PRINT INVENTORY REORDER REPORT

Use this screen to print a reorder report and create requisitions. This application will review the inventory levels of all selected inventory parts with a "Reorder" Planning Type in the Planning Part Data screen in Costpoint Product Definition and determine which parts are below or at their reorder point quantity specified in the Part/Project (PART_PROJ) table. You can also elect to see only those reorder policy parts that are at or below their part/project safety stock. The application can also generate purchase requisitions automatically for those buy parts that meet the selection criteria in this screen.

During requisition generation, the preferred vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved" or "Pending." The vendor's Vendor Status for PO must not be "On Hold."

Print Options

You can print this report by project, part, or commodity.

Sort

Select the appropriate radio button to indicate whether you want this report to be printed by Project, Part, or Commodity.

Select

Project

Range Option

Select the range of projects to be printed. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter, or use Lookup to select, the project that is the starting and/or ending point to be printed on this report.

Warehouse

This group box is unavailable in this version of Costpoint.

Range Option

This drop-down box is unavailable in this version of Costpoint.

From/To

These fields are unavailable in this version of Costpoint.

Part

Range Option

Select the range of part/revisions to be printed. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter, or use Lookup to select, the part and revision that are the starting and/or ending points to be printed on this report.

Commodity

Range Option

Select the range of commodities to be printed. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter, or use Lookup to select, the commodity that is the starting and/or ending point to be printed on this report.

Make/Buy

Buy

Select this checkbox to include buy parts in this report. If you do not select this checkbox, buy parts will not be included.

Make

Select this checkbox to include make parts in this report. If you do not select this checkbox, make parts will not be included.

Options

Include On-Order and On-Req Quantities in Inventory

Select this checkbox to include on-order and on-requisition quantities as available inventory for reorder calculations.

Include Reserved and Owed Quantities in Inventory

Select this checkbox to include reserved quantities as consumed materials and owed quantities as available supplies when calculating reorder point.

Show Only Parts That Have Reached Safety Stock Levels

Select this checkbox to report on and requisition only those parts at or below their safety stock level.

Cutoff Date

Enter the latest reservation need date used when calculating available inventory. Reservations after this date will not be included in the calculation.

Req Info

Use this pushbutton to enter requisition information.

How This Report Works

The following logic is used in the Inventory Reorder Report for a requisition quantity:

1. The program calculates available quantity for the part/project.

If you selected the Include On-Order and On-Req Quantities in Inventory checkbox:

If you did not select the Include On-Order and On-Req Quantities in Inventory checkbox:

Note:  The program uses the INVT table in this calculation. The quantities above are summed from all INVT rows tied to that part/project combination.

If you select both the Include On-Order and On-Req Quantities in Inventory and the Include Reserved and Owed Quantities in Inventory checkboxes:

If you entered a Cutoff Date, only those reservations with a need date earlier than, or the same as, the Cutoff Date will be included in the reserved and owed quantities.

2. The program determines whether a requisition needs to be generated.

If you selected the Show Only Parts that have Reached Safety Stock Levels checkbox, the program will generate a requisition if available quantity is less than or equal to safety stock quantity (PART_PROJ table). If you did not select the Show Only Parts that have Reached Safety Stock Levels checkbox, the program will generate a requisition if available quantity is less than or equal to reorder point quantity (PART_PROJ table).

3. The program finds a quantity for the requisition generation.

If order Policy Type is "Order To Point" in the Planning Part Data screen (PART table) in Costpoint Product Definition, the requisition quantity equals the order to quantity minus the available quantity.

If order Policy Type is "Reorder Point" in the Planning Part Data screen (PART table) in Costpoint Product Definition, the requisition quantity equals the minimum lot size quantity (PART table).

Order to Quantity is in the PART_PROJ table.

This application functions with regard to Costpoint Procurement Planning, and populates transaction amount columns associated with requisitions into the following tables: Requisition Header (RQ_HDR), Requisition Line (RQ_LN), Requisition Line Account (RQ_LN_ACCT), and Requisition PO Line (RQ_LN_PO).  Data is stored in both Transaction and Functional currencies, and all currency related columns for the requisition will populate with default values (i.e., the Exchange Rate will be "1"). However, if a Requisition PO Line is generated using an existing purchase order, the transaction currency and exchange rate information loads for that table from the purchase order.

You cannot select a different Transaction currency or exchange rate to associate with the generated requisitions.

Table Information

The information that is entered in this screen and saved as a parameter is stored in the FUNC_PARM_CATLG table. This screen also relies on the settings in the ITEM_SETTINGS_CORP, PC_SETTINGS and RQ_SETTINGS tables. Information is also stored in and/or pulled from the following tables: AAMMCMN_SHOP_LT_DT, ALT_PART, APPRVL_PROC_TITLE, BUYER_ORG_ACCT, BUYER_PROJ, COMM, EMPL, EMPL_LAB_INFO, EMPL_PHONE, INVT, INVT_ABBRV_CD, INVT_PROJ, INVT_WHSE_LOC, ITEM, ITEM_CST, ITEM_PROJ_CST, ITEM_PROJ_TEXT, ITEM_TEXT, ITEM_UM, ITEM_UM_CONV, ITEM_VEND, NET_GRP, ORG, ORG_ACCT, PART, PART_PROJ, PCPMRR_SHOP_LT_DT, PLANNER, PO_HDR, PO_LN, PROJ, PROJ_TEXT, RES_HDR, RES_LN, RQ_APPR_TITLE_USER, RQ_APPRVL_PROC, RQ_APPRVL_TITLE, RQ_EST_CST_TYPE, RQ_HDR, RQ_HDR_APPRVL, RQ_LN, RQ_LN_ACCT, RQ_LN_APPRVL, RQ_LN_PO, RQ_LN_TEXT, S_RQ_STATUS, SALES_TAX, SEQ_GENERATOR, SHIP_ID, STD_TEXT, TEXT_WHERE_USED, UM_CONV, VEND, VEND_EXP_ACCT, WHSE, WHSE_LOC.

This application utilizes the following worktables when processing data: Z_INPREORD, Z_INPREORD_KEYS_1, Z_INPREORD_KEYS_2.