This function helps you to purchase as optimally as possible so that you can meet the demand as optimally as possible with the lowest possible number of obligations, You have the option to exclude demand from “Open” (not yet authorized) orders. Columns are added to the Requisition Worksheet which help you to understand and manage the plan that's calculated. Panel |
---|
panelIconId | atlassian-note |
---|
panelIcon | :note: |
---|
bgColor | #4C9AFF |
---|
| Part of the Wholesale365 App “Order to Cash” |
Default behaviourThe default BC behaviour regarding replenishment system “Purchase” in Business Centrals “Requisition Workheets" page has some shortcomings. It is as follows: When a Sales Order has the status Open, this means for most organizations that the Sales Order is still being processed: it is still being adjusted, refined, and so on. Only when a Sales order is "Released" is it ready to "enter" the further process. By default, the requirement qty that is entered on an Open Sales Order is immediately included in a Purchase Requistion. This is immediately reflected in the Purchase Requisition. This triggers the behaviour that the purchasing process starts too early for some/many organizations. The organization starts e.g. itself with entering into purchasing obligations, while no order has yet been received from the end customer. This is undesirable. In addition, Business Central is by default rather limited in providing an explanation of the calculation of certain needs that emerge in the Purchase Requisition. It is not always clear how this calculation is being made. It is also possible that an end user has applied certain filtering when generating the Purchase Requisition, which threatens to lead to an illogical purchase action.
Behaviour with these functions activatedConfigure using the “Wholesales 365 setup” page. Depending in the settings that are activated, the following changes are made at BC's page “Requisition worksheets” in comparison to default BC: Buttons to calculate plan are replaced by custom functions: Button "Process --> Calculate plan" is replaced with bbs button, which can be found under "Actions" Button "Special orders -> Get Sales Orders" is replaced with bbs button, which can be found under "Actions" Button "Drop Shipment -> Get Sales Orders" is replaced with bbs button, which can be found under "Actions"
If configured at the setup page, "need" from certain source/state combinations is not included in the requisition lines that are populated. Columns are added to the Requisition worksheet to help understand calculations better BBS Calc. Quantity (zoomable): this shows the calculated quantity that should have been suggested when no filters should have been applied (example: date filters) BBS Advice Purchasing code (lookup via Sales order line)
There is a factbox added with all kind of informative fields, which helps creating qualitative Purchase Orders: Total fields like "Qty on Purch Order, Qty on Sales Order, etc" min./max order amount, Inventory etc
There is a function which copies the Sales Orders field "External document No" to the "Your reference" field. You can activate this for 2 type of Sales order Lines at the “Wholesales 365 setup”. By copying this field, your supplier can print the value of this field on their Packing List / Shipping documents. Which helps your end-customer to identify your suppliers shipment and match it with their Purchase Order. Sales orders (Special): Copy External document no Sales orders (Drop Shipment): Copy External document no
Conditions / preparations before start using this functionalityImplement usage of the Requisition Worksheets in your company Review the items in BC and make sure the masterdata is entered properly and is up to date. Especially pay attention to all Item parameters under “Replenishment” and “Planning”
|
---|
Prepare your items to start using Purchase Requisition functionality: especially pay attention to all Item parameters under “Replenishment” and “Planning” |
Implement Advanced Purchase Requisition for replenishment system PurchaseConfigure using the “Wholesale365 setup” page
|
---|
New functions to Calculate the Requisitions' Worksheet plan |
|