Generating Purchase Orders Based on Replanishment Parameters

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Overview

Purchase orders can be created based on inventory replenishment parameters set for your warehouse. This is usually required to avoid item shortages and does not depend on the number of orders made by customers.

Demand Fulfillment Settings

To enable a special workplace for purchase order generation:

  1. Go to Master data and settings > Warehouse and delivery.
  2. Click Demand fulfillment and select the Assigned order fulfillment checkbox.
  3. Under Demand fulfillment, select the Advanced option.

Generating Purchase Orders Based on Demands

  1. Go to Warehouse and deliver > Demand-driven orders.
  2. In Step 1, apply the required filters. For example, you can filter demands by items or warehouse.
  3. In the Supply source type field, select Purchase.
  4. Click Next.
  5. In Step 2, select a Procurement strategy if there is any.
  6. Click Next.
  7. In Step 3 the system will automatically:
    • Show the demand to procure in accordance with min/max settings.
    • Preset the quantity of materials (see the To order column).
    • Show the key min/max settings, such as Balance, Minimum inventory, Maximum inventory, and other. Select the checkboxes of the item you want to order and click Next.
  8. In Step 4, the system will automatically:
    • Fill the demand to procure in accordance with sales, transfer, and kitting orders.
    • Preset the quantity of materials and show reference documents.
    • Recalculate and round the purchasing UOM and quantity in accordance with the order package options and the minimum delivery lot (see the To order column).
  9. This step is usually skipped in this process. Click Next.
  10. In Step 5, check item data before creating purchase orders, then click Create orders. The system will automatically:
    • Create purchase orders.
    • Fill data from the demand.
    • Leave a comment confirming that the purchase order is created in the application.
    • Try to post the document and set the Pending approval status.
    • If there is not enough information to post the document, save the purchase order as a draft to fill and post it afterward.
  11. In Step 6, check a list of purchase orders created. Open each document, add the missing details, and Post it.
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