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Jiwa PO's - Replenish To Minimum Purchase Orders

In this article we will be looking at creating a single purchase order using Reorder Methods or commonly referred to as forecast based purchase order.

Before proceeding ensure that you have reviewed the article Jiwa PO's - Raising a Manual Purchase Order

 

Replenish Re-Order Report

Before creating your replenishment purchase order we can run the Replenish Re-Order Report.   This report will allow us to review the Jiwa suggested order quantities and takes into account;

  • Current stock on hand quantity
  • Backorders
  • Outstanding purchase orders
  • Minimum stock on hand for the selected location

Select Purchasing > Reports > Replenish Re-Order Report

 

Set your reporting parameters

Key reporting parameters to check

Include slow moving items Select to include or exclude inventory items with a status of Slow
Include obsolete items Select to include or exclude inventory items with a status of Obsolete
Check SOH levels for Select the Min. SOH month to be used
Order type This report can be run for either Creditor or Warehouse re-orders
Include Backorder on Unprocessed Sales Orders?

Select to include or exclude inventory items that are on backorder for all unprocessed sales orders.

This is different to backorders on sales orders that have been processed which are automatically included in the report under the OnBack Order column.

Include Forward Order This is only applicable if you use forward orders where forward orders can be included or excluded from the report
BOM Parents This is only applicable if you use Manufacturing allowing you to select how BOM Parents are to be included or excluded from this report.

 

Review your report to determine which purchase orders are to be raised.

 

 

Generating the Supplier Purchase Order 

 

Select Purchasing > Order Entry

 

Ensure that you are working in the correct warehouse

Create your new Supplier Purchase Order 

Select your supplier

To generate the purchase order based on the suggested orders quantities in our Replenish Re-Order Report at the bottom of the purchase order form ensure your reorder method is set to Replenish to Minimum.

Reorder Methods

Jiwa comes with two(2) standard reorder methods however new methods can be implemented to meet with your specific forecasting requirements.  In this article we are using the Replenish to Minimum method.

Replenish to Minimum

Calculates the suggested order quantity based on the following formula:

(Backorders + Min SOH) - (SOH + Outstanding Purchase Orders)

Weighted and YTD Average

Calculates the suggested order quantity based on the following formula:

(MinQty * MaxMonthCover) - Available Stock - BomParent WHERE AvailableStock < MinLevel

MinQty = (Sales Avg1 + Sales Avg2) / 2

MinLevel = MinQty * MinMonthsCover

AvailStock = (SOH Qty + On Order Qty) - Backorder Qty

 

Select the Auto Search icon this will activate the Replenish To Minimum form ensure you set your parameters as per your Replenish Re-Order Report so that you get the same result.

Once you have set your parameters select OK

Your Order tab will be populated with the suggest items and quantities

If required amend your purchase order then Save, Print/Email and change the status to Sent.

 

 

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