To Use the ShortFall Generator (via SOP)

This column shows the quantity of the item you need to fulfil your order, taking into consideration the stock you have available. The quantity shown here is calculated by taking the æRe-order Level' less the æFree/On-order' quantity.

This column shows whether the product has a bill of materials (i.e. is made up of sub-assemblies). If the product has a bill of materials, a Yes appears in this column.
You cannot use the Shortfall option to create a purchase order that breaks down the bill of materials into its individual components. If the product has a bill of materials, you have two choices:
$image\bullet.gif$ You can use the Shortfall option to generate an order for the finished goods. This means that instead of purchasing the individual items needed to make up the bill of materials, you will purchase the completed item.
$image\bullet.gif$ You can use the Check BOM option to check to see if you have enough stock to make up the required bill of materials items. If you have got enough stock, you can use the Stock Transfer option to increase the stock levels of your BOM items. If you have not got enough stock to make up the required items, you must create a purchase order manually showing the individual components you require.

This column shows the quantity to be ordered for this product.
If you have set a re-order quantity for the product and this quantity is higher than the shortfall, the re-order quantity is shown here. If not the shortfall is shown here.
For example, if your need 50 bottles of lemonade to fulfil your selected sales orders, but you have set a re-order quantity of 100 bottles, the re-order quantity of 100 appears in this column.
If you need 50 bottles of lemonade to fulfil your selected sales orders and you have a re-order quantity of 10, the quantity 50 (the quantity to fulfil your orders) appears in this column.

1. From the SOP window, select the company or companies from the list and click Shortfall.

The Product Shortfall window appears showing any of the selected products that have a Free/On Order quantity that is less than or equal to the re-order level on the Product record.

3. If you want to print this information, click Print. You can then choose to print, preview, e-mail or send the information to a file.

The report appears in preview mode. From here you can then choose to print, preview, e-mail or send the information to a file.

4. If you want to create a purchase order, select the products you want to include on the order and click Create Order.

The Purchase Order window appears showing the products and quantities from the Shortfall window.

5. If the selected products have the same default supplier, the supplier reference appears in the A/C Ref. If they do not have the same default supplier, the A/C Ref will be left blank and you should enter the supplier you want to use.

Note: If you have selected the Place Order Shortfalls on Order Automatically check box from the Invoice and Order Defaults window, your orders will be placed on order.

You are returned to the Product Shortfall Generator window. The window now shows recalculated shortfalls based on the products you have placed on order.

If you do not want to save the order, click Discard and the Purchase Orders window clears for you to enter your own purchase order details.

Note: You can also choose to Print or Complete the order as you would when you create a purchase order from the Purchase Order Processing window. These options will return you to the Product Shortfall Generator.

Product Code	Free/On-Order
Description	Re Order Level
Supplier	Shortfall
BOM	Qty to Order