U9 cloud Replenishment: Reorder Point and Safety Stock Review
Set and continually review replenishment parameters using demand variation, lead time, service target and exception monitoring.
Learning objective
Create explainable parameters for one item family and validate them with history and scenarios.
Roles
Planning, purchasing, warehouse, sales and finance
Prerequisites
- Usable demand and lead-time history.
- Separated MRP and reorder-point scope.
Completion checks
- Every parameter traces to inputs and approval.
- Simulation avoids duplicates and meets the target.
Common errors
- Using one safety-stock day rule for every item.
- Replenishing twice through MRP and reorder point.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational-safety settings require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Select suitable replenishment items and clean demand, shortage, lead-time and exception history.
- 02
Set service target, review cycle, lot size and sourcing policy.
- 03
Calculate reorder point and safety stock while recording inputs, assumptions, date and owner.
- 04
Simulate higher demand, lead-time delay, inbound supply and current stock in test.
- 05
Review proposed quantity and date, avoiding duplicate supply with MRP.
- 06
Monitor shortage, slow-moving, expedite and forecast-error outcomes.
- 07
Approve parameter changes, retain old values and set the next review date.
Implementation notes
- Use reorder point only for appropriate items.
- Safety stock is not permanently frozen stock.
References
- 构建灵活高效的计划模式，U9 cloud让电子行业企业底气十足 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开计划场景；参数和算法结果须在客户环境验证