Stock >  Internal flows >  Reorder plan  

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This function is used to perform and validate the stock change movements necessary for the reordering of stock locations.
Reorder requirements can originate from shortages of different types:

  • Replenishable locations
  • Consumption areas
  • Shortages on location.

The setup of the entry transaction that is used determines the type(s) to be processed in the reorder plan.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen is composed of a header that contains the selections and a grid that presents the lines of stock to be stored/reordered.

Entry screen

Presentation

Header

The site is mandatory. It is used to filter the stock lines for the selected storage site.
A storage list number can be entered or not depending on the desired operating mode.

  • If it is not specified, selection criteria can be entered via the start/end range before using button [Search] in order for the grid to display the lines to be stored/reordered that need to be processed.
    Once the lines are processed, it is possible to either directly [Validate] the storage, or generate a [Storage list] in order to validate the storage later, once it has been physically performed.
    A checkbox is used to select only lines having available stock.
  • It is specified in order to recall a list that has already been created and processed, but has not been validated yet.
Consumption reorder area to be processed

This grid contains the reorder requests corresponding to the selections made in the header.
The reorder types managed in the plan depend on the entry transaction that is used. They are displayed in block "Reorder origin".
When the reorder originates from:

  • Replenishable locations
     
    The reorder plan displays the location change suggestions necessary for the reordering of locations where the stock is less than the reorder threshold. It makes use of the suggestions created in table STOREO during the launch of function "Pick location replenishment".
     
    To process one of these suggestions, it is necessary to select the line by double-clicking on field "Plan". Upon selection, if "Automatic issue" is set to "Yes" in the entry transaction setup, an attempt is made by the system to find the appropriate stock line for the reordering of the location according to the allocation rules defined for internal movements (if the location is of internal type) or according to those defined for movements of subcontract type (if the location is of subcontract type).
    If a line is found, the fields such as the warehouse, the location, the lot, the status... are loaded. If no line is found or if "Automatic issue" is set to "No", the issue window opens automatically for a manual selection of the stock line that should be moved.
    SEEINFO Replenishable locations are not suggested for automatic issue to avoid emptying one location in order to fill another.
    It is also possible to proceed manually using menu "Field actions > Stock issues". The issue window then opens and the stock lines to be moved can be selected.

     
  • Consumption areas and Shortages on location
     
    The reorder plan displays the records created in table STOALL in case of shortages on locations or consumption areas, which are generated by sales orders or work orders.
     
    To process one of these reorder requests, it is necessary to select the line by double-clicking on field "Plan". A window opens where it is possible to select the available stock lines to be moved to the locations for which there are shortages.
Reorder validation

Validating the location suggestions and changes can be performed in one or two steps:

  • Either directly using button [Validate], located at the bottom of the screen.
     
  • Or after physically performing the location change movements.
    In this case, it is possible to mark the storage movements to be performed by assigning a Storage list number to them using button [Storage list], located at the bottom of the screen. It is then possible to print this list so as to leave for the warehouse with a paper list. 
    When validating in the system the storage movements that have been performed, it is necessary to recall this list in order for the grid to display all the lines of the storage list. Then the validation can be completed using button [Validate].
    SEEREFERTTOThis validation can also be performed using an ADC device.

In case of partial reorder, it is possible to close the remaining requirement (by using column "Close" or by answering "Yes" to the question "Do you want to close?" when exiting the detail window). If it is decided not to close, a requirement for a quantity equal to the remaining quantity expressed in STK is created. The original requirement will be deleted.

Close

 

Fields

The following fields are present on this tab :

Filters

Enter or select a storage site at which the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.
  • Storage list (field SRGPPSSTR)

This field is used to select and recall a storage list number in order to validate the location change movements once they are physically performed in the warehouse.
  • Include additional lines (field LSTWIOFLG)

When checked, this box gives the possibility to add products on an existing list.
This box is active when one list to be prepared is displayed, and provides access to the filters for a new search. 
SEEINFO This functionality can be used only if picking tickets have not been generated.

Loading of reorder to process

  • Only if available stock (field STODIS)

This box can be checked in order to select only the lines with available stock.

Start - end range

The presence of this box is subject to the activity code WRH.
This concerns the start warehouse used to select the records to be processed.

The presence of this box is subject to the activity code WRH.
This concerns the end warehouse used to select the records to be processed.

The start location allowing the selection of the records to be processed.
SEEINFO Records attached to a location of the "Customer" and "Sub-contractor" types are never filtered.

The end location allowing the selection of the records to be processed.
SEEINFO Records attached to a location of the "Customer" and "Sub-contractor" types are never filtered.

The start product allowing the selection of the records to be processed.

The end product allowing the selection of the records to be processed.

Reorder origin

  • Replenishable locations (field LOCREO)

When checked, this box is used to process, on the reorder plan, the requests of the following type: "Replenishable locations".

This type of request relates to locations of "Replenishable" type to which products having a reorder threshold are assigned.
Launching function Calculation of replenishable locations makes it possible to determine the locations where the stock has become lower than the defined reorder threshold for at least one product. Launching this function also leads to the recording of the location change suggestions in table STOREO.
The reorder plan uses these records and displays the locations to be reordered for each product up to the maximum quantity defined for the location.
It suggests the stock lines to be moved according to the allocation rules defined for internal movements (if the location is of internal type) or according to those defined for movements of subcontract type (if the location is of subcontract type).
These propositions are modifiable, can be validated immediately or stored in the form of detailed allocations (if a put-away list is created).
SEEINFO The reorder type selection cannot be modified. It is defined in the entry transaction used.
  • Consumption areas (field CSMREO)

When checked, this box is used to process, on the reorder plan, the requests of the following type: "Consumption areas".

