IM0900 Inventory Management Reordering Advice Reports

Reordering Advice Reports

Application Overview

 There are three types of Reordering Advice Reports that can be printed.  They are the Reordering Advice Report by Item, the Reordering Advice Report by Location, and the Reordering Advice Report by Vendor.  These reports show you which items need to be reordered and aid you in de­ciding what purchase orders and/or manufacturing orders need to be originated.

 Each of these reports may be printed for one or all locations.

 Normally the Purchase Order And Receiving package would update the Quantity On Order field as items are ordered and received, but if you do not have this package it will need to be done manually through Inventory Item File Maintenance.  When an item is ordered, increase the Quantity on Order field by the quantity ordered.  When an item is received, decrease the Quantity on Order field by the quantity re­ceived.

 If your company does ordering from a central location as opposed to individual ordering from each location, this report will be more useful than the Stock Status Report because the default or manufacturing location always shows the totals for all locations instead of just including its own figures.

 

Run Instructions

 Select Reordering Advice Reports from the pull down I/M Reports window.  The following screen will then be displayed:

 


 

Print Reordering Advice Report Entry Screen

 

 The following options are available:

    • Select the desired mode from the Reordering Advice Reports menu bar
    • Enter the data requested on the screen

     To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

    Entry Field Descriptions

     

    Print Reordering Advice Report By Item

     

    Name

    Type and Description

    1.      Starting Item No

    15 alphanumeric characters.

    Enter the starting item number in the range that you want to print. 

    Defaults to All.

    2.      Ending Item No

    15 alphanumeric characters.

    Enter the ending item number in the range that you want to print. 

    Defaults to the starting item number.

    3.      Location

    2 alphanumeric characters.

    Enter the code for the location that you wish to print.  The location must exist on the Location File.  Defaults to All locations.

    4.      Percent Over Reorder Level

    2 numeric digits with an optional minus sign (99‑).

    Percent over Reorder Level means you can select items with avail­ability not yet to their reorder level, but within whatever per­cent you enter. If you prefer to specify more precisely how close to the re‑order level each item's availability may be selected, by‑pass the Percent by pressing the RETURN key, and enter the exact Amount Over the Reorder Level that you desire.  These amounts may be negative.  The report will print items with availability at or below their reorder level, as modified by these fields.

    Amount Over Reorder Level

    3 numeric digits with an optional minus sign (999‑).

    See Percent Over Reorder Level for description.

    5.      Should Quantity Available Include On Order ?

    Y or N.

    For the purposes of reordering, Quantity  Available is usually considered to be:

    Qty Available = On‑hand + On‑order ‑ Allocated

    Should Quantity Available Include On Order ? (continued)

    However, you may use this option to omit the On‑order quantity from this calculation so that you are only considering what is available right now.

    Defaults to N.

    6.      Purchase Or Mfg Code

    1 alphanumeric character.

    P      =   only purchased items will appear on the report,

    M      =   only manufactured items will appear on the report,

    B      =   all items will be considered for the report.

    Defaults to P.

    7.      Print Items With Reorder  Level Only ?

    Y or N.

    Enter Y to only print items with reorder levels defined. Defaults to N.

    8.      Print Alternate Vendors ?

    Y or N.   

    If Purchase Order And Receiving is being used, the user has the option of including alternate vendors for each item on the report.  If Purchase Order And Receiving is not installed, this field will not appear.

    9.      Show Zero Qty Recommended

    Y or N.

    Entry required.

    If using a percent/amount over/under reorder level and the calculated quantity recommended would be zero, this item will appear on the report if set to Y.  Enter N if these items should not appear on the report.  Defaults to Y.

     
    Print Reordering Advice Report By Location


    All fields same as above except:

     

    Name

    Type and Description

    8.      Print in Priority Order ?

    Y or N.   

    Defaults to N.

    For each location, items are usually printed in order by item number.  However, if you answer Y to this question, items will be printed according to what percent the quantity available differs from the reorder level, with those that differ the most printing first.

     

    Print Reordering Advice Report By Vendor

     

    All fields are the same as Reordering Advice by Item, except for one additional field:

     

    Name

    Type and Description

    3.      Vendor No

    6 alphanumeric characters.

