Reorder Processing

Use the Reorder Processing function to determine which items to reorder and in which quantities based on the order quantities information entered in the Inventory Items function on the Location tab and to produce purchase requisitions for the calculated reorders. Before you begin reorder processing, make sure you set up and verify forecast type IDs, assign forecast types to IN item locations, and set up the order quantity amounts for IN item locations.

For more details on reorder processing, see the reorder calculations topic.

To process reorders:

1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
2. Select the Transfers Out check box, if applicable, to include transfers out in the annual usage calculation.
3. Select the Material Requisitions check box, if applicable, to include material requisitions in the annual usage calculation.
4. Select whether to calculate the Quantity On Hand or the Quantity Available from the Calculate Quantity section.
5. Select the Include Quantity On Order check box, if applicable, when determining the reorder quantity.
6. Select the Remove All Calculations and Start Over check box , if applicable, to delete all reorder calculations and start the calculation process over.
   Note: This check box only appears if you have calculated reorders once and have not generated transactions.
7. Select the Replace Overlapping Calculations check box, if applicable, to recalculate reorders and only include those that now have a different calculation from the original calculation.
   Note: This check box only appears if you have calculated reorders once and have not generated transactions.
8. Select a calculation method from the Calculation Method field.
   

Select	To Generate Purchase Requisitions For
EOQ	Items that are at or below their EOQ (economical order quantity).
Forecast	Items with forecast types that are at or below their forecasted quantities.
Min/Max	Items whose quantities are at or below their minimum amount.
Least Quantity	The least quantity of items. The system chooses which method to use.
Greatest Quantity	The largest quantity of items. The system chooses which method to use.

The calculation method selected will default into the Calculation Method field in the Item Detail grid. This calculation method may be overridden manually to determine by item which method to use to generate requisitions.

9. Enter a comment, if applicable, in the Comments field. The comments appear in the Activity Log after you calculate the reorders.
10. Click a command button to
    
    

Click	To
Calculate	Calculate reorders and populate the data grid.
Activity	Display the Activity Log to view reorder processing activity.
Reset	Set all fields to their default values.
Select All	Select all reorder records.
Unselect All	Unselect all reorder records.
Generate	Generate requisitions. The data grid is repopulated after generation is complete and selected reorder records are removed.

To produce a report of the reorder quantities calculated before you generate purchase requisitions, select the Preview icon on the toolbar.

The Notes field in the results grid may hold a code, defined as follows:

After reviewing the report, if you decide to use a different calculation method for an item, select the calculation method for just that line item ID. When requisitions are generated, that item will use that method instead of the one selected on the header section of the screen.

• EOQ Method (Economic Order Quantity) - Select the EOQ method to generate purchase requisitions using the amount calculated by the EOQ method. Requisitions created will be equal to the amount displayed in the Order Qty EOQ field on the Reorder report.
• Forecast Method - Select the forecast method to generate purchase requisitions using the quantities calculated by the forecast method. Requisitions created will be equal to the amount displayed in the Order Qty Frcst field on the Reorder report.
• Min/Max Method - Select Min/Max to generate purchase requisitions using the quantities calculated by the min/max method. Requisitions created will be equal to the amount displayed in the Order Qty Min/Max field on the Reorder report.
• Least Quantity Method - Select Least Quantity to generate purchase requisitions for each item on the Reorder report using the smallest of the reorder quantities suggested by the three reorder calculation methods.
• Greatest Quantity Method - Select Greatest Quantity to generate purchase requisitions for each item on the Reorder report using the largest of the reorder quantities suggested by the three reorder calculation methods.

To select records to include when generating requisitions, you may use the command buttons at the top of the screen (Select All to select all records or Unselect All to clear all records) or check them one by one.

Once all item records to process are selected, use the Generate button to produce purchase requisitions for Inventory items with calculated reorder quantities. Use the PO Requisitions function to edit the purchase requisitions and generate new purchase orders from the requisitions.