Inventory Reorders report

The Inventory Reorders report helps you decide when to reorder items, and how much is needed to meet demand.

The report proposes how much, if any, of a given item should be ordered for any warehouse. It bases the suggested order on criteria that you have previously entered (the reorder point, for example) along with system information (such as quantity available). Blank spaces are provided for you to write in your approved reorder quantity and supplier.

If you enabled replenishment, you can use the replenishment process to determine when items need reordering and have Sage Intacct automatically generate the purchase orders for you. This report is not available when you enable replenishment.
Subscription

Inventory Control

Regional availability

Australia, Canada, UK, USA, South Africa
User type

Business, Employee, Warehouse
Permissions Inventory reorders: Run
Restrictions The report is not available if replenishment is enabled for your organization in the Configure Inventory Control page.

View a monthly reorders report

  1. Go to Inventory Control > All > Reports > Inventory > Reorders.
  2. To include or exclude specific types of data in the report, set filters such as item, UPC, orsupplier. As a general rule, to get fewer and more precise results in your report, set more filters.
You can run this report without entering any filters; however, the report could take a long time to run and may return too many results to be useful.

  1. Add title, subtitle, or footer text to your report.

  2. To view, process, memorize, export, or customize the report or add it to the dashboard, select one of the following options:

    • View: View the report now, in your browser.
    • Print: Display the report now, in printable PDF format.
    • Process & store: Generate the report and store it for later access. Reports can be either stored in the My Stored Reports list or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
    • Add to dashboard: Add the report to your dashboard.

    • Memorize: Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.

      You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.

    • Export: Export the report to a separate file that you can then distribute or save to your local drive. File formats to which you can export the report data vary among reports.
    • Customize: After you run the report, return to the main report page and refine the report further.
    • Email: After you run the report, email to others.

    Some options are only available if you access the report from the Reports center.

    3. You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

    For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

What's in this report?

The report is organized first by item, then by warehouses that need the items, and finally by those suppliers who can supply the item. The item line contains only the item name. However, the warehouse line shows you the criteria used to determine the most important piece of data on the report, which is the suggested order quantity, and finally blank space to write in the quantity you actually do want to order on a hand copy.

The supplier area shows all the possible suppliers, regardless of warehouse, and also assists you in making a choice by providing information about ordering this item from a specific supplier, including lead time, the most economic quantity to order, the best (lowest) cost you paid for the item, and your last cost. Lead time and economic order quantity are set on the Supplier Information tab of the Item information page. The best cost and last cost are system information derived from prior transactions.

The reorder method that's configured for your company (Inventory Control > All > Setup > Configure Inventory Control) drives which item reorder fields are used to determine whether an item needs to be reordered and to calculate the suggested order quantity.

The three methods and their goals are:

Reorder method Goal

Economic quantity

Minimize both the holding and ordering costs by trying to fill the warehouse to the maximum stocking amount for each item.

With this method, the suggested order quantity will not:

  • Be less than the economic order quantity (EOH)
  • Exceed the maximum order quantity
  • Cause the maximum stocking amount to be exceeded

Maximum stock level

Keep the warehouse full by trying to fill the warehouse to the maximum stocking amount for each item.

With this method, the suggested order quantity won't:

  • Be less than the minimum order quantity
  • Exceed the maximum order quantity
  • Cause the maximum stocking amount to be exceeded

Reorder point

Prevent the warehouse from falling below the minimum stocking amount for each item.

With this method, the suggested order quantity will not:

  • Be less than the minimum order quantity
  • Exceed the maximum order quantity
  • Cause the maximum stocking amount to be exceeded

The following table shows the reorder fields in an item that are used to determine whether items need reordering and to calculate the suggested order quantities:

Reorder method Item fields used to determine reordering

Economic quantity

Reorder point

Economic order quantity (EOQ)

Maximum order quantity

Maximum stocking amount

Maximum stock level

Reorder point

Minimum order quantity

Maximum order quantity

Maximum stocking amount

Reorder point

Reorder point

Minimum order quantity

Maximum order quantity

Minimum stocking amount

Maximum stocking amount

To view or change the reorder fields for an item, go to the item's information page.

In general, when any of the reorder fields for an item is empty, the value defaults to zero. However, the system ignores an empty Maximum order quantity field and suggests an order quantity that fills the warehouse; if you explicitly set this field to zero, you prevent the item from being ordered.

The following table shows when an item appears in the report because it needs to be reordered and what the system bases the suggested order quantity on:

Reorder method Reorder condition is met when ... Suggested order quantity is ...

Economic quantity

Qty Available <= Reorder Point

AND

(Qty Available Economic Order Qty) <= Max Stock

The Qty Available is the quantity on hand plus any items that you have ordered minus any items that are on hold.

No less than:

  • The Economic Order Quantity or the Max Order Qty, whichever is less

No greater than:

  • The quantity to meet the Max Stock or the Max Order Qty, whichever is less

Maximum stock level

Qty Available <= Reorder Point

AND

(Qty Available Min Order Qty) <= Max Stock

The quantity to meet the Max Stock or the Max Order Qty, whichever is less

Reorder point

Qty Available <= Reorder Point

AND

(Qty Available Min Order Qty) <= Max Stock

The quantity to meet the Min Stock or the Max Order Qty, whichever is less
You have a lot of flexibility with the values that you specify for the item reorder fields. Because these values trigger when items are reordered and the suggested order quantity, specify values that have the effect that you intend.

