Planning Parameters
Default Parameters
Planning Parameters on Items are used as the default parameters when creating Stockkeeping Units (SKU) using the Create Item SKUs function.
Item Field Name | SKU Field Name | Field Help |
---|---|---|
Purchase Unit of Measure | Purchase Unit of Measure | Preferred Purchase Unit of Measure. Required. |
Reorder Cycle Days | Reorder Cycle Days | Optional. You can leave it blank. |
Safety Stock | Locked Safety Stock | User-defined Safety Stock level. (This field is the same as Reorder Point) The minimum inventory on hand requirement. Optional. You can leave it blank. |
Reorder Policy | Reorder Policy | Must be Fixed Reorder Qty. |
Reorder Qty. | Locked Reorder Qty. | User-defined Reorder Qty. The minimum order quantity for replenishment. Optional. You can leave it blank. |
Lead Time Days | Locked Lead Time Days | User-defined Lead Time Days. It is used when generating supply orders.
|
Replenishment System | Replenishment System |
|
Preferred Vendor | Preferred Vendor | Preferred Buy-from Vendor. Optional. If you leave it blank, you must populate this on Supply Plan before you can create Purchase Orders |
Purchasing Agent | Purchasing Agent | Optional |
Order Multiples | The Order Multiple is an integer that defines the Quantity to which an order is rounded up. Ex: With an Order Multiple of 5, an order of 17 would be rounded up to 20. Optional. | |
Maximum Qty. | When calculating Supply Plan or when creating Requisition Lines from Sales Order, GoldFinch will break down the suggested Quantity by Maximum Qty. | |
Use Calculated Parameters | Should be unchecked to use the locked parameters. Review this page carefully before you check this field. |
Only the Planning Parameters on the Stockkeeping Units (instead of Item) are used when running the Calculated Supply Plan function.
Mass Update Planning Parameters
To mass update planning parameters, follow these steps:
Export SKU records using Report GF1007 SKU Planning Parameters.
Update parameters in Excel.
Remove all blank header and footer rows.
Save the file as CSV.
Navigate to the Stockkeeping Units tab.
Use the out-of-box Import Wizard to import updated values.
Phantom Items
To calculate the supply of components of Phantom Items, you must manually create a Stockkeeping Unit for the Phantom Items with the following parameters:
Warehouse = Planning Warehouse
Replenishment System = Work Order