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HMM Auto Replenishment

Use this page to set up auto replenishment templates which assign the replenishment levels for selected item and location combinations. For example, you can set up an auto replenishment template for bandages and face masks at Location A. The bandages and face masks must be set up as stockkeeping units and they must have Stock as the usage. You can then add those items to an auto replenishment template.

You can use replenishment templates to replenish items at locations by processing the templates which then creates either purchase requisitions or transfer previews. Purchase requisitions are created if no replenishment location is assigned on the location par list. Transfer previews are created if a replenishment location is assigned on the location par list.

You can view a list of your auto replenishment setup templates on the list HMM Auto Replenishment Setup List page.

Set up Auto Replenishment Templates

To set up auto replenishment templates, do the following:

Search for and open the HMM Auto Replenishment Setup page.
On the Action tab, select New to create a new template and open the HMM Auto Replenishment Card page.
In Template ID, enter an identifying name for the template.
In Transaction Type, select the type of transaction which will be used for the auto replenishment template.
In Replenishment Level, select the type of replenishment level. The replenishment level determines the replenishment quantity.
Select items, locations, and vendors as needed.

The replenishment template will be automatically saved. You can then use it in the HMM Auto Replenishment Process.

HMM Auto Replenishment Setup List Fields

The following field boxes are available:

Auto replenishment setup list fields
Field	Description
Template ID	Displays the template ID.
Template Description	Displays the template description.
Item No.	Displays the item number included in the auto replenishment template.
Replenishment Level	Displays the replenishment level of the template. By Par Level: The quantity which is reordered is determined by the quantity on hand of the item. If the quantity on hand is less than the par quantity entered on the Par List page then the difference between the two values is reordered. For example, if the par quantity is 100 and the quantity on hand is 60, then the quantity ordered will be 40. By Par Level/Open SR: The quantity which is reordered is determined in the same way as By Par Level, and additionally any open or unfulfilled supply requisitions are also considered in the calculation. Any quantities of items in open SRs are deducted from the Quantity to Order of replenishment transactions.
Vendor No.	Displays the vendor number from whom the the item will be ordered, if applicable.
Location Code	Displays the location to which the replenishment items are sent.
Replenishment Location	Displays the location from which the replenishment items are sent.

Auto Replenishment Setup Card Fields

The following field boxes are available:

Auto replenishment setup card fields
Field	Description
Header
Template ID	Enter a name for the template. This is required to create a new auto replenishment template.
Template Description	Enter a description for the template.
Transaction Type	Select the type of transaction which will be used for the auto replenishment template. For example, if you select Purchase Requisition as the Transaction Type, then replenishment of your selected items will only be processed using the Purchase Requisition transaction type. All: Replenishment of an item can be processed using either a Purchase Requisition or Transfer Preview. Purchase Requisition: If the replenishment location for an item and location par list is not assigned then a purchase requisition will be created. Transfer Preview: If the replenishment location for an item and location par list is assigned then a transfer preview will be created.
Replenishment Level	Select the replenishment level for the template. The replenishment level determines the quantity of an item which is processed for replenishment. By Par Level: The quantity which is reordered is determined by the quantity on hand of the item. If the quantity on hand is less than the par quantity entered on the Par List page then the difference between the two values is reordered. For example, if the par quantity is 100 and the quantity on hand is 60, then the quantity ordered will be 40. By Par Level/Open SR: The quantity which is reordered is determined in the same way as By Par Level, and additionally any open or unfulfilled supply requisitions are also considered in the calculation. Any quantities of items in open SRs are deducted from the Quantity to Order of replenishment transactions.
Item No.	Select the item or range of items you want to set up for auto replenishment.
Vendor No.	Select the vendor for the template.
Location Code	Select the location to which the replenishment items will be sent.
Replenishment Location	Select the location from which replenishment items will be sent.
Lines
Item No.	Displays the item code which is used for replenishment.
Item Description	Displays the item description.
Base Unit of Measure (UoM)	Displays the base unit of measure of the item.
Location Code	Displays the location to which the items will be sent.
Location Description	Displays the description of the location.
Replenishment Location	Displays the replenishment location.
Document Type	Displays the type of transaction that will process the replenishment.
Quantity on Hand	Displays the quantity on hand at the location where the item will be replenished.
Par Quantity	Displays the par quantity of the item and its location.
Par Unit of Measure (UoM)	Displays the UoM used for the par quantity, based on the par setup
Quantity in Base UoM.	Displays the quantity of the item in the base UoM
Quantity to Order	Displays the quantity of the item that will be used for replenishment.
Unit of Measure	Displays the UoM used for the item replenishment.
Vendor No.	Displays the vendor associated with the item.
Vendor Name	Displays the vendor name.

Actions

The following actions are available:

Auto replenishment card actions
Action	Description
Process	Select to open the HMM Auto Replenishment Process page.