The minimum order quantity is part of the reorder condition for the Maximum Stock Level and Reorder Point reorder methods. If you specify a minimum order quantity that's too large, an item might not appear on the report when you actually want it to. Assume that:

  • Available quantity is 18
  • Reorder point is 20
  • Minimum order quantity is 15
  • Maximum stock amount is 30

The available quantity is below the reorder point. However, ordering the minimum quantity of 15 would make the stock level 33, which exceeds the maximum stock amount of 30. So, the item would not appear on the report.

Report filters

Use filters to focus the results of your report, to isolate and assemble just the data you want. You can set any combination of filters.

  1. Use the Report On option to choose to track items by either Item ID or UPC code:
    • To track items by Item ID: Select Item ID, and then use either the From item and To item dropdown lists or the Operator and Value fields to specify the items to include in your report.
    • To track items by UPC code: Select UPC, and then use either the From UPC and To UPC dropdown lists or the Operator and Value fields to specify the items to include in your report.

    The Operator and Value fields help you filter on specific items.

    For example, if you want a report on an item with the ID 800HGT453 but you only remember part of the ID, such as the HGT characters, select Contains from the Operator dropdown, enter HGT in the Value field, and select View. Intacct finds and displays all items where the Item ID contains the character string "HGT". If you select Includes or Excludes from the dropdown, the Value field can contain a list of values separated by commas.

    All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as necessary—from everything in the system to a single specific object.

    To run this report for a single object:

    1. From the From dropdown list, select the object that you want.
    2. From the To dropdown list, select the same object.

    To run this report for a specific range of objects:

    1. From the From dropdown list, select the object that you want to begin the range.
    2. From the To dropdown list, select the object that you want to end the range.

    To run this report for all objects:

    • Leave both From and To fields blank.

    If you have a lot of objects or the report takes too long to process, use the From and To dropdown lists to run a series of smaller reports. For example, you can run 5 reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

    An object is a catch-all term that refers to any specific data item in the system. Customers, suppliers, items, and accounts are all examples of objects.

  2. To narrow the results to a specific supplier or a range of suppliers, use the From supplier and To supplier dropdown lists.

Filter Box Notes Limitations

Report on

Enables you to list items in your report by either Item ID or UPC code.

All items have IDs, but not all items have UPC codes.

From item, To item

Enables you to get data only for a specific item or range of items, such as items from A to F, or item numbers 3100 to 5000.

Select items from these dropdowns or the From UPC and To UPC dropdowns, but not both.

Operator, Values

Enables you to filter your list by using an operator. After selecting an operator, enter a value in the Value field.

You can enter data in these fields or the From item and To item fields, but not both.

From UPC, To UPC

Enables you to get data only for a specific UPC code or range of UPC codes.

You can select codes from these dropdowns or the From item and To item dropdowns, but not both.

Operator, Values

Enables you to filter your list by using an operator. After selecting an operator, enter a value in the Value box.

You can enter data in these fields or the From UPC and To UPC fields, but not both.

From supplier, To supplier

Enables you to get data only for a specific supplier or range of suppliers. By default these fields are blank, which means the report gets results for all of the suppliers.

  

Location and department filters

These filter options appear only if you work in a multi-entity environment.

  1. To filter the report by geographic location, select the location from the Location dropdown list.

    Enter or select a location to run this report at the top level. Intacct uses the location that you specify to determine the appropriate currency.

  2. To filter the report by department, select the department from the Department dropdown list.

  3. If you want the report to cover certain locations regardless of what you select in the Location dropdown list, in the Show for dropdown list select one of the following:

    • All Locations: Include data for all locations regardless of the entity you're currently using.
    • This Location: Include data only for the entity that you're currently using.

    • Child Locations: Include data only for the locations that are child locations of your current entity.  

      For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

Filter options
Filter field Descriptions

Location

Use to limit report results to a specific location.

Department

Use to limit report results to a specific department.

Prompt on run

Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location or department before it runs the report.

Show for

Select to show different views of the data, based on the location or entity you choose:

All locations: This option shows the data that's posted to the location or entity and its children.

This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown.

Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown.

Example:

Suppose your location is United States > California > San Francisco.

All locations would show transactions for United States, California, and San Francisco.

This location would show transactions for United States.

Child locations would show transactions for California and San Francisco only.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

  1. Enter the title in the Report title 1 field.

    • This title displays in large type at the top of the page, directly under your company name.
    • You can type over any default name that Sage Intacct might have populated in this field.  

  2. Enter the subtitle in the Report title 2 field.

    • The subtitle displays in smaller type, directly beneath the main title.
  3. Enter the footer text in the Footer text field. Footer text displays at the bottom center of the report.

You can use up to 80 characters, including spaces, in each title, subtitle, and footer.