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     Create a new Set Reorder and Build To batch.

• 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 (highlight the batch in the batch number drop-down at the top of the Set Reorder and Build To palette and press DELETE), or you can reset the steps on the palette by returning to the first step of the process. All of the information in the batch will be overwritten. For example, if another user has specified reorder points and build to levels and has stopped at the Proof List step, that user’s work will be overwritten if you run the Batch Settings step.
• If there are no open batches in the process and you would like to create a new batch, select New in the batch number drop-down menu at the top of the palette. This will open the New Batch window.
  • Enter a Batch Month and Batch Year. These fields default to the current calendar period and are used for reference only.
  • Click the Generate icon to populate the Batch Number field with the next available batch number. Batch numbers are limited to five digits and must be unique within the batch month of the batch year.
  • You can also manually create a new batch by entering a Batch Number and clicking the Save icon  .

2     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.
  • Press CTRL+A to select all the displayed locations and then press SPACE 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 label to 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 six fields below the Description field 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 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 formula used to recalculate the Reorder level for the inventory items is:

• Click the Confirm icon to generate the new Reorder and Build To levels.

3     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 icon when complete.

4     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.
• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). 
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and 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.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).

5     Commit the Set Reorder and Build To batch.

• Open the Commit window (IC> Set Reorder and Build To> Commit).
• An information window will open confirming that you want to commit. Click the OK button.
• The Reorder and Build To amounts have been updated to the inventory items.