Category: Supply

Supply User Manual ENG -> 5. Warehouse -> 5.12 LU-SU4205 Replenishment Rules -> C. HOW TO PARAMETER THE INVENTORY REVIEW CONFIGURATION

C. HOW TO PARAMETER THE INVENTORY REVIEW CONFIGURATION

Go to: Warehouse / Replenishment Rules / Configuration / Inventory Review Config

It is a configuration of the parameters needed to be shown in a whole inventory review. It is the screen in UF where the parameters are configured which we want to have displayed in the inventory review report after that step.

1.Choose the specific Location Configuration reference (created above)) and click on the desired line with relevant reference which is visible in specific format as follows (LC/XXX):

Or you click directly on the pencil (edit the line) of the needed “REFERENCE” number created the step before in order to get Inventory Review Configuration screen. Here we can decide what we can see in our Inventory Review which is the submenu section of Configuration. Basically, we must set up our needs and configuration in order to get desired output for our RR configuration.

Inventory Review Configuration screen

2. Click on “Change/Choose Frequency configuration” (see print screen above) in order to determine the choice of the frequency; how often the inventory review report is generated.

3. Chose “Periodicity” from the drop down list from the popup screen “Repeat Options” (see below): Daily, Weekly, Monthly or Yearly

4. Chose the “Daily/ Weekly/ Monthly or Yearly configuration” (depending on the Frequency you selected above).

a) First select how often you need to generate the report: “Every” 1/2/3…Days/Weeks/ Months or Year.You will have different fine-tuning options depending on the Frequency you chose.

b) You can chose to run the Inventory every Monday/ Tuesday…of a week; or every first/second.. Monday/ Tuesday… of a month; or every 1^st, 2d, 3^rd…day of a month…

In the example below with the 2d checkbox ticked for a monthly Periodicity and the 15^th of each month. The Inventory review will be run every 15^th of a month.

Monthly Configuration – every 15th of the month (example)

5. Set the “Replenishment scheduling” dates:

a) “Start date” is by default set to the date of the day but can be edited

b) Defines the date range between which the Inventory Review is generated.

                    i) Set “No end date” (if 1^st check box is ticked)

                    ii) Set “Until” a specific date or (if 2d checkbox ticked) (example taken below)

                    iii) Set for a defined period of time (i.e.: for 1/2/3…days/Weeks/ Months or Years) by filling                          the  “Continuing for” fields (if 3^rd checkbox is filled)

The next ordering date will be updated at the bottom of the screen when it is validated in the “Next Date” field. Selected date is the start of the repeat options cycle.

Replenishment scheduling – from 04/Dec/2020 till 31/Dec/2022 (example)

6. Click on “Validate the frequency”. You will be directed back to the “Inventory Review Configuration” screen. Note that the “Frequency” and “Next Scheduled Date” have been updated.

NB: if you click again on “Change/ Choose frequency” and go back to the “Repeat option” pop up, you will see that the “End date” and the “Next Date” have been updated as well.

7. Back to the “Inventory Review Configuration” screen, the fields below all have a default value that you can/should review/update to customize your needs (see print screen below):

a) Standard Projected view (months): how far in the future the report will show us

b) Sleeping stock periodicity (months): if the products have no consumption for last (xxx months). Usual default sleeping stock periodicity configuration is 12 months.

c) Alert threshold deviation AMC vs. FMC (%): defines the difference of what we projected in our forecast and what is the actual committed status of the consumption based on the operations of relevant unit. It is configured based on the supply unit needs and alignment among the field stakeholders. Default ratio used for the scenario is value of 50.00.

d) RR-AMC period (months): number of months taken into account for the RR-Average Monthly Consumption calculation (please note that the RR-AMC is different from the AMC in the rest of the system since it is specific to the configured location)

e) Time Units displayed (Inventory Review): filter option to get displayed in months, weeks or days

f) Scheduled Inventory Review active (checkbox): if ticked it means that inventory Review Configuration will be generated according to “Change/Choose Frequency” option chosen.

If you untick it will be generated manually by user.

g) “Include products not covered in Replenishment Segment” (checkbox): if ticked (default) it includes every product in Location selected.

