Refer to documentation Implementation
The stock-site setup contains three tabs associated with a general header.
Presentation
In this header, indicate the site and any product category associated with this setup.
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Fields
The following fields are present on this tab :
| Enter or select the storage site where the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
| Enter a product category. |
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Presentation
Enter the parameters that will be used in the calculation of:
the safety stock,
the replenishment threshold,
the economic quantity,
the maximum stock,
This information is updated in the corresponding product-site record once the replenishment processing outside of the MRP has been launched. In fact, this processing can both provide a calculation of the data, and generate the replenishment suggestions (see the Replenishment outside of MRP).
The purpose of the safety stock calculation (and so, of the service rate) is to find the right balance between the storage cost (in stock) and the cost of a stock shortage.
The safety stock calculation uses the following formula:
Safety stock = K*sigma*lead-time
K is a constant that depends on the service rate (please refer to the Safety stock coefficient documentation).
Sigma represents the variance type of the consumption over the calculation period.
The lead-time represents the replenishment or production lead-time expressed in the product-site.
The replenishment threshold used in the following formula:
Reorder point = (Average daily consumption * reorder lead-time) + Safety stock.
The average consumption day is calculated with respect to a determined historic period.
The average consumption day is calculated on the period [hist min, hist max]
The economic quantity calculation uses the Poisson formula:
Economic quantity = Ö (2*R*Oc/(I*Uc))
D: represents the requirement over the period
Oc: Cost of processing an order
I: Stock holding rate
Uc: Unit cost. The unitary cost is equal to the standard cost. Calculate the request in a period [hist min, hist max]
The maximum stock is linked to the products that are the object of a periodic replenishment.
The maximum stock is calculated in the following way:
Max stock = average daily consumption * (reorder lead time + periodicity between two replenishments)
The average consumption day is calculated on the period [hist min, hist max]
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Fields
The following fields are present on this tab :
Safety stock
| Specify the minimum number of months required for the calculation. |
| Enter the maximum number of months required for the calculation. |
| Specify a service rate for each of the A, B and C classes. |
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Economic order quantity
| Specify the minimum number of months required for the calculation. |
| Enter the maximum number of months required for the calculation. |
| Enter the average cost of an order posting. |
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| Enter the stock holding rate. |
Reorder threshold
| Specify the minimum number of months required for the calculation. |
| Enter the maximum number of months required for the calculation. |
| Select this check box to use the safety stock when calculating the replenishment threshold. |
Maximum stock
| Specify the minimum number of months required for the calculation. |
| Enter the maximum number of months required for the calculation. |
Block number 5
| Use this parameter for a specific processing script. This parameter is not used by Sage X3. |
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Presentation
Use this tab to define the physical stock cycle count parameters that are used in the counting function.
Fields
The following fields are present on this tab :
Block number 1
| Enter the start date of the cycle count. This information is used to correct the calculation of stock counts when the count start is scheduled during the current year. |
| Select this check box to reset actual counts to zero. This reset is performed after you have validated a confirmation message. If you have not modified the start date of the cycle count, a warning is displayed along with the message. |
Class 'A'
| This field displays the number of annual counts to be performed. This field is based on the entered time range. |
| Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range. |
Block number 3
| This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box. |
| This field displays the date of the last stock count. |
Class 'B'
| This field displays the number of annual counts to be performed. This field is based on the entered time range. |
| Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range. |
Block number 5
| This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box. |
| This field displays the date of the last stock count. |
Class 'C'
| This field displays the number of annual counts to be performed. This field is based on the entered time range. |
| Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range. |
Block number 7
| This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box. |
| This field displays the date of the last stock count. |
Class 'D'
| This field displays the number of annual counts to be performed. This field is based on the entered time range. |
| Enter the number of days between two cycle counts for this product class. The number of annual counts is determined based on this time range. |
Block number 9
| This field displays the number of actual counts. It is not available for entry. You can reset this field to zero by selecting the Reset actual counts check box. |
| This field displays the date of the last stock count. |
Presentation
Use this tab to define an order of priority for the adjustment of shortages.
Enter on one hand, the priorities by movement type and on the other, the priorities by movement category.
By default, these priorities are used in the Adjustment function. Shortage stocks.
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Fields
The following fields are present on this tab :
Movement type priorities
| Specify for each priority level, the type of adjustment processing to perform. |
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Movement category priorities
| Specify for each priority level, the category of the movement to adjust. |
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Stock receipt
| Select this check box to adjust shortages after recording stock receipts. |
Suspended transactions
| Select this check box to indicate that a pending movement can be adjusted even if the status is not specified. |
| Select this check box to indicate that a pending movement can be adjusted even if the location is not specified. |
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By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.
In addition to the generic error messages, the following messages can appear during the entry :
A service rate cannot be greater than 99% or less than 50%.