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Reordering with the Requisition Worksheet in Business Central

The Requisition Worksheet turns each item’s reorder point and maximum into purchase orders. Run it for the right location and carry out what it suggests, and you buy what’s needed and nothing else.

The example

The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the page and the fields won’t.

Monday reorder run for Houston Branch (HOU). Calculate the plan for HOU in the Requisition Worksheet and carry it out: buy what's below its reorder point, up to its maximum, and nothing that isn't needed.

Step by step in Requisition Worksheets

  1. 1.

    Search for Requisition Worksheets with the magnifying glass at the top, and open it.

  2. 2.

    Choose Calculate Plan....

  3. 3.

    Set Location Filter to HOU.

  4. 4.

    Choose OK.

  5. 5.

    Choose Carry Out Action Message..., then Yes.

Mistakes that cost money

These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.

  • Reorder quantity wrong

    Too little and the item runs out again; too much ties up cash and shelf space.

  • Bought stock that was not needed

    Buying above the minimum ties up cash in parts nobody needs yet.

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