Inventory Reorder

This Help File Page was last Modified on 04/03/2017

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Inventory Reorder

This Help File Page was last Modified on 04/03/2017

Inventory Reorder Report provides a list of the Inventory Items that should be re-ordered.

Inclusion of Inventory Items on this list is based on there being an insufficient Available 'On Hand' level as compared to the minimum 'Re Order' value level set for the Inventory Item.

The 'Max Level' Value and the minimum 'Re Order' value is set in the Edit Warehouse Inventory Values Form which it is accessed by Choosing Adjust on the Warehouse Form.

The quantity to Reorder is calculated by comparing the Available 'On Hand' level to the 'Re Order' value

When the 'Re Order' value is greater than the Available 'On Hand' level, the Inventory Item will appear on this Inventory Re-Order Report.

The recommended number to Reorder is the difference between the 'Max Level' Value and the Available 'On Hand' level.

 

HelpFilesAdjustWarehouseInventory

Edit the Warehouse Inventory Values

 

To access the Inventory Reorder Report:

a)From the Backstage Menu System Select Reports then Choose Inventory Reports and Select the Inventory Reorder option, or

b)From the Quick Access Menu, Select Reports then Choose Inventory Reports and Select the Inventory Reorder option

 

Inventory Reorder Report tabs - There are three tabs on the Inventory Reorder Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesInventoryReorderReportDialog

Inventory Reorder Report - Options tab

 

Report By - Establish the sequence in which these Inventory Items will be listed.

Sale Item Group - The default - sorts the Inventory by the Sale Item Group Codes that have previously been assigned to actual Inventory Items, then within each group, by the Sale-Purchase Item's Item ID.

Part Group - The Inventory Reorder report may be sorted by Part Groups if any Part Group Codes for Inventory Items have been entered into the Part Group field.

Note: The Group Code refers to the "Part Group" Code that may be assigned in the Part Group field within the Inventory Info section of the Sale-Purchased Item Form. The Part Group Code may have 1 - 4 characters and letters in the Code should be capitalized.

oUnlike most "codes" within MKMS, Part Group Names are not controlled by a Maintenance Form.

oUsers may assign any Part Group Name they choose at the time they are entering a Sale-Purchase Item.

oThere is also an internal Unclassified option available to list those Part Numbers which have not yet been assigned a Part Group Code

Part Number - Sort the Inventory Reorder Items by the Sale-Purchase Item's Item ID.

Vendor - Sort the Inventory Items by Vendor, then within each Vendor, by the Inventory Reorder Item's Sale-Purchase Item's Item ID.

Warehouse - Sort the Inventory Items by Warehouse, then within each Warehouse, by the Sale-Purchase Item's Item ID.

 

Report For: - Choose how much of the Report By data type will be included:

All - All of the Report By data to be listed.

One - If One is selected, use the Drop-Down Selection List to Choose what Sale Item Group, Part Group Name, Part Number, Vendor or Warehouse will be included.

 

HelpFilesInventoryReorderReportSelectOneDialog

 

oWhen One is selected, the Report By selection's Name replaces the Report For phrase (Warehouse in the illustration above).

 

Detail/Summary - Select whether you want a detailed or summary style Inventory Reorder Report.

The Summary choice will list the summary information for each Inventory Reorder Item.

The Detail report will, additionally, list the information for each Inventory Reorder Item by Warehouse location.

 

Note: If a specific Location for an Inventory Item is identified within the designated Warehouse (on the Warehouse Inventory Form) it will be also be listed after a hyphen.

 

Include Parts List - By default, this box will not be checked

Check this box to have the On Hand Quantity decreased by the sum of all Inventory Items which have not been identified as "Used" on any open Work Order (i.e., Inventory Items which are included in the Parts List tab but not entered in the Inventory/Materials tab on that Work Order Form) and so will be counted as "Used" when calculating what needs to be reordered.

 

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Inventory Reorder Report.

Once you Click Print, you may Choose to skip all Inventory Reorder Items with a Reorder Level set at zero (0).

 

HelpFilesInventoryReorderReportSkipWith0Q

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesInventoryReorderReportSample

Inventory Reorder Report - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Inventory Re-Order Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesInventoryReorderReportDataView

Inventory Reorder Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.