    Defaults to All vendors, if left blank.

    The report will be printed for the vendor selected, by item number within that vendor; or if all vendors are selected a section for each vendor will be printed.

     



     

    Reordering Advice Report By Item

     

     

     

    Reordering Advice Report By Location

     


    ScreensREPORTS

     

    Reordering Advice Report By Vendor

     

     

     

     

                               

    Inventory Management

    1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
    2. Introduction to Available to Promise (ATP)
    3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
    4. Inventory Aging Report Shows Different Age Between Single and All Locations
    5. Multiple Users Entering Physical Count Tag at the Same Time Issue
    6. Expand Item Description 1 and 2 Character Limit
    7. How Different is an IM Kit from a BOMP Kit?
    8. Explanation on Component Availability Inquiry
    9. How Is Shortcut Item Different from Kit Item?
    10. No Privilege to View Location History
    11. How to Calculate EOQ (Economic Order Quantity)
    12. Item Quantity Allocation Is Incorrect
    13. Reorder Advice Custom CSV Export Shows Zero Items
    14. Elliott Physical Count Processing
    15. Feature - Add-On Item Drill Down From Item Search
    16. Feature - Utility to Reset Item PTD Fields from Location History
    17. Feature - Inventory Snapshot
    18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
    19. Feature - Item Master Activity Sub-Code
    20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
    21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
    22. Feature - Item Linkage Report/Processing
    23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
    24. Procedure to Correct Bad Serial Number with Special Symbol
    25. Feature - Additional SY12MONS Updates
    26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
    27. Feature - Item Number Wild Card Support for Starting Item Number
    28. Feature - Obsolete Kit Parent When First Component is Obsolete
    29. Feature - Show Items with Qty Variance on Tag Variance Reports
    30. IM01S3 Inventory Management Iten Audit Trail Report
    31. IM04S2 Inventory Management Inventory Transaction Audit Report
    32. IM02S2 Inventory Management Inventory Location Audit Trail Report
    33. IM03S1 Inventory Management Usage Exception Reports
    34. IM06SCN Inventory Management Stock Status Report
    35. IM08S1 Inventory Management Print Cycle Count Worksheet
    36. IM14S1 Inventory Management Item History Report
    37. IM19S1 Inventory Management Serial/Lot Stock Status Report
    38. IM19S2 Inventory Management Serial/Lot Issue History Report
    39. IM20S1 Inventory Management I/M Distribution to G/L Report
    40. IM26SCN Inventory Management Frozen Stock Status Report
    41. IM30S1 Inventory Management Kit Where-Used Report
    42. IM31S1 Create Unreleased POs by Vendor
    43. IM32S1 Inventory Management Kit Gross Requirements Report
    44. IM0201 Inventory Management Location Control File Maintenance
    45. IM0405 Inventory Management Available To Promise Inquiry
    46. IM0500 Inventory Management Stock Status Inquiry
    47. IM0500Q Inventory Management Stock Status Inquiry
    48. IM0700 Inventory Management ABC Analysis Reports
    49. IM0900 Inventory Management Reordering Advice Reports
    50. IM1000 Inventory Management Physical Count Processing
    51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
    52. IM1100 Inventory Management Utilities Setup
    53. IM1201 Inventory Management Location File Maintenance
    54. IM1300 Inventory Management Recalculate Reorder Fields
    55. IM1400 Inventory Management Clear Item Accumulators
    56. IM1501 Inventory Management Product Category File Maintenance
    57. IM1601 Inventory Management Material Cost Type File Maintenance
    58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
    59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
    60. IM1901 Inventory Management Initialize Lifo/Fifo File
    61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
    62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
    63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
    64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
    65. IM2500 Inventory Management Reset Allocated Quantities
    66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
    67. IM2800 Inventory Management Freeze Inventory
    68. IM2900 Inventory Management Kit File Maintenance
    69. IM3301 Inventory Management Job Code File Maintenance
    70. IM3400 Inventory Management Job Analysis Report
    71. IMACTMNT Inventory Management I/M Account File Maintenance
    72. IMAGESCN Inventory Management Inventory Aging Report
    73. IMATPGSN Inventory Management Generate ATP File
