Replenishment and Consolidation Rule Maintenance

Menu Path: Warehouse Management $Images\bluerarw.gif$ Shipping and Receiving $Images\bluerarw.gif$ Replenishment and Consolidation Rule Maintenance

Purpose

Maintain replenishment rules.

Overview

Use Replenishment and Consolidation Rule Maintenance to create, update, and delete rules for replenishing products in warehouse bins to ensure that enough inventory is available in the bins. You can enter multiple rules together as a warehouse group of rules, and then set a hierarchy for the group. The rules can be used to create replenishment demands in Directed Putaway and Bin Replenish.

Setting Up Replenishment Rules

To set up a replenishment rule:

Click the New button in the ribbon.
Enter a name for the warehouse group of rules in the Warehouse Group Name field.
Enter a description of the warehouse group of rules in the Description field.
Enter a unit of measure for all quantities you will specify for the warehouse group of rules in the Generic U/M field.
Enter a location for the warehouse group of rules in the Location field.
Enter a zone to replenish for the warehouse group of rules in the Zone to Replenish/Consolidate field.
Enter the minimum on hand quantity in bins that will trigger replenishment for the warehouse group of rules in the Trigger Quantity field.
Enter the maximum quantity that the bin(s) can store for the warehouse group of rules in the Maximum Bin Quantity field.
Enter an increment quantity in the Increment Quantity field. When bin replenishment recommendations are made, the system recommends moving quantities in a multiple of this quantity.
Enter a description of a rule for the warehouse group of rules.
If you only want to replenish products for a specific range of bins, select the Range radio button for the Bins to Replenish/Consolidate option, and enter the range of bins in the From and To fields.
If you only want to replenish products of a specific velocity, select the Single radio button for the Velocity of Bins to Replenish/Consolidate option, and enter the velocity in the Velocity field.
Click the Zone List button. The Zone List window appears. Double-click each zone from which you want to replenish products for the rule, and then click the Exit button in the ribbon.
If you only want to replenish products from a specific range of bins, select the Range radio button for the Bins to Replenish/Consolidate From option, and enter the range of bins in the From and To fields.
Select a method of searching through bins to find inventory from which to replenish for the rule.
Click the Enter Rule button.
Repeat steps 10 to 16 for each rule for the warehouse group of rules.
If you want to change the hierarchy of rules, use the up and down arrow buttons.
If you want to change the hierarchy of zones from which to replenish for each rule, select a rule in the Rules grid, and use the up and down arrow buttons to the right of the Zones to Replenish From grid.
Click the OK button in the ribbon. The warehouse group of rules is saved.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Replenishment and Consolidation Rule Maintenance window.
New	Click this button to create a new replenishment rule.
Update	Click this button to update the selected replenishment rule.
Delete	Click this button to delete the selected replenishment rule.
Copy	Click this button to copy the selected replenishment rule.
OK	Click this button to accept an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.
First	Click this button to display the first replenishment rule.
Prev	Click this button to display the previous replenishment rule.
Next	Click this button to display the next replenishment rule.
Last	Click this button to display the last replenishment rule.

Fields and Buttons

Field or Button	Description
Warehouse Group Name	Enter a warehouse group name, or click the Lookup button to select an existing warehouse group name.

Main Tab Fields and Buttons

Field or Button	Description
Description	Enter a description of the warehouse group.
Generic U/M	Enter a unit of measure for the warehouse group.
Location	Enter a location prefix or name for the warehouse group, or click one of the Lookup buttons to select a location prefix or name. For information on setting up locations, see Location Maintenance.
Zone to Replenish/Consolidate	Enter the zone that you want to replenish, or click the Lookup button to select a zone. For information on setting up zones, see Zone Maintenance.
Trigger Quantity	Enter the minimum on hand quantity in bins that will trigger replenishment for the warehouse group. This quantity is in the unit of measure entered in the Generic U/M field.
Maximum Bin Quantity	Enter the maximum quantity that the bin(s) can store for the warehouse group. This quantity is in the unit of measure entered in the Generic U/M field.
Increment Quantity	Enter an increment quantity for the warehouse group. When bin replenishment recommendations are made, the system recommends moving quantities in a multiple of this quantity. This quantity is in the unit of measure entered in the Generic U/M field.
Rule Description	Enter a description of a replenishment rule for the warehouse group.
Replenishment Option	The Replenish radio button is selected by default to indicate the rule is a replenishment rule.
Replenishment Type	The Primary Pick Bin radio button is selected by default to indicate the rule replenishes the primary pick bin.
Bins to Replenish/Consolidate	Select whether the rule replenishes products in all bins or a range of bins.
From (Bins to Replenish/Consolidate)	Enter the first bin in a range of bins to replenish for the rule, or click the Lookup button to select a bin. This field is only enabled if you select the Range radio button.
To (Bins to Replenish/Consolidate)	Enter the last bin in a range of bins to replenish for the rule, or click the Lookup button to select a bin. This field is only enabled if you select the Range radio button.
Velocity of Bins to Replenish/Consolidate	Select whether the rule replenishes products with all velocity codes, or a specific velocity code.
Velocity	Enter a velocity code for products to replenish for the rule, or click the Lookup button to select a velocity code. This field is only enabled if you select the Single radio button.
Zone List	Click this button to display Zone List, which allows you to select zones for a replenishment rule.
Delete Selected Zone	Click this button to remove the selected zone in the Zones to Replenish From grid.
Bins to Replenish/Consolidate From	Select whether the rule replenishes products from all bins or a range of bins.
From (Bins to Replenish/Consolidate From)	Enter the first bin in a range of bins from which to replenish for the rule, or click the Lookup button to select a bin. This field is only enabled if you select the Range radio button.
To (Bins to Replenish/Consolidate From)	Enter the last bin in a range of bins from which to replenish for the rule, or click the Lookup button to select a bin. This field is only enabled if you select the Range radio button.
Delete Rule	Click this button to delete the selected rule in the Rules grid.
Enter Rule	Click this button to enter the selected rule for the warehouse group. When you click this button, the rule appears in the Rules grid.
Method Code Sequence	Select a method of searching through bins to find inventory from which to replenish for the rule. Select one of the following: Least to Most - Suggest replenishment from bins with smaller quantities before bins with larger quantities. Most to Least - Suggest replenishment from bins with larger quantities before bins with smaller quantities. Oldest Bin - Select replenishment from bins with the oldest date of last activity before bins that have had recent activity. One Pick - Select replenishment from a single bin for each product. Closest to Bin - Select replenishment from bins with low sequence numbers before bins with higher sequence numbers to minimize distance travelled in the warehouse. You can set up bin sequence numbers for bins in Bin Maintenance. Less than Increment - Suggest replenishment from bins with smaller quantities before bins with larger quantities, and include quantities less than the increment quantity. For example, if the increment quantity is 100 units and a bin contains 80 units that need to be replenished, all 80 units are recommended for replenishment.
Rules	This grid displays replenishment rules for the selected warehouse group. Click the up or down arrow buttons to change the hierarchy of the rules.
Zones to Replenish From	This grid displays zones from which to replenish products for the rule selected in the Rules grid. To remove a zone, select it, and then click the Delete Selected Zone button. Click the up or down arrow buttons to change the hierarchy of the zones.