Basic Info

The Basic Info tab enables you to display and define basic information about parts that are due to be reordered based on current inventory levels, rates of usage, and pending orders. You can also generate purchase orders for those parts.

Tip: You can use the filter to control the part IDs that display on the screen for reorder. If you manage parts and inventory BY LOCATION, you must specify the location ID in the filter.

Whether you manage parts and inventory BY LOCATION or CENTRALLY (specified by the Manage parts ordering and Economic Order Quantity (EOQ) field on the General tab of the Data -> Parts Items -> Setup -> Options screen) determines which parts appear on the reorder list.

If you manage parts BY LOCATION, location level access is in effect. See the reorder list rules and generating reorders.

Detail View Header

The field in the top section of this tab defines the data that displays.

Reorder run ID

Automatically generated sequential number that identifies the data currently being displayed. While this number displays on the screen, you can use the Query/Report Generator to access the data prepared for this screen by specifying this number as a restricting value.

Detail View

The bottom section of this tab displays the information about the reorder run. Unless otherwise indicated, these fields are required.

Part ID

Identifier of the part. The ID is associated with the part suffix. The part description displays to the right of the ID.

Part suffix

Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. This applies only if the part ID is a valid part ID.

Note: If part status tracking is enabled (i.e., there is a check in the Enable part status tracking field on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen), you can neither create a PO for nor add to an existing PO a request for parts with either a CORE-AWAITING WARRANTY or SCRAPPED suffix.

Location ID

Identifier of the location that is to receive the part. It applies only if the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies BY LOCATION. This field has a list box. The location name displays to the right of the ID. This field is display only.

Quantity to order

Number of purchase units of the part to order. Set the quantity to the issue factor. You can change this value before you use the Generate tab to generate the new purchase order (or orders). If you do, the generate process retains the new value.

Tip: The unlabeled field to the right of this field displays messages about safety stock levels. If the part ID on reorder has an inventory quantity on hand that is less than or equal to the safety stock level, the following message displays: AT OR BELOW SAFETY STOCK LEVEL.

Gross unit price

Gross price of the part per unit, in the vendor's currency. The vendor’s currency is specified on the Purchasing Info tab of the Data -> Purchasing -> Setup -> Vendors -> Primary Information screen. The value that displays depends on whether the vendor is contracted to supply the part for a specific price. You can change the displayed value.

If there is a contract, this field displays the unit price for the part ID/suffix (from the Data -> Purchasing -> Vendor Contracts -> Parts Prices screen, if specified). There must be an ID in the Vendor ID field.
If there is no contract, the following fields are searched, in order, and the first price found is displayed.
Current order unit price (from the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information screen). You must specify the Vendor ID on the Basic Info tab. The expiration date on that tab must indicate the price has not expired.
Last receipt price, dependent on the value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen:

CENTRALLY – From the Purchasing Info tab on the Data -> Parts Items -> Primary Information screen
BY LOCATION – From the Purchasing Info tab of the Data -> Parts Items -> Location Information screen

Last purchase order unit price, dependent on the value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen:

CENTRALLY – From the Purchasing Info tab on the Data -> Parts Items -> Primary Information screen
BY LOCATION – From the Purchasing Info tab of the Data -> Parts Items -> Location Information screen

If this value is zero, the price type must be either FREE OF CHARGE or TO BE ADVISED AND AGREED.

Vendor ID

Identifier of the vendor from which to order the part. Maximum field length is 35 characters. The value from the Preferred vendor ID field on the Additional Info tab displays automatically. This field has a list box. The vendor name or description displays to the right of the ID.

You can change this value before you use the Generate tab to generate the new purchase order (or purchase orders). If you change the vendor ID, the generate process retains the new value.
This field also has a Zoom button to the vendor details on the Vendors screen.

Exclude from generated items

If this field has a check, the part is not included when a purchase order is generated.