If unticked, it only includes the products in Replenishment Segment (to be explained in chapter below).

If the user unticks it means that all products (no matter what the user selects in created Replenishment Segment) in location which the user selected be also in the report. It means e.g. if you select particularly something like category “MED” it means the generation of all linked products to that category and it makes the report much larger. It might be useful to get entire overview of the products within that specific location, which is very good for planning purposes.

Supply User Manual ENG -> 5. Warehouse -> 5.12 LU-SU4205 Replenishment Rules -> B. HOW TO CONFIGURE A LOCATION

B. HOW TO CONFIGURE A LOCATION

Go to: Warehouse /Replenishment Rules/ Configuration

Configuration sub menu options: Location Config, Inventory Review Config, Replenishment Parent Segment, Replenishment Segment, Product List Consistency Report

Go to: Warehouse / Replenishment Rules / Configuration / Location Config

1.Click on button “NEW” to create a new record.

2. Click on “Add” under the “Current Instance location” part to choose a Stock location from your main instance.

This is the location which belongs to “Main Instance” (automatically populated at creation of Location Configuration) where the RR is created. This location must exist in the system and be a real instance.

Main Configuration Location – Current instance locations

3. Select the Stock Location

4. Fill the “Description” field with a meaningful name

5. Click on “Add” on the “Other instance locations” section in case you need to configure location form another instance as well (OPTIONAL).

Indeed this action will be available only if the “Synched Locations” checkbox is ticked (automatically by default). Synched Locations are linked to “Other Instance locations” which are subordinated to Current Instance Locations (i.e.: project instances linked to COO). This means that this option is only available at COO level.

Main Configuration Location – Other instance locations -Synched locations ticked

NB: If you untick “Synched Locations” checkbox, “Other Instance locations” won’t be available anymore.

6. Choose the other sub-instance locations (you can choose from the predefined list of locations – see a picture example below) or create new one. (OPTIONAL).

 

7. Click on “Save” and see the message “Inventory Review Config has now been created” which is the next configuration step

Supply User Manual ENG -> 5. Warehouse -> 5.12 LU-SU4205 Replenishment Rules -> A. LU INTRODUCTION (LU-SU4205)

A. LU INTRODUCTION (LU-SU4205)

Replenishment Rules are there to avoid stock shortages, and to facilitate supply planning when it is time to reorder products.

RR (Replenishment rules) is a functionality supporting an ordering mechanism. From operational point of view RR enables to oversee forecasting stock levels, calculation of orders, analyzing and ordering of stock in order to prevent ruptures in the strategic planning. Replenishment rules provide a proposal of products and quantities to order considering the defined configuration of inventories specific to the product/mission.

For this, an accurate visibility of the current situation of quantities in stocks, quantities which will expire and quantities in the pipeline is necessary as well as their consumption. For RR any calculation in terms of proposing quantities is always done on the forecasted as the system never propose the quantity based on historical consumption only.

As you may have noticed by the definition, this feature presents a relatively high level of complexity and is therefore dedicated to users with advanced knowledge and subject to user rights (see with your OC processes).

Analysis and Preparation process flow:

Below table represents the operational scope of processes which are considered for per-analyse which stay outside of Unifield system. It does not define the operational steps to be done in Unifield. Table provides more complex entire view about the processes and whole operational cycles. However, there are some parts in the table which are also available in Unifield system, e.g. definition of FMC. The final stage is config in Unifield with some of the elements depicted in the table at the bottom.

Processes to configure RR (detailed steps elaborated below) in the system is to first define and configure your “Location Config” (choosing a location for own instance or across multiple instances) ; second step is the creation of “Parent Segment” and third step is configuration of “Replenishment Segment” with list of products. For report purposes “Inventory Review Config” and “Product List Consistency Report” are used.

Supply User Manual ENG -> 5. Warehouse -> 5.12 LU-SU4205 REPLENISHMENT RULES.

LU-SU4205: Replenishment Rules.

