Accepting Orders in the Workbench Preview

Approving Recommended Orders

Approving R+ Recommended Orders

To approve a single order or multiple orders in R+, click the checkboxes next to the parts that you wish to reorder. After you have selected all the parts you wish to accept orders for, click the green box at the top of the Workbench Preview that says “Approve Selected Orders”.

R+ will always ask for to confirm the selections before the order is created in the Pending Orders table. To accept the orders, click "OK".

As soon as the order is approved, the part will reflect the new supply order in the Net Flow Equation and Part Activity. The Priority of the part will switch to "Low". The new orders can be found in the Pending Orders table.

Approving Orders in Bulk

Orders do not just have to be ordered individually by checking boxes. You can also approve groups of orders or even all orders that are recommended by R+.

Approving Recommended Orders by Group or Page

The first way to approve groups of orders is by selecting all the orders in a group or a page.

To approve all orders by page, first check the number of parts that you have on the page. This can be found in the dropdown at the bottom of the page. This will be the maximum number of parts that you will be approving at once. At the same time, you should also navigate to the page you wish to approve, if it is not the first page.

To approve the orders for parts needing to be reordered, select the check box in the header bar.

This will highlight all of the parts on the page. Click "Approve Selected Orders" to accept orders for all parts with a Yellow or Red Priority. No orders will be generated for the Low, OtoG or Inactive parts.

To approve all orders by group, you will follow similar steps as approving parts by page. The first step for accepting all orders by group is to group the Workbench Preview by a column. One of the most popular groupings used for ordering is Vendor.

Then, scroll to the Vendor that you want to reorder. Select the checkbox on the header bar for that vendor. Only the parts in that vendor group will be selected.

To approve the orders for the Medium priority items at this vendor, select the green "Approve Selected Orders" button at the top of the screen. All three orders will be submitted and sent to the Pending Orders screen.

Approving All Recommended Orders

Before you select any part, the Green “Approve All Orders” button will be visible at the top of the Workbench. This button will approve all recommended orders in R+.

Once you click “Approve All Orders”, you will be given a confirmation approval asking if you wish to approve all of the parts needing reordering. Please ensure this matches with your expectation of the number of parts you wish to order.

If you do not have your User Preferences Or User Resource Filters set, you might accidentally accept orders that are not your own if you click “Accept All Orders”. Please make sure you have your user preferences on and you are not ordering a larger number of parts than you are responsible for!

Grouping your orders can let you order by a certain filter such as location, vendor, priority, and more. You can accomplish this through the various ways to filter in the Workbench Preview.

Creating Custom Orders

Custom Quantities

If you want to create a custom order or change an existing recommended order, you can edit the quantity in the Reorder Quantity column in the Workbench Preview. Tap the pencil icon in the column and a text box will appear. You will be able to enter a new number or use the arrows to increase or decrease the amount. The edit box will remind you if you have an MOQ and/or Order Multiple, and if you use the arrows to increase or decrease the reorder quantity, it will respect the MOQ and order multiple and only increase or decrease in the amount of the order multiple.

If you try to set a quantity that does not meet the MOQ or Order Quantity value criteria, you will not be able to save the quantity.

After you edit the reorder quantity, you can save the new quantity by clicking out of the box. A black triangle will appear in the corner of the box to indicate that you have edited the quantity.

Custom Request Date

If you want to change the request date for a custom or recommended order, you can edit the date in the Custom Order Request Date column in the Workbench Preview. Tap the pencil icon in the column and a text box will appear. The box will retain the original date for your reference. This Request Date can be completely customized to any date you choose, so it will not follow your planning calendar or holidays if you have them.

To accept the change, click out of the text box. A black triangle will appear in the corner of the box to indicate that you have edited that field.

Accepting Custom Orders

If you have created a custom order, you will notice that the green button at the top of the screen now says “Review Edited Orders”.

This is still the button you use to accept your orders, but you will first be taken to a screen where you will confirm only the orders that were edited. You can make additional changes to the Request Date or Reorder Qty in this screen.

The bottom of the edited orders screen will still give you the total amount of orders you are accepting, edited or not. Always make sure this number matches with what you are expecting.