Hagar Ahmed
09/02/2024, 1:48 PMCeligo AI
09/02/2024, 1:48 PMAI generated answer (using internal Slack threads):To calculate the quantity to order in a forecast report without having a reorder point inside of the item, you can use a combination of the 'Time Phased' replenishment method and the 'Safety Stock Level'. When you choose a 'Time Phased Replenishment Method', you'll have to run the supply plan, which will propose what to order. This method also allows for a 'Safety Stock Level' which can act as your 'Reorder Point'. Another approach is to use the 'Reorder Multiple' field for reorder point items. This doesn't require demand planning. For more complex scenarios where you need to order in multiples and aggregate POs for a period of days, you can use the 'Lot Sizing Method' field in the Item record. If you choose 'Fixed Lot Size', you can achieve the reorder multiple. If you choose 'Periods of Supply', you can achieve the aggregation. However, these two options seem to be mutually exclusive. A workaround for this could be to add a custom field to the item and use a script on the PO to handle the calculation. If the PO doesn't multiply out, you can round to the next multiple using a condition where
floor(qty/multiple)-(qty/multiple)
is not equal to zero.
You can also script this at the Item Supply Plan and Planned Order level, so the planners will already see the actual suggested PO quantities during the supply planning and not wait until the PO is created or saved.
For calculating the remaining amount on a sales order, you can use the native quantity fulfilled/received and quantity billed fields in the sales order. You can also create a formula to multiply the quantity by the standard cost if you are a manufacturer.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
09/02/2024, 1:49 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
09/02/2024, 1:49 PM