Create a reorder rule

Security Roles: Stock Manager

You can define reorder rules for particular product catalog items to facilitate or automate the reordering process.

To create a reoder rule, follow these steps:

  1. In the System Navigator, click Request Fulfillment > Stock Management > Reorder Rules.
  2. Click New. The Reorder Rule form is displayed.
  3. Create the reorder rule according to the following table:

    Setting Description
    Part No. The part number of the product catalog item for which you want to create a reorder rule.
    Min. Ord. Amount The minimum order quantity for the product catalog item. If an operator requests less than this amount, the system will raise the requested amount to this amount.
    Max. Ord. Amount The maximum order quantity for the product catalog item. If an operator requests more than this amount, the system will lower the requested amount down to this amount.
    Lot Size (Ord.) The order amount is a multiple of this number. If not, the system will adjust it accordingly.
    Unit/Measure The standard unit of measure for the product catalog item. The valid values are defined in the “unitofmeasure” table.
    Send email to Stock Manager/Generate order
    • If Send email to Stock Manager is selected, a notification will be sent to the stock manager of the specific stockroom to inform the stock manager to create the order manually. If the stock manager for the specific stockroom is not specified, the default stock manager will be notified.
    • If Generate order is selected, an order record with a purchase task is automatically generated based on the “Order” request model and the order assignee is the stock manager of the specific stockroom. If stock manager of the specific stockroom is not specified, the default stock manager will be assigned.
    Default Stock Manager

    When the stock manager of the specific stockroom is not specified, the default stock manager will be notified or assigned.

    Stockroom/Reorder Point/Reorder Amount You can specify the reorder point and reorder amount for each stockroom.
  4. Click Save. The reorder rule is created.