IdealWare Online Users Manual

IY5-14 I/Y LISTINGS, REPORTS AND FORMS
31099 Re-Order Report & Auto P/O Create

 

PURPOSE

 

The re-order report & auto PO create program is used to print a report showing suggested order quantities and includes an option to create draft purchase orders. Products are picked up by this report based on their minimum onhand quantities and reorder amounts as defined in inventory maintenance.

 

Re-Order Report & Auto P/O Create is accessed from:

  • Inventory Processing menu, Purchase Orders.

 

PROCEDURE

 

Select Purchase Orders from the Inventory Processing menu. The following prompts display.

 

** ENTER STORE CODE:

 

Enter applicable store code.

 

In a single store environment this value defaults to the normal store code.

 

 

** ENTER PURCHASER CODE:

 

This field defaults to the operator code entered at login. To change it press [F3] from the following prompt.

 

Enter salesman/operator code.

 

PURCHASE ORDER MAINTENANCE MENU

┌────────────────────────────────────────────────────────────────────────────────┐
│01/29/08 TF5         ***** PURCHASE ORDER MAINTENANCE *****              3OPOM1 â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER STORE CODE: 01 IDEALWARE STORE# 1                                      â”‚
│** ENTER PURCHASER CODE: SUPER                                                  â”‚
│( 1)  CREATE/ACCESS PURCHASE ORDER                                              â”‚
│( 2)  PURCHASE ORDER INQUIRIES                                                  â”‚
│( 3)  PURCHASE ORDER HEADER REPORTS                                             â”‚
│( 4)  PURCHASE ORDER COMBINE                                                    â”‚
│( 5)  RE-ORDER REPORT & AUTO P.O. CREATE                                        â”‚
│( 6)  PRODUCT INQUIRY                                                           â”‚
│( 7)  MAINTENANCE OPTIONS                                                       â”‚
│** ENTER P.O. OPTION (F12 FOR PO# 01-230028): __                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER P.O. OPTION (F12 FOR PO# 01-______):

 

[F4] to exit to menu.

 

"5" to access re-order an auto PO create report.


** PRESS CR TO PROCEED, F3 FOR NEW OPTION:

 

[Enter] to continue PO header/detail report.

 

See PROCEDURE - REPORT OPTIONS.

 

 

[F3] or [F4] to reenter menu selection.

 

 

PROCEDURE - REPORT OPTIONS

 

** ENTER STORE CODE:

 

This field defaults to the store code entered at the purchase order maintenance menu.

 

** SPECIFIC SUPPLIER OR RANGE OF SUPPLIERS (S/R)?

 

"S" to specify supplier(s).

 

** ENTER SUPPLER TO SELECT/DE-SELECT (CR TO FINISH/F6 FOR ALL):

 

Enter supplier code.

 

You can enter multiple suppliers by typing the desired supplier code and pressing [Enter]. Press [Enter] a second time when finished.

 

 

[Enter] when selections complete.

 

[F5] to access supplier inquiry for selection.

 

[F6] to select all suppliers.

 

"R" to specify range of suppliers.

 

** STARTING SUPPLIER CODE (CR=FIRST):

 

Enter supplier code to begin range.

 

[Enter] for first supplier code.

 

[F5] to access supplier inquiry for selection.

 

** ENDING SUPPLIER CODE (F2 FOR LAST):

 

Enter supplier code to end range.

 

[Enter] or [F2] for last supplier code.

 

[F5] to access supplier inquiry for selection.

 

** FOR PRIMARY SUPPLIER ONLY? (Y/N):

 

"Y" to select product supplier#1 only.

 

"N" to select all product suppliers.

 

** UP TO ZERO QUANTITY ONLY? (Y/N):

 

"Y" to select products with zero or negative quantity only.

 

"N" to select products with up to maximum quantity only.

 

** IGNORE 'ON ORDER' QTY FOR PRINT SELECTION? (Y/N):

 

Your system can be configured such that this field defaults to "Y" or "N".

 

"Y" to ignore on order quantities.

 

"N" to not ignore on order quantities.

 

** SEASONAL PRODUCT PROMPTS:
( 1)  ALL PRODUCTS
( 2)  ONLY INCLUDE SEASONAL PRODUCTS
( 3)  ONLY INCLUDE NON-SEASONAL PRODUCTS
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to include all products.

 

"2" to include only seasonal products.

 

"3" to include only non-seasonal products.

 

** CREATE DRAFT ORDERS ? (Y/N):

 

Your system can be configured such that this field defaults to "Y" or "N".

 

"Y" to create draft PO's.

