Requesting the Reorder Point Planning Report

To request a reorder point planning report, you define selection parameters for the items to include on the report. Reorder point planning triggers a new order when the available quantity drops below the item's safety stock level plus forecast demand during lead time. When you run the reorder point planning report you can have Oracle Inventory create either internal or purchase requisitions for these orders, depending on the sourcing options.

arrow icon   To request the reorder point planning report:

  1. Navigate to the Reorder Point Planning window.

  2. Enter Reorder Point Report in the Name field.

arrow icon   Enter report parameters:

  1. Indicate whether to report all items that are identified as reorder point planned or only items with on-hand balances and on-order balances that fall below their reorder point. Displaying all reorder point planned items (regardless of their balances) enables you to see where item balances are in relation to the specified order point.

  2. Enter the demand cutoff date. The report includes demand on or before this date.

  3. Enter the supply cutoff date. The calculation includes open supply orders with expected receipt dates on or before this date.

  4. Enter Yes or No to indicate whether to restock. If you have set the Planning Level to Organization, the report generates requisitions or jobs according to the item's Make/Buy flag.

    Note: Oracle Shop Floor Management work orders: When restock is selected and the Reorder Point Report is run, you can create work orders for Oracle Shop Floor Management.

    If you have set the Planning Level to Subinventory, the report generates only requisitions.

  5. Indicate the delivery location to appear on the requisition, if different then current organization, in the Default Delivery Location To field.

  6. Enter the forecast designator. Oracle Inventory uses this forecast to determine the demand to be used in the reorder point calculation.

  7. Enter the sorting criterion for the report. You can choose to sort by inventory item, category, planner, or buyer. If you choose Category, enter the category set from which Oracle Inventory chooses items for the report.

  8. Indicate whether to prepare a full or partial report. If you choose Partial, specify the range of items, categories, planners, or buyers you want to include.

  9. Click the OK button to launch the report.