Adjusting a PO RRAR to meet a target line buy

During the Purchase Entry Recommended Replenishment Action Report (PO RRAR) acceptance process, you can adjust order quantities or add products to meet a target line buy. One method is to increase or decrease quantities based on a percentage of the target, or by adjusting the review cycle days.

Note:  Ensure that you have set up product lines and warehouse products correctly to accommodate target line buying before adjusting a PO RRAR using these instructions.
  1. Select Purchase > Entry > Demand Center.
  2. Specify the appropriate buyer.
  3. To filter, specify a warehouse, vendor, or freight consolidation.
  4. Click Search. The resulting reports are listed in the grid.
  5. In the grid, select the appropriate report.
  6. In the grid, scroll to the %Target column. The %Target contains a value if a target has been set up in Product Line Setup. Note the amount in the column. If the amount is less than or greater than 100%, to make adjustments to reach 100% of target, proceed with the remaining steps.
  7. Drill down to access report detail views.
  8. Select the Header view.
  9. Click Actions and select Increase/Decrease.

    You can adjust based on percent:

    1. In Basis, select Percent to adjust the line item quantities by a proportional amount. Refer to the amount in the Short or Exceeded field for an indication of how short of or over target this report is.
    2. In Percent, specify an percent.
    3. Click Calculate.

      When you calculate, the new values are displayed. You can continue to make percentage adjustments until your new values meet target. Be aware that settings for target line buying in the product line and warehouse product may create exceptions.

    4. Click Save.

    You can adjust based on review days:

    1. In Basis, select Review Cycle Days to adjust the review cycle days and rerun the PO RRAR.
    2. In Review Days, specify the number of days. For example, if the previous review cycle was 14 days, and you want to increase it by 5 days, specify 10.
    3. In the PO RRAR Recalculate Review Cycle section, complete the form. Notice that the options in the popup mimic the report options available when creating an original report.
    4. Click Save. The Current Review Days value changes; for example, to 19.00.
  10. Click Save to save the report changes.
  11. Refresh the PO RRAR.
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