A. LU INTRODUCTION

B. HOW TO CONFIGURE A LOCATION

C. HOW TO PARAMETER THE INVENTORY REVIEW CONFIGURATION

D. HOW TO CREATE A NEW REPLENISHMENT PARENT SEGMENT

E. HOW TO CREATE A REPLENISHMENT SEGMENT

F. HOW TO EXPORT/IMPORT PRODUCT SEGMENT EXCEL SPREADSHEET

G. HOW TO GENERATE THE INVENTORY REVIEW

H. HOW TO REVIEW AND UPDATE A REPLENISHMENT SEGMENT

I. HOW TO REVIEW A REPLENISHMENT PARENT SEGMENT

J. HOW TO GENERATE AN ORDER CALCULATION

K. HOW TO GENERATE ORDER CALCULATION REPORTS – Exports and on screen

L. HOW TO GENERATE A CHRONOGRAM

M. HOW TO GENERATE A PRODUCT LIST CONSISTENCY REPORT

N. GLOSSARY SPECIFIC TO REPLENISHMENT RULES

Supply User Manual ENG -> 5. Warehouse -> 5.11 LU-SU4204: Kits Management -> D. HOW TO CREATE A KITTING ORDER (Kitting process)

D. HOW TO CREATE A KITTING ORDER (Kitting process)

Rather than buying a complete kit directly from a supplier, you can also create a kit using components available in stock. The kitting process can be seen as a kind of “manufacturing order” or more precisely an “assembly order“.

Note that before kitting can be carried out, all the kit components / products should be available in your warehouse and a Theoretical Kit Composition List should exist for the kit to be produced.

Go to: Products/ Kit Management / Kitting Order

1. Click on the “New” button to create a new kitting order.
2. On the “Kitting Order” screen

a) As “Product“, enter the code of the kit to be produced (for which at least 1 “Active” and “Completed” TKCL version must exist).

b) Enter the “Qty” of kits you wish to be produced (entering a qty > 1 will avoid repeating the same process over and over if you are producing several kits).

c) The “Reference” and “Creation Date” are auto-populated. Leave them as they are.

d) Use the “Version” field to select the appropriate TKCL version (which must be “Active” and “Completed”).

Kitting Order

3. On the “Components” tab, select as “Default Source Location” the location from where the components will be taken.

4. On the “Kits” tab, select as “Destination Location” the location were the produced kit(s) will be stored.

Kitting Order

5. On the “Notes” tab, you may enter any additional information related to the kit(s) production.

6. Click on the “Display Items from Version” button .

Kitting Order

The “Components to consume” section of the “Components” tab is filled with the components of the selected TKCL version (including quantities). The “available qty” column indicates quantities available in the source location for the components.

7. Click on the “Save” button to save your kitting order.

8. When you are ready to launch the kit(s) production, click on the “Update Available Qty” button to check that the requested quantities are available in stock (as things may have changed between the creation of the kitting order and the actual production of the kit(s)).

9. Click on the “Start Production” button.

The system informs you on the creation of KCL(s) (2 in this case) and an Internal Move KIT/INT. The state of the kitting order switches from “Draft” to “In Production“

10. To process the production of your kit(s), Click on the “Process All lines” button.

11. It’s possible to choose between the check for the availability according to FEFO or LEFO for Kit production as below snapshot,  if you chose LEFO,  the availability of products/batches with longest expiry dates will be shown, and if you check FEFO, (First Expired First Out)  which is the default rule for all other stock movements, then the products/batches which will expire the soonest will be selected and displayed 

11. To process the production of your kit(s), Click on the “Process All lines” button.

Kitting Order

Components now appear in the “Consumed Components” section.

12. Click on the “Check Availability” button, to check that all components are available.

Kitting Order

If all components are available, their state switches to “Available“.

13. Click on the “Validate all ‘Available’ Lines” button to validate the consumption of these components/quantities by the production of the kit(s).

Kitting Order

The state of the components switches to “Closed“.

14. To confirm the kitting, click on the “Confirm Kitting” button.

Kitting Order

The state of the kitting order switches to “Closed“. The kit is now present in the destination location and the components have been consumed (i.e. they are no longer present in the source location).

