Reordering |
The Reordering screen enables you to display lists of parts that meet filter criteria and are due to be reordered based on current inventory levels, rates of usage, and pending orders. The screen also lets you generate purchase orders for those parts. For more information, refer to economic order quantity (EOQ).
Tip: The PR:PTS-REORDER LIST-LOC standard report lists parts by location that meet the reorder criteria.
How you manage parts and inventory (either BY LOCATION or CENTRALLY) determines which parts display on the reorder list. If you manage parts BY LOCATION, location level access is in effect. Refer to reorder list rules and generating reorders. (Parts and inventory management is specified by the Manage parts ordering and Economic Order Quantity (EOQ) field on the General tab of the Data -> Parts Items -> Setup -> Options screen.)
You can use the filter to control which part IDs display on the screen for reorder. If you manage parts and inventory BY LOCATION, you must specify a location ID in the filter.
Assembled kits do not display on the lists of parts to reorder. To increase stock of an assembled kit, order the kit components separately and use the Assembly Info tab of the Data -> Parts Activity -> Kit Assembly screen to add the quantity of kits assembled to inventory.
You can specify that each vendor's purchase orders be separated by product category. Product categories are defined on the Data -> Parts Items -> Setup -> Product Categories screen; parts are assigned to categories on the Basic Info tab of the Data -> Parts Items -> Primary Information screen. The Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen determines which screen to use in order to separate each vendor's purchase orders by product category:
BY LOCATION: Inventory tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen
CENTRALLY: Purchase Orders tab of the Data -> Purchasing -> Setup -> Options screen
Retention information for functional areas is specified on the Retention Levels tab of the System Mgmt -> Setup -> Table Management screen.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Basic information about parts that are due to be reordered based on current stock levels and rates of usage
Additional information about parts that are due to be reordered based on current stock levels and rates of usage
Generates reorders of parts