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Set up replenishment rules

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

You can create replenishment rules to define multiple parameters for replenishment. Rules can apply to specific retail channels or specific replenishment hierarchies. The default weight and default percentage that are used in the replenishment rules are based on the replenishment weight that is defined on the Retail tab in the Warehouses form.

You can also define a new or separate weight and percentage for each channel or hierarchy. The new values take precedence over the default weight and percentage.

Note

You can include a retail channel in a replenishment hierarchy that is included in a replenishment rule. In this case, warehouses that are not identified as stores are excluded from calculation and the resulting quantities that are distributed.

To identify a warehouse as a store, select the Store check box on the Retail tab in the Warehouses form.

  1. Click Retail > Setup > Replenishment > Replenishment rules.

  2. In the Replenishment rules form, select a replenishment rule, or click New to create a new rule.

  3. If you are creating a new replenishment rule, type a name in the Replenishment rule field and a description in the Description field.

  4. On the Lines FastTab, click Add. Then, in the Type field, select one of the following options:

    • Replenishment hierarchy – Select this option if the replenishment rule applies to a replenishment hierarchy. Then, in the Name field, select a hierarchy.

    • Channel – Select this option if the replenishment rule applies to a retail channel. Then, in the Name field, select a channel.

  5. In the Weight field, specify a weight for the hierarchy or channel.

  6. Repeat steps 4 and 5 for each line that you want to add.

See also

Replenish inventory overview