Procurement Strategies

Procurement strategy is a set of parameters for order generation. Is determines how and from what sources the items will be supplied. For example, purchase from the supplier or kitting.

To create procurement strategies for purchases:
  1. Go to Warehouse and delivery > Settings and catalogs > Procurement strategies.
  2. Click Create.
  3. Select the Purchase in the Supply type.
  4. In the Description field, specify the working title.
  5. Select whether to purchase goods from Multiple vendors or a Single vendor.
  6. On the Planning parameters tab, specify the Lead time (the number of days from the order placement to the goods receipt to the warehouse).
  7. Select the Procurement settings:
Reorder point. Orders are generated once there is a demand for the certain goods. In this case, specify the following:
  • Covered period. The system will select orders whose shipment date does not exceed the specified period. For example, today is 01/07/2015, Monday. The covered period is set to 10 days, and Saturday and Sunday are days off. In this case, the sales order with shipment date 11/07/2015 will fall into the covered period and will be available for fulfillment in the workplace.
  • Guaranteed shipment within. This is the number of days your company needs to ship the goods. As a rule, it consists of the purchase period and the time accepting goods to the warehouse.
Reorder schedule. Orders are generated regularly on fixed dates based on the delivery schedule. In this case, specify the following:
  • Earliest delivery date.
  • Next delivery date.
8. On the Order registration tab, specify additional info to prefill it in documents. For example, Company, Terms of sales, Business unit, and other.
9. Click Save and close.
To create procurement strategies for kitting:
  1. Go to Warehouse and delivery > Settings and catalogs > Procurement strategies.
  2. Click Create.
  3. Select the Kitting in the Supply type.
  4. In the Description field, specify the working title.
  5. On the Planning parameters tab, specify the Kitting time (the number of days from the order placement to the goods receipt to the warehouse).
  6. Select the Procurement settings:
Reorder point. Orders are generated once there is a demand for the certain goods. In this case, specify the following:
  • Covered period. The system will select orders whose shipment date does not exceed the specified period.
  • Guaranteed supply period. This is the number of days your company needs to supply the goods.
Reorder schedule. Orders are generated regularly on fixed dates based on the delivery schedule. In this case, specify the following:
  • Earliest delivery date.
  • Next delivery date.
7. On the Order registration tab, specify the Company, Business unit, and Kitting duration.
8. Click Save and close.