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Planning Recommendations

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Planning Recommendations

Planning recommendations suggest optimal replenishment actions based on forecasts, current inventory, and policies.

Viewing Recommendations

  1. Navigate to Plan → Planning Recommendations
  2. View recommendations by:
    • Product: Recommendations per product
    • Location: Recommendations per location
    • Channel: Recommendations per channel
    • Priority: High, medium, low priority

Recommendation Types

Replenishment Recommendations

Suggest when and how much to order:

  • Reorder Point: When to place order
  • Order Quantity: How much to order
  • Supplier: Recommended supplier
  • Lead Time: Expected delivery time

Transfer Recommendations

Suggest transfers between locations:

  • From Location: Source location
  • To Location: Destination location
  • Quantity: Amount to transfer
  • Reason: Why transfer is recommended

Safety Stock Adjustments

Suggest safety stock level changes:

  • Current Safety Stock: Current level
  • Recommended Safety Stock: Recommended level
  • Reason: Why adjustment is needed

Recommendation Details

View detailed information:

  • Forecast: Forecasted demand
  • Current Inventory: Current on-hand quantity
  • ATP: Available to promise
  • Policy: Relevant policies (reorder point, safety stock)
  • Calculations: How recommendation was calculated

Executing Recommendations

  1. Select recommendations to execute
  2. Review details
  3. Click Execute or Create Purchase Order
  4. System will:
    • Create purchase order (if applicable)
    • Create transfer (if applicable)
    • Update planning status

Permissions & Roles

Viewing recommendations requires standard user permissions. Executing recommendations may require inventory management or purchasing permissions. Contact your organization administrator for details.