Restocking worksheet

Restocking

SPM documentation of version 4.10 - June 21th 2011 – Written by Rémi Equoy

Introduction

Restocking worksheet tool enables user to prepare a list of Part Number to order.

The references may be added by using Generate lines button or by using the pushdown menu Add to restocking worksheet located in the Re-provisioning forecast and Minimum quantity manager tools.

The [Generate lines] button enables to build a list of items which need to be restock.

To restock a Part Number, a minimum quantity must have been defined into the PN form (or by using the Minimum quantity manager).

A line is added when:

[Stock qty] - [Booked qty] + [Ordered qty*] IS LESS THAN [Minimum qty]

* Ordered qty computes only Purchase Order's lines not reserved for Requisitions

The default suggested quantity will be the Re-provisioning quantity or sometimes more when is not sufficient to reach then the minimum quantity.

Usage

Each line define a PN/quantity/Vendor (last vendor by default) who may be changed into the PN Infos dialog box.
The PN Infos form lists the price list of this PN and the price list of all alternate to this PN.
When a better price is founded, a Next price break/Suggested vendor/Suggested alternate is displayed. This value may be applied by using the push-down menu for one or more line(s).
The entire list may be displayed or only lines of one vendor (Vendor Combo box or push down menu/Show lines of this vendor)
The quantity may be modified by using the push down menu/Change quantity or the Adjust qty feature or when the user select a new origin in the PN Infos dialog box. In this last case a dialog box will suggest user to increases the quantity to reach the minimum quantity.

A warning may appears to prevent some problems:

Vendor not approved
MLV not reached (per each PN line, summary into the vendor line)
MOV not reached (per vendor)
Minimum quantity (depending of the price) not reached (per each PN line, summary into the vendor line)

Purchase Order creation

A push down menu located into the Vendor line enables to create a Purchase Order (Create PO).

Once the PO is created, the lines of this vendor will be removed from the list.