Replenishment Report (ICR130)

For multiple/centralized warehousing Using Reports

From this program, you can run a report of items that need to be ordered. This report bases its information on the restocking controls established in the system, usage of the items and available quantities. Once the report has run, you can determine how you want to replenish those items.

Create suggested purchases orders
Create suggested warehouse transfers

The Replenishment Report program uses the setting for the Replenish flag on the Main screen of Warehouse/Item F/M (ICF920) to determine whether items print on this report. If the Replenish flag on Warehouse/Item F/M is set to Y for an item in the specified warehouse, the item is included on the Replenishment Report.

The replenishment report includes

warehouse code and description	item number and description
movement class	vendor
suggested order amount	stocking unit of measure
cost	costing unit of measure
extension	restocking controls (order point and lead time)
line point	min and max stock
order quantity method	order quantity
class	weight and warehouse surplus information (optional)
usage rate (optional)	current quantity usage and stockout information (optional)
warehouse and report totals	season code
total number of items listed on report	basic calculations involved are included in the report legend

The program determines the suggested quantities of items needed to replenish inventory by first calculating the available quantity of each item. In other words,

Available Stock = Quantity On Hand - Committed - Backordered

Surplus Stock equals the total of surplus stock from all other warehouses. Surplus from each warehouse is based upon the restocking method (OP/LP or Min/Max). So,

Order Point/Line Point Surplus = Amount greater than line point + order quantity

Min/Max Surplus = Amount greater than maximum stocking point

The existing Suggested Purchase Order or Transfer Quantity will print only that portion of the suggested Purchase Order or Transfer that will be replaced by the new suggested order. ‘Sugg PO’ will print if the item is replenished by ‘Direct from Vendor.’ ‘Sugg TR’ will print if the item is replenished by a restocking warehouse.

The existing Suggested Alternate Vendor Purchase Order Quantity will combine quantities from any existing ‘Alternate Vendor’ suggested purchase orders. If the item is replenished ‘Direct from Vendor,’ the primary vendor totals will not be included.

The existing Suggested Warehouse Transfer Quantity will combine quantities from any existing warehouses. If the item is replenished by a restocking warehouse, the actual restocking warehouse will not be included in the totals.

Extended Weight is unit weight multiplied by suggested order quantity.

Warehouse Surplus information is optional and will print after any other optional information prints. Surplus information includes warehouse code, warehouse name, surplus quantity, and stocking unit of measure.

Access this program by choosing Inventory Control-->Restocking-->Replenishment Report.

The following fields are involved in printing the Replenishment Report:

1. Beginning vendor

Enter the beginning vendor to print. Press $image\ex_allft_shg.gif$ to default to First. Press F2 or $image\find_shg.gif$ to search.

2. Ending vendor

Enter the ending vendor to print. Press $image\ex_allrt_shg.gif$ to default to Last. Press F2 or $image\find_shg.gif$ to search.

3. Class

Enter the item class to print. The entry must be a valid item class. Press F1 or $image\all_shg.gif$ to default to ALL. Press F2 or $image\find_shg.gif$ to search.

4. Item description

Enter whether to print item description 1, 2, or B-both as set in the Item F/M. The program defaults to Description 1.

5. Warehouse

Enter up to 20 two-character warehouse codes side by side to print. These are the warehouse(s) to be replenished. The program defaults to the warehouse assigned to terminal. Press F1 or $image\all_shg.gif$ to default to ALL. Press F2 or $image\find_shg.gif$ to search.

6. Restocking warehouse

Enter the restocking warehouse code. The entry must be a valid warehouse. Press F1 or $image\direct_shg.gif$ to indicate DIRECT (from vendor). This entry determines which warehouse or warehouses (indicated in the previous field) is supplying the merchandise. Direct from vendor or DIRECT tells the system that the optional update is to post suggested purchase orders, and a warehouse entered tells the system that the optional update is to post suggested warehouse transfers.

7. Include

Enter whether to print Usage, Stockout, Current quantity, Warehouse Surplus and/or weighT information per item. The program defaults to USCW. Press F1 or $image\none_shg.gif$ to set this field to NONE. Press F2 or $image\aps200_shg.gif$ for options.

8. Buyer

Enter the buyer to print. Buyer codes are created and maintained in the PO Buyer Code F/M (Purchase Orders-->File Maintenances-->Infrequent File Maintenances-->Buyer Code F/M). The program leaves the field blank by default. Press F1 or $image\all_shg.gif$ to default to ALL. Press F2 or $image\find_shg.gif$ to search.

9. Flagged

Indicate whether to include flagged items on this report. The options are N, Y, or M (maybe, option by item). If you choose Y, calculations are performed using actual usage.

If you choose M, the program presents a prompt each time it encounters a flagged item. Press F2 from this prompt to skip the item and not include it on the report, or press CR to continue. If you press CR, you must reset the item at another terminal before this report can resume. Change the usage flag from qualified to actual in the IC Warehouse/Item F/M. The item is then included on the report using qualified usage.