These instructions outline the procedures to use the Inventory Reorder Generator and auto-generate Purchase Orders for the Stores Warehouse.
FASS Agent Step-by-step guide
- Log into AiM
- From the Aim Work Desk screen select Inventory, then Inventory Reorder Generator new entry link
- Enter into the description box
- the date
- Update the remaining fields in the header (required fields are highlighted red)
- Warehouse – this will be Stores
- Update filters you would like to select (Filters are not required but will refine the list)
- Users have the ability to filter part selection by one or a combination class, commodity, item, start & end bins
- Users have the ability to filter part selection by one or a combination class, commodity, item, start & end bins
- Reorder Transaction number- used to look up existing Inventory Reorder worksheets
- Finalize- If set to yes, Reorder will finalize corresponding purchase order associated with reorder generator
- Parts- This is the list of parts from predefined criteria that have on hand quantity below target level
- Calculated Qty- The quantity on hand
- Reorder level- Triggers a reorder when on hand quantity is less than or equal to reorder level
- Target level-Desired Quantity on hand level when reordering
- Order Quantity- Target level- Calculated Qty
- Select Save after filters are updated
- Select Generate
- Message will appear asking to proceed, select yes
- View any parts that were not processed select Generation Errors
Reorder Generator calculates reorder needs based on the ‘Reorder Level’ and ‘Target Level’.
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