2. 1. Master Scheduling
2. Materials Planning
3. Hot Lists
4. Create Requisitions and Actions
5. Requisition Approval
6. Suggested Purchase Order
PURCHASING ESSENTIALS
3. Master Scheduling
• Process for inventory analysis, planning, and purchasing
• The Master Scheduling module provides the tools required to
make purchasing or production scheduling decisions based on
forecasts and inventory position.
4. Master Scheduling
• Planning
• Hotlists - Prioritize tasks
• Materials Planning - weekly inventory
position
• Requisitions
• PO export script converts requisitions to
Purchase Orders in the host system
• Actions
• Combine multiple Product needs into
one Requisition
5. Materials Planning
• Projects future weekly inventory levels by SKU
• Planning Horizon - Number of weeks is determined by parameters
• Link from PLF, Hot Lists, Reports, Dashboard
• Incorporates:
• Weekly demand plans
• Inventory ownership (on hand, on order, backorders)
• Returns
• Safety stock
• Vendor lead time
9. Hotlists
Shortage
• Backorders
• Future Backorders
• Net Needs
• Purchases/Transfers
Overage
• Liquidation
• Markdowns
• PO reschedule/cancel
• Transfers
Hotlists help you manage your inventory by prioritizing tasks
10. Hotlist Data
• STReq Short -Term = 4 weeks after Lead Time
(Parameter Set)
• LTReq Long -Term = End of Planning Horizon
Requirement Units =
Accumulated
Backorders
• STNetNeed = Need at Lead Time (Parameter
Set)
• LTNetNeed = Need at end of Planning Horizon
Net Need Units
• Overage units at the end of the Planning
HorizonOverage
21. Create Requisition
• Validate and Hold
• Remains as a Requisition
• Allows for future changes
and updates
• Validate and Save
• Released to Order
Management System
• PO Export process creates
Purchase Order
22. Create Requisition
• Create Requisition from Open Actions
• Consolidate multiple products on one Requisition
26. Suggested Purchase Order
• Consolidates the needs for all products by Vendor.
• SPO Methods – Auto, EOQ, ROP, Coverage
• Recommend orders based on net needs
• Provides variability in coverage periods, delivery and percent
of demand purchased
• Configure different coverage levels by Vendor, Lead time,
Category, Company levels