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SNC Smart Stock

SNC Smart Stock extends your Microsoft Dynamics 365 Business Central with the possibility to automatically calculate optimized Requisition Lines. Optimize your stock keeping with optimal purchases.

Note
This document is for information purposes only. If used for other purposes, SIEVERS-SNC Computer & Software GmbH & Co. KG disclaims all warranties for defects in title and quality. SIEVERS-SNC Computer & Software GmbH & Co. KG disclaims all liability for direct and indirect damages - whether in contract or in law - arising out of or in connection with the use of this manual. This manual is subject to change without notice by SIEVERS-SNC Computer & Software GmbH & Co. KG without prior notice. The programs described may only be used or copied in accordance with the terms of the license. This document has been prepared for the support of end users, sales and service as well as developers and may be given to this group of persons without any changes. Copyright notice
Copyright © 2023 SIEVERS-SNC Computer & Software GmbH & Co. KG, a company of the SIEVERS-GROUP, Hans-Wunderlich Str.8, D-49078 Osnabrück, Germany. Microsoft, Microsoft Dynamics NAV and Business Central are registered trademarks. All rights not expressly granted are reserved. Published by SIEVERS-SNC Computer & Software GmbH & Co. KG.

1 Introduction

The core features of SNC Smart Stock are:

After installing this app please get in contact with us in order to receive your personal access for our planning service.

1.1 The Smart Stock System

SNC Smart Stock provides you with functionalities to calculate master data and purchase planning proposals and to view the results in tabular and graphical form. The calculations themselves are performed in the SNC Smart Stock system, which is operated by SIEVERS-GROUP outside of Business Central. In order to use the functionalities of the system, your Business Central application must be connected to the system. This is described in the section Initial Setup. There you also set up a job in the job queue through which the planning process can be performed automatically.

Once the initial setup is done, prepare the items and item categories for use with Smart Stock. This step is described in Set up stock keeping and master data. You can then perform the first Planning. The planned purchase orders are then converted to purchase orders.

Now it is sufficient for the buyer to look into the planning worksheets after the execution of the task queue item and from there create the planned purchase orders.

1.1.1 Calculation

SNC SmartStock does not only use its own fields - which can be found for example under Planning parameters - to calculate the planning proposals. Standard fields from Business Central are also taken into account.

Item/SKU

en de
Lead Time Calculation Beschaffungszeit
Safety Lead Time Sicherh.-Zuschl. Beschaff.-Zt.
Lot Accumulation Period Loskumulierungsperiode
Minimum Order Quantity Minimale Losgröße
Maximum Order Quantity Maximale Losgröße
Order Multiple Losgrößenrundungsfaktor
Safety Stock Quantity Sicherheitsbestand
Maximum Inventory Maximalbestand
Vendor No. (for calendar) Kreditorennr. (für Kalender)

Location

en de
Inbound Warehouse Handling Time Eingeh. Lagerdurchlaufzeit
Base Calendar Code (for calendar) Basiskalendercode (für Kalender)

1.2 Data Security

All transmitted business data is pseudonymized. The following business data is replaced by sequential numbers, which are stored in Business Central.

2 Initial Setup

The following manual describes the initial setup using various steps of the SNC Smart Stock Setup Wizard. First open this via the search.

The first page of the SNC Smart Stock Setup Wizard begins the setup process.

2.1 Basic Setup

On the second page of the SNC Smart Stock Setup Wizard you have the option to open the Smart Stock Setup. On this the basic properties of SNC Smart Stock can be configured.

On the SNC Smart Stock setup page, first set up Login.

2.2 Registration

On the SNC Smart Stock Setup page, click More Options > Actions > Administration > Register.

After successful registration, the Client Secret field is filled with the specific key.

Once registered, you can use all the functionalities of SNC Smart Stock. You can do master data maintenance and planning for up to 10 stock keeping data with SNC Smart Stock to evaluate the system for your purposes. Please contact us if you want to maintain and plan a larger number of stock keeping data.

2.3 Planning Parameters

On the SNC Smart Stock Setup page, you can configure additional parameters that affect the planning and display of results.

2.4 Article Preparation

Now the articles have to be made ready for use with SNC Smart Stock. In the following two steps of the setup wizard, you can either set up the articles individually, or convert entire article categories to Smart Stock right away. For an article to be successfully scheduled, the following conditions must be met:

To reduce the amount of work involved in setting reordering parameters, SNC Smart Stock features automatic calculation of reordering parameter suggestions.

In the section Set Up Stock Keeping and Master Data, the process of setting up and planning is walked through using an example with one article.

2.5 Purchaser

The next step in the setup wizard is to assign purchasers to worksheet templates and journal batch names.

2.6 Vendors

After that, set up the vendors for Smart Stock. There are now two more tabs in the vendor map:

As soon as more than one week is entered in the vendor order days, the system must know when week 1 begins. So it is always clear: In which week of this vendor order days sequence are we? This is not only important for the purchase planning itself, but also for the calculation of the planning in relation to the past view of the last year.

