The re-order method selected determines the exact calculation used to calculate the recommended quantity to be ordered. The system searches through the Back Order and inventory system checking for outstanding stock requests and generates the stock lines for the purchase order for the selected supplier. The inventory part numbers checked are ONLY those where the selected supplier is the default supplier. The amount displayed in the quantity field is the minimum stock necessary to satisfy all current needs for outstanding back orders created from sales orders and minimum stock on hand requirements. Order lines can be deleted or added, and quantities and prices changed as appropriate. Non Inventory order lines for non inventory items and Comments can also be added.
Where a part number has a status of Slow Moving or Obsolete the tick boxes MUST BE selected for minimum stock on hand and other requirements to be included in the quantity calculation. Otherwise, only stock on back order requirements for these part numbers will be included in the automatic search.
Steps
| 1. | Purchasing
 Order Entry
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| 2. | Clcik New Supplier Purchase Order |
| 3. | Select supplier from the search window and change Workflow method if necessary |
| 4. | Select the re-order method form the list box and click Auto Search |
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| 5. | Adjust criteria in the Re-Order Method dialogue box and click OK |
| 6. | Delete or add order lines, change quantities, prices and delivery dates as required. |
| 7. | Add Non Inventory Items and Comments as required |
| 8. | Save the purchase order |
| 9. | Record > Set Status to and select option |
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