Re-Order Information Inquiry
Inventory Control Menu -> Inventory
Inquiry -> window to Re-Order Information
Inventory Control Menu -> Detailed Inventory Inquiry -> Re-Order
Multiple- icon -> Re-Order
Information Inquiry
Purchase Order Menu -> Purchase
Order detail -> Order Qty field window -> Product
Information submenu -> Re-Order Information window ->
Re-Order Information Inquiry
This inquiry window displays the re-order and make/model
information differently depending on whether the product is
Rental Inventory or Sales Inventory. This is a view only inquiry.
For more complete details on each of the fields in this screen and
their use and configuration, refer to Make/Model and Re-Order Information (Rental
Assets) and to Inventory Re-Order
Information (Sales Products).
Note: This window can be triggered from Purchase Order entry on the Order Qty
field, when the operator has view only permission as controlled by
the operator's Security Role Permissions as
set in the Miscellaneous window.
When the operator has role permission to Update Reorder
Information on P.O. for Sales and Rental products, then the
Make/Model and Re-Order Information (Rental
Assets) and Inventory Re-Order
Information (Sales Products) screens are triggered instead.
The Re-Order information includes:
- PRODUCT #
- The product number and primary description display.
RENTAL EQUIPMENT
-
- - MAKE/MODEL INFORMATION
-
- MODEL NUMBER
- The model of this item is displayed.
Refer to Make/Model and Re-Order Information
(Rental Assets) for optional and mandatory controls that can be
applied to this field for bulk versus non-bulk rental
products.
- MAKE
- The make of this item is displayed.
Refer to Make/Model and Re-Order Information
(Rental Assets) for optional and mandatory controls that can be
applied to this field for bulk versus non-bulk rental
products.
- ENGINE MAKE
- The make of engine is displayed.
If the item is bulk, the following serial, VIN, and license number
fields do not apply.
- ENGINE SERIAL #
- The engine's serial number is displayed for non-bulk items.
This number prints on Inventory Report with
License#/Serial# and Product #/Serial #
Cross Ref List, when there is no Asset Tag serial number
recorded for the non-bulk rental inventory.
- VIN #
- This field only applies to non-bulk rental equipment and can be
used to record the Vehicle Identification Number.
- LICENSE PLATE #1
- The License Plate number is displayed for non-bulk items.
Refer to Make/Model and Re-Order Information
(Rental Assets) for the list of programs where the license
plate is used.
- LICENSE EXP DATE #1
- The associated expiry date for this license plate is displayed
for non-bulk items.
An expiry report can be printed from License
Plate Expiry Report.
- LICENSE PLATE #2
- A second license plate number is displayed for non-bulk items.
- LICENSE EXP DATE #2
- The expiry date of the second plate number is displayed.
- DATE IN SERVICE
- This date applies only to non-bulk items and reflects the date
when this item went into service in your fleet.
This can be different than the DATE ACQUIRED on the Fixed Asset
Tag.
- MISSING DATE
- If the item is missing, the date when this item went missing is
tracked for non-bulk products.
The Status on the Fixed Asset Tag should be changed to M - Missing.
- MISSING NOTE
- A comment about this missing item can be recorded.
- MANUFACTURE DATE
- This date can be used to track the date that this product was
manufactured for bulk or non-bulk.
Refer to Make/Model and Re-Order Information
(Rental Assets) for optional and mandatory controls that can be
applied to this field for bulk versus non-bulk rental products, and
for information on reports that reflect this date.
- REFURBISH
- This flag can be used to identify rebuilt equipment.
- REFURBISH DATE
- This is the date that the equipment was refurbished.
This date is mandatory for non-bulk rental equipment when the
Rouse feature is active in the in the Software Integration.
- CYLINDER CONTAINS
- This field only applies if the cylinder tracking feature has
been activated in the Company Rate
Parameters by assigning a Cylinder Contract Cycle Billing
Day Code.
If this rental product is to be used as a container such as a
cylinder or bottle for a consumable sales product, the specific
consumable sales product that it will contain, is displayed.
Refer to Make/Model and Re-Order Information
(Rental Assets) for further details on setting up and use of
cylinders.
- CYLINDER CAPACITY
- This is the capacity or volume of this cylinder or bottle.
This measurement is used to calculate the price to charge on the
invoice for the consumable sales product as several containers can
be linked to the same sales product.
