RTA Makes it easy to track inventory levels by alerting you that quantities are low!
As parts are posted to work orders, fuel transactions, transferred to other facilities, etc., inventory levels are reduced and eventually inventory will need to be replenished. The list of needed parts should be reviewed and then purchase orders can be generated for the parts approved for reorder.
The Stock Needed area in RTA Web contains the recommended parts for order. The system takes into account several factors before placing items here including your total on hand, on order numbers, and backorder quantities. The reorder method being used on your account also factors into how often and when items will appear in this list.
Refer to Setting up Part Records for Reorders for more information regarding the various reorder methods and the system switch that controls the selections.
Stock Needed Master List
The list can be searched, sorted, and exported based on need.
Refer to Master List Functions TOC for more information on searching, sorting, filtering, exporting, and customizing columns
The master list for Stock Needed will display all the parts on request based on your current inventory. Add or remove columns to view more or less information on this list as necessary by click the customize columns icon int he top right.
Inventory Button
The Stock Needed Master List also saves time by allowing users to click the Inventory button to switch the view from the auto requested parts for order to view the entire parts inventory.
Use this function to add any parts to the requisitions for order approval
Creating Purchase Orders from Stock Needed
The ability to create a Purchase Order directly from the Stock Needed area will depend on if the requisitions option is active or not
If the Requisition Approval Process is inactive, parts listed in stock needed can be converted to a PO automatically by following the below process:
Click on the part or parts to be purchased (HINT: Selecting parts with the same primary vendor will ensure that all parts associated with that primary vendor will go to the same PO for ease)
Click the Create PO button in the upper right corner
The items will be moved from stock needed to a Purchase order and accessible in the PO’s section
Refer to Purchase Orders TOC for information on PO’s in RTA Web.
Creating Requisitions from Stock Needed
When requisitions are turned on in RTA Web, Stock Needed items will need to be submitted to requisitions for review and approval prior to being moved to an official Purchase Order.
Refer to Requisitions for information on Requisitions in RTA Web.
Use the following process to send a stock needed item to requisitions.
Click on the part or parts to be requested (HINT: Selecting parts with the same primary vendor will ensure that all parts associated with that primary vendor will go to the same requisition for ease)
Click the Create REQ button in the upper right corner
The items will be moved from stock needed to a Requisition and accessible in the Requisitions section
Removing Stock Needed Items
Items remain in Stock Needed until they are moved to a requisition or PO.
Editing Stock Needed Items
Items in Stock Needed cannot be edited other than sending to a requisition or PO. Edits to quantities and such can be done at the Requisition or PO level.