Re-Order (Documents)

If you have linked your stock items and your suppliers using the Products command, you can use the Re-Order command to reorder stock from a supplier. This creates uncommitted purchase order documents for stock items with projected stock less than the re-order level or minimum quantity.

The projected stock is calculated by adding the:

in stock quantity (In Stock)
quantity ordered from your suppliers, including any uncommitted purchase order documents (Qty PO)

and subtracting the:

quantity ordered by your customers (Qty SO)

This can be summarised by the formula:

Projected Stock = (In Stock + Qty PO + Qty WO) - Qty SO

Provided at least one stock item's projected stock is below the re-order level or minimum quantity, a browse screen displays these stock items with the following information:

Box	Description
Stock Ref.	A reference that identifies the stock item.
Warehouse	The warehouse where the stock item's projected stock is below the Reorder Level or Minimum Qty.
Description	The stock reference's description.
Supplier Ref.	A reference used by the supplier to identify the stock item.
Re-Order Qty	The re-order quantity for this stock reference/warehouse. You can maintain a separate re-order quantity for each warehouse the stock item is linked to. For more information, see the Stock Processing Help topic.
E.O.Q	The economic order quantity (EOQ) for this stock reference. You can maintain the EOQ using the Products command of the Documents form in Purchase Order Processing .
In Stock	The quantity in stock for this stock reference/warehouse.
Quantity	The quantity that is displayed depends on various stock quantities held for the stock reference/warehouse. The application displays a quantity using the following rules, in order: If the Reorder Qty is greater than zero, this quantity is displayed. If the Reorder Qty is zero, the economic order quantity (EOQ) is displayed. If both the Reorder Qty and the EOQ are zero, the application calculates a quantity: If the Minimum Qty is greater than the Reorder Qty, the calculated quantity is the difference between the minimum quantity and the projected stock quantity. If the Minimum Qty is less than the Reorder Qty, the calculated quantity is the difference between the reorder quantity and the projected stock quantity.
X	Displays x when the line is selected. As the Re-Order command creates a document for one warehouse only, the application prevents you from selecting lines if they include different warehouses. This only applies if you use multi-warehouses. Unless the browse screen includes records with different warehouses, the line is automatically ticked if the selected supplier has the best vendor rating. You can maintain the vendor rating using the Products command.
Warehouse for Re-Order	This field appears if any stock item's projected stock quantity is below the Reorder Level or Minimum Qty in more than one warehouse. This allows you to select the warehouse for which you want to create a uncommitted purchase order document. This only applies if you use multi-warehouses.

Actions

You can use the Action menu to:

Use this command	To
Query	Displays the Vendor Rating, Lead Time, Cost Price, and Required Quantity. The following actions are available on the Action menu: Last Delivery. Displays the quantity, unit cost, quality and delivery date for the currently selected line. Last Invoice. Displays the quantity, unit cost, and invoice date for the currently selected line. Discount. Displays the line discount rate offered by the currently selected supplier, and also whether overall discount is currently offered. Stock. Displays warehouse stock information for the stock item on the document line. The query displays "Best" prompts beside the Vendor Rating, Lead Time and Cost Price after comparing them to details from other suppliers that supply the same stock item. If another supplier is offering more favourable conditions, the application displays a further prompt to inform you of this. For example: if another supplier is offering a shorter lead time the application displays " Lead Time of x Days from Supplier Y " in the query window.
(Un)Tick	Select or deselect the current line. Selected lines are included in the new document.
(Un)Tick All	Select or deselect all lines. Selected lines are included in the new document.

Use this command

Query

Displays the Vendor Rating, Lead Time, Cost Price, and Required Quantity.

The following actions are available on the Action menu:

Last Delivery. Displays the quantity, unit cost, quality and delivery date for the currently selected line.
Last Invoice. Displays the quantity, unit cost, and invoice date for the currently selected line.
Discount. Displays the line discount rate offered by the currently selected supplier, and also whether overall discount is currently offered.
Stock. Displays warehouse stock information for the stock item on the document line.

The query displays "Best" prompts beside the Vendor Rating, Lead Time and Cost Price after comparing them to details from other suppliers that supply the same stock item. If another supplier is offering more favourable conditions, the application displays a further prompt to inform you of this. For example: if another supplier is offering a shorter lead time the application displays " Lead Time of x Days from Supplier Y " in the query window.

(Un)Tick

Select or deselect the current line. Selected lines are included in the new document.

(Un)Tick All

Select or deselect all lines. Selected lines are included in the new document.