 

"N" to not create draft PO's.

 

** FOLIO NUMBER PRINT OPTIONS:
( 1)  FOLIO NUMBER
( 2)  ITEM CODE
( 3)  LOGICAL CD
( 4)  SUPPLIER FOLIO NUMBER
** ENTER OPTION DESIRED (CR=1):

 

[Enter] to accept default value "1".

 

"1" to print folio number.

 

"2" to print item code.

 

"3" to print logical code.

 

"4" to print supplier product code.


Example Completed Parameters Entry display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/29/08             ***** INVENTORY RE-ORDER REPORT *****                      â”‚
│                     COMPANY: 01 - D E M O   C O M P A N Y                      â”‚
│                                                                                â”‚
│** ENTER STORE CODE: 01  IDEALWARE STORE# 1                                     â”‚
│** SPECIFIC SUPPLIER OR RANGE OF SUPPLIERS (S/R)? R                             â”‚
│** STARTING SUPPLIER CODE (CR=FIRST):        FIRST SUPPLIER                     â”‚
│** ENDING SUPPLIER CODE (F2 FOR LAST):       LAST SUPPLIER                      â”‚
│** FOR PRIMARY SUPPLIER ONLY? (Y/N): N  PRIMARY OR NON-PRIMARY                  â”‚
│** UP TO ZERO QUANTITY ONLY? (Y/N): Y  UP TO ZERO ONLY                          â”‚
│** IGNORE 'ON ORDER' QTY FOR PRINT SELECTION? (Y/N): N                          â”‚
│** SEASONAL PRODUCT PROMPTS:                                                    â”‚
│( 1)* ALL PRODUCTS                                                              â”‚
│( 2)  ONLY INCLUDE SEASONAL PRODUCTS                                            â”‚
│( 3)  ONLY INCLUDE NON-SEASONAL PRODUCTS                                        â”‚
│** ENTER OPTION DESIRED (CR=1): 1                                               â”‚
│** CREATE DRAFT ORDERS ? (Y/N): N                                               â”‚
│** FOLIO NUMBER PRINT OPTIONS::                                                 â”‚
│( 1)* FOLIO NUMBER                                                              â”‚
│( 2)  ITEM CODE                                                                 â”‚
│( 3)  LOGICAL CD                                                                â”‚
│( 4)  SUPPLIER FOLIO NUMBER                                                     â”‚
│** ENTER OPTION DESIRED (CR=1): 1                                               â”‚
│** PRESS 'CR' TO CONTINUE: _                                                    â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS 'CR' TO CONTINUE:

 

[Enter] to process report.

 

[F3] to return to previous field.

 

You can press [F3] at any field to return to the previous field.

 

 

[F4] to exit to menu.

 

The printer selection menu displays.

 

PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example PO Re-Order Summary Report printout follows.

 


                                                    IDEAL BUILDING SUPPLIES LTD.
09/17/07  10:33:46                                                                                                        PAGE: 1
                   INVENTORY RE-ORDER REPORT - SUMMARY - CREATE DRAFT PO'S: N -  STORE IDEAL BUILDING SUPPLY LTD
-----------------------------------------------------------------------------------------------------------------------------------
PROD CODE       DESCRIPTION                     SUPP PROD CODE      TO-ORDER OF  MULTIPLIER TO-ORDER OF         COST PER   EXTENSION
-----------------------------------------------------------------------------------------------------------------------------------

SUPPLIER: ACKLA  ACKLANDS

142175          BRASS DOOR KNOB                                        1 EA             1        1 EA        14.990 EA        14.99
142163          2'4 X 6'8 X 1 3/8 HC DOOR SET   ACKLADOOR              1 EA             1        1 EA        29.990           29.99
100014          BOSS PLAID SHIRT SMALL          ACKSHIRT               1 EACH           1        1 EACH      19.990 EACH      19.99
100005          AUGER,KT SET BRACE & BITS       KTAUGER&BITS          10 UNIT           1       10 UNIT      69.990          690.90
100006          AUGER,KT SET BRACE & BITS       KTAUGER&BITS2         10 UNIT           1       10 UNIT      19.990          119.90
                                                                                                                        -----------
SUPPLIER TOTALS:                                                                                                             875.77
                                                                                                                        ===========

