How to: Schedule the Calculation of Open-to-Buy

The Open-to-Buy can be used to check against a purchase order to ensure that the order can be created or released without exceeding the Open-to-Buy values of the related sales budgets.

Therefore, it is important to ensure that the budgets and the Open-to-Buy values are updated in order to keep the Open-to-Buy meaningful. The Open-to-Buy can be set up to be calculated periodically with a scheduler job. It is also possible to set up multiple scheduler jobs for the calculation to run in parallel.

The complete setup for scheduling the calculation requires setting up a Scheduler Job and a Retail Sales Budget.

To set up the Scheduler Job

  1. Click the icon, enter Scheduler Job List, and select the relevant link.
  2. Click the New action to create a new Scheduler Job.
  3. Fill in the Job ID and Description fields.
  4. Select a Scheduler Job Type Code to be specified as the TYPEFILTER of the NAS service. The scheduler job will pick up the Sales Budget(s) that are assigned with the same Scheduler Job Type Code or those without the code.
  5. In the Object Setup FastTab, select Codeunit in the Object Type field and assign the Object No. with 10012401 (Replen. Calc. OTB Views).
  6. Fill in the fields in the Schedule Details FastTab, which include the Time Units and Time Between Check, and if needed, the Next Check Date and Next Check Time.
  7. Repeat steps 2 to 6 to set up multiple scheduler jobs to run the calculation in parallel.

Note: If multiple scheduler jobs and NAS services have been set up to run the calculation in parallel, make sure that all Retail Sales Budgets are assigned with a Scheduler Job Type Code to avoid the jobs from conflicting with one another.

To set up the Retail Sales Budget

  1. Click the icon, enter Retail Sales Budget List, and select the relevant link.
  2. Select a sales budget for which you want the Open-to-Buy calculation to be scheduled, and click Manage - Edit.
  3. In the Open-to-Buy FastTab, select the Calc. with Scheduler check box. Note: The calculation works only for a sales budget with a valid OTB View Code.
  4. Select a Scheduler Job Type Code, if needed. The scheduler job will pick up the sales budget(s) that are assigned with the same Scheduler Job Type Code or those without the code.

Note: If multiple scheduler jobs and NAS services have been set up to run the calculation in parallel, make sure that all Retail Sales Budgets are assigned with a Scheduler Job Type Code to avoid the jobs from conflicting with one another.