This guide explains how to manage inventory replenishment for manufactured items. It is intended for general users.
You can keep made-to-stock inventory items that you manufacture at just the right levels using aACE's robust automation features. Once you understand how to work with the inventory replenishment tools, implementing the feature for inventory assembly items involves three stages:
- Set the replenishment fields on your line item codes (LICs)
- Configure the automation schedule in your system preferences (requires System Admin user group)
- Configure the company records
1. Set the Replenishment Fields for LICs
For the inventoried assembly items that you need to consistently re-stock, you can enter parameters that tell aACE how to keep your inventory levels just where you need them. You can specify the levels for each office location where you store inventory for a LIC.
- Navigate from Main Menu > Inventory > Line Item Codes.
- Use the Quick Search bar to locate the desired inventoried assembly LIC.
- Click the Replenishment tab, then click Edit.
- For each office that needs automated replenishment, enter the three parameters:
- Target — The quantity you would like to have in stock
- Replenish Balance — The quantity that will trigger an automated replenishment production
- Method — How the item will be replenished
- Click Save.
Tips for Setting Replenishment Fields
Display Items that Need Inventory Replenishment
From the LIC list view, click the footer shortcut link "Find Items Requiring Replenishment". aACE will display inventoried and inventoried-assembly items that have an Available quantity less than the Target quantity.
Display Related Records
You can jump from the current LIC to related inventory transactions, production / sales orders, and purchase orders. This can help you get a better sense of how your inventory is moving.
From an LIC's Inventory Balances tab, click the highlighted number in the On Hand, Demand, or On Order columns. aACE displays the related module.
2. Configure the Automation Process
System administrators must complete this task.
Automation schedules tell aACE when to check for items that need to be re-ordered. Navigate from Main Menu > System Admin > System Preferences > Automation Schedules > Schedule Setup. Mark the flag to Generate Inventory Replenishment, then configure the automation schedule. We recommend that this process run only once a day. If needed, this process can be configured to run multiple times per day, although it should not run more than every few hours. Make sure the settings specified here align with your organization's policies.
3. Configure Internal Company Records
Your own organization is the 'vendor' for your made-to-stock inventory. To ensure the replenishment automation works correctly, office records must be linked to company records that have specific settings.
These settings are automatically entered when you create a company record from the Offices module (i.e. click Actions > Create Related Company). However, if you create a company from the Companies module, or if you link to an existing company record, you must enter these settings manually.
- Company Details: Type — Must be set to Internal
- Customer Details: Discount — Must be set to 100%
This prevents the system from generating billing transactions to your own company.