This type of request relates to shortages on shipment preparation locations that occur when the product quantity allocated to the location is greater than the location stock.

These shortages on consumption areas are generated as a result of:

  • sales orders when the allocation rules defined for orders are different from those defined for deliveries,
  • work orders when the allocation rules defined for work orders are different from those defined for the tracking of materials.

A requirement is then anticipated by the system according to the rule defined, for one of the two following documents depending on the case: Deliveries or Material tracking.
These shortages are recorded in table STOALL.
The reorder plan uses these records and displays the locations to be reordered for each product up to the maximum quantity defined for the location.
SEEINFO The reorder type selection cannot be modified. It is defined in the entry transaction used.
  • Shortages on location (field SHTREO)

When checked, this box is used to process, on the reorder plan, the requests of the following type: "Shortages on location".

This type of request relates to shortages generated as a result of a sales order or work order,when the product quantity allocated to the location is greater than the location stock (function Locations/tab "Content"). These shortages are recorded in table STOALL. 
The reorder plan uses these records and displays the locations to be reordered for each product up to the maximum quantity defined for the location.

Reminder :
The location used by default is defined in the Product-site. It depends on the allocation rule combined with the location (picking, work center, etc.), defined in the Product category management rules (tab "Issue flow").
SEEINFO The reorder type selection cannot be modified. It is defined in the entry transaction used.

Grid Reorder to be carried out

  • Plan (field COCHAGE)

Line selection.
  • Storage list (field SRGPPS)

This field is loaded only if the storage list has been generated.
  • Source (field ORIREO)

 
  • Order no. (field VCRNUM)

 
  • Consump. type (field DEFTYPLOC)
  • Consump. loc. (field DEFLOC)

 

The presence of this box is subject to the activity code WRH.
This is the reference of the warehouse to process.

Reference of the location to be processed.
SEEINFO When a warehouse is entered, the location MUST belong to this warehouse.

This field indicates the references of the product to process.
  • BP (field BPRNUM)

 

 

 
  • Qty. to process (field QTYPCUORI)

 
  • Coefficient (field PCUSTUCOEO)

 
  • STK quantity to be processed (field QTYSTUORIA)

 
  • STK quantity (field QTYSTUACT)

Quantity to be issued on a stock line, expressed in physical stock unit.

This quantity is pre-loaded with the quantity (in STK units) to be processed. It is possible to modify this and choose to reorder more or less than planned.
  • Close (field CLEFLG)

This field is displayed only in case of replenishment having the following type: "Replenishable location".
In case of partial supply (the quantity entered is less than the STK quantity to be processed), it is used to specify whether the requirement must be closed or not (menu "Field actions > Close"). If it is not, the remaining requirement quantity will be generated in the STOREO table.
  • Warehouse (field WRH)

The presence of this field is subject to the activity code WRH.
Specify the original warehouse to be used.
  • Status (field STA)

Status of the product that will be moved to replenish the location.
  • Location (field LOC)

Specify the original location to be used.
  • Lot (field LOT)

Specify the lot, sublot and serial number that should be moved for the reordering of the location.
If several ones are to be moved, use menu "Field action > Stock issue" to select several stock lines.
  • Sublot (field SLO)

 
  • Serial number (field SERNUM)

 
  • Ending serial number (field SERNUMF)

 
  • Identifier 1 (field PALNUM)

Use this field to enter additional information, if necessary.

  • Identifier 2 (field CTRNUM)

This field indicates the first recorded identifier.

  • Movement description (field MVTDES)

A free description is entered in this field that will be registered in all the stock transactions associated with the shipment line.
This description is also accessible from the stock issue detail window. If it has been modified by this function, it will be automatically recovered and registered on the shipment line in this field.

Close

 

Action icon

Stock Issues

This button is used to open the stock detail window for a manual selection of the stock lines to be moved to the location to be reordered.

Standard Rerouting Action

 This option is used to close the line in case of partial reorder. A closed line will be deleted from the STOREO table during the validation of the plan.
It is also possible to close the remaining requirement by answering "yes" to the question "Do you want to close?" when exiting the detail window.
If the line is not closed, a requirement for a quantity equal to the remaining quantity expressed in STK is created. The original requirement will be deleted.

Stock by Site

This option is used to view the stock by site for the site specified in the header

Detailed Stock

This option is used to view the detailed stock of the selected product.

 

Close

 

Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

  STOREO : Pick location replenishment

This can be changed using a different setup.

Menu Bar

This button is used to load the grid as a function of the selections.

This button is used to mass select all records.

This option is used to carry out a mass de-selection of all records.

This button makes it possible to refine the selections. It is possible to use a formula of the type "Consumption reorder plan" and base it on the STOREO table.

This button is used to assign a number to the put-away list for the records selected that do not yet have a put-away list. In this way, it is possible to save the list then return to the previous to process them.

This button makes it possible to record the put-away lists.

This button is used to sort the grid according to the setup criteria or those entered via the criteria button.

This button is used to generate the location change movements.

Menu Bar

Options / Transaction

This menu is used to view the setup of the transaction used.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation