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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

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Posted on by AM-09052221-0 7
We are a distributor company that have been struggling to be able to use the requisition worksheet to facilitate the creation of POs. 
 
Although we have watched multiple videos, we have not yet found the correct reorder policy for the item card that meets our needs. And it is
because we are having trouble identifying the calculations made by the requisition worksheet, depending of the reorder policy, due to duplicated
lines in several orders with the same item. This can make an extra charge in our orders for broken case, as example, by our vendor
(must of our items we sell by each and purchase by case).
 
Our needs have to match the following requirements:

1) We need the reorder point to be a 1 month of supply.
2) Our maximum stock needs to be between 2 or 3 months depending on how often we purchase per month.
3) The result on the requisition worksheet needs to show the difference between what we have in stock and the maximum inventory considering
    if there is a requirement from our vendor to buy in such amount (case, dozen, bag, etc..)
 
 
Thank you in advance for any advice you can provide.
Categories:
Inventory and warehouse management
Purchasing
  • Ben Baxter Profile Picture
    Ben Baxter 4,053 Super User on at
    Reordering Policy on the Item Card to be able to use the Requisition Worksheet
    Jun, the Planning Worksheet is available for both Premium AND Essentials licenses.  It used to be a restriction, but that has not been the case for many years now.
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 4,020 Super User on at
    Reordering Policy on the Item Card to be able to use the Requisition Worksheet
    planning worksheet is available for user on premium BC license. If users are on essential license, they need to run the requisition worksheet. 
     
    Jun Wang
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,053 Super User on at
    Reordering Policy on the Item Card to be able to use the Requisition Worksheet
    First, Valentin has the correct Reordering Policy (Max. Quantity) and settings (Max. Inventory and Reorder Point).
     
    Second, you should use the Planning Worksheet, it has a better calculation engine.
     
    Lastly (and most important), the one thing you would need to add is an Order Multiple.  Since Max. Quantity often leads to a variable quantity to requisition; the Order Multiple is used to ensure the quantity matches a Case count.
     
    For example, if the Quantity in a Case is 20 each, my Order Multiple is 20.  When the system says I need to 216 each to hit my Max. Inventory, it will order 220 each (or the Case Equivalent (11) since you said you buy in cases).  220 being the closest multiple of 20 that achieves your Max. Inventory.  You can also put a tighter control on your Overflow limit if you need, but generally by the time the product will come in there is space.
     
    P.S. If this information was helpful in resolving your question, please mark it as a Verified Answer to help other forum Users.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 60,859 Super User on at
    Reordering Policy on the Item Card to be able to use the Requisition Worksheet
    Hi, hope the following can give you some hints.
    Design Details: Handling Reordering Policies
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 4,486 Super User on at
    Reordering Policy on the Item Card to be able to use the Requisition Worksheet
    You can try the following:
     
    Reorder Policy = Maximum Qty.
    Maximum Inventory = 2-3 months of usage
    Reorder Point = 1 month of usage  
     

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