SUPPLIER: BIRDS  BIRDS GALORE SUPPLY HOUSE

100010          BUDGIE STARTER KIT, WHITE                              5 UNIT           1        5 UNIT      18.150 EACH      90.75
100020          BUDGIE STARTER KIT                                     5 UNIT           1        5 UNIT      12.790 UNIT      63.95
100021          BUDGIE FLOOR STAND LOOP WHITE                          4 UNIT           1        4 UNIT      19.990 UNIT      79.96
100022          BUDGIE FLOOR STAND LOOP BRASS                          3 UNIT           1        3 UNIT      39.990 UNIT     119.97
                                                                                                                        -----------
SUPPLIER TOTALS:                                                                                                             354.63
                                                                                                                        ===========

SUPPLIER: METRO  METRO SUPPLY COMPANY

100102          1 1/4 IN CHAIN LINK             114INCHAINLINK     1,000 FOOT           1    1,000 FOOT        .900 FOOT     900.00
                                                                                                                        -----------
SUPPLIER TOTALS:                                                                                                             900.00
                                                                                                                        ===========


                GRAND TOTALS:                                                                                              2,130.40
                                                                                                                        ===========
               
FIELDS                                    

SUPP PROD CODE  Supplier product code.
TO-ORDER OF     Quantity and unit of measure to order.
MULTIPLIER      Multiplier factor.
COST PER        Cost per unit of measure.



                                                    IDEAL BUILDING SUPPLIES LTD.
09/17/07  11:00:31                                                                                                        PAGE: 1
                   INVENTORY RE-ORDER REPORT - DETAILED - CREATE DRAFT PO'S: N -  STORE IDEAL BUILDING SUPPLY LTD
-----------------------------------------------------------------------------------------------------------------------------------
-----------------------------------------------------------------------------------------------------------------------------------
 ON-HAND ON-ORDER COMMITED    AVAIRO-QTYPT        REQUIRED  DRAFTED TO-ORDER OF  MULTIPLIER TO-ORDER OF         COST PER   EXTENSION
-----------------------------------------------------------------------------------------------------------------------------------

SUPPLIER: ACKLA  ACKLANDS

142175          BRASS DOOR KNOB                                        1                1        0
        0        2-       2-       0        1        3        2        1 EA             1        1 EA        14.990 EA        14.99

142163          2'4 X 6'8 X 1 3/8 HC DOOR SET   ACKLADOOR              1                1        0
        0        2-       2-       0        1        3        2        1 EA             1        1 EA        29.990           29.99

100014          BOSS PLAID SHIRT SMALL          ACKSHIRT               0                0        0
        0        2-       2-       0        1        3        2        1 EACH           1        1 EACH      19.990 EACH      19.99

100005          AUGER,KT SET BRACE & BITS       KTAUGER&BITS           0                0        0
        0        0        0        5       10       10                10 UNIT           0       10 UNIT      69.990          690.90

100006          AUGER,KT SET BRACE & BITS       KTAUGER&BITS2          0                0        0
        0        0        0        5       10       10                10 UNIT           0       10 UNIT      19.990           19.99

                                                                                                                        -----------
SUPPLIER TOTALS:                                                                                                             875.77
                                                                                                                        ===========

SUPPLIER: BIRDS  BIRDS GALORE SUPPLY HOUSE

100010          BUDGIE STARTER KIT, WHITE                              0                0        0
        0        0        0        2        5        5                 5 UNIT           1        5 UNIT      18.150 EACH      90.75

100020          BUDGIE STARTER KIT                                     0                0        0
        0        4-       4-       0        1        5                 5 UNIT           1        5 UNIT      12.790 UNIT      63.95

100021          BUDGIE FLOOR STAND LOOP WHITE                          0                0        0
        0        1-       1-       1        2        4                 4 UNIT           1        4 UNIT      19.990 UNIT      79.96

100022          BUDGIE FLOOR STAND LOOP BRASS                          0                0        0
        0        2-       2-       0        1        3                 3 UNIT           1        3 UNIT      39.990 UNIT     119.90

                                                                                                                        -----------
SUPPLIER TOTALS:                                                                                                             354.63
                                                                                                                        ===========
SUPPLIER: METRO  METRO SUPPLY COMPANY

100102          1 1/4 IN CHAIN LINK             114INCHAINLINK         0                0        0
        0        0        0        5       10       10             1,000 FOOT           1    1,000 FOOT        .900 FOOT     900.00

                                                                                                                        -----------
SUPPLIER TOTALS:                                                                                                             900.00
                                                                                                                        ===========

                GRAND TOTALS:                                                                                              2,130.40
                                                                                                                        
NOTES                                     

ON HAND       Quantity on hand.
ON ORDER      Quantity on order.
AVAIRO-QTY    Available re-order quantity.
REQUIRED      Quantity required.
DRAFTED       Quantity drafted.