Overview
Once the replenishment strategies are updated, the system automatically recalculates the purchase requirements and provides the user with the opportunity to generate purchase orders.
Purchase orders are created based on demand for replenishment. The additional data that is not provided by the replenishment demand must be filled in manually.
As a result of the process, purchase orders are generated based on the replenishment demand.
Video guide
Generate replenishment-driven purchase orders flowchart
Paths
| Path | Warehouse and delivery → Demand fulfillment → Demand-driven orders |
|---|---|
| In-app link EN code |
e1cib/command/DataProcessor.DemandFulfillment.Command.GenerationOfOrdersByDemands
|
| In-app link RU code |
e1cib/command/Обработка.ОбеспечениеПотребностей.Команда.ФормированиеЗаказовПоПотребностям
|
How to generate replenishment-driven purchase orders
1. Go to Warehouse and delivery, then click Demand-driven orders under Demand fulfillment.
2. In the Step 1, click Custom filters.
3. Select Warehouse filter.
4. In the Supply source type field, select Purchase.
5. Select more filters relevant to case, then click Next.
6. In the Step 2, select a Procurement strategy that is related to the purchase manager's area of responsibility. Click Next.
7. In the Step 3, open the Inventory level filter.
The system automatically shows:
- The demand to procure in accordance with min/max settings.
- The quantity of materials To order.
- The key min/max settings, such as Balance, Minimum inventory, Maximum inventory, and other.
8. In the Select inventory level menu, view the available options, select Critical.
9. In the To order column, change checkboxes selection, and adjust quantity.
10. Select lines, then click Fill → Fill in vendor, then select the relevant one. Click Next.
11. The Step 4 usually must be skipped for this case.
12. In the Step 5, check item data before creating purchase orders, then click Create orders.
Note
The system will automatically:
- Fill the demand selected in the previous steps.
- Group the demand by default Procurement strategy, Vendor, Terms of purchase, and Warehouse.
13. In the Step 6 check a list of purchase orders created, filled in, and saved.
14. Open the document, click the Goods tab, check the requirements for purchasing: Items, Variant, Quantity, Requested delivery date.
Note
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 enough information to post the document without errors).
- Otherwise, save the purchase order as a draft to fill and post it afterward.
15. Set the Pending approval status, and Save the document.