Summary
Vendor Schedule Overrides are specific overrides to the default vendor schedule in the system, so that you can set up particular Order, Shipment, or Delivery schedules for a Supplier and Site combo.
You can get to the screen via Admin --> System Configuration --> Vendor Schedule Overrides.
For more discussion on vendor schedules themselves, see the Vendor Schedules topic.
Column Description
Add a new vendor schedule by clicking the new button. A new record will be added, and then you can edit/modify the values
Schedule Type: The type of schedule - order / shipment / delivery
Supplier: The supplier to be affected by this schedule
Site: The site to be affected by this schedule
Interval Type: Defines the cadence of this schedule - is it daily, weekly, or on a specific discrete schedule?
If you select Weekly, you can select if it is every week, every 2 weeks etc. If the interval is more than 1 week, StockIQ needs to know the "anchor" week for the pattern. As well, you will need to specify what days of the week. In this way, you can specify something like "every 2 weeks on Weds and Fri".
If the schedule is a discrete/random one not on a fixed pattern, then a calendar will appear upon which you can select the dates for your schedule.
WARNING: If you select a discrete schedule and let the dates "run out", StockIQ will fall back and assume a daily schedule has resumed after the last date you enter, so you need to keep your dates up-to-date in any discrete schedules.
When you are done, click Save. StockIQ will offer to re-plan the affected items. This can take a little while, so only click yes if you are OK with a period of system downtime.
Cloning Schedules
Frequently you may have many supplier/site combos that will share the same ruleset. To quickly copy a vendor schedule override, select the override you wish to clone and click "Clone". Select the target supplier/site combos in the window that appears, and StockIQ will make the copies for you.
Adding Auto-Ordering to an Order Schedule
If you have created an Order Schedule, you have the option of having StockIQ automatically release orders according to that order schedule. to do so, click the "Enable Auto Ordering" checkbox under the Auto Ordering Settings.
Once this is done, you must provide StockIQ with rules for it to follow if it encounters difficulty during the auto-ordering process, such as supplier minimums, insufficient transfer quantities and such.
Max Order Value - defines the max allowable value (usually in USD) of the order.
Over Max Value Action - if your order is above the max you define, you can select that the order be sent to review, or skipped.
Already Ordered Action - If a human user has already ordered from this supplier today, you can select what action StockIQ should take.
Below Order Mins - If the order is below any supplier minimums, you can select what action to take. In addition to the Skip/Review/Order Anyway options the above questions have, you also have the option of using the Supplier Minimum Targeting wizard to auto-target to match the minimums.
Below Freight Mins - If the order is below any supplier minimums, you can select what action to take. In addition to the Skip/Review/Order Anyway options the above questions have, you also have the option of using the Supplier Minimum Targeting wizard to auto-target to match the minimums.
Transfer Issues Action - If the vendor schedule is for a transfer, then you may have insufficient inventory at the sending warehouse. In addition to the Skip/Review/Order Anyway options, you can have StockIQ run the Allocation Wizard to modify quantities before sending the order. A button will appear for configuring the allocation wizard if you do this.
IMPORTANT: You must configure the allocation wizard if you select one of the "Run Allocation Wizard" options.
Validation Errors Action: If StockIQ finds validation errors in your order, you can decide what you want StockIQ to do.