Requisition worksheet and Inventory Reorders not actioning

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Posted on by MaddieGreen

Hi All,

We think we have the item cards set up correctly but when we process a Requisition worksheet or the Inventory Reorders report it doesn't prompt to order items.

To give a brief explanation, our BC is set up that we get Sales orders in and they will be send out immediately. So we don't order based on Sales orders but on Fixed re-order quantity.

1. We set the item cards to Fixed Reorder Qty, we have 1 in inventory, and even a safety stock.

2. I'm unsure if we need Availability by Events by Location set up, so I'm including this screenshot just for reference:

3. When we Go to Requisition Worksheet and calculate with any range of start and end date. It just doesn't show anything or in this case even says we need to cancel the PO (although we are out of stock of them)

4. If we run the Inventory Reorder report, it shows nothing at Qty to order.

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Answers (1)

Ben Baxter 4,997 Super User 2024 Season 2 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

If we're talking about the Fixed Reorder Quantity, the Reorder Point sets the lower limit on your Inventory, what you are comfortable with until the new stock comes in. This is the trigger point of a new suggestion. The Reorder Quantity is the amount that will be supplied (Purchased/Produced/Assembled/etc.) when the Inventory is going to hit the lower limit.

I would not recommend using a Safety Stock with the Fixed Reorder Quantity. The Reorder Point should be utilized to cover whatever inventory is needed to cover a re-supply.
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Dallefeld 169 User Group Leader on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Reorder quantity is not used for keeping your inventory at or above that quantity. Rather it is used with some replenishment policies to indicate that your inventory level has dropped to or below that quantity.

You should look into Safety Stock if you are trying to keep an quantity in inventory....this is different from what Maddie was trying to accomplish.

Ben any words of wisdom?
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Ben Baxter 4,997 Super User 2024 Season 2 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Unless it has been modified, you need to trust that the Planning Worksheet and the Requisition Worksheet work. The issue is always data. If the system doesn't have the correct information in the correct place it will not be able to give you the planning suggestion you are expecting.

That being said, the first place to always go is the Stockkeeping Unit card for the Item you're trying to plan. If you are doing planning for multiple Locations you should always have SKUs setup. There is an automated process for creating SKUs, so there is no reason not to have them. You can also use Configuration Packages to update the planning parameters on the SKUs. I recommend using the "Create Stockkeeping Unit" process first, and Config Package to modify.

If you are not getting a suggestion at all, be sure you have the Reordering Policy set to one of the four methods.

If you are not getting the suggestion you like, check the parameters related to the Policy being used.

Lastly, be sure your settings when running the Calc Plan doesn't filter out your Item(s) and the dates make sense.

Lastly, turn on the Respect Planning Parameters toggle when running the plan. I don't even know why that is an option, but turn it on.

Hope this helps! Your partner is probably a good resource to run through the settings with you to ensure everything is configured properly.

Start small (one Item), then expand from there.

Best Regards,

Ben Baxter

Accent Software Inc
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MahGah 15,433 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Hi Candace

Can you please post a few screenshot of one example? Those could help a community to better understand the issue.
CBurgess3537 132 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Hi All,

We are having the same issue. If there is an inventory in the plus side, the system will not order to keep the system at the reorder quantity, no matter how we work the numbers. No matter how we fill the planning features out. This area is not working and the req worksheet is not work as it should with the planning area as of recently. What are the next steps to get this fixed? I am in an implementation and this area is their bread and butter.
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Ben Baxter 4,997 Super User 2024 Season 2 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Glad to hear adding the SKUs resolved the issue!

In regards to the Lead Time, it is factored in to the suggestion made by the worksheet. You should see a Due Date and an Order Date (may have to display this field). When Carrying Out Action, we highly encourage Users to filter on the Order Date to ensure you don't order product to early.

Regards to applying a filter to your Calc. Plan, I always start with the Item Category. Since you mention it is already in use and not ideal for filtering, simply add a new field to the Item. I'd encourage an "enum" field so you can add to it in the future.

