Purchasing Essentials for SPI Buyer Direct
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Transcript of Purchasing Essentials for SPI Buyer Direct
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Purchasing EssentialsSTUART GREENGART
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1. Master Scheduling
2. Materials Planning
3. Hot Lists
4. Create Requisitions and Actions
5. Requisition Approval
6. Suggested Purchase Order
PURCHASING ESSENTIALS
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Master Scheduling• Process for inventory analysis, planning, and purchasing• The Master Scheduling module provides the tools required to
make purchasing or production scheduling decisions based on forecasts and inventory position.
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Master Scheduling• Planning
• Hotlists - Prioritize tasks• Materials Planning - weekly inventory
position• Requisitions• PO export script converts requisitions to
Purchase Orders in the host system• Actions• Combine multiple Product needs into
one Requisition
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Materials Planning• Projects future weekly inventory levels by SKU• Planning Horizon - Number of weeks is determined by parameters• Link from PLF, Hot Lists, Reports, Dashboard• Incorporates:
• Weekly demand plans• Inventory ownership (on hand, on order, backorders)• Returns• Safety stock• Vendor lead time
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Materials Planning
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Materials Planning - Buy Plan
• Lead Time• Demand• Product Roll-Up• SKU Net Needs
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Materials Planning - Demand
View Weekly Demand for all current and future offers
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Hotlists Shortage
• Backorders• Future Backorders• Net Needs • Purchases/Transfers
Overage
• Liquidation• Markdowns• PO reschedule/cancel • Transfers
Hotlists help you manage your inventory by prioritizing tasks
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Hotlist Data • STReq Short -Term = 4 weeks after Lead Time
(Parameter Set)• LTReq Long -Term = End of Planning Horizon
Requirement Units = Accumulated Backorders
• STNetNeed = Need at Lead Time (Parameter Set)
• LTNetNeed = Need at end of Planning HorizonNet Need Units
• Overage units at the end of the Planning HorizonOverage
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Materials Planning
Data from Materials Planning populate the Hot Lists
Item Buy Plan for one SKU
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Product Hot List
Ranked by tab selection and Lead Time
Select Tabs on the Bottom
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Materials Planning - Buy Plan
• Drag the number of weeks to cover in the What-If row• Buy for all Need
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Materials Planning - Buy Plan• Quantity is
generated to cover all needs
• Needs are calculated at each SKU level
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Materials Planning - Buy Plan• View needs by
Descriptors –Color/size
• Needs are calculated at each SKU level
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Create Requisition
• Align to Lot to adjust quantity to case pack
• Create Requisition
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Create Requisition
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Create Requisition
• Add Comments – Standard or New Entry• Print internal, only on PO or Both
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Create Requisition• Calendar with Expected
Receipt Date• Keep or change date based
on other receipts
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Create Requisition - Print
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Create Requisition
• Validate and Hold• Remains as a Requisition• Allows for future changes
and updates
• Validate and Save• Released to Order
Management System• PO Export process creates
Purchase Order
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Create Requisition
• Create Requisition from Open Actions• Consolidate multiple products on one Requisition
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Requisition - Approval
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Requisition - Approval
• Set up Approval Levels in the Security Module
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Requisition - Lookup
Review and Approve Open Requisitions
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Suggested Purchase Order• Consolidates the needs for all products by Vendor. • SPO Methods – Auto, EOQ, ROP, Coverage • Recommend orders based on net needs• Provides variability in coverage periods, delivery and percent
of demand purchased• Configure different coverage levels by Vendor, Lead time,
Category, Company levels
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SPO Hotlist
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Vendor Order Review