Planner Purchase Quantity and Purchase Review

System Suggested Purchase remains read-only. Planner Purchase Quantity is the explicit operational quantity sent to RFQ creation after UoM conversion.

Edit from Purchase Review

1. Open Inventory > Niyu AI > Workbench > Purchase Review.
2. Filter or group by vendor, warehouse, Planner Decision, action timing, or forecast quality.
3. Review System Suggested Purchase, stock, forecast, OOS days, transfer quantity, and UoM.
4. Edit Planner Purchase Quantity directly in the list.
5. Enter an Override Reason when context should be retained.
6. Use the history icon to inspect Demand & Availability without leaving the review workspace.

Edit from an Action Line

Open the line and use the purchase section. The form shows System Suggested Purchase, Planner Purchase Quantity, Planning UoM, RFQ Quantity Preview, RFQ UoM, Effective Purchase Quantity, Difference, status, reason, and audit fields.

Manual values and zero

The planner may enter any valid non-negative quantity, including zero. An explicit zero means no RFQ should be created for the line until the quantity changes or is reset. Manual values remain across later forecast runs.

Planner Decision statuses

• Automatic: the effective quantity follows the current system suggestion.
• Manual: an explicit planner quantity is active.
• Manual - review needed: the system suggestion changed after the manual decision.
• Draft RFQ needs update: a linked draft RFQ no longer matches the effective planner quantity.
• Locked by confirmed PO: a confirmed purchase document is linked and cannot be changed from planning.

When the suggestion changes

A later forecast never silently overwrites the manual value. Use Keep Manual Qty when the existing decision remains intentional, or Reset to System Suggestion when the new system value should take over.

Draft RFQ updates

Use Apply Qty to Draft RFQ only after reviewing the confirmation. It replaces this Action Line's quantity on the linked draft RFQ; unrelated RFQ lines are not changed.

Confirmed purchase orders

The module never silently changes a confirmed purchase order. Adjust the PO through the normal approval process or create a separate approved document for a genuine difference.

Bulk operations

Select Action Lines and use the planner quantity bulk action to set one quantity in each product's Planning UoM, set zero, keep manual decisions, or reset to the system suggestion. Use a reason for auditable batch decisions.

Purchase schedules

When Planner Purchase Quantity changes, only unexecuted schedule lines are rebuilt. Batches already linked to RFQs or POs remain intact.

UoM preview

Planner Purchase Quantity is maintained in the product's stock UoM. RFQ Quantity Preview shows the converted quantity in the purchase UoM after valid rounding and supplier constraints.