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Forecast Based Purchase Orders

Stock Reorder Requirements Calculation and Analysis Report

 

This facility is if you want to see all your calculated stock requirements for all suppliers on the one report.

 

StkReorderReq4.png

The following utility will display

StkReorderReq5.png

 

StkReorderReq6.png

 

Note: Regardless of which option you choose the system will most likely take a very long time to run this calculation. It is important that you Do NOT run it during business hours.

If you want to run it during business hours then I suggest that you use the Forecast Based Purchasing facility (Transactions - Purchase Orders - Forecast Based Purchase Orders) and only run it for just one supplier.

 

Automating the Calculation

 

It is possible to automate the calculation of these requirements via SQL (Ask your consultant to do this for you). You can schedule this to run over night to ensure minimal impact on your operating environment.

The associated stored procedure is dbo.CALC_STKREQUIREMENT which in turn runs the dbo.FN_STOCK_REQUIREMENT function. If you run the stored procedure with a parameter of -1 it will calculate the requirements for all suppliers.

The stored procedure clears out and then generates data within the dbo.STOCKREQUIREMENT table.

 

Calculation

Returned results in Forecast Purchasing is based on the following formula, please note the calculations are completed on a per location basis.

CALCREORD   = CASE WHEN ISFREE <= MINSTOCK THEN MAXSTOCK - ISFREE ELSE 0 END,

WHERE ISFREE is:

ISFREE = CASE WHEN EXCLUDEDFROMFREESTOCK /*Exclude from freestock*/ = 'Y'  THEN 0 ELSE ISINLOC - SO - WOUT + PO + WIN END

 

Legend 

EXCLUDEFROMFREESTOCK Is a flag on the location Exclude from free stock
ISINLOC Is the stock for the location (Stock_Loc_Info.Quantity)
SO Is the committed stock from sales orders and stock transfer requests
PO Is the incoming stock from purchase orders and stock transfer requests
WIN Is the items committed to be produced in works orders
WOUT Is the items committed to be USED in the works orders
MinStock Is the MinQTY for the stock location (Stock Loc Info table)
MaxStock Is the MaxQTY for the stock location (Stock Loc Info table)

 

Reporting the Results

 

Once the calculation is done you will want to view the results.

Go to Reports - Stock Reports - Stock Reorder Requirements (Calculation Based)

If for any reason you cannot see this menu item the report you want to run is STRSTKREORDER.CLR (your consultant should be able to put it on the menu for you)

 

StkReorderReq3.png

The following screen will show.

Select your location or clear the tick box to select all locations

Leave the supplier field blank and the tick box clear to show all suppliers or tick and just select one supplier to show requirements for that one supplier

 

StkReorderReq2.png

Click the preview button to show the following report on the screen.

 

Note that the report will be fairly long and will take a couple of minutes to generate.

 

StkReorderReq1.png

 

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Comments

  • Avatar
    Mark Buhagiar

    I had trouble running the stock requirements stored procedure with the -1 parameter so instead I wrote a small SQL script that you can use to rotate through all the suppliers and run the stock requirement facility for each supplier:

     

    use ExoDemo

    Go

    Declare @accno integer

    declare supplier_cursor cursor for select accno from CR_ACCS order by ACCNO

    open supplier_cursor

    Fetch next from supplier_cursor

    into @accno

    While @@FETCH_STATUS = 0

    Begin

    exec dbo.CALC_STKREQUIREMENT @accno

    Fetch next from supplier_cursor

    into @accno

    END

    CLOSE supplier_CURSOR

    DEALLOCATE supplier_CURSOR

    go

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