Material Requirements Planning (MRP) by Automated Purchase Orders Creation & Reordering
GreeneStep facilitates an automated option of bulk ordering of Products at one go by selecting the Products that satisfy a user defined or selected criteria.
Set Minimum quantity, Maximum quantity and the Reorder point in the Product Master for the required Products. This can be done in the Restocking tab of the Product Master.
You can also select the Supplier details and EOQ value. The Product can be of classification Regular (Stock or Serial), Bill of Material or Matrix Product
To view Stock Status of the Product go to Menu> Stock Status from the Product Master
Go to Purchases> Batch Purchases> MRP and Reordering
In the MRP and Reordering window, Restocking and the Product selection tab select the options based on your requirements and click on ‘Search’.
The options are available for selection: Region, Bins, Supplier Selection Method, Cost selection, Method for Purchase order Generation, Products to include, Consider Dropship Products separately, Transactions to be considered, Consider only Back Ordered Sales Order, Sales Order selection by delivery date, option to Exclude Sales Orders for Customer
on Hold, option not to exceed Planned Quantity, purchase in increments of supplier EOQ, option to set PO delivery date from the current date, Planned quantity Restocking to - Maximum quantity, Reorder point, Maximum quantity.
Supplier Selection Method:
Primary Supplier: When this option is selected, the Products will be listed under the Primary Supplier defined in the Product Master if the products meets the other criteria
Supplier with lowest standard cost: When this option is selected, the standard cost of all the suppliers defined in the Product Master will be compared and the Product will be listed under the Supplier with lowest standard cost.
Associated Supplier: When this option is selected, the Suppliers should be selected in the Product selection tab and the Product will be listed under the selected Supplier if the supplier is listed in the Product Master of the particular Product.
Note: In the Consider Transactions options the Product quantity in the selected transaction is considered while calculating the Required Quantity.
> The PO, CO quantity is added to the Total quantity to calculate the Available quantity
> The SO, DO quantity is detected from the Total quantity to calculate the Available quantity
> The JO(In) quantity is added to the Available quantity and then the required quantity is calculated - This happens for the Bill of Material Product of the Job Order Transaction which is In process stage
The JO(Out) quantity is detected from the Available quantity and then the required quantity is calculated - This happens for the Components of the Job Order Transaction which is In process stage
Consider Dropship Products separately: When this option is checked, Dropship Products (ie. The Products with Dropship option checked in the Product Master> Purchase Tab) will be considered separately.
The Products will listed depending on the Sales Order created with these Products. The Required quantity will be same as the Sales Order quantity. The Total and Available quantity will be set to 0.
When this option is checked, all the other options in the wizard does not hold good for the Dropship Products.
Exception is ‘Select Method for Cost’. If ‘Use User defined Cost’ is checked, the User defined cost in the respective Sales Order will be considered else the cost selected in ‘Select Method for Cost’ option will be considered.
Use Sales Order’s Ship to/ Site Address: When this option is checked, the Purchase Order is created with Sales Order’s Ship to/ Site address.
If this is option is unchecked the Purchase Order is created with the Supplier Ship to/ Site Address.
Product Selection Tab: Options available for selection are Classification, Type, Product Code, Product Category, Brand, Supplier, Manufacturer
Based on the selections made, the resulting window displays the list of the Products for which the Purchase Order is to be generated. Select the Products from the list and Click on Generate PO. The Purchase Orders are generated by grouping the Products to be ordered from the same Supplier.
The Required quantity and the Cost fields are editable. User can edit these fields if required.