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Asset Service Lifecycle Management
Create an Inventory Replenishment Policy

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Create an Inventory Replenishment Policy

Inventory managers design inventory replenishment policies to define how product items are replenished when they reach predefined levels. Create policies at both a granular level, such as individual products at specific locations, and at a broader level, such as product categories across all locations. Inventory managers define the minimum quantity at which product items must be replenished and the maximum quantity until which product items can be replenished.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To create an inventory replenishment policy:

Inventory Replenishment permission set

The preset replenishment quantity formula is based on the selected Replenishment Quantity Basis:

Maximum Inventory Quantity − Quantity On Hand (if the basis is Quantity On Hand), Maximum Inventory Quantity − Quantity Available (if the basis is Quantity Available), or Maximum Inventory Quantity − the selected custom numeric field's value (if the basis is a custom field).

You can edit the Replenishment Quantity Formula field on the inventory replenishment policy records by using REST API tools such as Postman.

  1. From the App Launcher, find and select Inventory Replenishment Policies, and then click New.
  2. Enter a name for the inventory replenishment policy.
  3. If needed, enter a description for the policy.
  4. Enter an effective start date for the policy.
  5. If needed, enter an effective end date for the policy.
  6. Select the status of the policy.
    • Draft
    • Active
    • Inactive
  7. For Replenishment Quantity Basis, select whether the policy should trigger based on Quantity On Hand, Quantity Available, or a custom numeric field on the Product Item entity. Quantity Available excludes unusable and allocated quantities.
  8. In Product Reference Record, select the product or product category of the product items that the policy applies to.
  9. In Location Reference Record, perform one of these actions to define the location of the product items that the policy applies to.
    • To apply the policy to product items at a specific location, search for and select the location.
    • To apply the policy to product items at all locations, select All.
    If you don't select a location reference record, the policy is applied to product items at all locations.
  10. In Replenishment Action, specify the action to be taken to replenish the product items that are covered by the policy.
    Product Request Creates or updates product request and product request line item records to represent requests for replenishing the covered product items.
    None No action is taken.
  11. Enter the minimum quantity at which the product item is replenished, based on the selected Replenishment Quantity Basis.
    The replenishment action is triggered when a product item's quantity — on hand, available, or the value of the selected custom field, based on the policy's basis — reaches the minimum inventory quantity in the product item's applicable policy.
  12. Enter the maximum quantity until which the product item is replenished.
  13. In Replenishment Source Location Criterion, select the basis of determining the location that the product item is replenished from.
    Replenishment Source Location

    Specifies a fixed source location from which the covered product items are always replenished.

    Use this option when replenishment always happens from a single, predefined location.
    Product Fulfillment Location Determines the source location based on product fulfillment location records. Create product fulfillment locations to define the source location for replenishment based on a covered product item's location and product. See Define Product Fulfillment Locations for Inventory Replenishment.

    Use this option when the source location varies depending on the product and destination location (for example, nearest warehouse or region-based supply).
    None Manually specify locations for each replenishment or configure external mechanisms to determine the source locations.
  14. If you selected Replenishment Source Location as the replenishment source location criterion, then in Replenishment Source Location, search for and select the fixed location that the covered product items are replenished from.
  15. Save your changes.
Example
Example

A company has these product items.

Product item Product Location Quantity on hand
Air Fryer Mini at London Air Fryer Mini London Warehouse 42
Hand Mixer XL at Manchester Hand Mixer XL Manchester Warehouse 54
Coffee Machine Ultra at Edinburgh Coffee Machine Ultra Edinburgh Warehouse 35
Mixer Grinder Mini at Birmingham Mixer Grinder Mini Birmingham Warehouse 12

An inventory manager at the company creates these inventory replenishment policies.

name Replenishment Action Product Reference record Location Reference record Minimum Inventory location Maximum Inventory location Replenishment Source Location Criterion Replenishment Source Location
Air Fryer Mini at London Product Request Air Fryer Mini London Warehouse 50 100 Replenishment Source Location Edinburgh Warehouse
Hand Mixer XL at Manchester Product Request Hand Mixer XL Manchester Warehouse 30 150 Replenishment Source Location London Warehouse
Coffee Machine Ultra at Edinburgh Product Request Coffee Machine Ultra Edinburgh Warehouse 40 70 Product Fulfillment Location Determined by fulfillment configuration
Mixer Grinder Mini at Birmingham None Mixer Grinder Mini Birmingham Warehouse 30 100 Replenishment Source Location Manchester Warehouse

After an automated replenishment process runs, these product requests are created.

Product Request Number Inventory Replenishment Policy Product Request Line Item Number Product Quantity Requested Source Location Destination Location
PR-0001 Air Fryer Mini at London PRLI-0001 Air Fryer Mini 58 Edinburgh Warehouse London Warehouse
PR-0002 Coffee Machine Ultra at Edinburgh PRLI-0001 Coffee Machine Ultra 35 Determined by fulfillment configuration Edinburgh Warehouse
 
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