October

2010

V6.5

Notes
Stocks

/ © Sage 2010
 Warehouses

Warehouses

/ © Sage 2010
Hervé ANTONIO-MOTA
Stock vocabulary : Without warehouses

Site
Site A
DOC1 DOC2
DOC (Dock awaiting)
STO (Internal)
Location MAN (Internal)
STO01 STO02 STO03 STO07 STO08 STO09 type FIN (Internal)
PICK (Internal)

STO04 STO05 STO06 STO10 STO11 STO12 Location STO01, STO02, …

Receipt,
Location
Storage,
category
Manufacturing,
MAN01 MAN02
Picking, …

FIN01 FIN02 FIN03 FIN04 FIN05 FIN06

PICK1 PICK2

/ © Sage 2010
Stock vocabulary : Without warehouses

Site

Location category

Location type

Location

/ © Sage 2010
Stock vocabulary : With warehouses

Site
Site A
DOC1 DOC2
DOC (Dock awaiting)
STO (Internal)
Location MAN (Internal)
STO01 STO02 STO03 STO07 STO08 STO09 type FIN (Internal)
PICK (Internal)

STO04 STO05 STO06 STO10 STO11 STO12 Location STO01, STO02, …

Receipt,
Location
Storage,
category
Manufacturing,
MAN01 MAN02
Picking, …

Warehouse WRH1, WRH2, …

FIN01 FIN02 FIN03 FIN04 FIN05 FIN06

PICK1 PICK2

/ © Sage 2010
Stock vocabulary : With warehouses

Site A Site

Warehouse 1 Warehouse 2 Warehouse

/ © Sage 2010
Stock vocabulary : With warehouses for consignment

Site A Site

Consigned
Internal locations Warehouse
stock
Stock « loaned »
STO01
by supplier A

STO01 Stock « loaned »

to customer B

… …

/ © Sage 2010
Warehouses – Automatic selection of WRH and locations in V9
Px
entries Warehouse

Locations

User’s Yes
WRH?

No

(Warehouse Wrh’s Yes

defined) location Wrh’s locations
Yes s?
Site’s
WRH?

No
Site’s locations
Wrh in the stock line? Site’s location compliant
(manualy entered) with warehouse?
Yes Yes
? ?

No No

Default location
for the product-site? Yes
?

No
X
(no suggestion)

/ © Sage 2010
Hervé ANTONIO-MOTA
Warehouses – Automatic selection of WRH and locations in V9
Px
issues Warehouse

Locations

User’s Yes
WRH?

No

Product- Yes Wrh’s

(Warehouse Yes
site’s defined) location Wrh’s locations
WRH? s?

No

Yes
Site’s Site’s locations
WRH?
Site’s location compliant
with warehouse?
No Yes
Wrh in the stock line? ?
(manualy entered) Yes

No
No
Default location
for the product-site? Yes
?

No
X
(no suggestion)

/ © Sage 2010
Hervé ANTONIO-MOTA
Warehouses – Automatic selection of WRH and locations in V9
Px
allocations for a sales order Warehouse

Locations

User’s Yes
WRH?

No

(Warehouse Wrh’s Yes

Product-site’s WRH? defined) location Wrh’s locations
Yes s?
?

No
Site’s locations
Wrh in the stock line? Site’s location compliant
(manualy entered) with warehouse?
Yes Yes
? ?

No No

Default location
for the product-site? Yes
?

No
X
(no suggestion)

/ © Sage 2010
Hervé ANTONIO-MOTA
 Locations management

Locations
management

/ © Sage 2010
Hervé ANTONIO-MOTA
Location types

(Dock awaiting) (Dock awaiting)

DOC1 DOC2

Site

(Internal) (Internal) (Internal) (Internal) (Internal) (Internal)

STO01 STO02 STO03 STO07 STO08 STO09
Location type

(Internal) (Internal) (Internal) (Internal) (Internal) (Internal) Location

STO04 STO05 STO06 STO10 STO11 STO12
Location category

(Internal) (Internal)
MAN01 MAN02

(Internal) (Internal) (Internal) (Internal) (Internal) (Internal)

