ReOrder Points

We have set reorder points on all our products we inventory, these items are flagged by a udf in CI_Item.  The reorder point report in Sage looks kind of clunky to me and I was trying to get a notification to order items below the reorder point.  I've read a few other post on this and nothing seems to stand out as best practice.  We do have IRP that will generate the PO when we run it, but still need something to bring it to the purchasers attention.  I did create a spreadsheet pulling data from IM_ItemWarehouse with a few filters and I was going to set a bat file on the windows task scheduler to open the excel file on the specific employee in charge of reordering.  I did see something about scripting to notify a user an item is below the reorder point but, it looks like it would be the user entering the item in SO.  Any better ideas other than purchasing a third party solution.

Parents
  • 0

     I personally use and highly recommend Jeff-Net Report Runner to schedule and automate custom reports. I use this tool to send out Sales and various department reports for the last 5+ years and its amazing. I even use it to generate static Excel sheets on our server and then report off the Excel files in custom reports and batch email those reports. Highly scalable and easy to use. 

    Check them out, I believe they offer a demo.

    https://reportrunner.com/products/crystal-reports-scheduler-automation

    In your case, you could use this UDF as the record selection on your custom report and then email that list every morning to the purchaser.

    Hope this helps.

Reply
  • 0

     I personally use and highly recommend Jeff-Net Report Runner to schedule and automate custom reports. I use this tool to send out Sales and various department reports for the last 5+ years and its amazing. I even use it to generate static Excel sheets on our server and then report off the Excel files in custom reports and batch email those reports. Highly scalable and easy to use. 

    Check them out, I believe they offer a demo.

    https://reportrunner.com/products/crystal-reports-scheduler-automation

    In your case, you could use this UDF as the record selection on your custom report and then email that list every morning to the purchaser.

    Hope this helps.

Children
No Data