Purchase Planning

The Purchase Planning (I/P) module is an easy to use purchase planning solution for small to medium-sized trading enterprises.  With I/P, trading companies can now generate full scale purchasing plans for all their inventory items.

I/P makes full use of the sales information in Sage 300 O/E, sales forecast information in I/P, stock data within Sage 300 I/C, purchase information in Sage 300 P/O in generating a realistic purchase plan. I/P is fully integrated with Sage 300’s Financial and Logistics modules.

By planning ahead, I/P minimizes inventory stock, prevents item  shortages leading to improvement in customer service levels.   With I/P, inventory planners actually spend more time planning instead of just tracking, compiling and calculating stock requirements.

Purchase Planning

Main Features

Available to Promise (ATP)

  • Allows salesmen to query and view online the available to promise quantity of selected items
  • Provide stock inventory information such as on hand quantity, PO on order quantity, SO allocated quantity by location
  • Displays the default sales price based on Sage 300 I/C
  • Displays summary customer credit status based on Sage 300 A/R
  • Includes a date-based sales history information
  • Displays detailed item planning information for the selected item

Buyer Information

  • Allows definition of unlimited number of buyers for purchased I/C materials
  • Create planned purchase orders by buyer
  • Generate planning inquiries by buyer

Item Planning Information

  • Allows the user to define safety stock levels for each item record in I/C on a per Network basis
  • User may also define an order multiple (e.g. purchase unit) for each I/C item
  • Purchase Lead Time can be maintained for each I/C item
  • Option to automatically generate planned orders for selected items

Minimum Order

  • Generate realistic purchase plans with minimum order quantities per item
  • Minimum order levels are useful to simulate purchase economic order quantities (EOQ) and supplier minimum order requirements

Consumption of Sales Forecasts

  • Sales forecasts can be inputted or imported for use during planning runs
  • Option to generate sales forecasts based on O/E Shipment history
  • Actual Sage 300 O/E sales orders can consume user-defined sales forecasts thus preventing excessive estimation of item demand.

Flexible I/C Location Coverage

  • User-defined I/P Distribution Networks determine the scope of purchase planning runs
  • I/P Distribution Networks are used to group I/C Locations to form supply chains
  • Supports unlimited number of I/P Distribution Networks

Planning Calendar

  • Supports multiple calendar records
  • Allows user-defined working and non-working days
  • Sets the default working days for a normal week

Simplified Planning Runs

  • User-friendly planning run interface requires only one click of a button to run the entire purchase planning process
  • Includes option to exclude I/C stock, P/O orders, P/O requisitions, O/E orders
  • Includes option to ignore minimum stock levels and work calendar

“What If” Scenarios

  • Allows four (4) other planning records per Distribution Network to simulate “What If” scenarios
  • Option to copy a source planning record to any target planning record

Auto Generation of Purchase Requisitions

  • Planned orders can be automatically converted to P/O Requisitions via the I/P Generate PR routine
  • Buyer has the option to combine or generate separate P/O Requisitions
  • Buyer has the option to change order dates, due dates and order quantities for planned orders prior to generating P/O Requisitions

Reporting & Inquiries

  • Purchase Planning Summary Report
  • Purchase Planning Summary Report by Buyer
  • Purchase Advice Report – Detailed or Summary
  • Purchase Advice Report – Detailed
  • Item Planning Inquiry – Detailed or Summary
  • MRP Reports by Period (e.g. Month, Week)