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Inventory Planning (MRP) Safety Stock & Source Warehouse

  • January 7, 2025
  • 10 replies
  • 230 views
M
Jr Varsity III
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Hello,

We recently (past 3 months) went live with Acumatica and are continuing to refine our processes and explore capabilities.    My current project is to set safety stock on certain raw materials so we can leverage MRP and ensure that we always maintain the necessary on hand material levels.   

We have set our Inventory Planning preferences as shown below:
 

 

We have two warehouses setup in our system, MAIN (aka Finished Goods), and RAWMTL.  All of our raw materials are inventoried in the raw material warehouse.     We set the invetory planning values as shown below on a select group of raw material part numbers for testing:

 

We then ran MRP and reivewed the Inventory Planning Display and were surprised to see that MRP was showing Safety Stock demand (see below) for us to purchase this material in the MAIN warehouse despite the fact that we have sufficient (greater then 300lbs) material on hand in the RAWMTL warehouse.

 

For materials that do not have sufficient on hand inventory in the RAWMTL warehouse, we are seeing demand to purchase this material for BOTH the MAIN and RAWMTL Warehouses.  

 

I have confused by this result as we have set the Source Warehouse on the inventory planning tab to RAWMTL as shown above.  I would have expected MRP to only show safety stock demand for this warehouse,  not both warehouses.       Is this expected behaviour (showing for all warehouses), if not, do I have something setup wrong or did I find a bug in our version.   We are running Build 23.211.0017 

Look forward to hearing everyones thoughts.

Best answer by angierowley75

For the specific Item and Warehouse combination, you should be able to set Inventory Planning to “None”.  This field is disabled in your screen shot.  This field should be enabled.

 

And yes, your screen shot of the override values is what i think may get you what you want as a work around.  Just a guess though.

10 replies

A
Acumatica Employee
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  • andrestamour43
  • Acumatica Employee
  • January 7, 2025

​@MattWSM, 

Can you share the Inventory Planning Results by item (AM404000). This will help identify what information the regeneration process is seeing. 

Andre St. Amour
Chris Hackett
M
Jr Varsity III
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  • MattWSM
  • Author
  • Jr Varsity III
  • January 7, 2025

 Here are screenshots for one of the materials in question:

 

​​​Results for the RAWMTL Warehouse

 
Results for the MAIN Warehouse

 

angierowley75
Acumatica Moderator
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  • angierowley75
  • Acumatica Moderator
  • January 8, 2025

Warehouse RAWMTL has 2k+ Quantity on Hand… no recommendations to purchase are presented

Warehouse MAIN has Zero Quantity on Hand - therefore the minimum order qty of 400 is recommended to be purchased

 

If you want RAWMTL to source MAIN.. the source method should be transfer.

A screen shot of both Item Warehouse Details record Inventory Planning and the Inventory Planning Display would help.

 

If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
Chris Hackett
M
Jr Varsity III
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  • MattWSM
  • Author
  • Jr Varsity III
  • January 8, 2025

Angie,

You stated:

If you want RAWMTL to source MAIN.. the source method should be transfer.

We always use these parts from the RAWMTL Warehouse and we do not want them in the MAIN warehouse at all.     

 

Here are the screen shots you requested:

Inventory planning display for the example part number

 

RAWMTL Warehouse details for the example warehouse

 

MAIN Warehouse details for example part number

 

angierowley75
Acumatica Moderator
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  • angierowley75
  • Acumatica Moderator
  • January 8, 2025

You should be able to set the Planning Method to ‘None’ for the Main warehouse - so that it is not considered by MRP.

This is a known issue which I think is fixed - please contact Acumatica support for further assistance.

 

You could also try as a work around overriding the Inventory Planning settings for the Main record to be zero.

If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
Chris Hackett
M
Jr Varsity III
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  • MattWSM
  • Author
  • Jr Varsity III
  • January 8, 2025

Angie:

You stated:

You should be able to set the Planning Method to ‘None’ for the Main warehouse - so that it is not considered by MRP.

Correct me if I am wrong, but If I do that at the warehouse level,  then MRP will not do any inventory planning for our finished goods which are “housed" in the MAIN warehouse,  is that correct?  Or are you talking about setting it on the Item warehouse details screen for the specific item in question, which in this case there is no option to do that,  and that is what this comment is referring to?

This is a known issue which I think is fixed - please contact Acumatica support for further assistance.

 

You also stated:

You could also try as a work around overriding the Inventory Planning settings for the Main record to be zero.

Are you referring to doing as shown below on the Item Warehouse details screen for the main warehouse?

 

 

 

 

angierowley75
Acumatica Moderator
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  • angierowley75
  • Acumatica Moderator
  • Answer
  • January 8, 2025

For the specific Item and Warehouse combination, you should be able to set Inventory Planning to “None”.  This field is disabled in your screen shot.  This field should be enabled.

 

And yes, your screen shot of the override values is what i think may get you what you want as a work around.  Just a guess though.

If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!
Chris Hackett
M
Jr Varsity III
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  • MattWSM
  • Author
  • Jr Varsity III
  • January 8, 2025

OK,  so my understanding is that is a bug that you believe is fixed in a future release.

Short term we can work around the issue by overriding the values on the main warehouse and setting them to zero as shown in my screen shot.

 

Last Question:

Is there any benefit to setting the source warehouse on the stock item as shown below?  It doesn’t seem to be doing anything in the MRP calcuations in this situation.

 

jdobish
Pro III
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  • jdobish
  • Pro III
  • January 8, 2025

OK,  so my understanding is that is a bug that you believe is fixed in a future release.

Short term we can work around the issue by overriding the values on the main warehouse and setting them to zero as shown in my screen shot.

 

Last Question:

Is there any benefit to setting the source warehouse on the stock item as shown below?  It doesn’t seem to be doing anything in the MRP calcuations in this situation.

 

This is only helpful when using Transfer Source. 

Be the change you want to see
Chris Hackett
M
Jr Varsity III
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  • MattWSM
  • Author
  • Jr Varsity III
  • January 8, 2025

​@jeremyd45 

Thanks for the clarification, that makes more sense. 

Chris Hackett
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