IC> Set Reorder and Build To
Set Reorder and Build To Levels
Summary
Follow this process to calculate the build to quantities based on past usage. This process will only run on inventory items that have the Reorder toggle checked in the Location Maintenance window (IC> Maintenance> Location).
Related Links
Click here for information on Location Maintenance.
Click here for information on Item Maintenance.
Step by Step
2 Generate Set Reorder and Build To levels. 
- Open the Generate Reorder and Build To Levels window (IC> Set Reorder and Build To> Generate).
- Check the Location toggle for each location that you would like to include in the generate process.
- Press CTRL+A to select all the displayed locations and then press SPACE to select or deselect all locations.
- At least one location must be specified in order to generate the levels.
- Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location). Click here for information on Location Maintenance.
- The Date and Time fields are used to specify an end date and time for the inventory history used to determine the new reorder and build to levels. The inventory item history date range begins with the oldest unarchived inventory transaction and ends with the date and time specified in these fields.
- These fields will default to the current date and time and must be populated in order to proceed to the next step.
- Click the Item Number field label to run the reorder and build to process for a single inventory item.
- Enter a Description to filter the items included in the batch to those items that contain the specified terms in their description fields.
- The six fields below the Description field are miscellaneous character fields. Use these fields to filter the inventory items included in the batch.
- The Periods field is used to specify the number of future periods the system will use to calculate the reorder and build to levels.
- For example, if your organization uses a 12 period year, and you would like to generate the reorder and build to levels for the next year, enter 12 in the Periods field.
- The Reorder Periods field is the number of Periods the reorder point needs to cover.
- As with the example above, if you use a 12 period year, and you would like to reorder the item every quarter, you would enter 3 in the Reorder Periods field.
- The Build To Periods field is the number of Periods the build to level needs to cover. The Build To Periods field functions the same as the Reorder Periods field.
- The Build To Qualifier is used to change the build to qualifier of every inventory item in the batch.
- If the Build To Qualifier is set to “At Least”, the quantity generated in the Reorder process will be greater than or equal to the target quantity. If the Build To Qualifier is “At Most”, the quantity generated in the Reorder process will be less than or equal to the target quantity.
- The formula used to recalculate the Reorder level for the inventory items is:
| Reorder Periods field |
X |
Quantity Issued between the oldest unarchived transaction and the specified Date and Time |
| Periods field |
- The formula used to recalculate the Build To value for the inventory items is:
| Build To Periods field |
X |
Quantity Issued between the oldest unarchived transaction and the specified Date and Time |
| Periods field |
- Click the Confirm icon
to generate the new Reorder and Build To levels.
3 Edit the Reorder/Build To levels.
- Open the Edit Values window (IC> Set Reorder and Build To> Edit).
- The New Reorder Point, New Build To Qualifier and New Build To Level columns can be edited by clicking in the column.
- Click the Save icon
when complete.
4 Print the Proof List.
- Open the Proof List window (IC> Set Reorder and Build To> Proof List).
- There are no filters, sorts or detail options in the Proof List.
- The report will display the Inventory Item, Item Description, Old Reorder Point, New Reorder Point, Old Qualifier, New Qualifier, Old Build To, and New Build To. The report will be sorted by Location.
- Click the Print icon
to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time.
You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.
5 Commit the Set Reorder and Build To batch.
- Open the Commit window (IC> Set Reorder and Build To> Commit).
- An information window will open confirming that you want to commit.
Click the OK button.
- The Reorder and Build To amounts have been updated to the inventory items.
to populate the Batch Number field with the next available batch number. Batch numbers are limited to five digits and must be unique within the batch month of the batch year.