Currently, the products to order in order to maintain ideal stock levels is generated using the stock reorder report . This report uses the stock on-hand and critical levels for each product and stock location as well as the current on-order amounts to calculate how much of the product should be ordered. It uses the preferred supplier to ascertain from which supplier to purchase from.
Once this report is generated the user has to select the appropriate products they wish to order and use the Suppliers -> Orders workspace to enter the order manually.
This should be automated so that the orders are generated directly rather than via a report and by manual entry. A new dialog will be created, launched from the Suppliers->Orders via a "Generate Orders" button. This will provide options to:
select a single stock location or all stock locations
select a single supplier or all suppliers
generate orders for products below critical levels, or products below ideal levels
It will have a "Generate" and "Cancel" button.
When the generate button is selected "In Progress" orders will be created for the selected suppliers and stock locations which have products that require ordering.
The basic algorithm for order generation is:
for each matching stock location
for each product at that stock location supplied by a matching supplier
if the product quantity <= desired quantity (either critical or ideal) and the product isn't currently on order
order the product via the supplier
end
end
end
Only a single order is generated per supplier/stock location.
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Tim Anderson July 31, 2013 at 6:58 PM
Fixed in revision 5232
Tim Anderson July 6, 2013 at 3:37 AM
Missing option to select generate orders for products below ideal or critical levels
Currently, the products to order in order to maintain ideal stock levels is generated using the stock reorder report .
This report uses the stock on-hand and critical levels for each product and stock location as well as the current on-order amounts to calculate how much of the product should be ordered.
It uses the preferred supplier to ascertain from which supplier to purchase from.
Once this report is generated the user has to select the appropriate products they wish to order and use the Suppliers -> Orders workspace to enter the order manually.
This should be automated so that the orders are generated directly rather than via a report and by manual entry.
A new dialog will be created, launched from the Suppliers->Orders via a "Generate Orders" button.
This will provide options to:
select a single stock location or all stock locations
select a single supplier or all suppliers
generate orders for products below critical levels, or products below ideal levels
It will have a "Generate" and "Cancel" button.
When the generate button is selected "In Progress" orders will be created for the selected suppliers and stock locations which have products that require ordering.
The basic algorithm for order generation is:
for each matching stock location for each product at that stock location supplied by a matching supplier if the product quantity <= desired quantity (either critical or ideal) and the product isn't currently on order order the product via the supplier end end endOnly a single order is generated per supplier/stock location.