Summary

Follow this process to calculate the build to quantities based on past usage. This process will only run on inventory items that have the Reorder toggle checked in the Location Maintenance window (IC> Maintenance> Location).

Step by Step

1     Open the Set Reorder and Build To page.

• The Set Reorder and Build To process is a single batch process, meaning you can process only one batch at a time.
• If there is an open batch in the Set Reorder and Build To process, you will not be able to create a new batch. If you would like to create a new batch, you can either delete the existing batch by clicking the Delete icon on the batch tile, or you can reset the steps in the batch by returning to the first step of the process. All of the information in the batch will be overwritten. For example, if the Proof List has already been generated for the reorder and build to data in the batch, returning to the Generate step and entering a new data will reset the steps on the process.
• If there are no open batches in the process and you would like to create a new batch, click the Create New Batch button. This will open the New Batch view. The batch number, batch month, and batch year of the batch are for reference purposes only.

2     Open the Batch Overview page.

• The Batch Overview page provides a general overview of the selected batch.
• The left navigation menu displays all the steps in the Set Reorder and Build To process.
• In the main section you'll see information about batch steps that are currently processing, next available batch steps, and the last completed batch step.
  • Batch steps that are currently processing will display a blue indicator bar to alert you that the step has not yet completed.
  • Once the preceding batch step is complete, the next available batch steps will be enabled and you can select the next step you would like to run.
    • While some batch steps are optional, any batch step that includes the Required tag   must be completed before the batch is allowed to proceed through to the Commit step.
• The Batch Outputs section on the right will display any reports or exports that have already been generated in the Set Reorder and Build To process.

3     Generate Set Reorder and Build To levels.

• Open the Generate Reorder and Build To Levels window (IC> Set Reorder and Build To> Generate).
• Check the Location toggle for each location that you would like to include in the generate process.
  • Check or uncheck the toggle in the header to select or deselect all locations.
  • At least one location must be specified in order to generate the levels.
  • Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location).
• The Date and Time fields are used to specify an end date and time for the inventory history used to determine the new reorder and build to levels. The inventory item history date range begins with the oldest unarchived inventory transaction and ends with the date and time specified in these fields.
  • These fields will default to the current date and time and must be populated in order to proceed to the next step.
• Click the Item Number field search button run the reorder and build to process for a single inventory item.
  • Inventory items are created and maintained on the Item Maintenance window (IC> Maintenance> Item).
• Enter a Description to filter the items included in the batch to those items that contain the specified terms in their description fields.
• The Periods field is used to specify the number of future periods the system will use to calculate the reorder and build to levels.
  • For example, if your organization uses a 12 period year, and you would like to generate the reorder and build to levels for the next year, enter 12 in the Periods field.
• The Reorder Periods field is the number of Periods the reorder point needs to cover.
  • As with the example above, if you use a 12 period year, and you would like to reorder the item every quarter, you would enter 3 in the Reorder Periods field.
• The Build To Periods field is the number of Periods the build to level needs to cover. The Build To Periods field functions the same as the Reorder Periods field.
• The Build To Qualifier is used to change the build to qualifier of every inventory item in the batch.
  • If the Build To Qualifier is set to “At Least”, the quantity generated in the Reorder process will be greater than or equal to the target quantity. If the Build To Qualifier is “At Most”, the quantity generated in the Reorder process will be less than or equal to the target quantity.
• The six fields in the right column are miscellaneous character fields. Use these fields to filter the inventory items included in the batch.
  • The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• The formula used to recalculate the Reorder level for the inventory items is:

• The formula used to recalculate the Build To value for the inventory items is:

• Click the Submit button to generate the new Reorder and Build To levels.

4     Edit the Reorder/Build To levels.

• Open the Edit Values window (IC> Set Reorder and Build To> Edit).
• The New Reorder Point, New Build To Qualifier and New Build To Level columns can be edited by clicking in the column.
• Click the Save button when complete.

5     Print the Proof List.

• Open the Proof List window (IC> Set Reorder and Build To> Proof List).
• There are no filters, sorts or detail options in the Proof List.
• The report will display the Inventory Item, Item Description, Old Reorder Point, New Reorder Point, Old Qualifier, New Qualifier, Old Build To, and New Build To. The report will be sorted by Location.
• Once the required report settings have been specified, click the Print button   to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.

6     Commit the Set Reorder and Build To batch.

• Open the Commit window (IC> Set Reorder and Build To> Commit).
• Click the Continue button or press ENTER to commit the batch.  
  • If you click the Cancel button, you can still commit the batch via the Commit button.