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.
The following utility will display
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.
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
|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)
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
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.