Stocking/Destocking
You use the Stocking / Destocking key figure to determine whether a material is to be stocked based on past consumption. For this purpose, the period of analysis (past) on the Data basis tab is first divided into two sections (period Z1 and Z2). The first 12 months are considered separately from the subsequent 24 months (month 13-36):
Within these two periods Z1 and Z2, the number of periods in which usage occurred is determined separately. You now need to define thresholds so that the system can check whether a material is to be stocked:
As you can see in the figure above, you specify only the thresholds that must be exceeded for the state Stocking to be reached. If none of the conditions are met, the MRP monitor automatically assumes "Destocking". When filling the fields, note that the values specified refer to the period (month, week, and so on) selected. For example, if you select "weeks" as the basis for the analysis, the values of the three fields are also interpreted as weeks.
After you have selected the key figure on the selection screen, the result overview contains an additional column named Stocking. If the checkbox in this column is selected, "Stocking" is meant, if the checkbox is deselected, "Destocking" is meant. You need to decide yourself how you want to proceed based on the results. In the MRP monitor, no actions are triggered automatically. This key figure is not calculated by default and is therefore not available on the results screen.
For this key figure, note that the analysis always queries the first condition initially. If the number of consumption periods within the last 12 months (from today) is greater than the defined value, this check is successful and the "Stocking" indicator is selected immediately. If the first condition is not met, the MRP monitor continues to the second condition and checks its values. Here, the consumption periods of months 13 through 36 from the past are also taken into consideration. If both values are greater than the specified threshold, the "Stocking" indicator is selected. Otherwise the indicator remains empty for the material analyzed.
A few exceptions are described below that describe the system behavior when different analysis periods are specified. Months are assumed as the period of analysis in the example:
Period of Analysis > 36 Months
In this case, only the last 36 months are considered when the key figure is calculated. All periods beyond this (whether with or without consumption) are ignored.
12 Months < Period of Analysis < 36 Months
If the period of analysis is between 12 and 36 months, only the periods arising for period Z2 are taken into consideration. In this case, note that not all consumption periods for period Z2 can be counted because the selected period was too short.
Period of Analysis < 13 Months
If you select an analysis period that is shorter than 13 months, the number of consumption periods for period Z2 is automatically 0 because there is no data basis for this period. Take this into account when you select such a period of analysis.