Stock Order Create/Print

This program will generate a suggested stock order that you can modify according to your needs rather than having to enter the whole order manually. The parts that are included and the quantities that are ordered are based on the sales history, specific order fields on the part records, and the questions that you answer in this program. Profiles can be setup to identify the different standard types of orders you create so that you will not have to change your answers every time you create an order.

Enter the number that identifies this particular order (up to eight characters).

NOTE: New Holland parts only accept 7 digit order numbers.

Enter the general type of order method that will be used to generate this order. Choose from one of the following:

R - Regular Stock Order
P - Preseason Order
S - Seasonal Order (this option ignores all order and determines what it would need for the time period identified)

Enter an existing order profile to use or modify. Press F2 for a list of existing profiles.

If you would like to save this revised ordering profile enter the name of the profile here. If you do not wish to save this profile, leave this field blank.

Enter one of the following:

S - Save the results of the order
P - Print a report without saving the results

Enter the beginning date (MMDDYY) of the sales period for which you want to order. The date entered cannot be in past months.

If you would like parts that are marked as seasonal parts to be included on the order evaluation, answer (Y)es. If you wish to include only parts that are not marked as seasonal parts, answer (N)o.

Type in the days of supply to be used if you wish to override the system settings.

If this field is left blank, the system will use the settings for Days of Supply from the Mfr/Sup, Category, and the Part record.

If this field is left blank and the Days of Supply field has not been populated on the Mfr/Sup, Category, or Parts Information record, the system will average the sales.

NOTE: Best Reorder Points and Best Stocking Levels can be setup on individual parts so that invoice prompting can be controlled per part. However, these manual figures may not be set for a large order evaluation.

If you would like the system to evaluate these parts based on their sales history for the type and date range of this order, answer (Y)es. Otherwise, answer (N)o.

This display only field indicates the profile name you chose on the previous screen.

Type in a description that will accurately describe this order profile.

Specify the number of bin trips/sales required in the last 12 months to automatically keep at least one of this part in stock. The first field is the NUMBER of sales or bin trips. The second field specifies if you are using SALES or BIN TRIPS.

Specifies that a part should not be ordered if it has not had the specified number of sales/bin trips in the last 12 months. The first field is the NUMBER of sales or bin trips. The second field specifies if you are using SALES or BIN TRIPS.

Specifies that a part should not be ordered if it has not had at least one sale/bin trip in the specified number of months in the last 12 months. The first field specifies if you are using SALES or BIN TRIPS. The second field specifies the NUMBER of months.

Specify the number of sales/bin trips that must be made for a part to automatically be removed from 'AP' (Automatic Phaseout) status. Once a part is removed from this status the stock order process will evaluate it for ordering. The first field specifies the NUMBER of months and the second field specifies if you are using SALES or BIN TRIPS.

NOTE: The Stock Order program will place parts on AP status if they meet the months no sale defined on the Mfr/Sup, Category, or Parts System Information screen.

Specify the number of sales/bin trips that must be made for a part to automatically be removed from 'NS' (Non-Stocking) status so that it can be considered for ordering. The first field specifies the NUMBER of months and the second field specifies if you are using SALES or BIN TRIPS.

If you would like to include all manufacturers on the order without having to individually list them, answer (Y)es. If you answer (N)o, each desired manufacturer to include must be listed separately on the 4th screen.

Type your drop-down text here.

If you wish for the current month's sales to be affected by the ordering process, answer (Y)es. Otherwise, answer (N)o.

Type your drop-down text here.

If you wish to have Lost Sales to be included in the ordering process, answer (Y)es. Otherwise, answer (N)o.

Note: Lost sales must be recorded in order to use.

Type your drop-down text here.

If you would like for this order to include parts that are normally ordered locally, answer (Y)es. Otherwise, answer (N)o.

Note: Each part can be flagged as ordered locally.

Type your drop-down text here.

If you wish to print the memo lines that are associated with the parts that will be on the order, answer (Y)es. Otherwise, answer (N)o.

Type your drop-down text here.

If you wish to print the categories that are associated with the parts that will be on the order, answer (Y)es. Otherwise, answer (N)o.

If you would like the system to evaluate these parts based on their sales history for the type and date range of this order, answer (Y)es. Otherwise, answer (N)o.

If you would like to ignore all outstanding regular orders when determining whether the part should be ordered, answer (Y)es. Otherwise, answer (N)o.

Type your drop-down text here.

If you would like to ignore all outstanding seasonal orders when determining whether the part should be ordered, answer (Y)es. Otherwise, answer (N)o.

If you would like to ignore all outstanding pre-season orders when determining whether the part should be ordered, answer (Y)es. Otherwise, answer (N)o.

Type your drop-down text here.

If you wish to have parts that are less than a year old to have their average monthly sales used as the amount expected to sell each month, answer (Y)es. Otherwise, answer (N)o.

Remember: If you have newly added parts set to be flagged as NS (Non-Stocking) in the special status field, they will not be included.

This field allows you to assign a weight that determines how important the previous 12 months (includes current month as well as previous 11 months) of sales history is.

NOTE: These two fields together must add up to 100%.

This field allows you to assign a weight that determines how important the previous 12 months of sales history is compared to the 12 months prior (month 13-24).

NOTE: These two fields together must add up to 100%.

Type your drop-down text here.

This field allows you to arbitrarily increase the amount ordered above the expected level by a set percentage. This is primarily used if some known condition will increase or decrease sales across the board (ex. drought).

To delete this record.

If you would like to order based on lookup and pricing categories, enter these categories in this column. Otherwise, leave this field blank..

If you would like to order based on specific product classes, enter the classes in this column. Otherwise, leave this field blank.

Note: Product classes are not pre-defined with all manufacturers. However, you can establish your own and update the parts master file.

The Material codes for Kubota are available when generating a stock order they are placed in the the product class file.

If you would like to order based on part status codes, enter these codes in this column. Otherwise, leave this field blank.

New Holland and Case price books automatically populate this field and can be used for specific ordering. This field can be manually populated for any other manufacturer/parts and then used for ordering.

If you wish to exclude categories, product classes, part status etc. type in an ! in the column and it will exclude whatever you enter in the row below it.

This field allows you to specify a specific list of manufacturer and supplier combinations that will be included in the order process.