    74. IMATPRSN Inventory Management Available to Promise Report
    75. IMBININV Inventory Management Bin Inventory File Maintenance
    76. IMBINMNT Inventory Management Bin File Maintenance
    77. IMBINTRN Inventory Management Inventory Transfer Processing
    78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
    79. IMEXPTSN Inventory Management Export Item for Take an Order
    80. IMFRMMNT Inventory Management Item Label Form Setup
    81. IMGENMNU Inventory Management Generate Location History
    82. IMIMSITM Inventory Management Item Import Utility
    83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
    84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
    85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
    86. IMVESMNT Inventory Management Vessel File Maintenance
    87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
    88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
    89. Change - Update Both Kit Parent and Components Usage
    90. Feature - Create Price Code 1 from Item Minimum Price Utility
    91. Change - Available to Promise by Item Report - Add Item Description 2
    92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
    93. Can System Default Item User-Defined Code?
    94. Feature - Item Label Printing Enhancements
    95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
    96. Understanding Status Code at Inventory Transfer Dispatch Screen
    97. Feature - Support GTIN Based on Two Different UPC Codes
    98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
    99. Feature - Allow Physical Count Tag Import Without Serial Number
    100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
    101. Feature - New QTYAVAILBYCOMP Attribute Fields
    102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
    103. Feature - Improvements to Reorder Advise Reports
    104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
    105. Feature - Added a Function "Create Inventory Trx CSV Import"
    106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
    107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
    108. Feature - Add Desc2 Column to Item Linkage CSV Report
    109. Feature - Numeric Item List Changes
    110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
    111. What's the Difference Between Lead Time & Planning Lead Time?
    112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
    113. IM0000 Inventory Management Package Overview 7
    114. IM0000 Inventory Management Package Overview 1
    115. IM0000 Inventory Management Package Overview 2
    116. IM0000 Inventory Management Package Overview 3
    117. IM0000 Inventory Management Package Overview 4
    118. IM0000 Inventory Management Package Overview 6
    119. IM0000 Inventory Management Package Overview 5
    120. IM0000 Inventory Management Package Overview 8
    121. IM0000 Inventory Management Package Overview: Index
    122. IM0101 Inventory Management Item File Maintenance 1
    123. IM0101 Inventory Management Item File Maintenance 2
    124. IM0101 Inventory Management Item File Maintenance 3
    125. IM0101 Inventory Management Item File Maintenance 4
    126. IM0101 Inventory Management Item File Maintenance 5
    127. IM0101 Inventory Management Item File Maintenance 6
    128. IM0101 Inventory Management Item File Maintenance 7
    129. IM0101 Inventory Management Item File Maintenance 8
    130. IM0101 Inventory Management Item File Maintenance: Index
    131. IM2400 Inventory Management Inventory Transaction Processing 1
    132. IM2400 Inventory Management Inventory Transaction Processing 2
    133. IM2400 Inventory Management Inventory Transaction Processing 3
    134. IM2400 Inventory Management Inventory Transaction Processing 4
    135. IM2400 Inventory Management Inventory Transaction Processing 5
    136. IM2400 Inventory Management Inventory Transaction Processing 6
    137. IM2400 Inventory Management Inventory Transaction Processing 7
    138. IM2400 Inventory Management Inventory Transaction Processing: Index
    139. How to Run Inventory Stock Status Report for a Certain Date
    140. Feature - Transition to Obsolete
    141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
    142. Feature - Zero Item Weight When Using F3 to Copy Item
    143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
    144. What Information Is Stored in the Location History (IMLOCHST) Table?
    145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field
    146. Feature - Add User ID to User Defined CSV Export
    147. Feature - User Defined CSV Export Item Batch Support
    148. Feature - Export Inventory TRX Audit Trail to CSV
    149. Feature - Add User-Defined Code Table Support in IM User-Defined CSV Export
    150. Feature - Added “Item 1st Received Date Range” criteria to Item User Defined CSV Export.

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