The replenishment and counting policy for an item, optionally narrowed by SKU, lot type, branch and partner account, with a null scope column meaning 'applies to all'. Purchase-order line validation enforces its minimum and maximum order quantities and refuses a quantity that is not a multiple of its lot quantity; the auto-purchase-order engine uses minimum stock level and reorder quantity for min/max replenishment and lead time times average consumption plus minimum order quantity as the forecast reorder point, and honours the ABC/FSN category for the order header's exclusion flags; cycle counts filter their item population on the same two categories. Several of its columns - maximum stock level, reorder level, suggested order quantity and the attribute number - are read by no code path.
Fields
| Field | Label | Type | Required | What it does |
|---|
ABCCategory | ABC Category | PickList | | The item's ABC class within this row's partner/branch scope; cycle counts filter their item population on it, treating rows with no partner or branch as wildcards. Values: A Category, B Category, C Category. |
AverageConsumption | Average Consumption | Number | | Expected consumption per lead-time day, used together with lead time to derive the forecast reorder point. It is an input you maintain - no code path computes it from history. |
BranchId | Branch | Lookup → Branch | | Scope of the attribute row: set it for a branch-specific policy or leave it empty to apply across branches - consumers treat null as match-any (partnerAccountId scopes the same way). |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | Text, unique | | |
FSNCategory | FSN Category | PickList | | Movement class of the item in this row's scope. Two vocabularies are seeded on the same field - 'Fast-Moving'/'Slow-Moving'/'Non-Moving', which is what auto-purchase-order exclusions compare against, and 'F category'/'S category'/'N category', which is what the cycle-count filter offers - so a value chosen from one set is invisible to the consumer that expects the other. Values: Fast-Moving, Slow-Moving, Non-Moving, F category, S category, N category. |
Id | Id | Guid | Yes | |
ItemId | Item | Lookup → Item | | |
ItemInventoryAttributeNumber | Item Inventory Attribute Number | Number | Yes | A sequence number on the policy row that no code path assigns or reads. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | |
LeadTime | Lead Time (In Days) | Number | | Supplier lead time in days. Forecasting multiplies it by average consumption and adds the minimum order quantity to obtain the reorder point; when several attribute rows match an item and SKU their lead times are averaged. |
LotQuantity | Lot Quantity | Number | | Purchase pack multiple: a purchase-order line whose quantity is not an exact multiple of it is rejected. Zero or empty means no multiple is enforced. |
MaximumOrderQuantity | Maximum Order Quantity | Number | | Supplier maximum for a single purchase-order line, rejected above it; the forecasting mode of the auto-purchase-order engine also uses it as the order-up-to level, ordering the difference between it and projected stock. |
MaximumStockLevel | Maximum Stock Level | Number | | Stored but read by no code path; the order-up-to level used by forecasting is the maximum order quantity. |
MinimumOrderQuantity | Minimum Order Quantity | Number | | Supplier minimum for a single purchase-order line: a line below it is rejected, and the forecast reorder point adds it on top of lead time times average consumption. |
MinimumStockLevel | Minimum Stock Level | Number | | The trigger point for min/max replenishment: the auto-purchase-order engine proposes a line whenever available stock falls below it, and uses it as the shortfall base when no reorder quantity is set. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
ReorderLevel | Reorder Level | Number | | Stored but read by no code path - the reorder trigger actually used is the minimum stock level, and the forecast reorder point is computed from lead time, average consumption and minimum order quantity. |
ReorderQuantity | Reorder Quantity | Number | | Fixed quantity proposed when min/max replenishment triggers; when it is zero the engine falls back to ordering up to the minimum stock level instead. |
SKUId | SKU | Lookup → SKU | | |
SuggestedOrderQuantity | Suggested Order Quantity | Number | | Stored but read by no code path; the suggested quantity on a generated auto-purchase-order line is computed by the engine, not taken from here. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete Selected | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Line |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
UIAction | UI Action | UIAction | UI Action |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Maximum Stock Validation | MaximumStockLevel, Error | Maximum Stock Level can't be less than Minimum Stock Level. | Ensures maximum stock level is not less than minimum stock level |
| Minimum Stock Validation | MinimumStockLevel, Error | Minimum Stock Level should be less than Maximum Stock Level | Ensures minimum stock level does not exceed maximum stock level. |
| Order Qty Greater Than Zero Validation | Error | Order quantity should be greater than 0. | Prevents negative values for order quantity fields |
| Order Quantity Is Mandatory Validation | Error | Please provide value for at least one: Minimum Order Quantity or Maximum Order Quantity | Requires at least one of minimum or maximum order quantity to be specified |
| Order Quantity Rule Validation | MaximumOrderQuantity, Error | Maximum Order Quantity cannot be less than Minimum Order Quantity | Ensures maximum order quantity is not less than minimum order quantity |
| Order Quantity Validation | MinimumOrderQuantity, Error | Minimum Order Quantity can't be negative | Prevents zero or negative minimum order quantity |
| Reorder Level Validation | ReorderLevel, Error | Reorder Level should be greater than Reorder Quantity | Ensures reorder level is strictly greater than reorder quantity. |
| Reorder Quantity Rule Validation | ReorderQuantity, Error | Reorder Quantity can't be negative | Prevents zero or negative reorder quantity. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Branch For Partner Account | BranchId | |
| Partner Account Filter | PartnerAccountId | |
