Reordering Inventory—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to set up inventory locations to be used when performing the reordering exercise.

Windows:
Inventory Locations

  1. Open the Inventory Locations window and create inventory locations of the following types: Arrival, Quality Assurance, and Picking.

General exercise for Entering Inventory Locations

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to create part data entries necessary for running the reordering functionality.

Windows:
New Part Assistant

  1. Create XX-58-401 as a purchased, inventory, and sales part by using the New Part Assistant. Use supplier 5000.

General exercise for Purchased Part

General exercise for Stored Sales Part

Main Exercise

Purpose: The purpose of this exercise is to show you how order proposals are created.

Windows:
Inventory Part/Planning Data
Supplier for Purchase Part
Scrap Inventory Part
Create Order Proposal
Archived Reports
Purchase Requisition Lines

It is time to review the availability status per part. Instead of manually checking each part, you will let the system scan records for all parts, and propose actions to match current demands.

Reordering Inventory

  1. Open the Inventory Part window. Select one of your inventory parts. Go to the  Planning Data tab and change the planning method to B. Define planning data: safety stock, order point, and order point quantity.
  2. In the Inventory Part/Planning Data tab, verify that the Supply Type field is set to Requisition.
  3. Create a refill situation by opening the Scrap Inventory Part window and scrapping enough parts to reduce the on hand quantity to below the defined safety stock level.
  4. Open the Create Order Proposal dialog window. Indicate the part number you have chosen, and enter coordinator (*). Click OK. (Optionally, check the background process.)
  5. Review the Inventory Order Report in the Archived Reports window. How many parts are proposed?posed?
  6. Note the number on the purchase requisition. Search for the requisition in the Purchase Requisition Lines window.
  7. Who is the stated requisitioner? What due date has been set?