Lastly, BC currently doesn't have the ability to spot trends and make updated suggestions based on it. That being said Microsoft is doing a lot with Machine Learning, and you can add that to your planning. It won't be perfect to start, but as time and data build up the system should get better and better about the suggestions it makes.

Final point, just because you ship out same day doesn't mean you can't use order based planning. A Lot-for-Lot policy with a Safety Stock quantity allows you to maintain a base stock while also accounting for fluctuating demand. You would want to run plenty of test scenarios through the system to ensure you can keep up with demand. Just hoping you would keep an open mind to this policy.

Sounds like you're heading down the right path now. Good luck with your planning!
MaddieGreen 35 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Hi all,

Finally got it working. The reason it didn't work is because I tried it on our production environment (without SKU's) and it didn't work, and then I tried it on our Sandbox environment (with SKU's) and that didn't work either. I think on our Sandbox environment isn't setup correctly. When I added SKU's to our production environment it worked!

I do have three additional questions that I couldn't find the answer to on the forums:

As I understand the 'Lead time' of a product isn't factored in into the Requisition Worksheet or Planning Report. We have over 1000 products, and we get 80% of our products from the same supplier. That supplier delivers every week. But there are items of that supplier that sometimes take 2-3 weeks to deliver, hence we set the Lead Time of those products. Is there a way we can incorporate the lead time in the Requisition or do we just have to bump up the reorder point?

With the same supplier we get Perishables and Non-perishables, which both have a different delivery day. We have both Perishables and Non-perishables scattered over multiple item categories. What is the best way to categorise those items (dimensions maybe?) so that we can run a Requisition for the Perishables one day, and then Non-perishables another day?

The demand of our customers fluctuates (it mostly just goes up). But as we are getting more and more customers, we also are getting more orders, which means we need more stock. Besides just updating the reorder point on each SKU (we have 12 locations that sell items individually, so that is a lot of work), is it possible for BC to look at what we sold 2 weeks ago, and 1 week ago, and give an estimate on how much more we're going to sell this week, so how much more we should order. I've looked for demand forecast but that seems to be manual. As a reminder, we ship out sales orders immediately when they come in, so we can't forecast based on open sales orders.
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MahGah 15,433 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Hi

Thanks for extra info.

the reorder point is based on Base Unit of Measure and not purchase UOM. For example if 1 Purchase UOM = 10 Base UOM and you need BC start ordering when you have 1 Purchase UOM then reorder point is 10

In your screenshot I see a few things

1) Looks like you have 2 locations (see below) in this case as Ben suggested you need to use SKU and then for each location define SKU (https://usedynamics.com/business-central/planning/stockkeeping/)

2) You can go to Manufacturing Setup then make sure you have the following setup.

3) I can see your reorder point is 10 but for both locations you have more than 10. In this case BC will not make any suggestion.
MaddieGreen 35 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Thanks for all the input! I've done some tests but for me it still results in the same problem.

I've set up the item card as you recommended (I'm not sure if the reorder point is based on Purchase Unit of Measure or always on individuals):

The item has SKU's:

I use the following setting for the Requisition Worksheet:

The result of the requisition worksheet is blank.

I then ran the Inventory Reorder report using these settings:

But that resulted in an empty report:
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MahGah 15,433 on at

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RE: Requisition worksheet and Inventory Reorders not actioning

Hi

I replicate your setup (without using SKU) and BC generated the expected result

A few points to try

1) Remove 1D from Safety Stock. Since your safety stock 1D is less than your lead time 2D this can cause an issue. Then Run and test.

2) As Ben suggested add the 2 from safety stock to 1 in reorder point (change from 1 to 3). If you do not want to keep extra 2 in inventory for safety then just remove it and do not add it

3) Run and test

4) I see you have no demands for this part (see below). I am not sure why Available Inventory is -1. In addition I can see you have PO for 2 but that does not show up in inventory reorder. Can you run the Inventory Reorder for the main location and share the result.

5) System suggest to cancel the PO because of having more than 1 in inventory and short lead time.

Let us know the result