FIN01 FIN02 FIN03 FIN04 FIN05 FIN06

(Internal) (Internal)
PICK1 PICK2

/ © Sage 2010
Stock vocabulary : Internal & external location

Internal site

(Dock awaiting) External site : Loans

DOC1

Site

(Internal) (Internal) (Internal) (Customer) Warehouse

STO01 STO02 STO03 CUST001
Location type

(Internal) (Internal) (Internal) Location

STO04 STO05 STO06
Location category

(Internal)
MAN01
External site : Subcontracting

(Internal) (Internal) (Internal)

(Subcontract)
FIN01 FIN02 FIN03
SUPP001

(Internal)
PICK1

/ © Sage 2010
Location types : Formats

4 A B C

4
4

4
3

3
3

S6 3
2

2
2

2
1

L R
1

1
1
L R L R

1
Example: Location format = ABCDD
-A = Aisle (A to C), AL1S1 AL2S1
-B = Side (Left and Right), AL1S2 AL2S2
-C = Cupboard (1 to 4), AL1S3 AL2S3
AL1S4 AL2S4
-DD = Shelf (S1 to S6).
AL1S5 …
AL1S6
/ © Sage 2010
 Example of Automotive manufacturing location

STO01 MAN01

 Internal
 Single-product
 Dedicated (Car door)
enish (Car door = Max. 30/Tr. 10)
Authorized substatuses : A*
 Capacity managed (30 UN)

X30 UN

/ © Sage 2010
Stock management rules (FUNSTORUL)

Stock management
Product-categories
rules
(GESITG)
(FUNSTORUL)

Entry Issue … Entry Issue …

/ © Sage 2010
A*,Q*,R*

Q
Stock change Stock change
(GESSCS) (GESSCS)

Quality control
(GESSTQ)

A R
Stock change
(GESSCS)

/ © Sage 2010
Main stock tables : GESSMR/GESSMO

SMVTH

Header

SMVTD
Stock movements Detailed stock
(CONSSMV) (CONSSDE)

Lines(s)

STOJOU STOCK

Detail(s)
(Entry mvt)
STOSER STOLOT

/ © Sage 2010
THREE DIFFERENT METHODS TO CREATE Product Sites

Example : Creation of 20 products on 10 sites

Product-site Product
• (GESITF) • (GESITM)

200 tasks 20 tasks

Product site
creation
• (CREITFMA)
1 task

/ © Sage 2010
Allocation and Issue rules

(Internal) (Internal) (Internal)

STO12 STO12 STO12

Site

Location category

(Internal) (Internal) Location

STO12 STO12
Location category

(Internal) (Internal) (Internal)

STO12 STO12 STO12

Location category

/ © Sage 2010
Training exercise – Product BMSTR-001
TR013 TR014
TR131

(Dock awaiting)
6
+20UN DOC1
4
1 Inter-site transfer
+100UN +10UN Site

(Internal) (Internal) (Internal) (Internal) (Internal) +20UN Warehouse

REC01 REC02 REC03 REC04 REC05
Location type

(Internal) (Internal) (Internal) (Internal) (Internal) Location

REC06 REC07 REC08 REC09 REC10

1 Location category
+10CAR +1PAL

(Internal) (Internal) (Internal) (Internal) (Internal)

STO01 STO02 STO03 STO04 STO05
2
(Internal) (Internal) (Internal) (Internal) (Internal)
STO06 STO07 STO08 STO09 STO10

5 +1CAR
+1PAL
TR132

(Internal) (Internal) (Internal) (Internal) (Internal)

PIC01 PIC02 PIC03 PIC04 PIC05

(Internal) (Internal) (Internal) (Internal) (Internal)

PIC06 PIC07 PIC08 PIC09 PIC10

Stock issue
21 / © Sage 2010
 Put-away plan

Put-away plan

/ © Sage 2010
Hervé ANTONIO-MOTA
Site A

DOC1
(Dock)

Put-away
plan
(FUNSSL)

STO01 STO02 STO03

(internal) (internal) (internal)

STO04 STO05 STO06

(internal) (internal) (internal)

/ © Sage 2010
 LPN

LPN

/ © Sage 2010
Hervé ANTONIO-MOTA
/ © Sage 2010
 (CRELPNMA)
(GESLPN) (GESLPNAFF)
Mass process LPN creation
LPN manual creation Assign stock to existing LPN
(indicate number of LPN)

(GESLPNOPE)
To group, split or unlink LPNs

(GESSCSL)
-Be able to move a LPN from a location to another location, including all the contents of that LPN.
-Be able to change the stock line status (A*,Q*,R*) of a LPN.
/ © Sage 2010
 Quality control

Quality control

/ © Sage 2010
Hervé ANTONIO-MOTA
Issue rules : GESITG

What ?

