Reorder Calculation

When you click the Calculate button on the Inventory Re-Ordering form, Greentree Desktop applies this logic:

1. Remove any old reorder data if the same run is processed before.
2. Loop through items and process each with steps below:
   1. Select the item depending on:
      • Item is in the range entered into the reorder run parameters
      • Item is active
      • Item is not non-diminishing
      • Item status allows purchases
      • Item has an analysis code using the analysis code range entered into the reorder run parameters
      • Item is for a location that falls into the warehouse/location range entered into the reorder run parameters.
   2. Check whether the item is superceded (if the Supercessions module is in use). If it has, exclude it from the process.
   3. Search supplier details to find an item/location (if applicable) match, so that specific supplier details can be used. Check to see if there is a preferred supplier which is applicable if you select the Preferred Supplier Only option as a reorder run parameter.
   4. Search item reorder details to get the minimum, maximum, EOQ, shipping method and lead time values. The lead time and shipping method may be superceded by that (previously) obtained from the supplier details. If no reorder details exist for an item, it is excluded from the process.

      A reorder quantity is suggested for an item if the potential quantity (calculated as on-hand + future quantity + quantity on order - quantity committed to orders - quantity on backorder) drops below a certain level, which depends on the reorder type of the item:

      • Minimum/Maximum
      • Forecast
      • No reorder required

Suggested reorder quantities are adjusted using the EOQ factor assigned on the Supplier Maintenance form, if specified (quantities rounded up to EOQ multiple).

• Reorder Details Maintenance
• Supercessions