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The Purchase Requirement Report function, which is available only in the Purchase Order module, allows you to print or preview the inventory items suggested for purchase based upon their reorder points and inventory quantities (on hand, available, etc.). This report includes only those inventory items that are specified in the inventory item records as for use in purchase orders.

 

The report can be used to determine the inventory items that need to be purchased.

 

 

To generate the Purchase Requirement Report, follow these steps:

 

1.Access the Purchase Requirement Report function from the MRP Reports group under the Reports main menu of the Purchase Order module.

 

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

 

3.Select the report sorting option by clicking the List box button next to the Sort By field. Choose from the following options:

 

•Item # + Warehouse

•Item Class + Warehouse

•Product Line + Warehouse

•Vendor # + Warehouse

•Warehouse + Item #

 

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

 

5.In the Report Configuration area, define the desired report filters. Mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

 

6.Mark the Show All Inventory Quantities checkbox to display on the report all the inventory item quantities--on hand, booked, in transit, in process, etc.

 

7.Select which of the following you want to include in the report:

 

•All Selected Items

•Items Suggested to be Reordered  

•Items Out of Stock  

 

8.Select the items you want to show in the report, depending on the status:

 

•Active and Inactive Items

•Active Items Only

•Inactive Items Only

 

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

 

 

 

The Purchase Requirement Report function also provides you with flexibility to perform the following:

 

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oItem #

 

 

 

See Also

Purchase Order Reports

Inventory Reports

 

 

 

 

 

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