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The procurement policy defines how an item’s requirement should be covered. It affects purchasing and manufacturing recommendations, suggested dates and proposed quantities. Configure this policy on items that can generate replenishment requirements.

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Main decisions

Use Ignore for items you do not want in recommendations, even if they exist in stock, orders or manufacturing.

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To stock and to order

To stock is useful for raw materials, consumables or references you want to keep available. To order fits better when you purchase or manufacture only after specific demand arises. Bold uses these values to calculate how much to propose: If projected stock falls below the reorder point, Bold can propose a purchase or manufacturing. The final quantity can increase due to the minimum order, lot size or grouped future demand. The procurement lead time helps calculate when you should release the purchase or manufacturing to arrive on time. For purchased items, also review the primary supplier’s data. For manufactured items, check that a valid recipe exists and manufacturing can be scheduled.

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When a recommendation does not appear

Check these points:
  • the item’s source is Buy or Make;
  • the procurement mode matches the expected workflow;
  • there is uncovered demand or projected stock falls below the reorder point;
  • reorder point, minimum order and lot size have consistent values;
  • a primary supplier exists if you expect a purchase recommendation;
  • a valid recipe exists if you expect a manufacturing recommendation;
  • relevant sales or purchase lines are confirmed.