Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

These instructions outline the procedures to use theInventory Reorder Generator and auto-generate Purchase Orders for the Stores Warehouse. 

FASS Agent Step-by-step guide

  1. Log into AiM
  2. From the Aim Work Desk screen select Inventory, then Inventory Reorder Generator new entry link 
  3. Enter into the description box 
    1. the date  
  4. Update theremaining fields in the header (required fields are highlighted red)                                         
    1. Warehouse – this will be Stores 
    2. Update filters you would like to select (Filters are not required but will refine the list) 
      1. Usershave the ability to filter part selection by one or a combination class, commodity, item, start & end bins 

  5. Reorder Transaction number- used to look up existing Inventory Reorder worksheets  
  6. Finalize- If set to yes, Reorder will finalize corresponding purchase order associated with reorder generator 
  7. Parts- This is the list of parts from predefined criteria that have on hand quantity below target level 
  8. Calculated Qty- The quantity on hand 
  9. Reorder level- Triggers a reorder when on hand quantity is less than or equal to reorder level  
  10. Target level-Desired Quantity on hand level when reordering  
  11. Order Quantity- Target level- Calculated Qty
  12. Select Save after filters are updated  
  13. Select Generate 
  14. Message will appear asking to proceed, select yes 
  15. View any parts that were not processed select Generation Errors 


Info

Reorder Generator calculates reorder needs based on the ‘Reorder Level’ and ‘Target Level’. 


...

Filter by label (Content by label)
showLabelsfalse
max5
spacesFKB
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "inventory" and type = "page" and space = "FKB"
labelsinventory

...

Page Properties
hiddentrue


Related issues