In case a physical output document is need, please note that a Kitting Order PDF can be generated from the right side action menu.

The Internal Move INT/KIT which had been created before is processed and closed.

Internal Move created by a Kitting Order

Kit Composition List created by a Kitting Order

Note that the “Warehouse” business application doesn’t provide any information on kits content. To have the details on the kits content and to manage the content of a kit, go to the dedicated sub-menu called “Kit Management” under the business application “Products“.

Kits content are managed via Kit Composition Lists (KCL). Kit Composition List is a transaction that displays the actual content of a kit present in stock. When the KCL is created after receiving a kit from a supplier or from a kitting order, it reflects the content of the received or produced kit in the warehouse.

If a module (that you may also see as a “bundle of products” from a kit) appears in the warehouse inventory, it will be seen just as a product, which means that it is an independent module (i.e. not part of a kit), considered purely as a single product and not as a kit’s content. When a module is inside a kit, it doesn’t appear in the warehouse inventory.

To display the content of a kit, just open the Kit Composition List of that kit. If the Kit Composition List was not created when the kit was received/added to stock inventory, then it will not be possible to see its content in UniField.

As you have probably noticed, the virtual location “Kitting” is used in kits management. This location enables following the double-entry system briefly explained in the introduction of this chapter as kit managements will trigger movements and that all movements need source and destination locations.

Supply User Manual ENG -> 5. Warehouse -> 5.11 LU-SU4204: Kits Management -> C. HOW TO DE-KIT A KIT

C. HOW TO DE-KIT A KIT

If a kit will no longer be used in its current state (i.e. as a kit), and you wish to use its components individually, you should use the de-kitting functionality. This may be the case if, for example, you decide to use the components of your kit, either to be dispatched, or to create a different kit, or for easier management. For the de-kitting to happen, the kit should already have an existing Kit Composition List (See LU-SU4101 “How to receive a kit and add a kit composition list”), and should be in an internal stock location (e.g. LOG, MED, Internal Consumption Unit).

After de-kitting, the products can be seen as individual products in stock and the kit as a product will not appear any more in the warehouse.

Go to: Products/ Kit Management / Composition List / Kit Composition List

1. Find and open the relevant Kit Composition List to de-kit by clicking on the pencil icon.
2. On the “Kit Composition List” screen, click on the “De-Kitting” button.

De-kitting a Kit Composition List

3.  On the “De-Kitting” screen, enter the “Source Location of Kit” (i.e. location where the kit is currently stored, where its stock level is > 0).

4. Enter the “Destination Location of items“, to indicate where the system should place the components of the kit after de-kitting.

De-kitting a Kit Composition List

5. In the section “Products to remove from the Kit“, you will see all the components of the kit, and any component for which information is missing (e.g. batch number, expiry date) will be displayed in red, with a description of what is missing at the end of the line.

In case of products with BN/ED attributes which have changed. there is a button “Update products whose BN/ED attributes have changed” which appears in KCL processing window. When button is used, any affected products will have their BN/ED info removed, or have default BN/ED info added, Action only updates products in this KCL window.

6. Click on the “Check Integrity” button to check all relevant information is present.

7. Click on the “Process De-kitting” button.

Kit Composition List after de-kitting

INT/KIT Internal Move after de-kitting

The Kit Composition List switches to “Closed“. An Internal Move with reference INT/KIT is created, processed and closed to move the kit from the stock to the “Kitting” (virtual) location and the kit components from the “Kitting” (virtual) location to the stock.

Supply User Manual ENG -> 5. Warehouse -> 5.11 LU-SU4204: Kits Management -> B. HOW TO SUBSTITUTE COMPONENTS OF A KIT WITH ALTERNATIVE PRODUCTS AVAILABLE IN STOCK

B. HOW TO SUBSTITUTE COMPONENTS OF A KIT WITH ALTERNATIVE PRODUCTS AVAILABLE IN STOCK

When a kit is in stock, it may sometimes be necessary to remove one item out of this kit and replace it with another item, for example, because a product in the kit will expire soon and you would like to replace it with another product with a longer expiry date, so that the kit does not expire and can be stored as a kit for a longer period. When substituting a product in a kit, it is always necessary to replace the product which you are removing, so as not to have an incomplete kit.

