In this lesson you will learn to run the need to order report.
Click the State of Nebraska link.Step 1
Click the Inventory link.Step 2
Click the Inquiries & Reports link.Step 3
Click the Inventory Reports link.Step 4
Click the Stock Need to Order Report link.Step 5
Click in the Branch/Plant field.Step 6
Enter the branch plant number into the Branch/Plant field.
Note: This report can be run by either the Buyer Number or the Supplier Number. It is recommended to populate the Buyer Number once the setup is complete on the Item Branch Plant.
For this lesson enter "2505002W".Step 7
Supplier Number - If known you may use this; however, it is recommended to use Buyer Number
For this lesson we are going to use the Buyer Number.Step 8
Click in the Buyer Number field.Step 9
Enter the address book number of the individual who is primarily responsible for purchasing inventory stock for a Branch/Plant into the Buyer Number field.
For this lesson enter "113820".Step 10
Select a radio button for either:
For this lesson we will leave the default selection of Reorder Point.Step 11
Click the Find button.Step 12
Click the Tools button.Step 13
Click the Export Grid Data menu.Step 14
Define the Cell Range
Note: The Standard Export will allow the user to export all fields without selecting any other criteria.
For this lesson we will narrow the range.Step 15
Click the Range option.Step 16
Click the A1 cell.Step 17
Click the F7 cell.Step 18
Click the Continue button.Step 19
The system will export the information into an excel document. You may use this report as a tool to determine which inventory items need to have a purchase requisition created.Step 20
When you are finished click the Close button.Step 21
Click the Close button.Step 22
You have successfully completed this lesson.
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