Forecast Based Purchase Orders

Transactions > Purchase Orders > Forecast Based Purchase Orders

Forecast-based Purchase Orders compare stock on hand and outstanding sales and purchase orders, and suggests the items to reorder based on reorder levels. This uses the Primary Supplier field on the stock item.

Note: See also the On Demand Purchase Orders functionality in the Distribution Advantage module. On-Demand Purchase Orders provides an assisted form of creating purchase orders directly from sales order information This function is available in the optional Distribution Advantage module.

Enter the Supplier name that the Purchase Order will be generated against.
Select the Primary stock group range, Location and define if the system will list all suppliers' stock or only stock that requires replenishment.
Click the Recompute button ( ) to recalculate the stock requirement statistics for all suppliers if required.
Click the Generate button ( ) to generate the stock requirement for a single supplier button and populate the table with stock items that match the search criteria
Review the results, and manually override the Order Now quantity if required.
Click Print to print a report of the suggested items. Alternatively, click Export to CSV File to output the grid rows in Excel format.
The Copy/Paste tab can be used to paste in rows, for example, by exporting the Stock Requirement grid to CSV, editing it in Excel, then pasting the edited rows back into the Copy/Paste tab.
Click Post Order to open the purchase order window and automatically populate the order based on the reorder item listing created.

Notes

The system will warn if there are more than 400 records that match the search criteria, to ensure the results remain manageable Users can then use a more restrictive filter options.
The "Recalculate stock requirement statistics for all suppliers" recalculation can be set as a scheduled task if the calculations are excessively complex.
The CALC_STKREQUIREMENT stored procedure is used to establish the manner how stock requirements will be calculated.
Use of economic order quantity in forecast based purchase ordering is possible if an EOQ is specified on the stock item, and the setup profile option Use of Economic Order Quantities on Auto Purchase Orders is enabled.