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11.3.4. Reorder Levels

11.3.4.1. Update Reorder Level by Item

To update reorder levels by item, go to Inventory > Utilities > Update Item Controls > Reorder Levels > by Item. The following screen will appear:

Update Reorder Levels by Item

Note

This utility does not update reorder levels for items located in transit sites when it is run.

When updating reorder levels by item, you are presented with the following options:

Item Number

Enter the item number of the item whose reorder level you want to update. The lookup feature located to the right of the field leads to a searchable list of make and buy items.

Description

Inventory item description.

UOM

Inventory unit of measure (UOM).

Site Selection

Select what sites you want to query.

All Sites

Select to update reorder levels by item for all sites.

Selected

Specify site where reorder levels by item are to be updated.

Options

Select whether you would prefer to review results of analysis before updating reorder levels or update immediately.

Preview Results

Review results of analysis prior to updating reorder levels.

Update Immediately

Update reorder levels without previewing analysis first.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +

Select a number using the arrows, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected calendar periods will be multiplied by this value to determine reorder level.

Fixed Days

Select a number using the arrows, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected calendar periods will be multiplied by this value to determine reorder level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following calendar options:

Calendar

Select the calendar you want to use for the analysis.

Name/Selected Periods

Select as many periods as you want to include in the analysis. Selected periods correspond to calendar specified in the Calendar field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

To view results of query, select the Results tab. The following screen will appear:

Update Reorder Level by Item

Upon selecting results a list of analysis results will appear on the screen.

Total Days Analyzed

Shows how many days were analyzed in your analysis and also lists affected item sites.

Note

Item sites subject to constraint management must always have a minimum reorder level of at least one. If your results indicate a new level of zero for one of these item sites, you will get an error message preventing the update. Item sites having the Stocked flag turned on are subject to constraint management.

11.3.4.2. Update Reorder Levels by Planner Code

To update reorder levels by planner code, go to Inventory > Utilities > Update Item Controls > Reorder Levels > by Planner Code. The following screen will appear:

Update Reorder Levels by Planner Code

Note

This utility does not update reorder levels for items located in transit sites when it is run.

When updating reorder levels by planner code, you are presented with the following options:

All Planner Codes

Select to update reorder levels for all planner codes.

Selected

Specify planner code whose reorder levels you want to update.

Pattern

Enter a planner code pattern to select a range of planner codes. Refine your search using regular expressions.

Site Selection

Select what sites you want to query.

All Sites

Select to update reorder levels by planner code for all sites.

Selected

Specify site where reorder levels by planner code are to be updated.

Options

Select whether you would prefer to review results of analysis before updating reorder levels or update immediately.

Preview Results

Review results of analysis prior to updating reorder levels.

The SCHEDULE button will be disabled in this mode.

Update Immediately

Update reorder levels without previewing analysis first.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +

Select a number using the arrows, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected calendar periods will be multiplied by this value to determine reorder level.

Fixed Days

Select a number using the arrows, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected calendar periods will be multiplied by this value to determine reorder level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following calendar options:

Calendar

Select the calendar you want to use for the analysis.

Name/Selected Periods

Select as many periods as you want to include in the analysis. Selected periods correspond to calendar specified in the Calendar field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

The following buttons are unique to this screen:

UPDATE

The initial QUERY button converts to an UPDATE button once results have been queried and the data is ready to be updated. Select this button to update reorder levels, using the specified criteria.

To view results of query, select the Results tab. The following screen will appear:

Update Reorder Levels by Planner Code

Upon selecting results a list of analysis results will appear on the screen.

Total Days Analyzed

Shows how many days were analyzed in your analysis and also lists affected item sites.

Note

Item sites subject to constraint management must always have a minimum reorder level of at least one. If your results indicate a new level of zero for one of these item sites, you will get an error message preventing the update. Item sites having the Stocked flag turned on are subject to constraint management.

11.3.4.3. Update Reorder Levels by Class Code

To update reorder levels by class code, go to Inventory > Utilities > Update Item Controls > Reorder Levels > by Class Code. The following screen will appear:

Update Reorder Levels by Class Code

Note

This utility does not update reorder levels for items located in transit sites when it is run.

When updating reorder levels by class code, you are presented with the following options:

All Class Codes

Select to update reorder levels for all class codes.

Selected

Specify class code whose reorder levels you want to update.

Pattern

Enter a class code pattern to select a range of class codes. Refine your search using regular expressions.

Site Selection

Select what sites you want to query.

All Sites

Select to update reorder levels by class code for all sites.

Selected

Specify site where reorder levels by class code are to be updated.

Options

Select whether you would prefer to review results of analysis before updating reorder levels or update immediately.

Preview Results

Review results of analysis prior to updating reorder levels.

Update Immediately

Update reorder levels without previewing analysis first.

Days of Stock at Reorder Level

Specify number of days using one of the following options:

Item Site Lead Time +

Select a number using the arrows, or manually enter a value up to a maximum of 99. Average daily usage calculated using selected calendar periods will be multiplied by this value to determine reorder level.

Fixed Days

Select a number using the arrows, or manually enter a value up to a maximum of 999. Average daily usage calculated using selected calendar periods will be multiplied by this value to determine reorder level.

Periods to Include in Analysis

Specify the periods to include in the analysis using the following calendar options:

Calendar

Select the calendar you want to use for the analysis.

Name/Selected Periods

Select as many periods as you want to include in the analysis. Selected periods correspond to calendar specified in the Calendar field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

The following buttons are unique to this screen:

UPDATE

The initial QUERY button converts to an UPDATE button once results have been queried and the data is ready to be updated. Select this button to update reorder levels, using the specified criteria.

To view results of query, select the Results tab. The following screen will appear:

Update Reorder Levels by Class Code Results

Upon selecting results a list of analysis results will appear on the screen.

Total Days Analyzed

Shows how many days were analyzed in your analysis and also lists affected item sites.

Note

Item sites subject to constraint management must always have a minimum reorder level of at least one. If your results indicate a new level of zero for one of these item sites, you will get an error message preventing the update. Item sites having the Stocked flag turned on are subject to constraint management.