Generate

The Generate tab enables you to generate purchase orders, requisitions, internal stock transfers, or rebuild production requests for items requiring replenishment.

Tip: To limit the display of information in the grid and maximize performance, use the filter. Location ID is always required to filter data; you can also sort on product category ID; part classification ID; and preferred vendor ID. The existing parts for which an action has not yet been taken are displayed.

The Replenishment Management screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The fields in the top section of the tab indicate the date and time the part was added to the replenishment list and the name of the employee responsible. The fields are display only from the Basic Info tab.

Date and time added to list

Date and time that the part was added to the replenishment list.

By employee ID

Identifier of the employee who added the part to the list. The employee's name displays to the right of the field.

Detail View

The fields in the bottom section of the tab enable you to define what the parameters of what will be generated for parts requiring replenishment.

Action

Type of adjustment to inventory. This field has a list box:

DEFAULT (default replenishment generation item specified on the Inventory - Enterprise tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen)
PURCHASE ORDER
REQUISITION
REQUEST FOR B/Q/P
TRANSFER REQUEST
PRODUCTION REQUEST (only available if the Production Planning module is active)

The default action hierarchy is as follows:

If the action is DEFAULT and the supplied-by location is different from the parts location, the system performs a TRANSFER REQUEST and uses the Transfer from location ID.
If a location is supplied by another stockroom, its default replenishment method is a stock transfer from the supplier location.
If the part is rebuildable, the default action is PRODUCTION REQUEST. A production request is generated for the specified location.
If the replenishment method is set to REQUISITION, the default action is REQUISITION, and a requisition is generated for the specified location.
If the replenishment method is set to PURCHASE ORDER, the default action is PURCHASE ORDER, and a Purchase Order is generated for the specified location.

Apply action

Indicates the entity to which the adjustment action should be applied. This field has a list box:

THIS ONE: Action is applied only to the specified part.
ALL IN LIST: Action is applied to all parts on the list for the location to which the specified action is appropriate and an action has not yet been applied.
- If the action is TRANSFER REQUEST and all parts use the same transfer from location, one transfer is generated for all parts.
- If the action is TRANSFER REQUEST and the parts do not use the same transfer from location, transfers are generated for each location.

Note: If the default Action replenishment method is set to TRANSFER REQUEST, then the Transfer from location ID will be used. If this value is blank or if the unit of measure is not the same between locations, the replenishment row will be skipped.

SAME DATE: Action is applied to all parts on the list for the location that were added on the same date and to which the specified action is appropriate and an action has not yet been applied.

The filter criteria for keyword and vendor ID are applied to the data sets when either ALL IN LIST or SAME DATE is selected.

Generation batch ID

User-entered identifier for the batch. You can search on this batch ID in the Data -> Enterprise Purchasing -> Purchase Orders or Requisitions screens to determine which POs or requisitions were created.

Note: The Automatic renumbering of replenishment batch IDs field on the More Info tab of the Data -> Enterprise Purchasing -> Setup -> Options screen determines the information that displays in this field after the adjustment action is applied. Existing batch IDs are not overwritten.

Transfer from location ID

Identifier of the internal parts location from which the transfer should occur. This field has a list box. The location description displays to the right of the ID. This field is optional.

If the action type is TRANSFER REQUEST and the transfer location is blank, this field auto-populates with the parts' supplied-by location. Otherwise, this field auto-populates with the inventory supplied-by location.

The supplied-by location for part transfer requests is specified on the Replenishment tab of the Data -> Parts Items -> Location Information screen. The inventory location for parts is specified on the Basic Info tab of the Data -> Parts Items -> Location Information screen.