Creating Shopping List

Users can create new shopping list by performing the following steps:

Click Inventory Management ➜ MRP. The Material Requirement Planning page appears.

Search for and select to open the preferred material requirement plan under All MRP.

Select the checkboxes corresponding to the preferred items.

Click New Shopping List. The New List pop-up with conditional parameters appears.

Select or multiselect the preferred checkbox corresponding to the following options:

• Explode Production Items

• Round Quantities Up

• Add Waster Factor

• Exclude Zero Items

• Exclude Selected Group

• Consider Quantity on Order

• Consider Quantity on Hand

• Drop Production Items

• Consider Quantity on Requisition

Based on the selected checkboxes the inventory items list is saved.

Refer to the following table and fill in the fields:

Field	Description
Location(s)	Select a location to be filtered.
Inventory Type(s)	Select an inventory type to be filtered.
Class(es)	Select a class to be filtered.
Package(s)	Select a package to be filtered.
Group by	Select a group of the product from the following options: Type Class Supplier

Click Apply. The Results section appears with the following details:

Field	Description
Inventory Item/Recipe	The name of the item/recipe.
Quantity Required	The quantity of the item that is required for the sale plan.
Quantity on Hand	The count (in base units) of current global inventory based on the most recent transactions and postings.
Quantity on Req	The global count (in base units) of the total quantity of an item that is on requisition.
Quantity on Order	The global count (in base units) of inventory items due to arrival, based on outstanding purchase orders.
Quantity	The total quantity of the item required for the sale plan.
Unit	The unit of the item.
Price/Unit	The price per unit for an item.
Amount	The total amount of the item.
Supplier	The name of the supplier.

Enter a name in the Name field.

Click Save. The saved information appears in the Saved List section.

Users can also post the inventory item list by selecting any of the following options:

• Paste into Requisition - directs the user to the Requisitions page when clicked. Items available on the Analysis page must be entered to create a new requisition. Items are converted to transaction units on the Requisitions page.

• Paste into Purchase Order - directs the user to the Purchase Order page when clicked. Items available in the Analysis page must be entered to create a new purchase order. Items are converted to transaction units on the Purchase Order page.

• Paste into Receiving - directs the user to the Receiving page when clicked. Items available in the Analysis page must be entered to create a new receiving. Items are converted to transaction units on the Receiving page.

• Paste into Purchase Request - directs the user to the Purchase Request page when clicked. Items available on the Analysis page must be entered to create a new purchase request. Items are converted to transaction units in the Purchase Request page.