Generating master purchase schedule
Menu path
Inventory ➔ Item management ➔ Master purchase schedule
Introduction
In the master purchase schedule, you can define how many
items need to be purchased for future sales or production, and in which period.
The quantity is based on expected sales.
In practice, the aims of the master purchase schedule are
as follows:
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Gives an insight into sales forecast
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Enables planning on a daily, weekly, and periodical basis
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What if analysis based on several budget scenarios
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Available to Promise, that is making items available by
purchasing items for the sales demand.
Fields
You can filter the master purchase schedule that you want
to display. To view the schedule, you can define one or more of the following
criteria and click Start to display the schedule or click
Excel to generate the schedule in Microsoft Excel. The master purchase
schedule that matches the criteria you have defined is then displayed.
Layout section
Warehouse
Type or select the warehouse to generate the master
purchase schedule for the selected warehouse. This information is
mandatory.
Note: Items can be used and/or stored in different
warehouses. This also means that the requirements for different items can vary
per warehouse.
Budget scenario
Type or select a
budget scenario to generate the master purchase
schedule based on the selected budget scenario. This enables you to
simulate several scenarios when a certain amount of items will be required
('What if' analysis). This information is mandatory.
Plan period
This information is non-editable. It displays the Plan
period as defined in the selected Budget scenario. It can be
Daily, Weekly, Bi-weekly, 4-weekly, Monthly, or
Quarterly.
Range section
Date
Type or select the
date range to generate the master purchase schedule
for the selected period. By default, the All check box is selected to
generate the master purchase schedule for all dates defined in the selected
budget scenario.
Note: If you choose to fill in the date range, then
the Year, Month, and Week options are not available. The
year/month/week should be within the year(s)/period(s)
Year
Type or select the year to generate the schedule for the
selected period. Although, by default, the All check box is selected, the
master purchase schedule for only the selected year of the budget scenario will
be generated.
Note: This option is available only if you specify a
range or months, or weeks.
Month
Type or select a month or a range of months to generate the
schedule for the selected period. Although, by default, the All check box
is selected, the master purchase schedule for only the selected month(s) of the
budget scenario will be generated.
Note: This option is available only if you specify
the year. However, it is unavailable if you specify the Week.
Week
Type or select a week or a range of weeks to generate the
schedule for the selected period. Although, by default, the All check box
is selected, the master purchase schedule for only the selected week(s) of the
budget scenario will be generated.
Note: This option is not available if you specify
the Month.
Filter section
Item group
Select an item group or a range of item groups to generate
the master purchase schedule for items with the selected item group(s).
By default, the All check box is selected to generate master purchase
schedule for items with all the item groups.
Item
Select an item or a range of items to generate the m
aster purchase schedule for the selected
item(s). By default, the All check box is selected to generate the master
purchase schedule for all the items.
Show section
Column width
Select Standard or 150% to display the
schedule in standard column size or at 150 percent of the standard column size.
Buttons
Excel
Click this to generate the master purchase schedule in
Microsoft Excel based on the defined criteria.
Start
Click this to generate display the master purchase schedule
based on the specified criteria.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.017.213 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |