Reorder plan
This function is used to set up the personalization of the reorder plan screens.
At least one standard reorder plan transaction is delivered with the installation of the software. It can either be modified or deleted with this function, which can also be used to create new ones.
It is possible to set up several different transactions, according for instance to the shortage type originating the reorder requests.
Each transaction, identified by a code and a description, appears in a selection window when calling function Reorder plan.
Prerequisites
Refer to documentation Implementation
Screen management
The setup is carried out by entering information into the header and three tabs.
Header
Presentation
The transaction header allows the user to create new transaction codes or to look for existing transactions to be modified or deleted.
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Fields
The following fields are present on this tab :
Reorder plan
| Code used to identify the transaction set up. The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.). For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code. Each transaction is used to define, both for fields located on the document header and fields entered in the lines, whether they must be:
Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined on this setup header.
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| Transaction description. |
| Use this field to activate or deactivate a transaction. |
| This access code is used to restrict access to data by user or group of users. |
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Tab General
Presentation
In this tab, it is possible, among other actions, to:
- Select the reorder request type(s) that will be affected by the location change movements in the reorder plan.
- Define the management method of the Stock categories for the form and the detail window. This definition is necessary for each of them, whether they are Invisible, Display or Entry fields.
It is also possible, for each item of information, to choose whether it can be accessed in Form & Table/Form/Table mode.
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Fields
The following fields are present on this tab :
Reordering
| When checked, this box is used to process, on the reorder plan, the requests of the following type: "Replenishable locations". |
| When checked, this box is used to process, on the reorder plan, the requests of the following type: "Consumption areas". |
| When checked, this box is used to process, on the reorder plan, the requests of the following type: "Shortages on location". |
Lines
| Parameter used to define, for this transaction, if the put-away list field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the BP field must be :
This parameter can be accessed only if the entry transaction involves replenishments of the following type: "Replenishable locations". When it involves other replenishment types, the field is "Hidden". |
| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the stock unit of measure field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this transaction, if the field Quantity STK to be put-away or to be processed must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the field must be:
This parameter can be accessed only if the entry transaction involves replenishments of the following type: "Consumption areas". |
| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the field must be:
This parameter can be accessed only if the entry transaction involves replenishments of the following type: "Consumption areas". |
| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether field Quantity STK must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the Lot field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the sub-lot field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the status field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the location field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the serial number start field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| This field is used to define, for this transaction, whether the serial number end field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, whether the field must be:
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| Specify, for this entry transaction, if the field must be present in:
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Stock issue
| Select this check box to specify that the stock to issue for this transaction should be automatically determined. The automatically determined stock information is the product, the unit, and the quantity. If this check box is not selected, the stock must be manually chosen. Automatic determination is based on:
The automatic determination rules applied to stock to issue are the following:
The following information is used if it has been entered: If the product is not managed by location on the site, and identifiers 1 and 2 are not specified, then only one stock line corresponds to the information entered. When the entry transaction only concerns 'Pick location’ replenishments, this check box cannot be accessed. |
Parameters
| This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements. The movement code is used to define specific stock issue rules for some transactions. For instance, a stock issue with status "Q" may be authorized for a dedicated transaction assigned to advanced users.
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| This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction. |
Miscellaneous
| This field gives the main sort criteria for the table of records to be processed. |
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Reports
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.