Show Short Code: Enable Short Code throughout Recurrency to easily identify items

Show Buyer Filter: Enable filtering by buyer in dashboards and planning. Note that for this field to work as expected, you should have Buyers tied to specific Suppliers in your ERP.

Inventory Unit Cost: Set the unit cost of an item that Recurrency should use for calculations across the inventory dashboard, such as Standard Cost or Moving Average Cost, etc.

Dead Stock Threshold Criteria: Determine which dates to use when calculating if an item is dead stock. Options include last invoiced, purchased, or sold dates, or combinations of the three, looking at the most recent date.

Dead Stock Threshold Interval (months): Set the number of months after which an item is considered dead stock based on the chosen criteria.

Planning Unit Cost: Determines the unit cost used for demand planning calculations. Options available include:

Holding Cost Ratio: Sets the cost of storing and maintaining inventory, expressed as a percentage of the unit cost. This setting impacts Economic Order Quantity (EOQ) calculations. Learn more about updating Economic Order Quantity.
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Replenishment Cost: Determines the total cost of restocking a purchase line, at a company level. This setting impacts Economic Order Quantity (EOQ) calculations. Learn more about updating Economic Order Quantity.
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Sparse Months Worth of Stock: Sets replenishment parameters for sparse items. Organizations have control over how many months of stock to hold for the min/max for sparse items, based on each sparse item's lead time and the number of months with demand over the past year. Changing the values in the chart will change the min/max calculation for sparse items. Learn more about Recurrency Sparse Item Replenishment.
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Use Half of Lead Time Demand to Calculate Safety Stock: Enables the ability to use Recurrency safety stock default (determined as half of the item's lead time), instead of using the safety stock values from your ERP.

Hub and Spoke Planning Model: Allows you to choose a hub and spoke model for replenishment. This will change the way that lead times are generated, whether usage is aggregated, and how replenishment values are calculated. It can take up to 24 hours for these changes to take effect. This setting allows you to choose between the following options:

Replenishment Path Source: If you are planning using a Hub and Spoke model, choose whether the replenishment path should come from the replenishment location field in P21 or be configured within Recurrency. Learn more about managing replenishment paths in Recurrency here.

Show Recommended Max by Default: Ensures that the "Use Recommended Max" toggle is turned on globally by default. You can learn more about using the Recommended Max Toggle here.

Default Review Threshold: Specifies the percentage change in demand required to flag an item for review if it hasn't been reviewed in the past month.

Review Threshold for Recently Reviewed Items: Sets the percentage change in demand necessary to flag an item for review if it has been reviewed within the past month.

Imported Usage: Choose whether to utilize imported usage data.

Usage Quantity Source: Select between invoice or orders as the source of usage quantity.

Usage Source Location: Decide whether to base usage calculations on sales or source location.

Use Direct Shipments: Choose whether direct shipments count towards usage or not.

Usage Returns: Specify whether RMAs should decrease usage or not.

Usage Assembly Attribution: For items in assemblies, choose the default of whether to calculate usage for the header item, component items, or both.

Purchasing Unit Cost: Determines the unit cost of an item for purchasing calculations, such as Supplier Cost or Moving Average Cost, etc

Default Review Cycle Days: Determines the default review cycle for suppliers in days when purchasing through Recurrency.

Require Buyer on POs: Requires users to select a buyer when creating a purchase order.

Approve POs by default: Automatically send POs created in Recurrency as approved back into your ERP.

Link Backorders to Purchase Orders: When creating purchase orders, automatically link related backorders in P21.

Allow Transfer Creation: Allows Recurrency users to create internal stock transfers during the purchasing process.

Allow Group Buys for POs: Allows users to combine locations in Recurrency in order to purchase for a group of locations at once.

Create Transfer Backorders: Automatically creates transfer backorders for group buy POs.

Purchasing Hub and Spoke: Shows all locations within a purchase group in a single line. If not using transfer backorders, this will combine over and understock, as well as other parameters, across all locations within the purchase group. This prevents double purchasing as inventory is purchased into the hub.

Show Special Order Warnings in Purchasing Targets: Note that this setting defaults to off. Enabling this setting allows filtering by POs with or without special orders, and surfaces a warning in any PO where there is a special order for the supplier at the current location.

Enhanced Net Stock Equation Display: Uses Recurrency's complex equation to calculate net stock. When enabled, the net stock calculation includes a broader range of inputs, and the popover while in Purchasing page displays a detailed breakdown of this, helping you understand the impact of each component on your inventory levels. Values included:

Unapproved Purchase Orders in Net Stock: This setting ensures that unapproved POs are factored into your Net Stock calculations, enhancing accuracy and preventing redundant orders.