Purchase Schedule Profiles

Split an approved purchase quantity into dated batches while preserving UoM, MOQ, order-step, and RFQ execution controls.

A Purchase Schedule Profile controls how one final purchase recommendation is executed in batches. It does not change forecast demand or the Ordering Profile review calendar.

When to use a schedule

A supplier ships one commercial order in several planned deliveries.
Cash flow or storage limits require staged receipts.
Production or shipping capacity needs a larger first batch followed by smaller batches.
A container or vendor program requires separate RFQs by batch.

Create a profile

Open Inventory > Niyu AI > Configuration > Purchase Schedule Profiles.
Choose Schedule Mode: one RFQ with multiple scheduled lines, or separate RFQs by batch.
Set Batch Count and Interval Days.
Choose Equal Batches or First Batch Larger and set the first-batch percentage when required.
Set Apply Only Above Quantity so small recommendations remain unsplit.
Configure Round Each Batch, Minimum Batch Quantity, and Allow Rounding Increase.
Save the profile and link it to the intended Planning Rule.

This profile creates three monthly delivery batches from one approved order quantity, with whole-batch rounding controls.

Quantity sequence

The central planner first resolves the system purchase requirement, transfer contribution, UoM precision, supplier constraints, and any explicit Planner Purchase Quantity. Only then does it rebuild the unexecuted schedule lines.

Stock UoM rounding establishes valid internal units.
Order Step and Case Pack are applied to executable purchases.
MOQ and supplier constraints are enforced in the required order.
Final RFQ line quantities are converted into the purchase UoM.
Schedule splits keep whole-unit products valid and avoid fractional executable batches.

Review schedule lines

Open an Action Line and use the Purchase Schedule tab. Check batch quantity, order date, cargo-ready date, expected receipt date, state, vendor, and linked RFQ/PO.

Planner changes

Changing Planner Purchase Quantity rebuilds only unexecuted schedule lines. Lines already linked to purchasing documents are preserved. Use the review state and explanation before creating more documents.

RFQ behavior

One RFQ, multiple scheduled lines keeps batches on one draft request with different planned dates.
Separate RFQs creates independently managed drafts for each eligible batch.
The module does not confirm purchase orders automatically.
A confirmed purchase order is never silently rewritten by a later forecast or planner change.

Rounding can change the total

When Allow Rounding Increase is enabled, valid batch multiples or minimums can raise the scheduled total. Review the rounding explanation and final purchase UoM before execution.