Special Order Exceptions

From this screen, the user can set up some Special Order Analysis exceptions. What ever will be set up on this screen will override what will be decided by the user on the Special Order Analysis main screen.

Warehouse: The exceptions can be system wide (if ALL warehouses is selected) or can be personalized by Warehouse. The user will need to defined how he wants to manage his exceptions by selecting from the drop down menu.

The exceptions can either be created by Category (upper part of the screen) and or by Product (lower part of the screen). If an exceptions is created for a category and another exceptions is created for a specific product that was already included in the category - the exception by product will always override the exceptions per category. The system will always apply first the most specific exceptions. 

To be able to add an exception, the user just need to click on ADD either from the Category section or the Product section. Then the user will manually type in the item or the category, or press F1 to open the search window.

Type of exceptions

Week: This field will override the period of reference selected based on the from/to field of the Special Order Analysis menu. 

Increase: From this field, the user can defined a percentage of increase (if the percentage entered is above 1.00) or decrease (if the percentage entered is below 1.00) that will be use to calculate the quantity to be ordered by the system. This field will override the Increase field the will be set up by the user from the Special Order Analysis menu.

From the Special Order Analysis menu, the user can use an Increase (or Decrease) percentage overall the item selected for this analysis. If an item is part of the main Special Order Analysis is set up with an exception % of increase under this menu, this % of increase will override the default % of increase from the Special Order Analysis menu.

The exceptions that will be created from this menu will always be applicable until they are delete by the user. Therefore, if an item or a category should not be considered anymore as an exception and the suggested quantity to be order should be calculated based on the default set up - the user will need to go back to this screen, and either delete one item/category at a time, or delete the whole list by selecting delete all.