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The "Required Quantity" calculation for parts auto-replenishment should factor in in-transit quantities for parts en route to your location.

The "Required Quantity" calculation for parts auto-replenishment should factor in in-transit quantities for parts en route to your location.

The "Required Quantity" calculation for parts auto-replenishment should factor in in-transit quantities for parts en route to your location.

ServiceMax has (3) fields on the product stock record which drive the auto-replenishment process for engineer stock at a location. (1) "Reorder Point" which kicks off a parts order when the inventory level at a location has dropped below that number. (2) "Reorder Quantity" for the provided product and location when reorder level is reached, and (3) "Required Quantity" which is a formula field which calculates the difference between your reorder quantity and your available quantity. This calculation determines the quantity for your new parts order based on these variables.

The feature request is for this formula calculation to factor in the "In-Transit" quantity such that an order is placed one day for parts which may be arriving the next day.

What is the underlying problem do you intend to solve with this idea?
More efficient inventory management of an engineer's spare parts at the stocking location.
How is the problem being addressed today, if at all?
Manually
Product Area?
Communities Parts Management
What version of ServiceMax are you on?
Spring 16
6 Comments
Product Team
Product Team

Hi Michael - Currently within ServiceMax we track Product Stocks by Statuses(Available, In-Transit, Consumed etc) separately, so if you want to be able to calculate the 'Required Qty' based on Available+In-Transit status, this can be achieved via SFDC report with formula. I have attached a sample report for your reference.

Let me know if this meets your need.

2017-02-10_13-15-58.jpg

Thanks,

Anita

Pastry Chef
Pastry Chef

Hello Anita!  Thank you for the report tip. Would the custom Required QTY field be considered in the OOB SMax inventory processes driving auto-replenishment or would that be a customization? Since the replenishment orders are automated, I'm wondering where we would interject the custom Required QTY value into the process.

Product Team
Product Team

Hi Michael Majerus - Would you please provide details on how the replenishment orders are placed? Are these ordered initiated in ServiceMax or ERP directly? Do technician put in replenishment orders in the field and do they need this visibility?

Pastry Chef
Pastry Chef

Hello Anita. We currently use SMax to create the parts orders via an auto-replenishment process for each stocking location. The technician does create 1-off parts orders for parts which he/she needs quickly or to be sent directly to a customer, but in general, he/she relies on the auto-replenishment process to maintain stock at the location. Typically, the inventory manager is responsible for location stocking levels and not the technician. The technician needs to be able to create 1-off parts orders in the field, but does not typically create replenishment orders in the field. Hope this helps.

Product Team
Product Team

Hi Michael - Thanks for the information. Currently, we don't have required quantity calculation for auto-replenishment on our short-term roadmap. But you can use the SFM transaction that creates Parts Order to update the source record that indicates that order has been placed. When the order is replenished and the Available QTY is updated, you can remove this indicator. Hope this helps as an interim solution.

Swetha Tupelly - FYI

Grill Chef
Grill Chef

When we use this feature, system forces us set the "Reorder Point" to a value greater than 0, otherwise "Required Qty" and “At of Below Reorder” values are not set correctly and the job does not create auto replenishment orders, which defeats the whole reason to use this ServiceMax feature.

Can SMX experts look into this and provide a solution?

Thanks