In order for this substitution to be reflected in the system, there should be a Kit Composition List already created for the kit (see LU-SU2105 in the Products chapter and LU-SU4101 “How to receive a kit and create a kit composition list” in the current chapter). The kit and the substitutions products should all be in stock.

Go to: Products/ Kit Management / Composition List / Kit Composition List

1. Find and open the relevant kit for which you will exchange the products by clicking on the pencil icon.
2. In the “Kit Composition List” screen, click on the “Substitute Items” button.

Kit items substitution

3. In the “Substitute Kit Items” screen, as “Destination Location of Items“, select the name of the location where you would like the products which you are removing from your kit to be sent.

4. In the section “Products to remove from the Kit“, click on the “Add” button and select the product(s) (multiple selection is possible) which you would like to take out of your kit. If there is one product with multiple expiry dates or batch numbers, make sure you select the correct one(s), it is possible also to to remove (substitute) a partial quantity of an existing line .

5. In the section “Products from the stock to the Kit” Click on the “New” button and enter the product name, source location (i.e. where it is currently located), BN/ED/Asset (if relevant), quantity, then click on the floppy disk icon to save this line. Do this for each product which needs to be added. You should be able to see if the product is available in stock thanks to the “Availability” column.

Kit items substitution

6. Click on the “Check Availability” button to make sure that the needed products are well available in stock.

In case of products with BN/ED attributes which have changed. there is a button “Update products whose BN/ED attributes have changed” which appears in KCL processing window. When button is used, any affected products will have their BN/ED info removed, or have default BN/ED info added, Action only updates products in this KCL window.

7. Once your substitution is completed, click on the “Process Substitute” button.

Kit items substitution

Items substituted in kit

8. The systems informs you on the creation of an Internal Move (INT/KIT) which has been created, processed and closed in order to move the items from kit to stock and from stock to kit. You may click on the message to see the INT/KIT. The system also requires an ED for the kit. If the kit is not perishable, you may enter the date 01/01/9999.

Internal Move INT/KIT created following substitution

Kit Composition List after substitution

The Kit Composition List is updated with the new products. On the stock level side, items which were in the kit have now been transferred to stock (“LOG” location in this case) while items which were in stock have now been transferred to the “Kitting“ (virtual) location.

Supply User Manual ENG -> 5. Warehouse -> 5.11 LU-SU4204: Kits Management -> A. LU INTRODUCTION (LU-SU4204)

A. LU INTRODUCTION (LU-SU4204)

After a kit has been created (see LU-SU2105 in the Products chapter) or received (see LU-SU4101 “How to receive a kit and create a kit composition list” in the current chapter), we will learn how kits are being managed in stock.

UniField offers possibilities to modify a kit by substituting some of its components with products available in stock or to de-kit a kit and put its components back into stock.

Instead of buying a kit from a supplier, it is also possible to create a local kit with products available in stock. This will be explained in the kitting order section.

Supply User Manual ENG -> 5. Warehouse -> 5.11 LU-SU4204: Kits Management.

LU-SU4204: Kits Management.

A. LU INTRODUCTION

B. HOW TO SUBSTITUTE COMPONENTS OF A KIT WITH ALTERNATIVE PRODUCTS AVAILABLE IN STOCK

C. HOW TO DE-KIT A KIT

D. HOW TO CREATE A KITTING ORDER (Kitting process)

Supply User Manual ENG -> 5. Warehouse -> 5.10 LU-SU4203: Consumption Reports -> E. HISTORICAL CONSUMPTION REPORTS

E. HISTORICAL CONSUMPTION REPORTS

Although Monthly Consumption Reports allow you to see the AMC of the selected products, they are more actually existing to allow the introduction of FMCs for these products. AMC is mostly there to indicate what has been the consumption in order to help you to enter a good FMC.

Historical Consumption Reports are designed to analyze Average Monthly Consumptions (AMC),  Real Average Consumption (RAC) and RR-AMC, as described below. It displays the consumption rates but also the actual consumptions month by month, allowing you to analyze variations.