What and where ?

28 / © Sage 2010
Issue rules : GESITF

Where ?

29 / © Sage 2010
 Issue rules

Issue rules

/ © Sage 2010
Hervé ANTONIO-MOTA
Quality control
Management (V9.xx)

Product Quality control Quality control afterwards

In
Stock entry With expiration Manually
management
Lot managed
✓/  ✓ ✓/ 
Lot managed
✓/   ✓/ 
If Expiration
management = Not
managed
Not lot managed
✓/   ✓/ 

/ © Sage 2010
Quality control
Quality control management in stock entry (V9.xx)

Product-category (GESITG) Product (GESITM) Product-site (GESITF)

> t. Management > b. Quality > t. Suppliers > b. Quality > t. Management > b. Quality

Default

No Yes
Default
QC management QC management Or QC management

Quality control record Default Quality control record Quality control record
(Technical sheet) (Technical sheet) (Technical sheet)

Default

No and No = No
No and QC = QC
QC and No = QC
QC and QC = QC

/ © Sage 2010
Quality control
Expiration management afterwards (Lots) (V9.xx)

Product-category (GESITG) Product (GESITM) Product-site (GESITF)

> t. Management > b. Expiration t. Management > b. > t. Management > b.
Recontrol/Expiration Recontrol/Expiration

Default
Expiry management Expiry management

Default
Expiry status Expiry status

Expiration date rules

(lead time & …days)

Re-control date rules (check lead time Default Re-control date rules (check lead time
& …days & Re-control status) & …days & Re-control status)

UBD rules UBD rules

(coefficient, lead time & calendar Default (coefficient, lead time & calendar
days) days)

Recontrol quality record

/ © Sage 2010
Quality control
Sampling

Product-category (GESITG) Product (GESITM) Product-site (GESITF)

> t. Management > Sampling

Sampling

General level

AQL

Sampling mode

/ © Sage 2010
 V9
Quality control in stock entries (GESITG) … Px

Default status Analysis Analysis Quality (New stock

request request control status)
A No   Same
A Yes   Same
Q Yes  ✓ Same

Q No   Same

(Used for manual requests only)

/ © Sage 2010
 V9
Sum-up : Quality control. Options … Px

Quality control Lot / Sub-Lot Expiration

(on stock entry) management management
(afterwards)

  
✓  
 ✓ 
 ✓ ✓
✓ ✓ 
✓ ✓ ✓

/ © Sage 2010
Statistical reordering
Product-site (GESITF)

Reorder mode + Policy (How many?)

 Safety stock
 
Requirements
MRP Calculation
parameters By MRP By MPS
(FUNMRP)
(GESPCB)

Reorder treshold Reorder treshold

Stocks parameters Statistical reordering
(GESSTE) By ROP By Period calc.
(FUNSTKB)
Safety stock EOQ Maximum stock
Reorder treshold

Maximum stock Reorder policy

EOQ

Suggestion type (How?)

Purchase Sub-contracting

Manufacturing Inter-site

/ © Sage 2010
GESITF > Planning > Stock management > Demand period

/ © Sage 2010
 Quality control

Quality control

/ © Sage 2010
Hervé ANTONIO-MOTA
 Quality control
Analysis requests
Analysis requests (GESQCR) Quality control (GESSTQ)
Automatic
method

Q*
1

A*, R*

(Analysis request = Yes) (Auto)

(Validation)
Manual method

(Auto)
A*, Q*, R* Q*
2

/ © Sage 2010
Training exercise : Quality control
TR013

TR131
Quality control Q*, R*

(Internal) (Internal) (Internal) (Internal) (Internal)

QCX01 QCX02 QCX03 QCX04 QCX05 Site

Warehouse
(Internal) (Internal) (Internal) (Internal) (Internal)
QCX06 QCX07 QCX08 QCX09 QCX10 Location type

