The Below Order Level Report lists what Part Numbers should be ordered based on Order Level, Stock Level, Lead Time, Safety Stock, Order Frequency and Back Orders. The Quantity on Hand must be correct for the report to be accurate.

Listed on this report are: Part Number, Description, Group Code, Location, Warehouse Bin Location, Unit of Measure, Popularity Code, Standard Pack, Purchase Quantity, Order Level, Stock Level, Quantity on Hand, Quantity on Order, Quantity to Order, Current Source, Cost per Unit, Extended Cost.

The List Name field allows you to enter one or more lists that were created from TCL or by other programs. Lists should contain part numbers, and do not have to be sorted in any particular order. All other selection criteria will be processed, and the result of the selection will be compared against the supplied List(s). In other words, parts that meet the selection criteria must also be in the List(s) to appear on the report.

There may be times when you want to place an order for items that are already On Order. Perhaps you ordered a truckload and it won't be delivered for a while. Meanwhile, you still need stock ordered. You may ignore the Quantity On Order to place this order.

The Current Source field will be by-passed if ALL Sources is selected or if the Source is a Transfer Vendor.

You may show the Overstock information of a specific Location or All Location. The Purchasing Department can then easily identify items they can get from their other locations, rather than purchasing from a Vendor. The current Location will be displayed. To display All Locations, clear the Location displayed by holding the <CTRL> and the <C> at the same time, then press <ENTER>.

If ALL Locations are chosen when showing Overstock Information, you have the option of sorting by Location. This will cause the report to subtotal by Location. This is very useful in multi-location operations so the Purchasing agent can identify by Location the dollar amount of potential PO’s that will be generated. This will help in deciding if a line is ready to be ordered without having to actually generate a PO.

You have three Below Order Level options: 

1. ALL part numbers, regardless of whether their Order Level has been reached.
2. Only part numbers that are Below the Order Level.
3. Only part numbers that are At or Below the Order Level. If this field is left blank, items will be printed on the report that are At or Below the Order Level.

There is an Order Level/Stock Level Factor prompt available in the Below Order Level Report. The OL/SL Factor prompt will allow you to enter an OL/SL Multiplication Factor to Increase or Decrease Levels during the Calculation of Quantity to Order. Examples: 0.50 will Reduce Levels by 1/2, 2.00 will Double Levels, or Leave Blank to disable this feature.

This prompt provides a simple way to increase or decrease Order Levels and Stock Levels for the purpose of this report. NO CHANGE will take place to the part numbers, as this is merely a reporting tool. For example, if Order Levels and Stock Levels are normally set for a 1 week supply of product, entering "3" as a Factor will generate a report as if a 3 week supply was to be ordered.

You may <P>rint, view on the <S>creen or <F>ax the report.

The view screen function requires an AccuTerm© station or terminal capable of viewing 132 columns. Update fields 13, 14, and 16 in “Port Entry” in POINT OF SALE (1.10) to enable this function.

After the report is displayed to the screen you also have the option of entering <D> to download the report to your local hard drive. When downloading the file, the path defaults to C:\TEMP but will use the setup in “Port Entry” in POINT OF SALE (1.10 field 16) for the download path. This directory must exist on the PC executing the download. The Windows© file name will be the report name concatenated to the port number, then .TXT. For example: ORDER.RPT10.TXT, where 10 is the port number or ORDER.RPT10TAB.TXT for the TAB Delimited file name.

Note: The <F>ax option also includes Email capability. Emailing and Faxing require optional Software and additional Setups. Please contact Perfection Software Sales Department for more detailed information.

At the Print Options selection you will be prompted with the following options:

Enter <Y> to Print Unit Summary. Enter <N> or leave blank to Not Print Unit Summary. Enter <O> to Print Unit Summary Only.

Enter <L> to Print Unit Summary Only with Location Subtotals Only. (Mfr/Unit subtotal line will not print if QTO=0.)

Enter <B> to Print Parts with Qty BackOrdered > QOH + QOO only.

The Unit of Measure Summary Report lists some of the following information: Part Number, Description, Unit of Measure, Quantity to Order, Weight per Unit, Total Weight and Extended Cost.

 

When printing ALL locations and Sorting by Location, or when printing with the <B> option to show backorder information, the following detail will be added to the report to the right of the QBO (Quantity Back Ordered) information: A list of the backorders, along with the date, customer name, and quantity for each order.

Parts with Back Order Quantity greater than Quantity on Hand plus Quantity on Order (QBO > QOH + QOO), will be listed on this report. This identifies items on Back Order that have not been ordered.

The Unit of Measure Weight is calculated based on the weight of the part number in "Inventory Entry" in INVENTORY (5.1.1 field 21). If this field is blank, then the weight will be taken from the "Unit of Measure Entry" in INVENTORY (5.1.12.1 field 2).

Include Critical Items Only section you will be prompted with the following option:

       

Enter <Y> to Include Only Units of Measure Designated as Critical Items.

Note: Enter <Y> to only include units on the report that are marked as Critical in Inventory Entry (5.1.1, field 37).