Stockkeeping units#

To simplify inventory management, medtec365 provides you with suggestions for minimum inventory levels based on historical data, and the option to directly copy them to stockkeeping units.

A new ease-of-use function also lets you add this information to multiple records at once. However, you can only create or change an SKU if the status of the associated item card is set to Pending.

Furthermore, you can now enter transaction codes on stockkeeping unit cards so that they can be grouped by type of warehouse transaction.

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.

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.

MRP data#

Depending on the reorder policy selected, you need to maintain various data sources with an impact on requisition worksheets.

Example
The medtec365 Requisition best practice process is chosen as the reorder policy. In this process, only the Reorder Point and Order Quantity fields are relevant. When the quantity of an item falls below the reorder point, the system replenishes inventory up to that point based on the quantity ordered.

For more information about standard reorder policies, see Setup Best Practices - Reordering Policies - Business Central | Microsoft Learn.

Weighting schedule#

On this schedule, you can specify the time span and weightings for viewing historical data. Besides a date formula, you can also enter fixed dates.

To create a new schedule:

1. Choose the Search icon, enter Item Consumption Schedules, and then choose the related link.
2. On the ribbon, choose New.
3. Fill in the fields as described in the following table.

General#

Lines#

Schedules can be stored in the following places (and will be searched for in that order of priority):

• medtec365 Setup – Purchasing FastTab
• Item category cards – Weighting Sched. Code (Usage)
• Item cards – Purchasing FastTab
• Stockkeeping unit cards – Purchasing FastTab

If the DEFAULT schedule is entered for a certain item and WEIGHTED for its SKU, the schedule assigned to the SKU will be used in subsequent calculations.

Create SKUs#

You can run the Create Stockkeeping Unit action from an item card to create multiple stockkeeping units at once (or use the general search function to find the feature).

The purpose of each field found on the request page of the report is described in the following table.

Item planning suggestions#

To monitor stockkeeping units, you can use an item planning suggestion.

Calculate planning parameters#

To identify parameters for monitoring:

1. Choose the Search icon, enter Item Planning Suggestion, and then choose the related link.
2. On the ribbon, run the Calculate Planning Parameters action to fill in the fields as described in the following table.

Besides calculating current inventory levels and weighting item usage, the system will also suggest new parameters for both processes. These suggestions can then be edited manually, if necessary.

For this purpose, the old parameters will be copied from the master records in read-only format. The calculation of new parameters is done in the following way:

• The new reorder point equals the consumption that would result from totaling the usage per day in the specified period and adding it onto the lead time and safety stock quantity.
• The new maximum inventory equals the new reorder quantity added onto the consumption that would result from totaling the usage per day in the reorder cycle period.

Edit a suggestion#

After a suggestion has been calculated, you can review the results and, if needed, adjust the values in the page fields. All fields are described in the following table.

Statistics#

The page also provides you with various statistical sources to help you decide what data to create or change.

Item Details – MRP: FactBox#

This FactBox shows you the stockkeeping data that is available for the selected line.

Item Details – Usage: FactBox#

This FactBox shows you, based on the selected weighting schedule, all movements of the item during the specified period.

Item/Inventory Turnover: ribbon function#

To see the past movements of an item, select a line, run the Item/Inventory Turnover action on the ribbon, and then choose Show Matrix.

Availability by Event: ribbon function#

Shows all receipts entered for the selected item line.

Copy Changes to SKU: ribbon function#

When all parameters have been reviewed, they can be copied to the stockkeeping units linked to the items. To copy data, select the lines you want and run the Copy Changes to SKU function on the ribbon. You’re then asked to confirm the transfer.