Page History: Stock Replenishment (Quick Buy)
Compare Page Revisions
Page Revision: Tue, 08 May 2012 07:38
THIS PAGE IS CURRENTLY UNDER CONSTRUCTION
General Information
Default Menu Location: Transaction >> Procurement >> Quick Buy
Screen Name: QUICKBUY
Function: The Quick Buy screen makes recommended stock replenishment purchase and production orders for items based on inventory availability and min/max settings. You can also transfer items from one warehouse to another from Quick Buy.
![Stock Replenishment screen - Click for full size](http://img.skitch.com/20120507-c4t2xubwpfnef44rs44w1dtac6.jpg) Stock Replenishment screen - Click for full size |
Logic
The Quick Buy screen follows some basic guidelines in order to produce recommended restock quantities.
First, the following must be true in order for an item to even show up in Quick Buy:
1. The item must be a stock item.
2. The item must be setup as a Quick Buy Item on the OHF tab for the Warehouse you are running.
3a. The Projected Qty must be less than or equal to the minimum qty AND the Order Qty must be greater than zero.
OR
3b. The Projected Qty must be less than zero AND the Allocated Qty must be greater than zero.
The exceptions to these rules are items that are manually pushed to Quick Buy from the Sales Order screen.
Columns¶
Recmd Qty: Recommended Reorder Qty (RRQ). This column can be changed directly in the grid.
Cost: Unit Cost. This will be the Vendor Quoted Cost unless that is zero, then it will be the Last Received Cost. This column can be changed directly in the grid.
Extend Cost: Recmd Qty * Cost. This field will automatically update if you change the Recmd Qty or Cost fields.
Vendor: The default vendor ID for the item. Double-click to drill down into the
Organization screen. Right-click to change the vendor.
Item: Item Code. Double-click to drill down into the
Item Master screen.
Description: Item Description.
Qty on Hand: Current on hand quantity in the selected Owner/HeldFor/Warehouse.
Qty Alloc: Current quantity allocated (SO and PWO inputs) in the selected Owner/HeldFor/Warehouse.
Proj Stock: On Hand quantity minus Allocated quantity plus On Order quantity (PO and PWO outputs).
Min Qty: Owner/HeldFor/Warehouse minimum quantity.
Max Qty: Owner/HeldFor/Warehouse maximum quantity.
Order Quantity: Owner/HeldFor/Warehouse order quantity.
Item Class: Item Master Class.
Stk Code: Item Stocking Code for Owner/HeldFor/Warehouse.
ABC:
Item ABC Code.
SO#: Linked Sales Order number if the item was pushed to Quick Buy from a SO.
Proj Days Inv: Days of Inventory left based on the Projected Stock and Trending Days. This column hides itself if Usage is not calculated in the Other Filters section.
RRQ Days Inv: Days of Inventory based on the RRQ, Projected Stock, and Trending Days. This column hides itself if Usage is not calculated in the Other Filters section.
# of Cust: The number of different customers that have had the item shipped to them during the Trending Days period.
Gross Wt: The gross weight in pounds based on the item's unit weight and RRQ.
Best Buy $/#/%: Vendor Best Buy numbers for dollars, weight, and the percentage discount given.
Transfer Columns¶
A new set of columns will appear in the grid if you decide to transfer material from one location to another to fulfill the replenishment quantities. Each column has
(TS) in the column header to denote it as the Transfer Source warehouse.
On Hand (TS): Current on hand quantity in the selected Xfer From Warehouse.
On Order (TS): On Order quantity in the Xfer From Warehouse.
Allocated (TS): Allocated quantity in the Xfer From Warehouse.
Avail (TS): Available quantity in the Xfer From Warehouse.
Projected (TS): Projected quantity in the Xfer From Warehouse.
Min Qty (TS): Minimum quantity in the Xfer From Warehouse.
Max Qty (TS): Maximum quantity in the Xfer From Warehouse.
60 Day Usage (TS): Usage quantity in the last 60 days in the Xfer From Warehouse.
Other Filters
Click the Other Filters button to open a window displaying all of the filters that can be used in Quick Buy.
You must set your filters before running Quick Buy. You cannot refresh the grid and then select filters.
FAQ
Q: How do I delete an item that was pushed to Quick Buy from a Sales Order.
A: Select the items you want to delete and click the small red
X button on the left-hand side of the screen.