Request Stock Replenishment

Use Stock Replenishment to identify parts whose quantities are below the reorder point or safety stock level. Create requisitions or work orders to replenish depleted inventory.

• Create a stock replenishment header or stock run in the top frame.

• Print the list of items that are below the reorder point or safety stock level for review in the bottom frame.

The stock run number is copied to the requisition or work order, noting its origin.

Parts marked as sole source can be expedited through the purchasing process using the settings in the Misc tab on the Site record. The Sole Source Option fields set the status of the replenishment request for processing. See Sites: Miscellaneous Tab.

If a blanket order is active for the part, a PO is released when a request is created in Stock Replenishment.

Verify that corporate guidelines authorize a replenishment requisition.

3 Review and update reorder quantities, following corporate stock replenishment guidelines.

4 If you commit to the stock replenishment, create purchase requisitions.

The Stock Replenishment browse, located in Inventory|Stock Replenishment, consists of an upper, middle, and lower browse.

The upper browse displays the stock replenishment headers. Highlight a stock replenishment header to view the parts, displayed in the middle browse, that have been added to it.

The middle browse, which displays a list of the parts that have been added to the stock replenishment run, contains the following fields:

Note: Stock replenishment does not include inactive parts. Inactive parts do not display in the parts lookup in the bottom frame.

The system calculates this field based on the management maximum quantity, minus on-hand, minus planned and ordered requisitions. You can update this field manually.

Example: The reorder point is 10, the management maximum is 20, and the current on-hand is 10. The system determines that it takes 10 parts to get the on-hand back up to the management maximum.

If there are five parts on order, the system adds that value to the on-hand quantity, 10 + 5, which is 15 on-hand. Order five more parts to get the management maximum of 20.

Management Maximum Quantity. The maximum quantity of a particular part that should be held in inventory.

This field displays the current on-hand quantity of a specific part in the inventory bin locations.

The system displays the planned order quantity for this part. It represents all requisitions with a status of P (planned).

The system adds and displays the total quantity of a part from all purchase orders with that item listed. It represents all purchase orders with a status of O (ordered).

The system displays the current reserved quantity for the specific part.

Note: The system can add the quantity short, the considered reserved, and the reserved orders into the replenishment calculation. These options are user-set for all sites within a domain.

Example: If the on-hand quantity is 10 with a management maximum of 20, the system recommends that you order 10. If five parts are already on-order, the system recommends that you order five parts. Of those five parts on-order, if two parts are reserved for a specific work order, then the system recommends that you order seven parts.

This system-calculated field is the total quantity reserved in all open stores requisitions beyond the current on-hand quantity availability.

For example, the reorder point is 10 and the management maximum is 20. If no parts are on-hand, the system recommends that you order 20 parts. If the short quantity is two parts, then the system recommends that you order 22 parts.

Current requisitions and reserved orders comprise this calculated field.

This field specifies the part replenishment source. There are two settings: vendor or internal.

A vendor source generates a requisition to buy the part. Internal source creates a work order to make the quantity of parts required.

The requisition header number displays in this field. After you create a request, the system adds requisitions for vendor-sourced parts. Create Requests adds one requisition for each vendor listed on that stock run, and groups all vendor parts as lines on that requisition.

The work order number assigned to this part displays in this field. After you use the Create Requests action, EAM adds work orders for each internally sourced part.

The lower browse displays order information about each part highlighted on the middle browse.