Inventory Management IM0900 Help - Elliott Business Software

Reordering Advice Reports

Application Overview

There are three types of Reordering Advice Reports that can be printed. They are the Reordering Advice Report by Item, the Reordering Advice Report by Location, and the Reordering Advice Report by Vendor. These reports show you which items need to be reordered and aid you in deciding what purchase orders and/or manufacturing orders need to be originated.

Each of these reports may be printed for one or all locations.

Normally the Purchase Order And Receiving package would update the Quantity On Order field as items are ordered and received, but if you do not have this package it will need to be done manually through Inventory Item File Maintenance. When an item is ordered, increase the Quantity on Order field by the quantity ordered. When an item is received, decrease the Quantity on Order field by the quantity received.

If your company does ordering from a central location as opposed to individual ordering from each location, this report will be more useful than the Stock Status Report because the default or manufacturing location always shows the totals for all locations instead of just including its own figures.

Run Instructions

Select Reordering Advice Reports from the pull down I/M Reports window. The following screen will then be displayed:

Print Reordering Advice Report Entry Screen

The following options are available:

* Select the desired mode from the Reordering Advice Reports menu bar

* Enter the data requested on the screen

To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

Entry Field Descriptions

Print Reordering Advice Report By Item

Name	Type and Description
1. Starting Item No	15 alphanumeric characters. Enter the starting item number in the range that you want to print. Defaults to All.
2. Ending Item No	15 alphanumeric characters. Enter the ending item number in the range that you want to print. Defaults to the starting item number.
3. Location	2 alphanumeric characters. Enter the code for the location that you wish to print. The location must exist on the Location File. Defaults to All locations.
4. Percent Over Reorder Level	2 numeric digits with an optional minus sign (99‑). Percent over Reorder Level means you can select items with availability not yet to their reorder level, but within whatever percent you enter. If you prefer to specify more precisely how close to the re‑order level each item's availability may be selected, by‑pass the Percent by pressing the RETURN key, and enter the exact Amount Over the Reorder Level that you desire. These amounts may be negative. The report will print items with availability at or below their reorder level, as modified by these fields.
Amount Over Reorder Level	3 numeric digits with an optional minus sign (999‑). See Percent Over Reorder Level for description.
5. Should Quantity Available Include On Order ?	Y or N. For the purposes of reordering, Quantity Available is usually considered to be: Qty Available = On‑hand + On‑order ‑ Allocated
Should Quantity Available Include On Order ? (continued)	However, you may use this option to omit the On‑order quantity from this calculation so that you are only considering what is available right now. Defaults to N.
6. Purchase Or Mfg Code	1 alphanumeric character. P = only purchased items will appear on the report, M = only manufactured items will appear on the report, B = all items will be considered for the report. Defaults to P.
7. Print Items With Reorder Level Only ?	Y or N. Enter Y to only print items with reorder levels defined. Defaults to N.
8. Print Alternate Vendors ?	Y or N. If Purchase Order And Receiving is being used, the user has the option of including alternate vendors for each item on the report. If Purchase Order And Receiving is not installed, this field will not appear.
9. Show Zero Qty Recommended	Y or N. Entry required. If using a percent/amount over/under reorder level and the calculated quantity recommended would be zero, this item will appear on the report if set to Y. Enter N if these items should not appear on the report. Defaults to Y.

Print Reordering Advice Report By Location

All fields same as above except:

Name

Type and Description

8. Print in Priority Order ?

Y or N.

Defaults to N.

For each location, items are usually printed in order by item number. However, if you answer Y to this question, items will be printed according to what percent the quantity available differs from the reorder level, with those that differ the most printing first.

Print Reordering Advice Report By Vendor

All fields are the same as Reordering Advice by Item, except for one additional field:

Name

Type and Description

3. Vendor No

6 alphanumeric characters.

Defaults to All vendors, if left blank.

The report will be printed for the vendor selected, by item number within that vendor; or if all vendors are selected a section for each vendor will be printed.

Reordering Advice Report By Item

Reordering Advice Report By Location

ScreensREPORTS

Reordering Advice Report By Vendor

R E O R D E R I N G A D V I C E R E P O R T B Y I T E M

Ranges: All Items Selected

All Locations

At Reorder Level

Only Purchased Items Included Unit Of Measure Is Purchase Unit Of Measure

Quantity Available Doesn't Include On Order R = Reorder O = Stockout

Items With Or Without Reorder Levels Printed

Item‑No Qty Qty Qty Qty Reord Rec‑Order Sfty‑Stk Eoq Uge‑Ptd Last‑Cost Reo

Cat Loc On‑Hand Alloc Backordered On‑Order Level Ld‑Tm Avg‑Use Usg‑Ytd Avg‑Cost O/S

