Reviewing replenishment exceptions

Exception records are created by the Product Administration Month End Processing Report. The report records instances where a product’s ordering controls may have been automatically adjusted, rather than allowing the product to freeze. Exceptions are also created during Purchase Receipt of Inventory Entry to record safety allowance and lead time variances. Parameters for controlling exception conditions are set up in Product Replenishment Setup.

Use these instructions to view exceptions created during Product Administration Month End Processing Report or Purchase Receipt of Inventory Entry.

  1. Verify parameters are defined for all records and ranks in Product Replenishment Setup.
  2. Select Product > Administration > ICA Reports > Inventory Classification and Rank.
  3. Specify the report ranges, and click Next.
  4. In Options, select Yes for those ranking options that apply based on your Product Replenishment Setup settings. Complete the other option settings as required.
  5. Click Next and then Save.
  6. Select Product > Administration > ICA Reports > Month End Processing.
  7. Specify the report ranges, and click Next.
  8. Specify these values:
    Recalculate Ordering Controls
    Select Yes.
    Freeze Products
    Select Yes if this is month end and you want to freeze products. This option must be selected to review Frozen Product exceptions.
    AIM Exceptions (Y)es,(M)onthEnd,(N)o
    Select Yes or MonthEnd. If you select MonthEnd, exceptions are created when the report runs on the last day of the calendar month.
  9. Complete the other option settings as required and finish the report.
  10. Click Next and then Save.
  11. Select Product > Administration > Exception Center.
  12. Specify search criteria. Click Show More to expand the Additional Selection Criteria. Specify these values:
    Reason
    Select a frozen reason to view only those products that have been frozen. Leave blank to view all frozen products. If you select Exception, the Exception Selection field is available.
    Exception Selection
    Select an exception value. These values are known as Month End Merge Exceptions.
  13. In the grid, drill down an exception record to view its detail.
  14. On the Exceptions tab, view all exceptions for the product:
    1. Drill down on an exception to show more detail. Review the explanation for the exception and any data displayed on the exception detail window.
    2. Click Usage to view Usage Information.
    3. If you make changes, click Update, or Update and Recalculate.
    4. Optionally, click Recalculate Ordering Controls to make changes to the product’s ordering controls.
    5. Optionally, click Maintain Warehouse Product to access Product Warehouse Product Setup.
  15. Click the back arrows to return to the grid.
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