- The Shortfall option shows any products where the Free Stock + On Order is less than the Re-order Level.
- The Free/OnOrder column is calculated as Free Stock + On Order.
- The Qty to Order column is either the Re-order Quantity from the product record or the amount of the shortfall, whichever is greater.
Sage 50 Accounts Professional only
- Purchase orders that are created using the Shortfall option are, by default, automatically placed On-Order.
NOTE: There is a setting within Settings > Invoice & Order Defaults > Place Order Shortfalls on Order Automatically, which determines whether or not the order is placed On Order.
![](http://www.sage.co.uk/images/ask/18469_shortfall.bmp)
If the Purchase Order is not placed On Order the products remain on the shortfall window and can be included on additional orders.- If the selected products have different suppliers, the A/C box is left blank on the purchase order.
Use the Shortfall option
- Click Products and services and select the products that you want to check the stock levels for then click Shortfall.
TIP: If you don't select any products, the Shortfall is generated for all products.
- The Shortfall window shows the following:
Product Code | The product code of the product which has fallen below the reorder level. |
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Description | The description from the product record. |
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Supplier | The supplier on the product record. |
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BOM | This shows a Y if the product has a bill of materials (BOM) as you may want to order the components rather than the main product. An N appears if there is no BOM. |
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Free/OnOrder | The quantity of free stock plus the amount of stock which is on order on your purchase orders. |
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Reorder Level | This shows the reorder level from the product record. |
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ShortFall | This is the difference between the Free/OnOrder value and the Reorder level. |
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Qty to Order | This is the quantity that you need to order to increase the quantity in stock to the quantity of the reorder level. |
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- Sage 50 Accounts Professional only
Select the products to order and click Create order.
TIP: If the selected products have different suppliers, the A/C box is left blank on the purchase order.
- Complete any otherdetails on the Purchase Order as required then click Save and Close.
[BCB:121:Limitless - 50 Accounts - Products and Services:ECB]