Inventory Reorder Transaction Maintenance

If updates need to be made to a number of items, it is more efficient to use the Inventory Reorder Transaction Maintenance page. To open this page in Edit mode, either click on the Item hyperlink for the first item you want to work with or click the Transaction Maintenance button.

The left side of the page lists the items ordered by vendor. The first list of items are those that have not been assigned to a vendor.

On the right-hand side of the page, make changes as needed to the item. The Save button stores the changes made to this item and stays on this page. If there are more items in the list to update, click Save/Next, which will store the changes to the current item and load the page populated with details for the next item in the list. To skip an item or go back to an item, use the DVD controls on the Item control. Specific items to be reordered can also be selected from the Item drop-down or by clicking on the Item Description from the left-hand side of the page.

Add a Reorder Transaction

A reorder transaction can be manually added to the batch by clicking the button on the Inventory Reorder Transactions page.

  1. Select the Item to add to the batch. This field is required. The item can be selected in the drop-down or with the item prompt; if it is typed in, the entry will subset the list of available items so the correct one can be chosen.
  2. Select the Vendor from whom this item should be ordered. The vendor can be selected in the drop-down or entered by typing the name; if it is typed in, the entry will subset the list of available vendors so the correct one can be chosen.
  3. Enter a Description of the item, if desired. This field provides room to enter details beyond those in the Item control. The Description can contain up to 64 characters.
  4. Enter the Vendor Part Number, if known. This is the number by which the vendor identifies the item being ordered. It may contain up to 32 alphanumeric characters.
  5. Enter the Quantity of the item that should be purchased or requested. This field is required; the acceptable range is 0.0001 through 9,999,999.9999.
  6. The Unit of Measure field is populated with the correct options based on the item selected. This value is required.
  7. Enter the Price per Unit. The system will calculate the total cost based on the quantity ordered. This field is required; the acceptable range is $0.0001 through $9,999,999.9999. Zero is an acceptable value.
  8. Enter or select the G/L Account. This field is required. The G/L account can be selected in the drop-down or with the G/L account prompt; if it is typed in, the entry will subset the list of available G/L accounts so the correct one can be chosen.
  9. Click Save if only one entry needs to be made; click Save/New if you have additional entries.