Concepts

Tasks

Settings

Replenishing a Warehouse

You can use replenishment requisitions to maintain the inventory levels of warehouse items. Each warehouse item can be set up for either automatic or manual replenishment review.

When you run the Generate Replenishment Requisition method for a warehouse, APM reviews the warehouse items set for system replenishment and then automatically creates replenishment requisitions for warehouse items that have reached the set replenishment point.

You can also manually generate replenishment requisitions for warehouse items that use either an automatic review or a manual review. You must manually generate the requisition for items whose replenishment rules indicate a manual review.

Replenishment requisitions use the supplier or warehouse information indicated in the purchase from or transfer from section of the replenishment rules tab for the warehouse item.

If the inventory group selected in the replenishment rules is a consignment inventory group, the item is treated as a consignment resource and the requisition is a consignment requisition.

If selected on the supplier resource price (the Replenishment review not required option), purchase orders can be automatically created for warehouse items being replenished.

For information on replenishing consignment resources, see Replenishing Consignment Inventory Using Purchase Orders and Receipts or Replenishing Consignment Inventory Using Inventory Adjustments.

This topic explains how to create replenishment requisitions for warehouse items using system review. To create a manual replenishment requisition for a single warehouse item, see Creating a Manual Replenishment Requisition.

To Replenish a Warehouse

1.	Select the site’s Resource Management view, Inventory tab.

2.	On the Warehouses tab double-click the warehouse that you want to replenish. The Warehouse window appears.

3.	From the Tools menu select Generate Replenishment Requisition. The Generate Replenishment Demand dialog appears.

4.	Select how you want the system to select warehouse items for analysis:

Setting Name

Description

In Category

Select the resource category for the items that you want to replenish. If you select a category, the system only analyzes warehouse items associated with that category. Browse to search for the category.

Purchased by

Select the name of the employee who is responsible for the items being replenished. If you select this option, the system only analyzes warehouse items that are associated with this buyer.

Replenished by

Select the replenishment method for the items being analyzed: • Purchase: The replenishment demand is reviewed by purchasing and used to create a P.O. line. • Transfer: The item is replenished by transferring stock from another warehouse. Transfer demands become warehouse transfer transactions. If you select one of these methods, the system only analyzes warehouse items that are set to use this method. If you select Either method, warehouse items with either setting are analyzed.

Replenished to

Select whether or not the items are to be replenished to any inventory group or to a selected inventory group only. If the items are for a specific inventory group, select the appropriate group from the list.

5.	When you are finished, click OK. The system analyzes each item that meets the selected criteria to see whether or not replenishment is required. If replenishment is required for any item, the system displays a message and asks if you want to review the new requisition.

6.	To review the items suggested for replenishment, click Yes. The Requisition window appears.

7.	Once you have reviewed the replenishment requisition, you can perform any of the following actions:

•	Adding Lines to a Requisition

•	Sending Requisitions for Approval

•	Turning a Requisition into a Purchase Order