Inventory Shortages - Setup

To calculate Inventory Shortages for Backorders and Sales Document Line Items, the product must have:

  • Include in Inventory Shortages setting enabled.
  • Primary Vendor Name entered.

To calculate Inventory Shortages for Product Reorder Qty, the product must have:

  • Include in Inventory Shortages setting enabled.
  • Primary Vendor Name entered.
  • Min/max stock level.
  • Reorder Qty (if System Configuration is set to use the Reorder Qty).

Product Setup

  1. Navigate to the Product.
  2. On the Product Info tab enter a Primary Vendor Name.
Set the Primary Vendor Name on the Product
  1. On the Inventory tab check the Include in Inventory Shortages setting.
  2. Optional (required only to use Product Reorder Qty data source):
    1. Specify a Minimum and Maximum Stock Level OR set the MRP Auto Min/Max Stock Multipliers and the system will auto-calculate the Min/Max Stock values based on the Average Monthly Usage.
    2. Specify a Reorder Quantity, Lead Time and Rush Lead Time.
  3. Save the Product.
Setup a Product to be included in the Inventory Shortages

System Configuration

  1. Navigate to Administration ➤ System Configuration.
  2. Select Product from the drop-down list and look for the Inventory Shortages Order Qty setting.
  3. Double-click the Value column to choose your option. (See next screenshot.)
  • Reorder Quantity: You can indicate a fixed quantity (per Product) that will be reordered when the Product qualifies for Inventory Shortages processing.
  • Max Qty less Qty On Hand: AV will calculate the quantity to order based on the Maximum Stock quantity indicated on the Product record.
  • Use a script: If you have a unique way of calculating your reorder quantities, you can have AcctVantage Professional Services write a script to integrate your logic.
Setup the Reorder Quantity in System Configuration