Vendor Min‑Order P‑Mult Weight Uom

BOX‑386‑1 Basic SM Box w/7 Exp 6‑16 1‑8

LA 735.000 24.000 .000 .000 .000 .000 .000 .000 .00 311.0000

0 .000 8.00 311.0000

.000 1 .000 EA

BOX‑386‑2 Adv Box HDps 8 Exp 32 5‑16 2‑8

LA 421.000 3.000 .000 .000 .000 .000 .000 .000 .00 401.0000

0 .000 .00 401.0000

.000 1 .000 EA

CHAR‑GEN Character Generator At 25 Meg

Character ‑ Gen ‑ 25

CVD LA 15.000 5.000‑ .000 40.000 .000 .000 .000 .000 .00 7.8000

0 .000 .00 7.8000

000300 .000 1 .000 EA

CLOCK 25 Meg Clock For Mother Board

Clock ‑ 25M

A LA 8.000 7.000‑ .000 20.000 .000 .000 .000 .000 7.00 12.5400

0 .000 17.00 12.5400

000100 .000 1 .000 EA

R E O R D E R I N G A D V I C E R E P O R T B Y L O C A T I O N

Report Printed In Item Order

Ranges: All Items Selected

Location LA Los Angeles

At Reorder Level

Only Purchased Items Included

Quantity Available Doesn't Include On Order R = Reorder O = Stockout

Items With Or Without Reorder Levels Printed

Item No Prd Qty On‑Hand Qty On‑Ord Rec‑Order Ord‑Up‑To Weight Pur Reo

Cat Qty Alloc Qty B/O Reord Level Min‑Order Total Weight U‑M O/S

BOX‑386‑1 Basic SM Box w/7 Exp 6‑16 1‑8 735.000 .000 0 .000 .000 EA

24.000 .000 .000 .000

BOX‑386‑2 Adv Box HDps 8 Exp 32 5‑16 2‑8 421.000 .000 0 .000 .000 EA

3.000 .000 .000 .000

CHAR‑GEN Character Generator At 25 Meg CVD 15.000 40.000 0 .000 .000 EA

Character ‑ Gen ‑ 25 5.000‑ .000 .000 .000

CLOCK 25 Meg Clock For Mother Board A 8.000 20.000 0 .000 .000 EA

Clock ‑ 25M 7.000‑ .000 .000 .000

CLOCK‑ADJ Adjustment Clock For CPU A 10.000 .000 0 .000 .000 EA

Replace For CLock. .000 .000 .000 .000

CPU‑30MEG Z80 Micro Processor 30 Meg ACP 2.000‑ .000 0 .000 .000 EA

CPU ‑ Z80 7.000‑ .000 .000 .000

DATA‑BUS Data Bus/Buffer 25 Meg ACP 8.000 50.000 0 .000 .000 EA

Data ‑ Buffer 7.000‑ .000 .000 .000

REPORTS

R E O R D E R I N G A D V I C E R E P O R T B Y V E N D O R

Ranges: All Items Selected

All Locations

At Reorder Level

Only Purchased Items Included Unit Of Measure Is Purchase Unit Of Measure

Quantity Available Doesn't Include On Order R = Reorder O = Stockout

Items With Or Without Reorder Levels Printed

Vendor Item‑No Description

Cat Loc Qty‑On‑Hand Qty‑Alloc Qty‑B/O Qty On‑Ord Reord‑Level Rec‑Order Sfty‑Stk Eoq Usg‑Ptd Last‑Cost Reo

Ld‑Tm Avg‑Use Usg‑Ytd Avg‑Cost O/S

Vendor Min‑Order P‑Mult Weight Uom

BOX‑386‑1 Basic SM Box w/7 Exp 6‑16 1‑8

LA 735.000 24.000 .000 .000 .000 .000 .000 .000 .00 311.0000

0 .00 8.00 311.0000

.000 1 .000 EA

BOX‑386‑2 Adv Box HDps 8 Exp 32 5‑16 2‑8

LA 421.000 3.000 .000 .000 .000 .000 .000 .000 .00 401.0000

0 .00 .00 401.0000

.000 1 .000 EA

CLOCK‑ADJ Adjustment Clock For CPU

Replace For CLock.

A LA 10.000 .000 .000 .000 .000 .000 .000 .000 .00 18.5000

0 .00 .00 18.5000

.000 1 .000 EA

DEFAULT‑ITEM Default‑Item

LA 10.000 .000 .000 .000 .000 .000 .000 .000 .00 .0000

PE .000 .000 .000 .000 .000 .000 0 .00 .00 .0000

.000 1 .000 EA