Location
(Internal) (Internal) (Internal) (Internal) (Internal)
QCX11 QCX12 QCX13 QCX14 QCX15 Location category

2 Storage A*
SXX

BMSTR-005 (Internal) (Internal) (Internal) (Internal) (Internal)

+100A GNX01 GNX02 GNX03 GNX04 GNX05 1
SXX

(Internal) (Internal) (Internal) (Internal) (Internal) BMSTR-005

GNX06 GNX07 GNX08 GNX09 GNX10 +100A

(Internal) (Internal) (Internal) (Internal) (Internal)

GNX11 GNX12 GNX13 GNX14 GNX15

/ © Sage 2010
 Reordering

Reordering

/ © Sage 2010
Hervé ANTONIO-MOTA
Reodering

Reordering mode MRP Statistical Statistical

Reorder point Periodic
Safety stock ✓  
Reorder point  ✓ ✓
Maximum stock   ✓
EOQ ✓ ✓ 

/ © Sage 2010
 Stock valuation

Stock valuation

/ © Sage 2010
Hervé ANTONIO-MOTA
Valorisation des stocks
Stock insuffisant et MAXABSCOD = Absor.

Régularisation avec stock insuffisant et MAXABSCOD à « Absorption base site » et

MAXABSPER à 0%. (Valeur du stock restant)

QTÉ PRIX PMP Montant total Marge

Stock initial 10 20 20 200
Réception 10 22 21 420
Livraison -18 30 21 42 9
Facture achat 10 26 25 50
Identique à l'exemple précédent, écart de +40€ (= +4€ par unité x 10 uns) entre entrée et
facture.
− Nouvelle base montant : (2*21€) + (2*4€) = 50€ → absorption sans sur-absorption
− Nouveau PMP = 50 / 2 = 25
− Écart non absorbé = (40-8)= 32€
TESTED !
OK
(25/11/2016)

Module Stocks V7 45
Valorisation des stocks
Stock insuffisant et MAXABSCOD = Absor.

Régularisation avec stock insuffisant et MAXABSCOD à « Absorption base site » et

MAXABSPER à 0%. (Valeur du stock restant)

QTÉ PRIX PMP Montant total Marge

Stock initial 10 20 20 200
Réception 10 26 23 460
Livraison -18 30 23 46 7
Facture achat 10 26 23 46
Identique à l'exemple précédent, écart de +0€ (= +0€ par unité x 10 uns) entre entrée et
facture.

TESTED !
OK
(25/11/2016)

Module Stocks V7 46
Valorisation des stocks
Stock insuffisant et MAXABSPER = 100%

Régularisation avec stock insuffisant et MAXABSCOD à « Absorption base site » et

MAXABSPER à 100%.

QTÉ PRIX PMP Montant total Marge

Stock initial 10 20 20 200
Réception 10 22 21 420
Livraison -18 30 21 42 9
Facture achat 10 26 50 82

Identique à l'exemple précédent, écart de 40€ (= +4€ par unité x 10 uns).

− Base montant régularisé : (2*21€) + (2*4€) = 50€
Le paramètre MAXABSPER (100%) s'applique à cette base montant pour ajouter la sur-
absorption :
− Base montant final MAX = 50€ + (100% de 50€) = 100€
− Base montant final réel = 50€ + 32€ = 82€ → PMPU = 82€/2 = 41€
− Écart non-absorbé = 0€
Dans ce cas, le PMP est égal à 50€ après facture !

Module Stocks V7 47
 ABC class calculation

ABC class calculation

/ © Sage 2010
Hervé ANTONIO-MOTA
 V12
P15

ABC class calculation (FUNSTKA)

Formula:
[F:ITH]YEAISSAMT
=Annual amount issued
per product/site.

