Click the Go button to run the report.This report identifies which of your stocked items have fallen below the restock level and should be reordered.
The PO Reorder Advice Report will exclude locations not specified for Reorder Advice reporting in the Location record. The ‘Include on Reorder Advice Report" field in the Location record must be checked for a location to be included on this report. Truck locations would typically have their Include on Reorder Advice Report box cleared.
Registry Report Reorder Advice (show the Site name on the report)
For each inventory item that needs to be reordered, the report lists the Inventory Id and Name, the Primary Vendor, Buyer, Standard Container, Lead Time, Last Cost, and Last Source. For each Location, the Quantity Needed is displayed as follows:
Min/Max + Pick + Customer BO + Shop BO - On Hand - On Order = Needed
A Note on Min/Max
The quantity needed is calculated based on the Order Up to field in the Inventory Item record (for a specified location) and how many items (if any) are already on order. Items will not be considered to be needed unless (On Hand + On Order) < Reorder Level.
- If an item is needed, the Maximum of the Reorder/Order Up to will be displayed in the Min/Max field.
- If an item is NOT needed, the Minimum (Reorder Level) will be displayed.
Example 1: an item is needed
Suppose widget001 has a Reorder Level of 20, an Order Up To of 25, and that 9 are On Hand and 7 are on order. In this case the Min/Max field will be 25 and the Needed field would be calculated as follows:
Need=Order Up To - (On Hand + On Order) = 25 - (9 + 7) = 9
Example 2: an item is not needed
Suppose widget001 has a Reorder Level of 20, an Order Up To of 25, and that 14 are On Hand and 7 are on order. In this case the Min/Max field will be 20 and the Needed field would be 0 because On Hand + On Order (21) exceed the Reorder level.
Multinational Currency Support:
If multinational currency is implemented on your system (see Currency Master Record for details), all costs will appear on this report converted to your local currency EXCEPT for an informational field that has been added. If an item was last purchased from a foreign supplier (with the Currency Id field completed in their Vendor record), the last cost of the item in the foreign currency will be printed directly below the Lost Cost field (shown in terms of your local currency).
Report Options:
The Report Options selector pane controls how the report will be output. Click Report Options to learn more.
Range:
Enter a unique, alphanumeric name to save and identify your customized report Range. Ranges are defined by the contents of the ID field(s).
Hint: You can create user-defined report ranges that are available to all users with access to that report. To do so, the first character of the named range should be an asterisk. Named ranges beginning with an asterisk will appear on all users' report ranges options so that they can be selected (but not altered) by any user with access to that report. Only the user that created the report range is allowed to alter it.
Sort By User Id?
If you flag this field (by double-clicking on it or pressing the Spacebar when the caret is positioned on it), this report will be sorted by the User Id field in the Inventory Item record. If this box is not checked, the report will be ordered by the primary Vendor Id, then by Inventory Item id.
Sort By Inventory Group Id?
If this option is selected, the report will be sorted by Vendor Id, then by Inventory Group id, and finally by Inventory Item Id.
On Order Is Avble:
When this option is checked, the 'quantity available' includes PO orders that haven't yet been received.
Restrict to Location Filter Only?
If you check this field (by double-clicking on it or pressing the Spacebar when the caret is positioned on it), the items on this report will be restricted to those needed at locations defined by the Location Id: range. Other stock locations that have the item available for possible transfer will NOT appear on the report if this box is checked.
Inventory Item Id:
If you only wish to print this report for a specific Inventory Id, enter its Id. Several Items may be listed by entering their Id's separated by commas (P2323,P56435,T64345). A range of Items can be defined by the first and last items of the range separated by an underscore (P1001_P2000).
Location Id:
To print this report for a specific location, enter its Id (or double-click to select from a list). Several Locations can be specified by entering their Id's separated by commas (1005,1007,1020). A range of Locations can be defined by the first and last items of the range separated by an underscore (1010_1015).
Important Note: If you filter on a location(s), items needed at that location will appear on the report (flagged with a ** next to the Location), along with a listing of all other stock locations that have the item available (for possible transfer).
However, if the Restrict to Location Filter Only box is checked, only items needed at the Locations defined by this range will be listed: other stock locations that have the item available for possible transfer will NOT appear on the report.
User Id:
To limit this report to Inventory Items assigned to a specific User, enter the User Id (or double-click to select from a list).
Manufactured
To limit this report to Inventory Items flagged as Manufactured, enter a Y in this range field.
Stocked:
The default value of the range is set to Y so that only items flagged as Stocked will be listed. To show all items, the range field may be cleared. To show only items whose Stocked field is blank, enter N in the Stocked range and then run the report.
Reporting Tips:
Multiple Fields
You can optionally enter Id's in more than one field. Items will appear on the report only if they fit all the criteria set in the ID fields.
Example: Assume the first ID field is for Inventory Items, and the second is for Locations. Let's suppose you set these fields as follows:
d0001_d9999
1004_1020
A stocked inventory item (with quantity needed > 0) would appear on the report only if its Inventory Item Id is within the range d0001 to d9999 and it exists at locations between 1004 and 1020.
You may also use comparison operators in your report ranges to control the information output to your report. Click Comparison Operators for details.
Click the Go button to run the report.
These buttons enable the user to decide whether or not to hold the report range viewer open as the report is run. Toggle the button to the Hold Open position if you wish the Range viewer to stay open. This facility is useful if you will be running the report multiple times.