As already mentioned, the AMC value is based on the total quantity of the product which has left the instance via a consumption report or outgoing deliveries (both quick and full shipment processes). Any quantities of the product which have left the instance due to loan, donation, loss or discrepancy will not be included in this calculation. If any of the products have been received (returned) back in (via IN – except IN from Scratch) to this instance within this period, this quantity will be deducted from the total consumption figure.

RAC is computed based on Real Consumption Reports only and is specific to one source location. Real Average Consumption is calculated using the total quantities which left one specific source location due to a Real Consumption Report. Unlike AMC it does not consider any other picking/transport documents which take products out of this location.

Go to: Warehouse / Reporting / Consumption Reports/ Historical Consumptions

1. In the “From date“, enter the day from which you want the system to consider the data. This must be the first day of a month.

2. The “To date” field displays the last day of the current month, change it if necessary to the last day of another month, but it should obviously not be in the future.    

Depending on the dates you entered, the system will display all relevant months in the “Months”   table.

3. In the “Consumption type” field, the default type will be “Real Average Consumption” (RAC), but you can change this to the 2nd option “Average Monthly Consumption” (AMC) or to the 3rd option Replenishment Rules “RR-AMC” according to what you want to see.

4. As “Source Location“, enter the location for which you want to do the analysis. Note that the location is only available (and mandatory) for the RAC. It is not available for the AMC because AMC is always calculated for the full instance.

5. As “Destination Location”, enter the location for which you want to do the analysis. Note that the location is only available (and NOT mandatory) for the RAC. It is not available for the AMC because AMC is always calculated for the full instance.

Destination Location can be used to select any one External Consumption Unit. If an ECU is selected then report is generated and displays RAC for selected Source Location and Selected Destination Location only.

Historical Consumption Report

6. For Consumption Report Average Monthly Consumption (AMC), The checkbox “Remove Negative AMCs” has a fuller explanation below it and when ticked, the “Historical Data report” can be generated without showing any negative AMCs at the month level, and the “Entire Period AMC” is based on the figures shown for each month. When the checkbox is not ticked, a similar report can be generated showing the figures as per the regular calculation for AMC (including negatives), and it is still possible to view the (original) onscreen version for this via the View Historical Data button, and this checkbox could be used also for RR-AMC.   

Go to: Warehouse>Reporting>Consumption Reports>Historical Consumption/History consumptions

7. Click on the “Save” button on top of the screen.

8. Click on the “View historical data” button. If the report is heavy to generate, it may be launched in the background, otherwise you will see results directly.

Historical Consumption Report – RAC

Historical Consumption Report – AMC

In the above examples, reports have been launched on 2 months only (February and March 2018), the system gives the RAC/AMC over these 2 months and the actual consumption’s month by month (here February and March 2018).

9. For Consumption Report Replenishment Rules – Average Monthly Consumption RR-AMC, When the 3rd option is selected, it is possible to select one or multiple Source Locations and/or one / multiple Destination locations and/or one/multiple External Partner. This means it will be possible to see consumption for a specific location or group of locations or see consumption to a specific destination location or set of destinations. Source location(s) must be internal but destination location(s) can be internal or external. 

When 3rd option (RR-AMC) is selected, there is a checkbox named “Adjusted RR-AMC”. When selected, the report  will take into account and show the adjusted AMC based on any stock outs / substitution for products via a recorded “Stock Out” with selected period. When the 3rd option RR-AMC is selected, it is still possible to see and use the “Remove negative AMCs” meaning no negative AMC figures (due to returns) will be displayed.

– If an External Partner (Type: Customer) is selected as the destination location, the source location must be either Internal Locations or Cross-Docking. 

– The source location can also be left empty, in which case only movements from Internal Locations and Cross-Docking will be included in the RR-AMC calculation. 

– An External Partner can be combined with an External Consumption Unit as the destination location. 

– If “Other Customer” is selected as the destination and you attempt to select one or more External Customers, a warning message will block this action. 

– Similarly, if “External Customer” is selected as the destination and you attempt to select “Other Customer” a warning message will also block this action.