In Recurrency, effective planning relies on accurate data inputs. Below is a comprehensive overview of the various planning data sources, including whether they can be overridden and if they integrate back to your ERP system.
Input | Source(s) | Overrides? | Pushed back to ERP? | Notes |
Stockable | ERP | No | No | An item has to be defined as stockable to appear in Recurrency demand planning. This is configured in your ERP. |
Unit Costs | ERP | No | No | Recurrency reads unit cost values from your ERP. When making a PO, you can override the unit cost at that moment in time, but the value is not saved |
Units of Measure | ERP | No | No |
|
Primary Supplier | ERP | No | No |
|
Sales History (Invoices) & Order History | ERP | No | No | Historical invoice & order history is used to help calculate usage |
Usage | Recurrency | Yes | No |
|
Forecasts | Recurrency | Yes | No |
|
Safety Stock | ERP or Recurrency | Yes | No |
|
Min/Max Levels | Current: Value in your ERP. | Yes | Yes |
|
Order Cycle | Recurrency | Yes | No | Default can be configured in Settings |
Purchase Targets | Recurrency | Yes | No | Recurrency can do a mass import from your ERP, but values are managed in Recurrency going forward |
Additional Details
Safety Stock: If set in the ERP, Recurrency will read the ERP value. If not, default to half of lead time.
Optionally, can configure Recurrency to ignore all safety stock data from the ERP and just use half of lead time
Forecasts: The primary source of demand forecasting is directly from Recurrency, ensuring you have the most relevant and accurate predictions.
Lead Time: This smart input is dynamically calculated by Recurrency, but can be overridden as needed, allowing for flexibility based on specific needs.
Order Cycle: The default setting is 7 days, but can be tailored in your settings to fit your purchasing strategy.
ERP Specific Inputs
Not all ERPs allow you to track the same set of information. There are some cases where we can pull in additional details from another ERP.
Epicor Prophet P21 (P21)
Input | Source(s) | Overrides? | Pushed back to ERP? | Notes |
Usage | ERP or Recurrency | Yes | No | If you are using P21, we can load your existing usage data from P21 |
Order Point | Current: Value from ERP.
| Yes | Yes |
|
Order Quantity | ERP | Yes | Yes | Recurrency allows modification, but does not recommend an OQ value |
Purchase Class | ERP | No | No | Recurrency will read ABC class from the ERP and make that available as a filter in Recurrency |