This is the third window of the Works Order Creation Wizard when the Stock Recommended Levels method has been selected. See New Works Order.

On this window, you should select and enter the rules to be applied when building a list of suggested Works Orders to replenish stock.

Using these rules and the selected Stock records, the wizard will calculate the works orders that will be required.

See also: Search Criteria, Supplementary Information, Suggested Quantities, Suggested Works Orders, Action Report

These rules will be used by the wizard to calculate the works orders that will be required to replenish the stock.

Available stock will be automatically allocated to the Works Orders generated by the Wizard.

There are 2 additional options. You do not have to select either, you should only select them if they are appropriate to the type of stock you are building.

Always select default BoM sub analysis - This option uses the Sub Analysis that is specified as the default in the BoM for the Assembly item (or First Free if that is the Sub Analysis option selected). Stock will only not be allocated if there is none available in the specified Sub Analysis or First Free.

Always select first serial numbers - If the Stock item is serially numbered, selecting this option will tell the system to select the serial numbers in order (from the first) when allocating the available stock to the generated works orders. If this option is not selected and the component is a serial number, then no stock will be allocated.

This option enables you to select which stock level will be raised to the minimum or maximum stock holding.

Physical is the actual quantity held in stock.

Free is the available stock as defined by the calculation selected in the Stock Control options for the system.

Projected stock is the Physical - Outbound commitments + Inbound commitments. This stock level is displayed on the Free stock window.

Select the level to be used in the calculation of Works Orders for stock replenishments.

The minimum build quantity, as set on the Bill of Materials for a stock item, is the build quantity that ensures that the production process is economically viable. This option enables you to instruct the system to permit a smaller build quantity.

The batch quantity, as set on the Bill of Materials for a stock item, represents the recommended production quantity of finished products to make efficient use of the materials. This option enables you to instruct the system to permit the production of quantities that are not a multiple of the batch quantity.

Use this button to save the selections you have made as defaults for when you use the wizard again.