Item recommendation actions

This table shows actions that are available for items on these tabs:

  • Locations
  • Perpetual Items
  • Item Details
  • Par Items
  • Par Item Details
  • All Items
Action Description
Approve Accept a recommendation with a Review status. The status changes to Approved. This action indicates the recommendation has been approved but no change is made to the item values based on the recommendation. To incorporate the recommended changes, you must use the Send To Item Location action after the recommendation is approved. This allows you to have control over when the changes take effect after the recommendations are approved.

This action is only available if one or more selected items can be approved.

Approve All Approve all values for items at the selected location that have a status of Review. You can approve all values immediately or specify a schedule.
Generate Daily Data Generates Daily Data chart for selected item.

This action is only available if you have not already generated Daily Data for the current Daily Data or Recommendations run.

This action is available after running Daily Data or Recommendations job for all items without an empty history.

Out of Scope Do not accept the recommendation and specify that this item should not be considered for future recommendations.
Review This is the default status for all recommendations. If you Approve or Skip an item but then want to change the status, you must click Review to reset the status.
Skip Do not accept the recommendation. An item with a status of Skipped indicates that the recommendation has been reviewed in this run.
Send to Item Location Commit the approved values to the Item Location for use by other parts of Financials & Supply Management.

The recommendation must be approved before it is sent to your item location.

This action is only available if one or more selected items can be sent to item location.

The Skip action is not available after sending to item location.

Send All Commit all values for items at the selected location that have an Approved status. You can send all items immediately or specify a schedule.