Create Stock Order Parameters

Use the Create Stock Order Parameters screen to select parameters for a stock order.

To open the Create Stock Order Parameters screen:

  1. Navigate to Product Support > Parts > Parts Ordering.

  2. Click the Ordering Options link and select Create Stock order from the drop-down.

  3. Enter or load your selection criteria, then click Run Report.

Screen Description

The fields in the Options section of the Create Stock Order Parameters screen are:

Field Description
Stock Order Date

This date is for printing purposes only. It is not used in determining the starting point for lead time. Instead, the software uses the current parts month with the week number entered to make its calculation. This date is not used to determine which month of the sales history to use as the current month when calculating order quantities.

When an automatic order is created, the system date is used to determine the week number. When manually creating the order, the system defaults to the current date.

Note:  It is important to ensure that the parts month end procedure is run at the end of each month or the stock order program will be using the wrong month of sales history as the current month.
Select Week Number

For order formula codes that use a lead time, the expected sales during the lead time must be calculated. The lead time is specified in weeks, and sales history is maintained by the month.
To simplify this calculation, one month is assumed to equal four weeks: 

Week 1: 1st - 7th
Week 2: 8th - 14th
Week 3: 15th - 21st
Week 4: 22nd - Last Day of the Month
Stock Order Type

The stock order type. Valid values are:

  • Stock Order—a regular 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 will also be analyzed using the regular stock order formula (as opposed to the quarterly order formula for OFC 9).

  • First, Second, Third, or Fourth Quarter Order—only order formula code 9 parts are analyzed. Parts with any other order formula code are ignored.

    If a quarterly order and a regular stock order are due in the same week, be sure to run the quarterly order first and release it before you run the regular stock order. This ensures that all the OFC 9 parts are ordered on the quarterly order rather than on the regular stock order.

  • TS Order—special order program. 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.

    Order quantities on a released Special Terms or Special Order Program order (TS Order) will be ignored by an Automatic Stock Order run if the due date on the released Special Terms or TS Order is more than 14 days into the future from the date the Automatic Stock Order is run.

    For example, if today's date is November 5th and the Automatic Stock Order program is run, any Special Term or TS Orders with a release date on or greater than November 20th would be ignored by the run (allowing you to replenish the parts you need immediately.)
Select Report Type

The stock order report type.

  • Parts Order - No History: Excludes sales quantity for the last 12 months.

  • Parts Order - With History: Includes sales quantity for the last 12 months.

  • Reorder: Includes sales quantity for last 12 months (different format) and excludes surplus quantity values and parts stocked in other locations.
Discount Percentage to Calculate Cost A discount percent which accurately determines the cost of the parts that will be ordered. If no discount percent is entered, the part master current cost will be used for the cost of each part. If a percent is entered here, then the part master cost will be reduced by the discount percent entered.
Preliminary Run Runs a preliminary stock order based on the parameters selected.
Add Parts Sold in Non Stocking Branches to Central Branch (if phase in parameters met)

If selected, any parts in non-stocking locations that need to be ordered that do not exist in the central location, are added during the run and uses the sale account field defined on the Central Location tab.
Create Orders as a Consolidated Order If selected, the system assigns a single consolidated order number to each parts order created by the stock order run.

The fields in the Select Printer section on the Create Stock Order Parameters screen are:

Select Printer
Field Description
Printer The printer used for printing the stock order.
or PDF Creates a PDF file of the stock order, which can be viewed via the PDF Viewer.

The reports produced are:

PAR156 Parts Order Receiver
PAR221 Group Update Receipts
PAR022 Parts Order #'s Assigned
PAR007 Parts Order
PAR187 Non Stock Review Report
PAR188 Weekly Transfer Report
CSO012 Stock Transfer #
PAR190 Re-Order Listing

Use these buttons to complete your work on the Create Stock Order Parameters screen:

Button Function
Run Generates the stock order run.
Close Closes the Create Stock Order Parameters screen without generating the stock order run and returns to the Selection Criteria tab.