Filter / Sort

Here you can choose which stock levels should create refill signals and generate order suggestions in the lists. You can also select the Priority: which criteria should determine the priority of the parts in the list. Parts with a high priority level will come first in the list.

The alternatives available under each respective parameter come from the Planning Formulas procedure, in the Global Settings module. If you have installed the supplement Edit Planning Formulas you can add formulas in that procedure.

The selections you make here can also be changed directly in the list, via the Info menu if you right-click in the list, once the list has been loaded.

Refill Signal

Here you can choose which stock levels should create a refill signal for the parts. There are four standard alternatives. The calculations all come from the Planning Formulas procedure. There you can choose either standard or advanced formulas for different calculations. Read more about these formulas in the Help Function for that procedure. The standard stock levels are:

• Below reorder point (BAL + ORQ < ROP)
• Below safety point (BAL + ORQ < SS)
• Below zero (BAL + ORQ < 0)
• All

Priority

Here you can select the priority criteria that will determine the priority of the parts in the list. The calculations all come from the Planning Formulas procedure. There you can choose either standard or advanced formulas for different calculations. The standard priority criterion is:

• Days of sufficient balance (BAL / ADU)

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