New option excludes POs and WTs with long lead times from replenishment calculation

A new option, Exclude Due Days Greater or Equal, is added to the Purchase and Transfer replenishment reports. Use this option to exclude any products currently on purchase orders or warehouse transfers with a due date greater than the current date plus the number of days specified when calculating demand. This decreases the on order quantity value for qualifying products which may result in those products qualifying for replenishment.

This option should be used when you are experiencing delays in your supply chain due to manufacturing backlogs or delayed overseas shipping, but you have customers orders that you want to fill sooner than you expect to receive the product on the existing POs or transfers. You may have local sources that can fill your current demand in the short term so you want these products to be included on your replenishment report.

Currently, the Purchase Entry Recommended Replenishment Action Report and Transfer Entry Recommended Replenishment Report does not include those products because the Product Warehouse Product Setup On Order amount is subtracted from Demand when determining if a product qualifies for replenishment. The On Order balance is the quantity that has been placed on order with a vendor or warehouse. With this enhancement, when you specify a number of days in the Exclude Due Days Greater or Equal option on the Purchase Entry Recommended Replenishment Action Report or Transfer Entry Recommended Replenishment Report, any purchase orders or warehouse transfers with a due date greater than or equal to the current date plus number of days specified in this field are not included in the calculation.

If the Auto Merge option is selected for a product line in Product Line Setup, the setting for the Exclude Due Days Greater or Equal option as selected for the Purchase Entry Recommended Replenishment Action Report is applied during the Merge process. Likewise, if the Auto Merge option is selected for the warehouse in Product Warehouse Description Setup, the setting for the Exclude Due Days Greater or Equal option as selected for the Transfer Entry Recommended Replenishment Report is applied during the Merge process. If a product qualified for the PO or WT RRAR, but was excluded from the Merge because of this option setting, an exception is printed on the Purchase Entry RRAR Merge Process Report or Transfer Entry RRAR Merge Process Report.