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Last Post 02/27/2017 11:00 AM by  SCMaster-jk2
Non stock item replenishment
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LaDora
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Glendive Medical Center
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02/22/2017 6:17 PM

    (I am a simple Lawson user.  We are a small rural health facility.  My knowledge is user based not ADMIN based.  You may need to dummy down your answer for me.  LOL)

    Surgery is notorious for having items that they never use but have to stock.  We use a par cart location (IC81) for surgery.  These items are in our general stores (IC12) but with a location of OR0000. (meaning only stocked in surgery) this way they can be on the count sheet. 

    We do not want any stocked in purchasing due to high cost and waste.

    Is there some way to set up the item so it crosses over to be ordered when their par drops?

    Sometimes, these items will pop up on the kill sheet and the clerk knows to have the buyer order the item.  However, they do not always show up on the kill sheet.  I'm guessing there is a "T" somewhere that isn't crossed. 

    If there is not a resolution to making sure the items cross to the kill list, I do have one other option.

    We can take the item off the par cart inventory and put it on the Requisition form.  These items would have to be denoted in their inventory with a sticker telling them THEY have to reorder.  It would be up to surgery to requisition the item when used or outdated.

    Does anybody have any suggestions or ideas?

     

    Thank You

    David Williams
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    02/22/2017 6:24 PM
    Just set the item to reorder from a vendor in IC81 instead of replenishing from your warehouse.
    David Williams
    LaDora
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    Glendive Medical Center
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    02/22/2017 7:05 PM

    I want to make sure I'm doing this correctly.  (The inventory will be entered tomorrow so I can see if it worked!)

    Here is a screen shot in IC81.  I assume I click "MORE" on the item in question. (I will use the last item on the list.)

     

    When I click on "MORE" this is what pops up.

     

     

    This is what I entered to hopefully make it work.  How does it look?  Do I need to do anything with LEAD TIME DAYS?

     

    Thank You

    LaDora
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    Glendive Medical Center
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    02/22/2017 7:13 PM

    This item has a par of 2, but we are going to enter 1 into IC83.  Will it trigger a reorder or will it wait until the SOH is 0? 

    Is the "SUGGESTED PAR LEVEL" important in determining when an item triggers for order?  (I put 2 in this box)

     

    thank you

    David Williams
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    02/22/2017 7:17 PM
    That should work. Lead time should be the average time it takes to receive the item. It will set the PO Early Delivery Date.
    David Williams
    Mike Bernhard
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    02/23/2017 4:33 AM
    One tip - Make sure the uom you have setup on the par is a "buy uom" that the supplier will support and make sure the buy uom will fit on the shelf. Else you will order 1 each and receive 1 case, for example. This can be very frustrating if your first order has 20+items setup with the wrong uom.
    LaDora
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    02/23/2017 2:42 PM

    (I will not know for sure until tomorrow morning if it worked.)

    The buyer position is my weakest knowledge base.  If you wouldn't mind clarifying a few things for me? 

    IC140 (Vendor Reorder Advice) is how our general stores stock are replenished.  It will automatically show up on this sheet when our SOH falls below our reorder point.  If we say our reorder point is 6, once it hits 5 or less it will generate on a report to be ordered.  Correct?

    Do we set our maximum order point based on transaction default (ea) or the purchase default (ca)?

     

    Now the items David help me set up will be considered requisition items?  Every am, our buyer runs a PO100 (Purchase order interface).  The items that show up here are generally non-stock items from department requisitions.  I assume my item in question will show up on this report for reorder.

    So, is PO23 (Purchase Order Worksheet) a pre report of items that will print off on PO100?  I see my items in question are listed here.

    Also on this worksheet are stocked items.  Are they on here because we have no SOH? 

     

    I really appreciate your assistance and patience with me.  I SUPER DUPER appreciate you dumbing it down for me as well!

    LaDora
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    Glendive Medical Center
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    02/27/2017 10:19 AM

    I could hug and kiss you all!!  THANK YOU!!!

    I did have an AHA moment.  In order for non-stock items to be on IC 81 (par carts), it needs a location in IC12.  (Unless there is something else I do not know. LOL)  Right now, these bin locations are set as OR0000 for surgery and PT0000 for physical therapy.  This is kind of annoying when doing yearly inventory and the NON-STOCK items are interspersed with stocked items.  So, my work around is to change the non-stock bin locations to ZZZZOR and ZZZZPT etc.  This way, they will be the last pages on the report and out of everybodys way.  This is very helpful for the non-department people who help count.

    Thank you all for sharing your knowledge and wisdom!

    SCMaster-jk2
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    02/27/2017 11:00 AM
    Posted By LaDora on 02/23/2017 2:42 PM

    (I will not know for sure until tomorrow morning if it worked.)

    The buyer position is my weakest knowledge base.  If you wouldn't mind clarifying a few things for me? 

    IC140 (Vendor Reorder Advice) is how our general stores stock are replenished.  It will automatically show up on this sheet when our SOH falls below our reorder point.  If we say our reorder point is 6, once it hits 5 or less it will generate on a report to be ordered.  Correct?

    Do we set our maximum order point based on transaction default (ea) or the purchase default (ca)?

     

    Now the items David help me set up will be considered requisition items?  Every am, our buyer runs a PO100 (Purchase order interface).  The items that show up here are generally non-stock items from department requisitions.  I assume my item in question will show up on this report for reorder.

    So, is PO23 (Purchase Order Worksheet) a pre report of items that will print off on PO100?  I see my items in question are listed here.

    Also on this worksheet are stocked items.  Are they on here because we have no SOH? 

     

    I really appreciate your assistance and patience with me.  I SUPER DUPER appreciate you dumbing it down for me as well!

    Hey LaDora. Maximum and minimum will always be in terms of the stock UOM (lowest UOM defined in lawson).

     

    I like to think of PO23 as basically purgatory for items. That is, after the IC140 runs and figures out which items are below the reorder, all the items get sent there to just sort of hang out until you run a PO100. PO100 will sweep all the items on PO23 and put them on their respective POs UNLESS there's a problem with an item, in which it continues to hang out on PO23.


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