Setting your criteria and pressing Go populates the grid with physical inventory items and the suggested re-order quantity to satisfy requirements and to meet miniumum stock on levels if set. Remove lines not to be ordered, change quantities and prices as required. Save and activate the batch when complete. Load the purchase orders that have been created, review, adjust as required, save and activate each order.
NOTE: If the Include Default Suppliers Only is unticked, then an inventory item may appear many times in the grid, with a different creditor attached to each line. The creditors displayed are those listed in the Supply tab of the inventory record.
| Field | Description |
|---|---|
| Order No. | This field is populated when the form is activated and purchase orders created |
| Creditor Account No. | Supplier for that inventory item |
| Creditor Name | Supplier for that inventory item |
| Part No. | Part number and its details to be reviewed |
| Description | Detail associated with the part number |
| SOH | Current stock on hand |
| Min SOH | Minimum stock level set in the Figures tab of inventory records |
| On PO | Outstanding orders currently in the system |
| On BO | Back orders that exist in the system at the time of creating the batch |
| Sales Forecast | Details fore casting information if its been entered |
| Purchases Last Year | Purchases that were made in the previous 12 months |
| Sales Last Year | Sales that were made in the previous 12 months |
| Unit Cost | Current unit cost price from the Supply tab of the inventory records. If the creditor is an FX creditor, this price is FX Unit Cost * Currency Rate for the day for the rate attached to the creditor |
| FX Unit Cost | FX current unit cost from the Supply tab of the inventory records |
| Suggested Quantity | Depending on the order method selected, the amount displayed is what is suggested to re-order to satisfy all requirement |
| Order Quantity | Adjust this value as required |
| Line Cost | Ex GST line total |
| FX Line Cost | FX line cost |
| Delivery Days | Expected delivery days populated from the inventory record |
| Order Units | Order units populated from the inventory record |
| Unit Cubic | Information from the inventory record |
| Unit Weight | Information from the inventory record |
| Line Cubic | Total cubic measurement for the quantity being ordered |
| Line Weight | Total weight for the quantity being ordered |
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