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Planning Policy and Item Setting Organization

As a default, DemandCaster uses the settings from your ERP system as the basis for planning. Override of those settings and new settings are managed in any of the following interfaces:

  • System Settings
  • Selection Page or any Analytics page item edit/multi-edit option
  • Item Planning Detail Options tab
  • Data Maintenance

Global Settings

Global setting are managed in the System Settings interface under the Utilities section. Global settings are the default planning settings for all items.

A setting of ERP means that the value in the ERP is used as the basis planning an item. For example, lead times, stocking types, make versus buy, may all use the default ERP planning setting or may be overwritten to use a user specified setting.

Item Settings from Selection Page

Changes made at the item level are overrides to the global settings.  

Item based settings are managed from the selection interface or any of the analytics pages by selecting one or many items and clicking on the edit button in the menu bar.

Item Settings from Option Tab

Item based settings may also be managed from the item planning detail Options tab.

Settings Adjustments and Overides

A user may permanently override any ERP setting via the aforementioned interfaces on a case by case basis as noted below:

  • On Hand Quantity: May be temporarily overwritten in options tab of the item planning view. The value will be automatically updated with the next upload.
  • Reorder Point: Is for reference only and is managed by the order point calculation.
  • Lead Time Days: May be permanently overwritten from any analytics page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
  • Order Lead Time (days): May be permanently overwritten from any analytics page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
  • Transfer Lead Time (days): May be permanently overwritten from any analytics page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
  • Min Order Quantity: May be permanently overwritten by setting the items Override Vendor Min Order Quantity value to Yes under the product data maintenance page.
  • Vendor Code: May be temporarily overwritten in the product data maintenance page. Additional alternate vendors may be added in data maintenance. The primary vendor will be automatically updated with the next upload.
  • Unit Of Measure: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
  • Product Class Code: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
  • Current Cost: May be changed in the options tab of the item or in the product data maintenance page. The value will be automatically updated with the next upload.
  • Inventory or Non Inv.: May be permanently overwritten from any analytics page or in the item options tab.
  • Make or Buy: May be permanently overwritten from any analytics page or in the item options tab.
  • Case Pack Quantity: May be temporarily overwritten in the item options tab. The value will be automatically updated with the next upload.
  • Case Cube: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
  • Safety Stock: May be permanently overwritten from any analytics page or in the item options tab.
  • Unit Price: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
  • Storage Code: Can only be changed in the data feed to DemandCaster.
  • Ship By Days: Can only be changed in the data feed to DemandCaster.
  • Expire By Days: Can only be changed in the data feed to DemandCaster.
  • Product Group: Can only be changed in the data feed to DemandCaster.
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