Reorder Details Maintenance

Use this form to enter details about basic and advanced inventory re-order processes. Greentree references these details when calculating the suggested reorder quantity for an item.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

This is the inventory item code that the re-order details apply to. It defaults in read-only format if the Inventory Reorder Maintenance form is accessed from the Inventory Item Maintenance form. Otherwise, enter or select the item to view or maintain reorder details.

Description

This is the inventory item description.

Location

If you are using locations, and you run your reorder process at a location level, enter a location to specify additional details at a location level.

Information

If you are using locations, but you do not want to run the reorder process at a location level you uses the company reordering option), do not enter anything into the location field. Instead, enter the other details for that line. The parameters entered into the line applies to all items when the reorder process is run at a company level.

Reorder Type

When the basic reorder process runs, the calculation of the suggested reorder quantity depends on the reorder type that is specified here. You can select one of these system pre-defined types:

Forecast
A weighted average (calendar) period sales figure for a selected inventory item is calculated by applying weighted percentages to the item's corresponding period demand history quantity. The application of weighted percentages is optional. If they are not entered at the time the basic reorder process runs, Greentree uses the item's demand history during the reorder calculation.

If the calculated period average is zero, the minimum quantity defined on this form is the average period sales quantity. Reorder quantities will be suggested based on meeting the forecasted future demand. If an item is flagged for deletion, the suggested reorder quantity using this type will be sufficient to cover any quantity that is currently on backorder.
Minimum/Maximum
Using this type, items will be selected for reorder when their potential quantity (on-hand + future + on order - committed - on backorder) is less than the minimum quantity specified here. The suggested reorder quantity is sufficient to bring the potential quantity up the maximum quantity. If an item is flagged for deletion, the suggested reorder quantity using this type will be sufficient to cover any quantity that is currently on backorder.
No Reordering Required
Items that have this reorder type will be ignored when the reorder process runs.

Shipping Method

Select a shipping methods: Air Freight, Courier, Road Freight, Sea Freight. The other details that are entered are assumed to be for this shipping method.

Information This can be assigned at a supplier level in Supplier Details Maintenance if you run your reorder process by supplier, and the shipping method and lead time differs depending on who you are purchasing the item from.

Lead Time

Enter the lead time to use when the reorder quantity is being calculated for this item. This is the average length of time in days that you would expect it to take from placing a purchase order on a supplier, to receiving the goods in your warehouse.

Information This can be assigned at a supplier level in Supplier Details Maintenance if you run your reorder process by supplier, and the lead time differs depending on who you are purchasing the item from.

Active

Select this option to indicate that the reorder details are to be applied when the reorder process runs. If this is not selected, Greentree will ignore these reorder details with executing the reorder process.

Minimum

Enter the minimum inventory on-hand quantity to be used when a reorder quantity is being calculated for this item. This is how much inventory to would expect to hold for the item times.

Information This value must be in the item's stocking unit of measure. If a different purchasing unit is in use for the item, Greentree will convert the suggested order quantity using the stocking to purchasing unit of measure conversion when the re-order process is applied.

Maximum

Enter the maximum inventory on-hand quantity to be used when a reorder quantity is being calculated for this item. The reorder process will not suggest a reorder quantity that will take the inventory on hand balance beyond this quantity.

Economical Order

Enter the economic order quantity to use when a reorder quantity is being calculated for this item. Suggested reorder quantities will be rounded up to the nearest quantity, using the value entered here.

For example, if Greentree calculates the suggested reorder quantity to be 23, and the economical order quantity is five then the suggested reorder quantity will be rounded up to 25 to make it a multiple of five.

Display active details only

If you select this option, only active reorder details displays in the table.

Add New Detail

Click this button if you are maintaining reorder details at a location level, and want to set up details for a new location, where you are using the form instead of the table to enter the information.

Table

All reorder details of the item displays in this table. You can enter or edit Line Details into the table instead of using the form. Press Shift-F2 while on a line to delete it.

Information

An item will still be included in the reorder process even if you don't set up specific details here. If you do not, the system will assume a minimum quantity of zero, and an EOQ of zero, which will have an ultimate impact on the suggested reorder quantity for the item.