---
title: "Purchase Requisition Stock Reorder Batches via Scheduled Task"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28403414/Purchase%20Requisition%20Stock%20Reorder%20Batches%20via%20Scheduled%20Task"
format: markdown
---
# Overview

The following processes for further information on running the Stock Reorder Schedule from within Purchase Requisitions maintenance.

> ℹ️ Purchase Requisition Batches will be create based on the Product reorder cycle code when the system setting flag **FWPBCycle **is ticked.

> ⚠️ **Important: **Sales orders on **Order Hold** are **not **included in stock reorder calculations.

# Scheduling a Stock Reorder via Purchase Requisitions maintenance screen

To schedule, a stock reorder via Purchase Requisitions maintenance screen, perform the following:

1. Click **Frameworks **then navigate to **Purchasing & Receipting > Transaction Processing > Purchase Requisitions **from the navigation tree.
2. Click on the required **Batch** Id hyperlink to open the [Purchase Requisition Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384600) screen.
3. From the **Actions **menu select **Stock Reorder. **This will open the **Stock Reorder **screen.
4. On the **Report Criteria** tab define the required parameters for the [Stock Reordering Scheduled Task Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384718).
  

<details>
<summary>For more information about the Report Criteria options, click here.</summary>

| **Field** | **Description** |
| --- | --- |
| **Batch** | Default value as per the Purchase Requisition |
| **Branch** | Leave as default value populated from the Purchase Requisition |
| **Supplier** | Enter the supplier ID or leave it blank if you want to order from multiple suppliers. Where the requisition has a single supplier defined the value will default to the supplier from the Purchase Requisition.<br>> ℹ️ - If **FWPBSinSup** is disabled, user can leave this field blank if a Reorder cycle is selected
> ℹ️ - If **FWPBSinSup** is active, this field defaults to Batch supplier
> ℹ️ - If **FWPBCycle** is enabled, user can leave this field blank or nominate a supplier
> ℹ️ - If **WHouseSupDef** is enabled, the product warehouse supplier is used as the preferred supplier |
| **Re-Order Cycle** | Enter the reorder cycle or search for value. <span style="color: #000000">These codes are defined under Miscellaneous Table Maintenance - </span><span style="color: #000000">[System - Re-order Cycle Codes ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28409856)</span><span style="color: #000000">and the values added to products via </span><span style="color: #000000">[Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378114)</span><span style="color: #000000"> under Product Branch - Product Branch Stock</span> |
| **From Product** | Enter a Product ID from where you want the report to only include products within this range.<br>> ℹ️ If **FWProdReord **is ticked the products will be added based on the product mast level product type, if unticked then the products will be added based on t<span style="color: #333333">he</span>**<span style="color: #333333"> </span>**Product Branch Stock type. |
| **To Product** | Enter a Product ID to where you want the report to only include products within this range.<br>> ℹ️ If **FWProdReord **is ticked the products will be added bases on the product master level product type, if unticked then the products will be added based on t<span style="color: #333333">he</span>**<span style="color: #333333"> </span>**Product Branch Stock type. |
| **From Product Group** | Enter a Product Group ID from where you want the report to only include products within this range. |
| **To Product Group** | Enter a Product Group ID to where you want the report to only include products within this range. |
| **Sub Group** | Select a From product sub group to further refine the product range |
| **Sub Group** | Select a To Product sub group to further refine the product range |
| **From Location** | Enter a Stock Location range from to include products within this location. |
| **To Location** | Enter a Stock Location range to include products within this location. |
| **From Period (MM/YYYY)** | Defaults to the values of the last 3 months prior to the current period as stored in the Company setting for Stock Re-Order, but can be overridden to be any historical period range, for example, the last 3 months or the next 3 months from last year.  This date range is used in the calculation of Average Daily Sales. |
| **To Period (MM/YYYY)** | As per above. |
| **Include Zero Orders** | Enable to Include products on the report where the suggested reorder quantity is zero. |
| **Include Daily Products** | Enable to Include products that have a re-order cycle set to 1 day. |
| **Preferred Only** | Enable to include products on the report where the nominated supplier is the Preferred Supplier only.<br>> ℹ️ If **WHouseSupDef** is active, <span style="color: #333333"> the Supplier for a Stocked Product defaults to the Internal Supplier of the Warehouse Branch (as defined in Branch Maintenance). If the Product is Not Stocked, it defaults to the Preferred Supplier. </span> |
| **Below Minimum** | Enable to consider only those products in the specified range where the Quantity Available is less than the Minimum Stock defined for the product.<br>> ℹ️ Default for this option is defined by **InvStkMin.** |
| **Include Non-Stocked Items** | Enable include items with the Stock Data - Product Type value equal to 1 as Stocked Items. |
| **Exclude Sales Promos** | Enable to exclude sales of products on promotion from the calculation of Daily Sales Average. |
| **Exclude Purch Promos** | Enable to exclude current purchase orders with a promotion nominated from the on-order figure and stock receipts with a promotion nominated from the stock on hand figure. |
| **Outside Window** | Enable to include orders due outside product lead-time window. The lead times are defined via Product Maintenance under Product Branch - Product Branch Stock. |
| **Stock source** | Select Stock source from the drop-down options.<br>> ℹ️ This is set at the Branch or Supplier level in Product Maintenance. |
| **Order Days** | Value entered = check for orders placed in the last xx days, leave as zero for all. |
| **Exclude Central Product** | Enable to exclude centrally ordered products. |
</details>

> ℹ️ The Stock Reorder task can also be run:
> ℹ️ 
> ℹ️ - for Internal Suppliers.
> ℹ️ - with no Supplier however there MUST be a Reorder Cycle, and the Batch Supplier needs to = Multiple

5. Once all required parameters have been entered select **Submit **to run the scheduled task. The task will generate a suggested list of products in the purchase requisition based on Stock requirements for system-generated stock re-ordering calculations.

