Procurement Critical On-hand Report

The Procurement -> Procurement Critical on-hand page shows procured items for which the available quantity is below their Reorder Point (ROP), and need re-ordering. 

For an item to show up on this report, its Reorder point parameter must be defined.

• If the Reorder point is left empty, the item will not appear in the report, regardless of its stock level.
• If the Reorder point is set to some value, the item will appear once its available quantity is below that threshold.

For creating a Purchase Order:

1. Click on the Create a purchase order Create a purchase order button on an item's line.
   • All other items below the minimum from the same vendor are automatically added to the same PO.*
   • All PO details are automatically filled, including price, minimum order quantity, and expected delivery date.*
   • *For the automatic grouping and Purchase Order pre-population to work, the Purchase Terms must be saved for the items.
2. Update any details of the PO, e.g., add, remove, or edit the line items.
3. Save to create the PO.
   • When the Purchase Order is saved, all the ordered items are automatically booked to where they are required -> Customer or Manufacturing Orders (following the FIFO principle).