same Code as the location. If a Ship-to Code with the same Code as the location does not exist for the customer, it is possible to automatically create the Ship-to Code by selecting the Autom. Create Ship-to Code check box in Replenishment Setup, in the Integration FastTab. A Ship-to Address setup will then be created with the same Code and address details as the location.

Release Sales Order After Creation

This field specifies if the Sales Orders will be automatically released after they are created from the Replenishment Journal.

A default value can also be set up with the same field name in Replenishment Setup, in the Integration FastTab, and it will be automatically applied to all newly created Replen. Templates.

Filters

In the Replen. Template page you can set the filters you want to apply to the Item when you add items to the Replenishment Journals.

Filter	Description
Vendor No. Filter	This field specifies the Vendor Number that will be used to filter the items. An example of the value is 1000, if you only want to select items from the vendor number 1000. If you enter 1000...2000, the system will select all items from the vendor's number range from 1000 to 2000.
Item Division Filter	This field specifies the item division that will be used to filter the items.
Item Category Filter	This field specifies the item category that will be used to filter the items.
Retail Product Filter	This field specifies the item product group that will be used to filter the items.
Item No. Filter	This field specifies the item number that will be used to filter the items.
Store Group Filter	This field specifies the store group that will be used to filter the locations.
Season Filter	This field specifies season code that will be used to filter the items.
Replenishm. Calc. Type Filter	This field specifies the Replenishment Calculation Type that will be used to filter the items. When you look up the value, the Replen. Select Filters page opens, you can select the Replenishment Calculation Types you want to use.
ABC Amount Filter	This field specifies the ABC amount that will be used to filter the items. You can select from the available options: A, B, C.
ABC Profit Filter	This field specifies the ABC profit that will be used to filter the items. You can select from the available options: A, B, C.
Item Hierarchy Filter	This field specifies the item hierarchy that will be used to filter the items.
Item Hierarchy Level Filter	This field specifies the item hierarchy level that will be used to filter the items.
Item Hierarchy Value Filter	This field specifies the item hierarchy value that will be used to filter the items.
Special Group Code Filter	This field specifies the special group code that will be used to filter the items.
Item Attribute Code Filter	This field specifies the item attribute code that will be used to filter the items.
Item Attribute Value Filter	This field specifies the item attribute value that will be used to filter the items.