<details>
<summary>For more information about the stock reordering calculations, click here.</summary>

| **Algorithm** | **Explanation** |
| --- | --- |
| **MintoMax ** | Stock requirements for scheduled stock re-ordering are calculated using the following formula:<br>A simplified calculation so that only the **maximum stock level**, **minimum pack levels** and **minimum reorder quantities** are considered.<br>> ⚠️ **Average Daily Sales** and **Lead Times** are NOT taken into consideration in this calculation.<br>Stock is ordered when the product is equal to or below the **Minimum Stock **level and is then ordered up to the **Maximum Stock** Level. Minimum order quantities are respected, however, never more than the maximum stock level is ordered.<br>The order quantity is reduced if the pack quantities would result in the order quantity plus the stock on hand exceeding the maximum stock. |
| **Standard** | Stock requirements for scheduled stock re-ordering are calculated using the following formula:<br>- **Quantity Available:  **Stock on Hand ***plus*** Outstanding Purchase Orders ***minus*** Outstanding Customer Orders
- **Suggested Order Quantity:  **Average Daily Sales (promotions can be excluded) ***multiplied by*** Lead Time in days ***minus*** Quantity Available ***plus*** Minimum Stock
  - If the Suggested Order Qty <  Min Stock and Qty Available > 0, Then Suggested Order Qty = Min Stock – Qty Available.
  - If the Suggested Order Qty <  Min Stock and Qty Available < 0, Then Suggested Order Qty = Min Stock.<br>The Suggested Order Quantity is rounded up to the relevant increment of the supplier’s Inner Pack Qty unless the flag **InvOrdPack** is ticked and the product is a slow mover. That is, sales for the previous six months are less than the supplier Pack Size.  In this case, there will be no rounding, so the Suggested Order Quantity will be for a broken pack size, usually without any quantity break reduction in cost.<br>- Then, if the Suggested Order Quantity is less than the supplier's Minimum Order Quantity, it is rounded up to the supplier's Minimum Order Quantity unless the product is a slow mover.
- Then, if the Suggested Order Quantity exceeds the Maximum Stock, it is rounded down to or below the Maximum Stock by increments of the Inner Pack Qty (unless Maximum Stock = 0 in which case – no change).
- If the Suggested Order Qty < 0 set it to 0. |
</details>

> ✅ Refer to [Stock Re-Order Algorithm/Data Setup](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31097126) for more information regarding suggested stock re-ordering calculations including min/max.

> ✅ Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for additional information about the **Schedule** tab.

6. Once the task is run you will be taken to the **Output **tab. A HTML file can be viewed which displays the stock reorder suggestions.
  

The resultant products and quantities in the above output will also be added to the requisition batch with a source of "Auto":

![image](media://38b9ecaf-72c9-4257-89f2-c66748ddf40d)

# Additional Information

<details>
<summary>Related System Settings - Flags/General</summary>

Click on a link under System Setting - Flags for more information.

| **System Settings - Flags** | **Flag Purpose** |
| --- | --- |
| **FWAutoBTExcess** | Enable automatically choose Branch Transfer when there is available excess stock |
| **FWPBCycle** | Purchase Requisition batches created by Reorder Cycle Code |
| **FWPBSinSup** | <span style="color: #333333">Use a single supplier for Purchase Order batches (If </span>**FWPBCycle **<span style="color: #333333">is enabled then this </span>**FWPBSinSup **<span style="color: #333333">has no impact on reorder batches)</span> |
| **FWPurIgSlo** | <span style="color: #333333">Ignore slow loading fields in the multi-supplier batch</span> |
| **FWPurBatch ** | <span style="color: #333333">Place stock reorder batches into Frameworks instead of Prostix</span> |
| **InvExBrStk** | <span style="color: #333333">Check for excess branch stock when purchasing</span> |
| **InvExcessC** | <span style="color: #333333">Algorithm for calculating the excess stock</span> |
| **InvGrpROrd** | <span style="color: #333333">Define Central ReOrder values at Group Level</span> |
| **InvReptReb** | <span style="color: #333333">Apply report rebates to cost</span> |
| **WHouseSupDef** | <span style="color: #333333">Use Warehouse Supplier as Default</span> |

Click on a link under System Setting - General for more information.

| **System Setting - General** | **Setting Purpose** |
| --- | --- |
| **InvStkRord** | Algorithm to use for stock reordering |
| **OrdTfrDesp** | <span style="color: #333333">Default despatch method for branch transfers</span> |
| **OrdTfrArea ** | <span style="color: #333333">Default delivery area for branch transfers</span> |

> ✅ Refer to [Purchasing and Receipting Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401318) for more information.
</details>