Excluding products with long lead times from replenishment review

You can exclude purchase orders or warehouse transfers with a future Due Date from being included in calculating the demand for a product and recommending it for replenishment. The On Order quantity is subtracted from Demand when determining the products recommended for replenishment, so the products with a long lead time won’t be included on your report. (The On Order balance is the quantity that has been placed on order with a vendor or warehouse.)

Use the Exclude Due Days Greater or Equal setting on the Purchase Entry Recommended Replenishment Action Report or Transfer Entry Recommended Replenishment Report. These instructions are specific to the Purchase Entry Recommended Replenishment Action Report, run on demand from Purchase Demand Center Entry.

Select Purchase > Entry > Demand Center.
Specify the appropriate buyer.
To filter, specify a warehouse or vendor and click Search.
In the grid, select the report.
Click Run PO RRAR Report.
Specify the Vendor, Warehouse, and Product Line, or leave fields blank to include more recommendations.
In the Report Options section, specify this information:

Print Alternate Vendors

Leave this option selected to include alternate vendors on the report.

Exclude Due Days Greater or Equal

Use this option to exclude POs from the replenishment calculation based on their Due Date. When calculating replenishment requirements, a product’s On Order quantity in Product Warehouse Product Setup is subtracted from Demand. If POs exist with a Due Date weeks or months in the future, but you have immediate demand or backorders, specify a number of days out in this field to exclude those future POs. Those products are included on the PO RRAR so you can review other sources for filling orders.

For example, a purchase order was created for product ABC from an overseas vendor. The PO’s Due Date is 45 days from today. You have backorders for the product, and you know you can purchase it locally for a speedier delivery. Specify 45 or less in the Exclude Due Days Greater or Equal field to exclude that PO from the replenishment calculation. The product is included on the RRAR because the demand does not take into account the PO with the long lead time.
Specify the Printing Information.
Click Run.
Drill down on the report in the grid to view its detail.
Select the Line Items view.
Drill down on each product and make any changes necessary. Set the Accept option for lines that are ready to be merged.
Click the back arrow to return to the Reports grid.
Select the report and click Merge.
In the Demand Center Merge window, specify the parameters, including:

Exclude Due Days Greater or Equal

Confirm the selection for this field. To keep the exclusion set when you created the RRAR, verify the number of days out to exclude POs. To remove the exclusion set for this field on the RRAR, clear this field.
Click Run.