Purchasing Kanban - SMI

Kinetic ERP
1

Hi,

I watched the ‘Back to Basics’ on Purchasing Kanban presented by @timshuwy, two days ago.

It’s look like exactly what we need for managing SMI stock.

I’ve been through an example and I can’t seem to get it to work when I select an SMI PO type as my supply PO.

Does anyone know whether you can use SMI PO’s and purchasing Kanban?

Thanks,

Andrew.

2

The Webinar @aclements is referring to can be found here: “Back to Basic: Purchasing Kanban”

Andrew, I am not sure that the two concepts are compatible with each other. I have never tried. Anyone else have any experience with this?

3

Hi Tim,

Thanks for the response.

The business case for this is that we need to ensure we keep sufficient SMI stock to cover the pulls into our stock for a week.

I have written a function that manages this, but it does unapprove PO’s and kick off the approval routine, so I was hoping Purchasing Kanban is the answer.

Cheers,

Andrew.

4

Hi,

Good news - it does work, you just need to be follow the instructions below. The key thing, is to assign the SM PO prior to any good been receipted.

The follow instructions from Epicor support :folded_hands: solved it for me:

  1. Production Management>Job Management>Setup>open Kanban Type,
    Make sure there is a Kanban type with a Purchase Action type =Purchase - if there isn’t one you will need to create one,
    Note the description of the Kanban type,
    Save record

  2. Production Management>Job Management>Setup>open Part,
    Create a new part that is purchased and stock,
    Save the record,
    On the Plant>Warehouse tab select a bin location for the warehouse, Right click & add a new bin which is Supplier managed
    Type in a minimum on hand quantity of 100 and a maximum on hand quantity of 200,
    Select the Kanban type Purchase,
    Type in a Kanban quantity of 5,
    Save the record

  3. Material Management>Purchase Management>General Operations>open Purchase Order Entry,
    Create a new PO, list a supplier id,
    Add a new line for the part created above for a quantity over the Minimum Qty set for the Kanban part for example 110 and list a unit price,
    Save the record and note the PO number

  4. Go back to part in part maintenance,
    Under the Plant>Warehouse tab type in the PO and Line that was just created,
    Save the record

  5. Material Management>Shipping/Receiving>General Operations> open Receipt Entry
    In the Summary Tab> type in the PO created above
    type in a new Packing Slip, when prompted to add a new record, click yes
    in the Summary Tab > Pending PO Lines Tab> double click in the line
    go to Stock > Detail Tab> make sure the supplier qty and our qty are 110 & that it is receiving into the supplier managed bin
    Save the record

**At this moment your OnHandQty is over the minimum Qty

  1. Reduce that OnHandQty to below the Minimum Qty by using e.g. quantity transfer.

  2. Go back to the PO in Purchase Order entry - refresh the screen - notice there is a release added to this PO with a quantity over the Minimum qty which would fulfill the minimum on hand quantity that was set up for the part in the part master file.