Utilities Menu -> Inventory Control -> Update Make/Model Information -> Re-Order Information
Purchase Order Menu -> Purchase Order detail -> Order Qty field window -> Re-Order Information (View Only)
This window can be access for Rental Inventory to enter details about ordering the product, as well as make, model, engine, specifics.
This window can also be triggered from Purchase Order entry on the Order Qty
field, when the operator has role permission to update the
Update Reorder Information on P.O. for Sales and Rental
products as set in the Miscellaneous window of the Security Role Permissions.
If the operator does not have role permission, the re-order
information is view only on the P.O. in the Update Make/Model Information window.
Many of the values in this screen can be updated using the Inventory Clean-Up export/import utility.
Other suppliers with their pricing for this product can be setup in the Alternate Vendor Purchasing table.
This field is optional for bulk rental products, but is mandatory for non-bulk equipment if the Mandatory Make/Model/Manufacture Date feature is activated in the Company Inventory Parameters.
Note: The Model number is mandatory on a non-bulk rental product
for SmartEquip exports and can be updated by
an import from the SmartEquip Compliance
utility.
This field also becomes mandatory for non-bulk rental equipment and
for bulk equipment belonging to a Re-Rent Product Class, when
Rouse is activated in the Software Integration.
Inspection Forms for Texada Web Work Orders:
When Texada Web is activated in Logistics, and a standard 'Model' from the Product Make and Model Master table has been
assigned as its Model Number, then any Inspection Forms flagged to "Assign to WO" in the
'Inspection Forms' window, will automatically be added to a
Work Order that is created to service this
product.
If there are no 'Inspection Forms' associated with the
'Model' then Group defined Inspection Forms will
automatically be added to the Work Order where the form is flagged
to "Assign to WO" in the 'Inspection Forms' window on the product
Group.
The forms added to each W.O. can be viewed in the Inspection Forms for Work Order window on the
document and additional Inspection Forms can be added
manually.
This field is optional for bulk rental products, but is mandatory for non-bulk equipment if the Mandatory Make/Model/Manufacture Date feature is activated in the Company Inventory Parameters.
Note: The Make is mandatory on a non-bulk rental product for
SmartEquip exports and can be updated by an
import from the SmartEquip Compliance
utility.
This field also becomes mandatory for non-bulk rental equipment and
for bulk equipment belonging to a Re-Rent Product Class, when
Rouse is activated in the Software Integration.
This number prints on Inventory Report with License#/Serial#, the License Plate Expiry Report and the Product#/Serial# Cross Ref List when there is no Asset Tag serial number recorded for the non-bulk rental inventory.
Because this number is usually unique, this number is not copied to new inventory if the product is cloned to create a new non-bulk product using Clone Rental & Sales Products.
Because this number is usually unique, this number is not copied to new inventory if the product is cloned to create a new non-bulk product using Clone Rental & Sales Products.
This number is used in the 'Personal Property Security Register' (PPSR) when the "Activate Contract Detail Additional Options" feature is activated in the Divisional Contract Parameters.
Because this number is usually unique, this number is not copied to new inventory if the product is cloned to create a new non-bulk product using Clone Rental & Sales Products.
This can be different than the Date 'Acquired' on the Fixed
Asset Tag.
This Date In Service does not reflect any suspension period
allowed for prep time per the Group flag,
when activated in the Days On Suspension After Product
Received in Company Inventory
Parameters.
When this date is updated manually or updated by the Restructure Class/Group//Rates/Tag utility using the Product Cost Restructure option, a record is written to the Audit Log for "RSPF_DATE_IN_SERVICE", with dates, operator, and product.
Note: This date or estimated date is mandatory for non-bulk rental equipment when Rouse is activated in the Software Integration.
Note: The date becomes the model year and is mandatory on a
non-bulk rental product for SmartEquip
exports and can be updated by an import from the SmartEquip Compliance utility.
This date is mandatory for non-bulk rental equipment when the
Mandatory Make/Model/Manufacture Date feature is activated
in the Company Inventory Parameters, and
also for non-bulk and for bulk equipment belonging to a Re-Rent
Product Class, or when Rouse is activated in
the Software Integration.
Check this box if this is a refurbished product.
Note: This date is mandatory for non-bulk rental equipment when the Rouse feature is active in the in the Software Integration.
If this rental product is to be used as a container such as a
cylinder or bottle for a consumable sales product, enter the
specific sale product that it will contain, or select it from the
Inventory Search window.