- FUEL TYPE
- Fuel Types are used by Texada Web/Mobile to capture Fuel
used on the Delivery/Pickups that is then billed to the associated
Service or Sales Part, as outlined in the Product Fuel Types window.
Fuel types can also be used find a product in the Inventory Search window using a 'Fuel Type'
filter.
- RE-ORDER INFORMATION
-
- MININIMUM QUANTITY
- This value represents the minimum inventory count allowed for
this bulk product before the product should be re-ordered.
If inventory ordering is controlled by location, this becomes the
default minimum quantity for the locations in the window.
- MAXIMUM QUANTITY
- This is the recommended inventory quantity for this bulk
product that will be used to calculate the quantity to order when
re-ordering.
If inventory ordering is controlled by location, this becomes the
default maximum quantity for the locations.
- RE-ORDER MULTIPLE
- This applies only to bulk items and is the standard volume
quantity for re-ordering this product.
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.
- RE-ORDER BY LOCATION
- This flag applies only to bulk items, and is used to identify
whether orders for this product are by the company wide Min/Max, or
are done by individual locations using location Min/Max counts.
When the product is ordered by location, click on the icon to view the location order requirements in the
Re-Order Information by Location
window.
- RE-ORDER PRICE
- This is the price charged by the primary supplier for new
purchases of this item and defaults as the Order Cost on the
Purchase Order.
Refer to Make/Model and Re-Order Information
(Rental Assets) for alternate pricing options, and updating the
Re-Order Cost with Reason code and audit tracking.
- RE-ORDER L.C.F.
- This factor is used to calculate the Landed Re-Order Cost of
the product in the local currency.
- FREIGHT
- This is an optional Freight value for information purposes
only.
- ORDER CONVERSION
- This value is used to convert the quantity ordered to the
quantity entered into inventory when the vendor's invoice is
entered in A/P Invoices with
Inventory.
e.g. Glasses are ordered by the box of 100, but rented
individually, so the order conversion is 100 for 100 glasses in the
(1) box.
- ORDER UNIT OF MEASURE
- This field describes how the product is ordered, such as a BOX,
CS (case), PKG (package), DOZ (dozen) or EA (each).
- ORDER CODES
- Window to view the Order Codes as outlined in View Order Codes with order information notes,
that apply to this product when it is being ordered on a P.O.
The Groups Order Codes apply only if there
are no product specific Order Codes.
- SPECIAL ORDER
- This flag controls whether this product is ordered specially
and therefore should be excluded from the standard Inventory Re-Ordering process.
- STOP P.O.s
- This field can be used to flag products such as discontinued
items, that should no longer be ordered on Purchase Orders.
Refer to Make/Model and Re-Order Information
(Rental Assets) for programs that respect this flag.
- NO SALE
- This field can be used to flag bulk or non-bulk rental products
that should never be sold.
A warning is triggered on an attempted sale on an Invoice and the
sale is prevented.
- MEASUREMENTS
-
- LENGTH
- The product length measurement for information purposes only is
displayed.
- WIDTH
- The product width measurement for information purposes only is
displayed.
- HEIGHT
- Enter the product height measurement for information purposes
only.
- WEIGHT
- This is the optional product weight per unit, that defaults
from the Weight defined in the product Group when the product is initially created, and
can be displayed in document and P.O. entry.
Refer to Make/Model and Re-Order Information
(Rental Assets) for further details on how the Weight value can
be used.
SALES PARTS
- - RE-ORDER INFORMATION
-
- MIN INVENTORY QTY
- This value represents the minimum inventory count allowed for
this sales product before the item should be re-ordered.
If inventory ordering is controlled by location, this becomes the
default minimum quantity for the locations in the window.
- MAXIMUM QUANTITY
- This is the recommended inventory quantity for this sales
product that will be used when re-ordering to order a quantity up
to this maximum level.
If inventory ordering is controlled by location, this becomes the
default maximum quantity for the locations.
- RE-ORDER MULTIPLE
- This the standard volume quantity for re-ordering this
product.
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.
- RE-ORDER BY LOCATION
- This flag is used to identify whether orders for this sales
product are by the company wide Min/Max, or are done by individual
locations using location Min/Max counts.
When the product is ordered by location, click on the icon to view the location order requirements in the
Re-Order Information by Location
window.
