RE: Purchasing items with long lead time and purchase policy
Meier,
Given that you have seasonal Lead Times, NAV has 1 default lead time value for the item and you can setup Lead time values for the Vendor and Item combination (this overrides default if the they are the default vendor). With that said, you can update the Lead Time field which will help driver Requisition Worksheet or MRP, depending on what you are using, for Planning.
Now, your question, how do you create a Sales Forecast you can search for Production Forecast. Enter your Sales Forecast, by Item, by month. Doing it by Month means your Purchase Orders will be created, with the applicable Lead Time, to be received by Day 1 of that Month.
As for Purchase Policy, not sure if you are referring to Replenishment System, which you should show as Purchase, or Reordering Policy, which depends on your company. Each Policy creates a different outcome, they are:
If you are looking for more planning information, please email me and I will send some over - steven.chinsky@wipfli.com.
Thanks,
Steve