Reorder
The Reorder page allows you to identify which stock inventory parts have reached a level requiring reordering. These items can then easily be selected and placed on a purchase requisition to facilitate the reorder process. The Reorder function is only available if Advanced Inventory is enabled.
Only items that are Eligible For Reorder, as established on the Material Item Details page when the inventory item was defined, can be reordered on this page.
Note:
To view an informational video that shows you, step-by-step, how to use the Reorder feature, Click Here and enter the password Facility742.
To open the Reorder page:
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Access the Inventory module by clicking the Inventory link at the top of the page..
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Select the Reorder tab.
The Facilitated Reorder page opens.
The top pane of the Facilitated Reorder page allows you to specify criteria to locate the items the need to be reordered.
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In the Warehouse field, select the warehouse containing the items you want to reorder.
You can only reorder from one warehouse at a time.
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In the Material Class field, select a value if you want to only reorder items of a particular class.
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Select the Exclude "On Order" in Reorder calculation check box if you want the suggested reorder quantity to exclude items that have been ordered, but not yet received.
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Click FIND.
A list of all items in the selected warehouse whose inventory levels are below their reorder point are listed at the bottom of the page.
Only the first 2000 items are displayed. If your search returns more than 2000 items, you can either narrow your search or work with the displayed 2000 items first and then rerun the search.
You can select items from the displayed list and create a purchase requisition to start the reorder process.
The following information is displayed for each item listed. Clicking a heading displayed as a link re-sorts the list.
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Part# / Desc – the part number and description; clicking the part number link opens the Material Item Details page
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Supplier – the supplier of the item
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On Hand – the number of items that are currently in inventory
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Max On Hand – the maximum number of items that should be in inventory at any time
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Reorder Point – the quantity level at which the item should be reordered
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On Order – the number of items that are currently on approved PRs and POs
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Required Date – the date the items are needed; defaults to today's date
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Order Qty / UOM – the quantity to order as calculated by the system and the unit of measure the items are ordered in
To create a purchase requisition:
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If you want to view only those items that are ordered from items from a specific vendor, select a value in the Filter By Vendor field.
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Select the Show Detail check box to show additional information about each item.
The following information is displayed and can assist you in determining the quantity of items to reorder.
- Unit Cost – the per-item cost
- Qty Reserved – the number of items that are currently in inventory but are reserved in a shopping cart
- Safety Stock – the quantity of extra items to maintain to prevent shortages
- PR Order – the number of items that are currently on approved PRs that have not yet been processed
- PO Order – the number of items that are currently on approved POs that have not yet been processed
- EOQ – the Economic Order Quantity which indicates the cost-effective quantity of items to order
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For each item you want to add to the purchase requisition, specify the following values:
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In the Required Date field, click the calendar icon to change the date the items are required.
You do not need to specify the same required date for each item.
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In the Order Quantity field, enter a value indicating the number of items you want to reorder.
The displayed value is the recommended number of items to order. This value is the number items required to push the on-hand quantity over the reorder point when items are ordered in multiples of the suggested EOQ.
Depending on your system's configuration, the recommended value may also subtract out items currently included in approved PRs and POs. You can see these values by selecting the Show Details check box.
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Select the check box on the right to indicate that the item should be included in the PR.
Clicking the check box at the top of the column selects or clears all items on the page.
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Click CREATE PR.
A dialog box opens asking you to confirm your choice.
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Click OK.
A link to the PR you created is displayed. Clicking that link opens the Purchase Requisition Details page for the new PR.
The items you included are removed from the search results list. You can select additional items and create another PR, if needed.
Find Items to Reorder