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Optimized purchases#

With this feature, you can raise the quantity on a requisition or planning worksheet to meet, for example, a minimum order value, cubage, or weight.

On the Optimized Purchase page, vendors will be listed with their inventories, as well as their receipts and shipments, over the past few months so that you can adjust any quantity required and then copy it to the relevant worksheet.

Setup#

Item Vendor Catalog#

Before you can use the feature, you need to ensure that the items that you want to change quantities for have been linked to the specified vendor on the Item/Vendor Catalog page.

medtec365 Setup#

The period that enhancements should be made for can be specified in medtec365 Setup, in the Inventory Level Period field on the Inventory FastTab. You see an error message if you try to adjust worksheet quantities without the field being filled in.

Item units#

To be able to see the cubage and weight of an optimized purchase, you must also fill in the Cubage and Weight fields for the relevant item units of measure.

Optimize worksheets#

View optimizations#

To see how quantities have been adjusted:

  1. Open a requisition or planning worksheet.
  2. On the ribbon, choose Home > Optimized Purchase.

Only quantities that originate with unblocked items and the same supplier (according to the item/vendor catalog) will be shown on this page.

Statistics#

The following statistics fields are also shown on the page:

  • Qty. on Order
  • Inventory at Location
  • Total Inventory
  • Lead Time
  • Inventory Level (Weeks)
  • Avg. Pos. Adjmt. per Week
  • Avg. Neg. Adjmt. per Week

Add items#

To help you select the right items and quantities so that you can achieve the cubage required for a certain container or the amount needed to get an invoice discount, the line amount, cubage, and weight of all items shown on the Optimized Purchase page are totaled in the footer.

When you adjust a quantity or add a new item, these fields are then updated and the system runs the pricing function (that is, if weight and cubage values have been filled in for the relevant unit of measure and prices have been set up as well).