Product No. of issues X Value = Result Produc = Result Total cumulated Total percentage Class
(UN) (€) (€) t (€) (€) cumulated

A1 256 5 280 A6 11820 11820 30

 A 
A2 354 2.5 885 A10 6750 18570 47.13 A

A3 125 45 5625 A3 5625 24195 61.40 A

A4 2550 0.645 1657.5 A7 4375 28570 72.50 A

A5 1255 2.5 3137.5 A9 3875 32445 82.34 B

A6 985 12 11820 A5 3137.5 35582.5 90.30 B

A7 1250 3.5 4375 A4 1657.5 37240 94.51 B

A8 0 4.5 0 A1 280 38520 97.75 B

Class A= 70%
A9 1550 2.5 3875 A2 885 39405 100 C
Class B= 25%

A10 150 45 6750 A8 0 39405 100 D
Class D= 5%

/ © Sage 2010
 Requirements parameters

Requirements
parameters /
Replanning rules
/ © Sage 2010
Hervé ANTONIO-MOTA
 V12
P16

Replanning rules: Concept

ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

Replan dates: Forward ! POF Replan dates: Backward !

10UN

POS Replan qties

5UN

POS
5UN

/ © Sage 2010
 V12
P16

Replanning rules: Example

ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN

POS
5UN

POS
3UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 Increase/decrease Early/late

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF +8
18UN

/ © Sage 2010
 V12
P16

Replanning rules: Example

ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN

POS
5UN

POS
3UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 Increase/decrease Early/late

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF +5
15UN

POS
3UN

/ © Sage 2010
 V12
P16

Replanning rules: Example

ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN

POS
5UN

POS
3UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 Increase/decrease No

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14
+8
POF
18UN

/ © Sage 2010
 V12
P16

Replanning rules: Example

ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN

POS
5UN

POS
3UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 No Early/late

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF
10UN

POS
5UN

POS
3UN

/ © Sage 2010
 V12
P16

Replanning rules: Example

ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN

POS
5UN

POS
3UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 Increase/Decrease Late

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF
13UN

POS
5UN

/ © Sage 2010
 V12
P16
Replanning rules: Example :  Ignore reorder policy in
replanning
ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN

POS POS POS POS POS

6UN 5UN 3UN 3UN 7UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 Increase/decrease Early/late

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF +17
27UN

POS
7UN

/ © Sage 2010
 V12
P16
Replanning rules: Example :  Ignore reorder policy in
replanning
ERD = Expected Receipt date
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF Replan dates

10UN
X X
POS POS POS POS POS
6UN 5UN 3UN 3UN 7UN

Type Method Backward lead time Forward lead time Replan qties Replan dates
POF Simulation 4 4 Increase/decrease Early/late

ERD = Expected Receipt date

Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day Day Day Day Day
10 11 12 13 14

POF +8
18UN

POS POS POS

6UN 3UN 7UN

/ © Sage 2010
 Requirements parameters

Requirements
parameters /
Forecasts offset
/ © Sage 2010
Hervé ANTONIO-MOTA
Forecasts offset

Within demand Beyond demand

horizon horizon

 Forecasts offset Forecast considered as separated SOF

(Demand horizon ignored)

 Forecasts offset Forecasts are ignored Forecast will be

consumed.

/ © Sage 2010
 Requirements parameters

Requirements
parameters /
Coverage
/ © Sage 2010
Hervé ANTONIO-MOTA
 MRP
Coverage
Coverage 5 weeks and Resources in coverage = Unticked
Initial
Period 0 1 2 3 4
inventory

Forecast 10

SOS N Sale orders 12 9 15

SOF SOP Sum of Needs 46 34 15 15

Scheduled
POP/F EOP/F WOP/F 5 9
receipt
S
Projected
Projected
Initial stock 2 46
2 39
-10 29
-29 29
-29 14
-44
final
stock**
stock

Net
44 0 0 0 0
requirements

End
POS WOS EOS suggestion 44 0 0 0 0
date
R
Start
suggestion 0 0 0 0 0
date

V7 Manufacturing
/ © Sage 2010Module 62
 MRP
Coverage
Coverage 5 weeks and Resources in coverage = Ticked

Initial
Period 0 1 2 3 4
inventory

Forecast 10

SOS N Sale orders 12 9 15

SOF SOP Sum of Needs 46 34 15 15

Scheduled
POP/F EOP/F WOP/F 5 9
receipt
S
Projected
Projected
Initial stock 2 32
2 25
-5 15
-15 15
-15 0
-30
stock
stock **
result

Net
30 0 0 0 0
requirements

End
POS WOS EOS suggestion 30 0 0 0 0
date
R
Start
suggestion 0 0 0 0 0
date

Version
/ ©7 Sage
Inventory
2010Module 63