This tab contains all the procurement information on the item for each warehouse that is likely to stock it.
It is only present if the item is managed in inventory.
For rules on how to use the fields, see Detail form.

 

Managing the list

The list has one line per warehouse.
The information of the selected line is to be entered in the lower pane: Details about procurement terms.
To add or delete items from the list, use the and icons.

 

Details about procurement terms

This information is used, among other things, to determine the behavior of the automatic reorder suggestion function for this warehouse; see Reordering.

• Warehouse: Identifier of the warehouse, to be entered or selected. There can only be one line per warehouse.
• Type of procurement: Determines how the offered procurement works and the checks to be performed on inventory-generated purchase requests and transfers. These settings are only valid for the selected warehouse.
  • None: CARL Source will not perform any test of the remaining quantities and no "Inventory" PR is authorized.
  • Procurement: "Inventory" PRs are authorized, but not transfer requests (or "internal" PRs").
  • Restocking: Only procurement from another warehouse in the form of a transfer is authorized for this warehouse.
  • Mixed: "Inventory" PRs and transfers are authorized for the procurement of this warehouse. The resupply function provides a choice between transfer and purchase requests.
• Mode: Specifies the quantity that will be offered in the reorder request.
  • Landline: Enter the default quantity of the request in the "Quantity to be ordered" field.
  • Variable: The offered quantity will be Maximum quantity - Available quantity. The available quantity takes into account any reservations and purchases in progress.
• Minimum quantity: Minimum quantity of the inventory, the threshold triggering a reorder suggestion. A quantity left blank is the same as no minimum quantity.
• Maximum quantity: Used in the event or reordering in the variable mode.
• Reorder period: Period in days of the reorder test conducted by CARL Source for this warehouse.
• Last reorder: Date of the last reorder in this warehouse. Read-only.
• Last inventory: Date of last inventory of the item at this warehouse. Cannot be changed.
• Safety quantity: Minimum recommended quantity in inventory. For information purposes only (it does not trigger any special processing).
• Supplier: Will initialize the supplier field when an inventory PR is created for this warehouse. Depending on the type of procurement, the supplier is:
  • a warehouse in the case of restocking,
  • an external supplier, in the case of procurement,
  • either one if the procurement is mixed (Search to be chosen in the Infozone ).
• Item label: Check if the production of barcode labels is possible.
• No. of items/label: Number of items to show per label when producing labels.
• Quantity to be ordered: Used if the mode is "fixed."
• Budget: Allocation budget of Purchase lines generated for this warehouse in the reordering function.
• Accounting code: Accounting code of Purchase lines generated for this warehouse in the reordering function.

 

Storage

• Holding cost ratio: Ratio between the cost of the item and the cost of storage. To be filled in for information purposes only.
• Packaging: Number indicating the capacity of the type of packaging.
• PO costs: Additional costs of the order, filled in for information purposes only.