Stock Replenishment Wizard (SRW) - WebTMA 7

Path: Materials > Purchase > Stock Replenishment Wizard

The Stock Replenishment Wizard is a faster way to review Parts for reorder and issue a Purchase Order, Purchase Requisition, or Quote for a selected Repair Center. If you issue to a Purchase Requisition, the Part record is not updated. If you issue to a Purchase Order, the Part record is updated.

Records Preparation for SRW

The Stock Replenishment Wizard relies on information from several windows. If any of the information is missing, an otherwise eligible item is omitted from the final Purchase Order or Purchase Requisition.

Review the next topics for details. Make sure the Lookups, Parts, and Warehouse windows are completed accurately before you attempt to use the wizard.

Lookups Settings for SRW

To make Purchase Order Types available in SRW, go to Organization > Lookups / Purchase Order Types and mark the Stock Replenishment Wizard Use check box for the desired types. Unless you mark at least one Type for SRW, SRW is unusable.

Parts Fields Critical to SRW

The Average Price entered on the Materials > Parts / Identity Tab is required when you create a Part record. Without this information on the Parts window, you cannot add information to the Parts / Location Tab.

Parts do not appear in the SRW lists unless certain fields on the Location Entry flyout on the Parts / Location Tab are populated. The required details are:

  • Reorder Point (must be greater than 0)
  • Reorder Qty (must be greater than 0)
  • Preferred Vendor (the Vendor used by SRW)

Warehouse Record Fields for SRW

The Material > Warehouses / Identity Tab includes a separate Stock Replenishment section with an SRW Account # field. If populated, this account applies to Purchase Orders created using the Stock Replenishment Wizard.

Two tax-related fields on the Warehouse / Identity Tab apply to the SRW. When you check the Most Items Taxable box and select a Tax Name, WebTMA applies the tax to all detail lines generated by SRW for the Warehouse. This setting overrides Part record tax settings, but only for SRW. If these tax settings are not shown on the Warehouse record, WebTMA checks the Part record for taxable status.


Want to Learn More?

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