Replenish Inventory for Current Back Order Needs

Use this routine as an alternative to the Replenish Stock Inventory Based on Sales Rate routine (Automatic PO Replenishment). This routine searches the system for open (that is, back-ordered) sales orders. You can examine the search results to find the items you want to add to new purchase orders.

The search results include only unlinked, unreserved items. In this way, you can replenish your inventory on an "as-sold" basis.
The search excludes hard kits and their components.

To access this routine, the log-on user must have access via the View and access product cost information field in the Extended Security settings.

The system sorts the report by vendor and provides the following options for secondary sort:

When you click on Run, if your selection criteria finds any products, the Inventory Replenishment Items screen appears in which the products display in the grid. To order all the items in the grid, click on Save. The system creates purchase orders for the selected products with links to the associated sales orders. A message appears displaying the numbers of the purchase orders created.

You can use the Inventory Replenishment Items screen to exclude one or more grid items from your purchase orders, and you can use the Place Additional Items on Purchase Order screen to add to the quantity of a line item.

When you create a purchase order from Inventory Replenishment, if the Buying Group feature is active (via the Activate Buying Group field in the Purchasing Control Settings), the system does not specify a buyer. You must re-access the purchase order later to specify a buyer. Otherwise, the system keeps the purchase order on hold.

If a purchase order’s type has the Include in Supply Calculation field checked, the purchase order is included as a source of supply, thus reducing the quantity that needs to be ordered. If a purchase order’s type has this field unchecked, the purchase order is not included as a source of supply and has no effect on the quantity that needs to be ordered. The Include in Supply Calculation field is only evaluated for the min/safety levels and not for the back ordered sales portion of this process.

General

Enter one or more vendors who have products you want to replenish. If you click on the Search button, you access the Vendor Cross Reference, which you can use to help identify your vendors. If you click on the Actions button, you access the Multiple Vendor Selection window, which you can use to select one or more vendors.

Use this field to limit replenishment to these product group(s). Click the Search button to choose multiple product groups from the Product Group Window.

Sales Order Range

Enter the start date of the date range for which you want to search for products to replenish. If you click on the Calendar Icon, you can use the calendar that appears to select a date. If you leave this field blank, the system assumes the earliest possible date.

Options

Enter the type of date you want to use when searching for products to replenish.

Order Written Date - Click on this button to search by the date on which the sales orders in your date range were written. If you select this option, you inactivate the Scheduled Date Only check-box field.
Deliver/Pickup Date - Click on this button to search by the date on which the sales orders in your date range are to be delivered or picked up. If you select this option, you activate the Scheduled Date Only check-box field.

To include sales orders for special order products in the selection process, check the box. Otherwise, leave the box blank.

Stock Levels

Use this field to replenish selected items based on low stock levels. You have the following options:

None
Minimum
Safety

If you select None, this field has no effect. If you select Minimum or Safety, the program checks the Warehouse Inventory Settings for the selected location to determine the minimum or safety stock level to maintain.

After the program processes orders for back-order needs, inventory quantities that fall below the minimum or safety levels appear in the item list displayed on the Inventory Replenishment Items Screen.

Automatic Purchase Order Replenishment processes one location at a time. If items on a sales order have different stocking locations, the program groups only those items for the selected location (by vendor, by sales order) on one purchase order.

The following two fields affect the creation of purchase orders. Here are the results of combining these fields:

Both settings are checked: For each sales order, all products for a Vendor Ship From are combined on a single PO for that Vendor Ship From. A separate PO is created for the product's Add quantity.

Only Create Purchase Order Per Sales Order is checked: For each sales order, all products for a vendor are combined on a single PO for that vendor. A separate PO is created for the product's Add quantity.

Only Create Purchase Orders by Default Vendor Ship From is checked: All products for a Vendor Ship From are combined on a single PO for that Vendor Ship From.

Neither setting is checked: All products for a vendor are combined on a single PO for that vendor.

To create one purchase order per vendor per sales order, check the box. Otherwise, the replenishment process creates one purchase order per vendor. All quantities added as a result of low stock levels or manual updates are placed on a separate purchase order for the vendor.

When this option is checked in addition to the Create Purchase Orders by Default Vendor Shop From (below), the sales order generates multiple purchase orders for each vendor ship-from location.

Check this setting to generate separate purchase orders for each vendor location. This actions occurs when the merchandise has been assigned a default vendor ship-from location via the Vendor Ship From field in Advanced Product Settings, and the merchandise can be sourced from multiple vendor ship-from locations.

If the merchandise does not have an assigned Vendor Ship From location via Advanced Product Settings, it is included in a separate purchase order with a ship-from location chosen by the user.

When this option is checked in addition to the Create Purchase Order Per Sales Order (above), the sales order generates multiple purchase orders for each vendor ship-from location.

The primary sort factor in this routine is Vendor. Use this field to enter the secondary sort factor you want to use when searching for products to replenish. If you click on the Arrow, you can select a sort factor from the list that appears. You have the following options.

Product – This sort can be either by product SKU number or by Vendor’s model number depending on the setting at the Report Sort By field in the Purchasing Control Settings.
Group – If you select this option, the system applies an additional sort by either product or vendor model, depending on the setting at the Report Sort By field in the Purchasing Control Settings.
Category – If you select this option, the system applies an additional sort by either product or vendor model, depending on the setting at the Report Sort By field in the Purchasing Control Settings.
Vendor Model – Sorts by vendor model.

Click the Run button to view the Inventory Replenishment Items Screen, which allows you to review all the products found based on your selection criteria on this screen. Upon review you can either click the Save button to create purchase order(s) or click the Exit button to exit without creating purchase order(s).

The process that creates purchase orders checks the Create replenishment purchase order not on hold setting in Purchasing Security and the Minimum Order Quantity on the Costing page in the Advanced Product Settings. If the purchasing security setting is blank and/or the order quantity is less than the minimum order quantity, the purchase order is placed on hold.

Replenish Inventory for Current Back-Order Needs

General

Sales Order Range

Options

Stock Levels