Inventory Reorder Batch

The Inventory Reorder Batch page gives authorized users the ability to define a batch for inventory items that need to be reordered. Based on the criteria selected, the system will select all items that are at or below the Reorder Level defined on the item record. An order will be created for the amount that is specified as the Reorder Quantity for the item.

  1. Select the Responsible Department for which items should be ordered. This value is required; all departments to which the user is authorized are available for selection. This control is disabled in Edit mode.
  2. Enter the Transaction Date. This value is required; today’s date is the default value. This is the date that should be tied to the reorder. This control is disabled in Edit mode.
  3. Enter a Description of the batch. This value is required; it can contain up to 64 characters. This control is disabled in Edit mode.
  4. Select a Facility for which items should be ordered. Any primary facility to which the user has been authorized in User-Based Security can be selected for this value. The value is required. The control is disabled in Edit mode.
  5. The Include Subfacilities check box indicates that the quantity on hand for an item at associated sub facilities will be included when determining if an item will be reordered. This check box is disabled in Edit mode.
  6. The Inventory Special Characteristics field indicates what, if any, special characteristics the items selected for the reorder process should share. The options are Perishable, Point of Sales, and Central Stores. This field is disabled in Edit mode.
  7. The Select by Commodity Code check box indicates whether the items to select for the reorder process should be selected by the commodity codes associated to the item. This check box is cleared by default. When it is selected, the Commodity Codes tab is enabled, and a value is required. This field is disabled in Edit mode.
  8. The Vendor field allows the batch to be targeted toward a particular vendor. When Vendor Item Catalogs are used, only items where the specified vendor is the primary supplier of the item will be included as part of the selection criteria. This field is disabled in Edit mode.
  9. The Purchasing Information section contains the purchasing information that will be used when the reorder batch is validated and posted.
  10. The Procurement Type indicates the type of procurement transaction that will be used for the reorder batch. This field is required. The options are Requisition and Purchase Order.
  11. The Requisition Type or PO Type is the type of requisition or purchase order that should be created. The label is determined by the selection in the Procurement Type control. The field includes all purchase order types to which the user is authorized. This value is required; the field is disabled in Edit mode.
  12. The Form Type specifies the form type that should be used for the purchase order. The options are defined in Validation Set 78 (for requisitions) or 37 (for purchase orders). This value is required; the field is disabled in Edit mode.
  13. The G/L Date is the date to record any purchase order G/L transactions related to the inventory orders created by this process. This value is required; the current system date is the default value.
  14. The Deliver by Date is the date that the items are requested for delivery from the vendor. The value must be greater than or equal to the Transaction Date value. This field is disabled in Edit mode.
  15. The Assign To Buyer field specifies the buyer that the purchase orders created by this process should be assigned to. This field is disabled in Edit mode.
  16. The Vendor field is used to specify the vendor to be used for purchase order items that do not have a vendor specified. This field is enabled only if the Vendor field in the Select Items section is blank. It is required for purchase orders and is disabled in Edit mode.
  17. The Remittance Address field contains the mailing address to use for purchase orders generated for the default purchasing vendor. The field contains all vendor contact addresses for the vendor specified in the field above. It is required if the default purchasing vendor is not specified. This field is disabled in Edit mode.
  18. The G/L Account is used to indicate the general ledger account to which the purchase requests should be associated for this reorder. This field is required; it is disabled in Edit mode.
  19. The Commodity Codes tab is enabled and required if the Select by Commodity Code check box is selected. The commodity codes available for selection are listed in the Available Commodity Codes field. The Commodity field gives the user the ability to subset the Available Commodity Codes list.
  20. Selected Commodity Codes is required if the tab is enabled. Select at least one commodity code. The Commodity Code field is disabled in Edit mode.
  21. If everything looks as expected, select Build Results to create the reorder list. If no errors exist, the system selects inventory items for inclusion. The batch will now appear on the list page.
  22. Once the General tab information is completed, users can click the Manual Add button to manually add a reorder.
  23. The Summary Tab is enabled only in Edit mode. This tab provides an inquiry view of the batch. The first section contains the summary information for the facility. The second section summarizes the selected items in the reorder batch by vendor. The third section summarizes the selected items in the reorder batch by commodity code.
See Also

Integrated Inventory Setup

Inventory Reorder Transactions

Inventory Reorder Transaction Maintenance

Accounts Payable and Receipt of Goods