Using the Reorder Worksheet

Updated by Cheryl Wallace

  1. Click Purchasing on the left side menu bar and click Reorder Worksheet.
  2. Select a Stocking Location from the list.
Click on the edit toolbar to continue working with a saved reorder worksheet and skip to step 5.
  1. Select one or more parameters to be used to determine the part numbers to be ordered.
  2. Click Run Query. Click OK on the warning message to generate a new worksheet. A list of part numbers with Suggested Order quantities will be displayed in the grid on the Details tab. The preferred Vendor and Unit Cost information will be displayed if available. Other data is provided to guide your order including the Quantity on Hand, Current Issues, On Purchase Order, Transfer Request, Purchase Request, and Allocated.
If you are interrupted or cannot complete the order in one sitting, click on the edit toolbar to retain the results of the query parameters and any data you have entered. You can come back to it later by selecting the stocking point and clicking on the edit toolbar to load the saved reorder worksheet. Once one or more documents are processed, the saved worksheet is deleted.
  1. Review the information in the grid, entering the Quantity to order and other information as required including Vendor, Purchase Unit, Issue Unit, Conversion Factor (if the Purchase Unit and Issue Unit differ), and Unit Cost. For Purchase Orders, both the Vendor and Quantity are required.
  2. Select the document type from the list above the grid to the right and supply any additional information required.

Purchase Order

No additional information is required. One PO will be created for each vendor entered in the grid.

To override all vendors in the grid, select from the Use this Vendor for all details list. A single PO will be created for this vendor for all part numbers with a Quantity.

Purchase Requisition

Select the Requested By entity from the list. Required. One purchase req will be created regardless vendors are entered in the grid.

Transfer Request

Select the From Location stocking point from the list. Required. One transfer request will be created.

  1. Complete the order by clicking Process.

See also:

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