Ordering Information
Use the Ordering Information screen to set ordering parameter options for a part's profile.
To open the Ordering Information screen, click the Click here for suggested ordering parameters link on the Parts Profile screen.
Topics in this section are:
Additional Information for Calcluating Orders
For order formula codes that use a lead time, the expected sales during the lead time must be calculated. Lead time is specified in weeks, sales history is maintained by the month. One month is assumed to equal four weeks. If the week number is 1, then there are three weeks remaining in the month. If the week number is 2, then there are two weeks remaining in the month. If the week number is 3, then there is one week remaining in the month. If the week number is 4, then there are zero weeks remaining in the month. If the week number is 1, use 75% of the current month (month 1) or three weeks plus 100% of the next month (month 2) or four weeks plus 100% of the next month (month 3) or 4 weeks, etc. until the number of weeks specified by the lead time have been accumulated.
If running a stock order for a location classified as the central location, the system adds all sales for non-stocking (OFC 5 or D in don't order code) locations together to determine the proper stocking criteria for the central location. It looks at all non-stock parts in all locations, even if the part is not currently loaded in the central location.
If a part also has a first month shift, the sales history is then shifted according to the first month shift value on each part to obtain a new current month. If the part has an effectual % loaded on it, then the effectual % is also applied to the sales history. No increase sales percent factor is applied for TS orders.
Screen Description
Fields on the Ordering Information screen are:
| Field | Description |
|---|---|
| OFC |
The order formula code for this part. This code determines the method to be used in computing the order quantity for a part. If the order formula code is 9, the safety stock defaults to 10% (standard for code 9). The safety stock code must be "%" for OFC 9. For more information regarding order formula codes, refer to the Order Formula Codes Summary. |
| Package Quantity | The quantity of parts purchased from a vendor in a single package. If the vendor sells the part in quantities of 10, then the minimum quantity that can be ordered is 10. |
| Parts Per Package | If the part is normally sold in a set, enter the number of parts per set. |
| Order Quantity | The number of parts ordered. |
| Safety Stock | Maintains parts in stock so you don't run out of stock. Maintained as a fixed amount or as a percentage of sales history, F (fixed) or % (for percent). |
| Lead Time | The number of weeks required by the vendor to ship a part. This is only required for certain order formula codes. |
| Reorder Point | The minimum level that inventory is allowed to deplete to before an order is placed for this part. |
| First Month Shift | Used to shift the sales history used in calculating stock orders. The sales history can be shifted forwards or backwards a specified number of months. If this year's sales activity is expected to be one month earlier than last year, enter 1. The first month shift stays in effect until it is manually removed. |
| Movement Code | Defines the movement of the part into categories which are further defined by the stock transfer and central inventory parameters. Refer to Movement Code table for codes. |
| Activity Code | Defines the type of activity of the part. Refer to Activity Code table for codes. |
| Do Not Order Code | Must be D or blank. Code D prevents the part from ordering on a stock order. |
| Do Not Order Date | Indicates that this part is not to be ordered on a stock order until the first stock order in that calendar month. Must be blank or a number from 01 - 12. |
| Season Length |
The amount of time in months the part is being ordered. Season length can be any value from 1 - 9. The season length field must be used in conjunction with the do not order date. If a don't order date of 03 (march) is entered and a season length of 02 (months) is specified, the part does not order until March and only orders for 2 months. Season length and don't order dates stay in effect until manually removed. |
| Effectual % |
The percentage increase or decrease that is expected in sales for this part. The maximum is 999 and minimum is -99. The effectual percentage is applied to the sales history before the stock order is calculated. Effectual percentage is only allowed for order formula codes that use sales history in their calculations. |
| Number of Months | Indicates the month (01 - 12) when the effectual percentage is no longer applied. If this field is left blank, the effectual percentage is always applied until the percentage is reset to 0. If a value is entered, the effectual percentage is applied up until the first stock order in the month specified. |
| Inventory | The quantity of parts currently in inventory. |
| Allocated | The quantity that has been sold since the last time a sales order billing run was completed. |
| Reserved | The quantity of parts that have been ordered machine down or fill in for customers (or work orders) plus the quantity reserved for customers (or work orders). |
| On Hand | The quantity on hand, which includes any shipments that have been receipted using the inventory adjustments screen, or by the receipting of a purchase order. |
| On Order | The quantity of parts currently on order with the supplier. |
| Back Order | The quantity of parts currently on back order with the supplier. |
| In Transit | The quantity of parts that are currently on the way from the supplier. |
Available Movement Codes are:
Available Activity Codes are:
Fields on the Ordering Parameters section of the Ordering Information screen are:
| Ordering Parameters | |
|---|---|
| Field | Description |
| Week Number | Indicates the current week of the month (e.g. 1st, 2nd, 3rd or 4th). |
| Order Type | The order type. |
| Maximum Increase Sales % | Indicates the increase sales factors for the order quantity. |
| Maximum Decrease Sales % | Indicates the decrease sales factors for the order quantity. |
| Order Costing | The vendor's ordering cost for the part factored in to the Economic Order Quantity (EOQ) equation. $0.50 for Deere and $1.00 for non Deere, enter other ordering cost in the order costing field. |
| Central Location Order | If the order is for a location classified as the central location. |
| For Special (TS) Orders Only | |
| Number of Weeks Order Covers | The system determines the order quantity by accumulating weekly sales starting at the current month by the number of weeks specified in the Number of Weeks Order Covers field. |
| Starting at Month | The month entered as the starting at month is assumed to be the current month when analyzing the sales history. |
Available Order Types are:
| Order Type | |
|---|---|
| Type | Description |
| Stock Order | All parts are analyzed, regardless of their order formula code, to determine if an order is required. Order formula code 9 (quarterly) parts are also analyzed using the regular stock order formula. |
| Quarter 1, 2, 3 or 4 | Only order formula code 9 parts are analyzed. Parts with any other order formula code are ignored. The quarterly order formula is used. |
| Special Order | All parts are analyzed using the special order calculation method, rather than the calculations that apply to the order formula code on each part, to determine if an order is required. |
Click Suggest Order to open the Suggested Order Quantity screen.
Click Close to close the screen and return to the Parts Profile screen.
Revision: 2026.01