Note: Please be aware that although this method of creating a Suggested Order can be used, it is recommended that the process is carried out using the Print check box found on the Generate Stock Order form.
This report enables a test-generated stock order to be run, answering the prompts differently each time until the suggested order fulfils requirements, without affecting stock records.
The test-generated stock order run contains information detail as follows:
Part number
Description
Re-order category
Current total stock quantity
Maximum stock
Minimum stock
Backorder quantity
Quantity of purchase orders
Five-month history
Backorder quantity
Suggested order quantity
Estimated cost
Latest purchase date
To test a suggested stock order:
Note: Ensure that a suitable printer is selected and is on-line.
From the Rev.8 Master Menu select the Purchase Control Module and the Company you require.
The PURCHASE CONTROL Menu is displayed.
Select the Reports & enquiries option.
The PC REPORTS AND ENQUIRIES Menu is displayed.
Select the Report generator option.
The REPORT GENERATOR menu is displayed.
Select the Run report generator option.
The Report selection form is displayed.
Select the required Output type, select K02 Suggested Stock Order from the Report Definition drop-down, and click OK.
Tip: If you leave the Output type set to All, the system uses the default setting of Print.
The Suggested stock order form is displayed.
Note: Take note of the Suggested Stock Order (PC) prompt footnotes.
Complete the form and click OK.
A report status is displayed (if the report is printed), and the report is output in the selected format.
Click Close.
You are returned to the PC REPORTS AND ENQUIRIES menu.
Note: Please be aware that although this method of creating a Suggested Order can be used, it is recommended that the process is carried out using the Print check box found on the Generate Stock Order form.
This form is displayed when, having selected the Run report generator option from the REPORT GENERATOR menu, you select the required Output type from the Report selection form, you select K02 Suggested Stock Order from the Report Definition drop-down, and then you click OK. From the Suggested stock order form you can test suggested stock orders amending the selection criteria until you are happy with the selections made.
Output type: One of the following:
Print: Prints the report to the currently selected printer
Display: Displays the report
HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format, to be viewed via the default browser
Note: The default setting for Output type is Print.
Enter supplier a/c, blank=all: Supplier account code, or blank for all
Enter franchises, blank=all: Letter that prefixes the part number (recommended) or blank for all
Tip: If more than one franchise is required, enter a list of franchise letters, for example MRV.
Enter reorder cats, blank=all: Reorder Categories (recommended) or leave blank for all. It is necessary to know how the parts are categorised in order to complete this field effectively (for example, A = fast, B = moderate, C = slow moving).
Tip: It is unlikely that this field would be left blank because the system scans all parts including Manual, Superseded, Obsolete parts, and so on.
Wait until min reached Y/N: Y if the system is only to scan parts where the main stock quantity is equal to or less than the minimum level set on the stock record, or N to allow the system to scan all parts where the main stock has fallen below the maximum level. (The system orders up to the maximum level, using the factor specified in the next field.)
No of maximums to order up to: This field allows a compounding factor of the maximum quantity. It is normally set to 1.00 but can be any number between 0.01 and 99.99.
Include replenisher parts: Y to include parts controlled by a manufacturer's replenisher system, otherwise N
PUSH BUTTONS:
OK: Outputs the report in the selected format
Cancel: Returns you to the Reports and Enquiries menu
Help: Displays help on the current program in your default company browser.
Schedule: Displays the Timed Operations scheduler (not enabled when the output type is set to Display)
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group (not enabled when the output type is set to Display)
