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Reordering Policy#

medtec365 requisition#

The medtec365 Requisition option has been added to the Reordering Policy field for quantities you need to reorder. You can select the policy on the Planning FastTab of a stockkeeping unit card.

Option Description
medtec365 Requisition If a quantity falls below the reorder point, the system will replenish inventory up to that point based on the quantity ordered.

Note

The medtec365 policy is focused on quantities, not dates, when looking for reorder points.

If you select this option, the Reorder Point and Order Multiple fields can be changed on the card. Standard business logic is then used to restock. This means that:

  • Demand will be calculated according to the filters set on the relevant item.
  • The working date is entered as the starting date on the purchase order.
  • Standard blanket orders and forecasts might be included in the calculation.

In medtec365 Setup, you can also fill in a default planning period that the system can use to calculate an ending date for reordering.

Afterward, standard functionality would go through all stockkeeping units set up for the item, with an eye on transfers as the first option to meet current demand.

The medtec365 best practice process, on the other hand, determines how much of demand can be supplied by a certain SKU. If this results in an inventory level below the reorder point specified for the unit, a reorder quantity will be created.

This quantity is then rounded up based on the order multiple entered for the relevant item, as well as the purchase unit of measure if the item is typically received in a unit greater than 1.

Afterward, the quantity is copied to a planning line, where the Order Date field is filled in with the specified starting date and the Expected Delivery Date is calculated based on the lead time of the item.

Note

When you use this reorder policy, no safety stock warnings are shown, and no order tracking entries are created. The document status (open or released) doesn’t play a role either. Additionally, return receipts and return shipments that will not be part of the reordering process should each be sent to a separate location.

Lot by Lot#

This change relates to the Lot-for-Lot Reordering Policy within the planning, specifically in the Planning or Requisition Worksheets.

In the standard version of Microsoft Dynamics 365 Business Central, it is possible within the planning to disregard any timing discrepancies between demand and its fulfiller, provided that the fulfiller is scheduled before the actual demand date.

Example:

An order with a delivery date of 15 July resulted in a purchase order with the Warehouse Receipt on the same day. If the delivery date is brought forward to 10 July, the system will, without any further settings in the planning, cancel the old purchase order and create a new one for 10 July.

The Rescheduling Period field in the Stockkeeping Unit Card can be used to ensure that the fulfiller is not deleted and replanned. This date formula takes both directions into account and, if necessary, proposes a change to the plan.

To generally prevent a notification from appearing, you can set the Default Dampener Period (Delay) in the Manufacturing Setup. Alternatively, it is possible to specify the Dampener Period (Delay) in the respective Stockkeeping Unit Card.

This prevents any entries from being created in the planning when the fulfiller is rescheduled to a date before the due date.

Replacement of fixed assets and Third-party-property#

The Stockkeeping Unit applies to all transaction codes. A Quantity on Hand is made between Inventory CA, FA Inventory, and TPP Inventory. Each transaction code is assigned to one of these three categories via the Ownership Type field.

The setting on the Transaction Codes page is particularly required for postings related to fixed assets and third-party property.

Replenishment applies exclusively to current assets, as typically only these are newly purchased.

The Quantity on Hand field on the Stockkeeping Unit Card shows the total quantity for an item, variant, and location. In addition, the fields Inventory CA, FA Inventory, and TPP Inventory are available to show the stock separated by ownership type.

Fixed assets and third-party property are treated separately.

For third-party property, direct procurement is usually carried out. If there are demand originators for third-party property but no corresponding demand fulfilers, these are transferred one-to-one into the purchase order lines.

The internal procurement process for fixed assets may vary. The Stockkeeping Unit Card provides specific fields for setting the corresponding options.

In the FA Replenishment System field, you can switch the purchasing procurement for branches to transfer. In the FA Transfer-from Code field, you then specify the location from which the procurement will take place.

For fixed assets, it is possible to store them at specified locations in certain quantities. The desired stock quantity can be entered in the FA Reorder Point field.

The FA Order Multiple is generally only relevant if internal transfers are not carried out per unit, but instead in different packaging units.

Note

If a minimum fixed asset stock is specified at a branch, this can either be replenished by transfer or by purchase. If the minimum fixed asset stock falls below the set level, it will always be requested from the specified location as a fixed asset in the case of a transfer. However, when purchasing, it is first checked whether there is sufficient "current asset stock" available. An order is only triggered if the current asset stock is insufficient.