Generate |
The Generate tab enables you to place orders for all parts listed in the grid.
Tip: 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 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.
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.
The checkboxes in the bottom section of this tab specify what to generate for the parts listed in the grid.
Generate orders for all parts listed in the grid
If this field has a check, orders are placed for all parts listed in the grid. The unit price used depends on whether there is a contract with the vendor to supply the part for a specific price (recorded on the Data -> Purchasing -> Vendor Contracts -> Contracts screen).
If there is a contract, the unit price for the part is indicated on the Data -> Purchasing -> Vendor Contracts -> Parts Prices screen. The associated vendor contract ID displays on the Line Items tab of the Data -> Purchasing -> Parts Order Management screen and adds the total value of the line item to the value in the Amount used field on the Data -> Purchasing -> Vendor Contracts -> Contracts screen.
If there is no contract, the unit price for the part is the gross price of the part per unit, in the vendor's currency. The following fields are searched, in order, and the first price found is displayed, but you can change it.
Unit
price for the part ID/suffix (from the Data
-> Purchasing -> Vendor Contracts -> Parts Prices
screen, if specified)
This value displays if there is a contract with the vendor ID to supply
the part for a specific price.
Current
order unit price (from the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information
screen)
This value displays if there is no contract with the vendor
ID to supply the part for a specific price and the vendor price
is still valid.
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 on the Data -> Parts Items -> Location Information screen
Maximum order price deviation percentages are defined on the Messaging tab of the Data -> Parts Items -> Setup -> Options screen. If the price is outside the percentage range and there is a check in the Message when part order price is out of range from previous order price field on that screen, a message displays that includes the previous order price and the acceptable range for the current order price.
The vendor's currency is defined on the Purchasing Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Generate transfer requests for all parts listed in the grid
If this field has a check, transfer requests are placed for all parts listed in the grid. A transfer request is created instead of a purchase order. Allows a satellite stockroom to be replenished by a transfer from the main warehouse.
From location
Identifier of the internal location from which the parts will be transferred. This field has a list box of parts inventory locations. The location description displays to the right of the ID. Required if the Generate transfer requests for all parts listed in the grid field has a check.
To location
Identifier of the internal location that will receive the transferred parts. This field has a list box. The location description displays to the right of the ID. Required if the Generate transfer requests for all parts listed in the grid field has a check.
Generate production requests for all rebuildable parts listed in the grid
Available only if the Production Planning Module is active. If this field has a check, production requests are generated for the rebuildable parts listed in the grid. The requests are generated with the suffix listed on the Basic Info tab.
Note: You may not generate production requests for non-rebuildable parts.