So, these lines define when the sequence defined above should start from the beginning. For example, if a vendor’s order days repeat monthly, the configuration would look like this:

The cycle is restarted at week 1 every month in this example. These sequences are repeated annually. If the repetition is not set, the sequencing is one-time.

2.7 Job Queue

In this step, the automation of the scheduling process is created. Clicking Task Queue creates a task queue item.

Here you can set how often the automatic scheduling should be performed. Once the tasks are set, you can start them with Set status to ‘Ready’ in Process.

3 Set Up Stock Keeping And Master Data

This section describes how to prepare articles for planning with Smart Stock. The process of setting up and planning is walked through using an example with one article.

3.1 Set Reordering Policy

Open the item card of an item you want to schedule with SNC Smart Stock. Make sure that the replenishment system Purchase and the reordering policy SNC Smart Stock are selected.

Alternatively, the SNC Smart Stock reordering policy can be set simultaneously for several articles via the Article Categories page.

Note

If you enable SNC Smart Stock on a parent item category, it will also be enabled on all child item categories.

3.2 Calculate Stock Data Proposals

Open the page SNC Smart Stock SKU Data Template List. Then click the Calculate data button.

In the dialog you can select for which planning parameters you want to have proposals calculated. In the default setting, all parameters, i.e. the lead time, the safety stock and the loss accumulation period are selected. In this example, we do not calculate the lead time.

By activating the OK button you start the calculation. After the calculations have been made, the suggestions are displayed in tabular form. Select the Apply values checkbox and then press the Apply data button to apply the suggested values to your master data.

3.3 Planning

After you have set up one or more items for use by SNC Smart Stock, you can do some initial manual scheduling. To do this, open the Planning Worksheets.

Note

Please note that further scheduling should usually be done automatically using the Job Queue.

3.4 Planning Dialogue

Open the planning dialog via the Actions > Function > Calculate Net Change Plan buttons.

Via the dialog you can set the time horizon for the planning. You can also filter items, just as you can in the Business Central planning run. If the setting Distribute Requisition Lines to Purchaser Worksheets is set, then the generated planning lines will be distributed to the buyer worksheets that are assigned to the respective articles.

Click the OK button to start the planning run. Planning is performed in two steps:

  1. First, the Business Central planning run is performed. This plans all articles and stock data that are not to be planned with Smart Stock (reordering policy is not SNC Smart Stock).
  2. Then the articles and stock data are planned with reordering policies SNC Smart Stock with SNC Smart Stock.

Once the entire planning run is complete, a list of issues opens. Issues can have four different severity levels: Fatal Errors, Errors, Warnings and Infos.

In this example, a note was generated for the item indicating that the safety stock calculated by SNC Smart Stock is significantly lower than the safety stock preset on the item, so that adjusting the safety stock preset on the item would result in a reduction of the stock.

3.5 Planning Worksheet

Close the issues dialog to return to the planning worksheet. The generated order proposal lines are now entered there. SNC Smart Stock extends the planning worksheet with graphical representations of the historical and predicted requirements as well as the predicted stock.

  1. Graph: Historical and predicted demand
    Displays the historical as well as the predicted demand on a monthly level.
    You can adjust the size of the displayed period on the SNC Smart Stock Setup page as described in section Planning Worksheet.
  2. Graph: Predicted stock and safety stock
    Shows the predicted stock and safety stock. In addition, the order period of the currently selected line is displayed in gray.
    You can adjust the size of the period displayed on the SNC Smart Stock Setup page as described in section Planning Worksheet.
  3. Factbox: last successful job
    Indicates the period of the last planning. This way you can make sure that you are working with current planning data.
  4. Factbox: Errors | Warnings | Infos
    Aggregates all issues that have been created in the last planning run. By clicking the individual numbers you can open a filtered issue list.
  5. Factbox: Smart Stock Line Issues
    Shows all notes associated with the current order proposal line.
Note

When buyers execute the Refresh proposal lines process, the ordering days configured per vendor and the set repetition interval are also taken into account when generating the planning lines. However, this only applies to items that are planned via SNC Smart Stock.

3.6 Transfer planning into purchase orders

To convert the planning into purchase orders, the standard function Carry out action message is used. To do this, select the Accept action message box in the planning lines to be transferred and start the transfer via Process.

4 SNC Smart Stock Setup

The page is mainly needed to generate login data with the registration, which is needed for data processing. However, beyond that, the setup page has other fields and functions. These are broken down in detail below.

4.1 Login

4.2 Planning

4.3 General

4.4 Advanced Settings

4.5 Logging

Above the setup fields you will also find some buttons in the menu bar:

Attention

If you select All for Reset, SNC Smart Stock will be completely reset! As a result, all data that has been uploaded or generated so far can no longer be interpreted.