- ORDER UNIT OF MEASURE
- This field describes how the product is ordered, such as a BOX,
CS (case), PKG (package), DOZ (dozen) or EA (each).
- ORDER CONVERSION
- This is used to convert the quantity ordered to the quantity
entered into inventory during A/P Invoices
With Inventory.
e.g. Nails ordered by the case, are sold by the box with 10 boxes
in the case, so the order conversion is 10 for 10 boxes in each
case.
- WEIGHT
- This is the optional product weight per unit, that defaults
from the Weight defined in the product Group when the product is initially created, and
can be displayed in document and P.O. entry.
Refer to Inventory Re-Order Information
(Sales Products) for further details on how the Weight value
can be used.
- ORDER CODES
- Window to view the Order Codes as outlined in View Order Codes with order information notes,
that apply to this product when it is being ordered on a P.O.
The Groups Order Codes apply only if there
are no product specific Order Codes.
- MODEL NUMBER
- The model of this item can be recorded.
Refer to Inventory Re-Order Information
(Sales Products) for information on how this value is used in
the search action, master list filters, and reporting.
- MAKE
- The make of this item can be recorded.
Refer to Inventory Re-Order Information
(Sales Products) for information on how this value is used in
the search action, master list filters, and reporting.
- CONTAINED IN CYLINDER
- Sometime a container is required for the sale of a product such
as gas or propane.
A window is provided to view the containers or cylinders that
pertain to this sales product as outlined in Contained In Cylinder.
- FUEL TYPE
- Fuel Types are used by Texada Web/Mobileto capture Fuel
used on the Delivery/Pickups that is then billed to the associated
Service or Sales Part, as outlined in the Product Fuel Types window.
Fuel types can also be used find a product in the Inventory Search window using a 'Fuel Type'
filter.
- ALLOW DISCOUNTS
- This flag controls if Special Pricing and discounts are allowed
for this product.
- CYCLE BILL
- This flag controls if this specific sales item should or should
not be invoiced on interim billing runs or reflected in the
Unbilled Revenue Report as some items such
as fuel are not invoiced until the contract is returned.
- MANUFACTURE DATE
- An optional date to track when this product was manufactured
can be recorded.
Refer to Inventory Re-Order Information
(Sales Products) for information on where this date is
reflected.
- SECONDARY PRODUCT NUMBER
- If this is a Primary product that is linked to a Secondary
product, the Secondary product number displays.
Refer to Inventory Re-Order Information
(Sales Products) for information on the use and configuration
of Primary and Secondary products.
- SECONDARY PRODUCT QUANTITY
- This is the quantity of the Secondary product in the package
that could be sold singly.
- PRIMARY PRODUCT NUMBER
- Alternatively this field only appears on a product that has
already been identified as the Secondary sales part in the Inventory Re-Order Information (Sales Products)
window of the Primary sales product.
- SALE UNIT OF MEASURE
- This field describes how the product is sold, such as a BOX, PR
(pair), PKG (package), DOZ (dozen) or EA (each).
- SALE CONVERSION
- This value is used to convert the selling price to the quantity
sold for each unit.
e.g. The price of glasses could be listed as $24.00 per dozen and
if only one glass is sold, the price is converted to $2.00
each.
Refer to Inventory Re-Order Information
(Sales Products) for information on using the Order and
Sales Conversions.
- RE-ORDER PRICE
- This is the price charged by the primary supplier for new
purchases of this item and defaults as the Order Cost on the
Purchase Order.
Refer to Inventory Re-Order Information
(Sales Products) for alternate pricing options, and updating
the Re-Order Cost with Reason code and audit tracking.
- RE-ORDER L.C.F.
- This factor is used to calculate the Landed Re-Order Cost of
the product in the local currency.
- LANDED RE-ORDER PRICE
- This is the resulting product cost in the local currency
where:
Re-order Price * Re-order LCF = Landed Re-order Price
- SPECIAL ORDER
- This flag controls whether this product is ordered specially
and therefore should be excluded from the standard Inventory Re-Ordering process.
- NON-RETURNABLE AFTER
- The date after which this product is not returnable is
displayed.
- STOP P.O.s
- This field can be used to flag products such as discontinued
items, that should no longer be ordered on Purchase Orders.
Refer to Inventory Re-Order Information
(Sales Products) for programs that respect this flag.
Finished?
- Click OK to exit.
Topic Keyword: RSRQ50J (3721)