Multiple cylinder rental products of varying capacities can be
linked to the same sales product.
e.g. 40kg, 100kg
Note: The consumable sales product can not be a serialized sales part nor a primary sales product that is associated with a secondary product.
Selling price = (cylinder capacity * price per unit of sales product) * number of cylinders
Note: If your firm has setup the full price per cylinder as the List Price for a consumable sales product in Sales Inventory, do not also enter the 'Cylinder Capacity' or the price charged will be inflated on the invoice.
If a single Fuel Type has been defined in the Product Fuel Types window then that Fuel description
is displayed.
If multiple Fuel Types have been assigned, then the number of Fuel
Type records is displayed.
This is equivalent to the SAFETY STOCK LEVEL and is used for
re-ordering.
If inventory order is controlled by location, this becomes the
default minimum quantity for the locations in the Re-order by Location window.
This value can also be updated from the Edit Min/Max Utility, from the Update Re-Order Min/Max Qty's by Sales History and from the Update Product Min/Max import tool.
This is used for re-ordering. The recommended re-order quantity
will be up to the maximum level.
If inventory ordering is controlled by location, this becomes the
default maximum quantity for the locations in the Re-order by Location window.
This value can also be updated from the Edit Min/Max Utility, from the Update Re-Order Min/Max Qty's by Sales History and from the Update Product Min/Max import tool.
e.g. If 3 cases are always ordered regardless of the quantity on
hand, then the re-order multiple is 3.
It is sometimes necessary to exceed the Maximum Inventory quantity
on the Re-Order report, to allow for the Re-Order Multiple.
If inventory ordering is controlled by location, this becomes the default Re-Order Multiple for the locations in the Re-Order by Location window.
Uncheck this box to use the re-order quantities just entered for the entire store for this product, if ordering is NOT done by the individual location for this product.
Check this box to access the re-order by location window for this bulk rental item and click on the icon to access the location details in the Re-Order by Location window.
Note: If the primary order Min/Max quantities or Re-Order Multiple is changed for a bulk product that is ordered by location, the option to also update the order by location values is provided in the window as outlined in Update Re-Order by Locations.
Alternate pricing for this and other suppliers can be setup in Alternate Vendor Purchasing, with varying Order Conversions and UOM.
The Re-order pricing is used as the Order Cost when
entering a Purchase Order.
If a different Order Cost is entered on a P.O., the operator is
prompted to Update Re-Order Cost?
This helps to keeps pricing current.
A Reason Code can be required when the price is changed, and an audit record is written to the Product Value Override Report.
e.g. Glasses are ordered by the box of 100, but rented
individually.
The order conversion is 100 for 100 glasses in the (1)
box.
e.g. BOX, CS (case), PKG (package), DOZ (dozen) or EA (each).
Note: If no Order Codes are entered for the specific product then Group Order Codes entered in Equipment Groups, for this product's group will apply.
Uncheck this box if the product is eligible for ordering on a
P.O.
Check this box if this product should not be ordered on a P.O.
This flag is reflected in the Inventory Inquiry, and is respected for products in the details of the Purchase Orders, in Clone Products, in Generate P.O. From Worksheet, in Purchase Orders created from the Sales Order Totals, and in Purchase Orders created from a Contract using the Contract/Purchase Order Link feature.
Uncheck this box if the product is eligible for sale or disposal
on an invoice.
Check this box if this product should not be sold, and to trigger
an error warning on the Invoice that blocks a sale.
This flag is reflected in the Inventory Inquiry, and can be updated in the Update Make/Model Information utility.
Check this box if this product is insured and enter the optional
insured value.
This insured value is an alpha/numeric field to accommodate a
dollar amount or an insurance code of your making.
This flag and value are reflected in the spreadsheet output of the Inventory Listing Report, Off Rent by Contract, Off Rent Summary Report and Off Rent Inquiry.
Note: The Weight and Cubes values are used by the
WinRoute processing to determine truck scheduling.
For information on Winroute processing, refer the Software Integration.
If the flag in the Company Inventory
Parameters is set to display the weight, the total weight of
rental and sales products is displayed in the Totals window on each
counter document including Contracts, Invoices, Quotes, and
Reservations.
The weight total is also displayed on the screen in P.O.s, and
Orders, and when inventory is shipped in Record Quantity Shipped By Transfer, and the total
shipment weight prints on the packing slip.
The Weight and Cubes values are used by the
Winroute processing to determine truck scheduling.
The Clone Group Information to Products can be used to copy the weight defined for the Group to the existing products within that Group replacing any existing weight values.
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