Replenishing by requisition

You can create a requisition to replenish inventory locations. When you use this method, the order goes through the approval process in Requisitions before it goes to Purchasing. Use this procedure to replenish inventory locations by creating a requisition.

Before you can create a replenishment document, you must create information about the item's replenishment source in the item location file. You must also set up requesters in Requisitions. For more information, see the Requisition Self Service User Guide.

  1. Select Reorder and click the By Requisition link.
  2. Specify this information:
    Company
    Select the company number.
    Location
    Select a location. If a location is selected, then this system reports or replenishes only the depleted items that are assigned to the Reorder Document.
    Report Group
    Select a report group.
    Major Inventory Class
    Select a major inventory class. If this field is specified, then it only includes items that are assigned to this class in Item Master.
    Minor Inventory Class
    If you select a major inventory class, then select a minor inventory class. If this field is specified, then it only includes lot tracked items that are assigned to this minor class in Item Master.
    Update Option
    Select an update option:
    • Select Yes to create requisitions.
    • Select No to preview what happens if requisitions are created. This option does not create requisitions.
    Include Inactive Items
    Select Yes to include items set up as inactive in Item Master.
    Print Exception Report
    Select Print Active Items Only to exclude inactive items from the report.
    Sort Option
    Select whether to sort by vendor or bin.
    Use Requesting Location As From Location
    Select Override From Location to override the from location.
  3. In the Filters section, select whether to include vendors with that specific order day.

    If you select Yes, then vendors that assign this order day or vendors with no assigned order days are included. If no days are selected, then all vendors are included.

  4. In the Report Distribution section, select a distribution list and export type for Replenishment By Requisition Report.
  5. Click Submit.
  6. After you submit the replenishment report, you must run Purchase Order Interface in Purchasing.

    For information about purchase order processing, see the Purchasing User Guide.