Major Improvements & Features
- Item-Site-Supplier History - StockIQ now maintains a history of item-site-supplier level data. In particular, this allows you to see our recommended order quantity day-by-day over time. This can allow for seeing how long StockIQ suggested an order before action was taken by a buyer.
- Horizontal Forecast Import Format - Now when importing forecast, you can import forecast in a more "human friendly" row-by-row format, where each row represents forecast for a single item, and columns represent the monthly or weekly values.
- Demand History Mapping - A whole set of demand history mapping screens are now available for allowing you to represent planned demand changes:
- Customer-Item Mapping - Remap demand for a customer from one item to another
- CustomerShipTo-Item Mapping - Remap demand for a specific customer-ship-to from one item to another.
- Customer-Site Mapping - Remap demand for a customer from one site to another
- CustomerShipTo-Site Mapping - Remap demand for a specific customer-ship-to from one site to another
- Item-Customer-Site Mapping - Remap demand for a particular item and customer combo into a new site
- Item-CustomerShipTo-Site Mapping - Remap demand for a particular item and customer-ship-to combo into a new site.
- Firm-Fence Planning - This version brings the ability to set a Replenishment Forecast Freeze, sometimes known as a "Firm Fence" to allow locking of order schedules / locking replenishment plans on a rolling basis. This can be especially useful in a manufacturing environment, where you need to firm up the production plan some amount in advance and avoid re-planning jitter within that time frame.
- Edit Customer Seasonality - Similar to the Edit Customer Forecasts screen, the new Edit Customer seasonality allows you to make cross-cutting seasonality changes based on criteria and hierarchy nodes that you select. See Edit Customer Seasonality.
- Create Event From Entire Order - By popular request, you can now create events for an entire sales order (or some) with a single click in the Demand Order Detail window. Click on a sales order number, and then click the "Create Events from Selected" button.
- Custom Seasonality Profiles - You can now create custom seasonality profiles in StockIQ using the Custom Seasonality Index page. Your custom seasonality index can be based on a static table that you define, or based on the seasonality from demand history for items that match a set of filter criteria that you provide.
Minor Improvements
- Add ability to filter by primary supplier and ABC/XYZ in forecast-related filter boxes
- Add Item-Site notes as column in Place Orders grid
- Try to auto-detect machine crash or restart in the middle of StockIQ refresh and report cause in app status screen
- Add "First Active" date to alerts, so know how long an alert has been present without being addressed.
- Add Primary Supplier as an column in Alerts Summary
- Update Place Orders display options with select box to include All/With/Without lines with substitutes, so you can group your ordering if desired.
- Improve quarter-over-quarter seasonality detection for items with "seasonal seasonality"
- Fill-Down context menu option in Place Orders to enable rapid fill-down of quantities and editable dates
- Add ability to base Executive Summary on on-hand or available quantity for weeks of inventory and related values.
- Make Customer and CustomerShipTo boxes easier to search with in grids
- Base Slow Mover assignment to be based on available instead of on-hand
- Add any ERP Safety Stock values to Safety Stock Report.
- Add screens in System Configuration for viewing and deleting forecast parameters, algorithm overrides, seasonality overrides, etc.
- Add ability to see Turns report by previous quarter and previous year.
- Add Next Supply Order # to Stockouts report
- Add Primary Supplier to Slow, Dead, Excess, Forecast Setting Override reports
- Add bulk import for service level overrides
- Auto-run classing when new items or replacements are detected
- Add UI for Estimates
Bug Fixes
- Slope on highly seasonal items being overstated
- Non-stock policy at spokes/parents causing dependent usage on component/hub, leading to safety stock at component/hub from non-stock parent
- Fix not being able to import both Supplier and Freight type supplier mins at the same time
- fix warehouse XX-to-transfer quantities increment as you make order line changes in Place orders
- Writing PO to Dynamics GP fails if item has no UoM assigned in GP
- Some Supply Order Line grid totals not working
- Demand Order Detail window sometimes loads with columns offset and lines not selectable
- System user is recorded as the creating user in some forecast and event creations.
- Edits in Place Orders grid do not "take" on the first try sometimes