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Reorder Rules

Backlog fieldValue
Story IDINV-DASH-007
EpicInventory
Story typeDashboard
Review statusDraft - business analyst and business owner review required
Source evidenceInventory MFE route/form, Inventory.Apis controller, application command/query handlers, validators, domain entities, and posting services
Last source review2026-07-10

Purpose

Maintain item/warehouse thresholds used to identify stock that needs replenishment.

User stories

  • As an inventory planner, I want to define minimum, maximum, and reorder quantities by item and warehouse so that replenishment decisions are consistent.
  • As a planner, I want to search and maintain existing rules so that thresholds stay aligned with demand.
  • As a manager, I want the system to highlight quantities that breach a rule so that action can be prioritized.

Acceptance criteria

  1. A rule identifies a valid item variant and warehouse.
  2. Only one active rule exists for the same item-variant/warehouse scope.
  3. Threshold quantities are non-negative and logically ordered.
  4. Reorder quantity is valid for the item's unit configuration.
  5. Users can add, edit, delete, and act on rules only with the corresponding permission.
  6. Existing stock is not changed when a reorder rule is edited.

Needs confirmation

  • Whether replenishment creates a purchase/transfer request automatically or only provides an alert/action.

Required and derived data

  • Item variant: required and greater than zero.
  • Warehouse: required and greater than zero.
  • Minimum quantity: required, non-negative.
  • Maximum quantity: required, non-negative, and greater than or equal to minimum.
  • Current balance: derived from item-variant stock in the warehouse and read-only.
  • The item-variant/warehouse combination must be unique.

Saving a rule does not reserve, receive, issue, or post stock and creates no GL effect. It only changes replenishment thresholds and any downstream alert/action eligibility.

Internal Documentation — Microtec