Process Setup

You must be using these modules:

Accounts Payable (delivery methods are assigned at a supplier level).
Purchase Order (the process can generate purchase orders, based on suggested order quantities).
Inventory Multi-Location, enabling the management of inventory at a warehouse and location level (suggested reorder quantities can be calculated at warehouse and location levels if applicable).
Note: To run the reorder process at a location level, the locations must be both warehouse and stocking locations because you can only create purchase orders for stocking locations.

To use the advanced reorder function, set up:

Company Maintenance
Select the Advanced Reordering module in the Modules in Use tab.
Inventory Module Control
Define defaults of the advanced reordering process on the Defaults tab on the Module Control form.

Default Calendar

This calendar determines the periods that the sales forecasting is accumulated by. Daily periods prove to be the most accurate for making predictions, but this is offset with a performance penalty.

Weekly periods are a good compromise as monthly periods rarely give the accuracy that is required. The period type for the reorder calendar does not need to be the same as the sales analysis period type. The calculation of historical average period sales and the calculation of forecasted sales are not related.

Sales Analysis Period Type & No. of periods

These fields define the period type and number of periods over which historical sales is analysed, and values accumulated. The combination of period type and number of periods determines how much sales history is used to calculate forecasted future sales.

Default Calculation Method

This field defines the default statistical method used to calculate forecasted sales. You can change the default at the inventory analysis code or inventory item level.

Inventory quantity based on

Select On-hand or Available as the quantity base on which to perform the re-order calculation. For example, if On-hand is selected, the calculation uses the inventory item's current on-hand balance in the calculation, otherwise it uses the Available quantity in the calculation.

The available quantity always be less than or equal to the on-hand balance as it factors in any quantity already allocated to a sales order, factory order, and the like. As a result, using the available quantity always result in a greater (or equal) suggested re-order quantity than would otherwise result if On-hand was used as the basis of the calculation.
Inventory Analysis Code Maintenance
To define a reorder calculation method at an analysis code level, instead of a system-wide level, you can assign a default by analysis code. The default value is all inventory items that have that analysis code. The default may be overridden at the inventory item level.
Inventory Item Maintenance
To define a reorder calculation method at an item level, you can assign one on the Defaults tab on the Inventory Item Maintenance form.
Reorder Details Maintenance
Supplier Details Maintenance
If you want an inventory item to include in the reorder process, you must have at least one line of supplier details set up, and active. This can be for a empty location, even if locations are in use, which will indicate that the reorder parameters are system-wide and are not specific to location.
Location Maintenance
If you are using locations, a location must be set to be both a warehouse location, and a stocking location for it to include in the reorder process.
Delivery Method Maintenance
You must set up delivery methods, which is assigned to suppliers. The sales forecasting periods expected future demand) used in the reorder process depend on the lead times and order cycles associated with delivery methods. For more information about how to set these up.
Supplier Maintenance
You can specify delivery methods, lead times, and order cycles at a supplier level, if they differ by supplier. These are assigned in the Defaults tab on the Supplier Maintenance form. You must assign at least one delivery method for the use suppliers default delivery method option to apply when the reorder process runs.