Summary
Order Policy Overrides allow you to individually override the order policy rule that StockIQ will use when selecting your Active Order Policy, which in turn will control how replenishment suggestions are generated for this item.
This screen is accessed by going to Admin --> System Configuration --> Order Policy Overrides
If you wish to set defaults, see the Default Order Policy settings screen. If you wish to configure StockIQ's own order policy assignment rules, see the StockIQ Order Policy Settings
If you have many overrides to enter at once, you can do a bulk override by clicking the "Upload..." icon in the top right of the screen. Overrides will be added or overwritten if uploaded in bulk.
NOTE: Items are not re-planned after bulk order policy uploads, you must wait until the next refresh of StockIQ.
Column Description
Once you have gotten to the screen, click the "+" icon in the grid to add a new override, and fill in the values to complete your override. When done, click the "Save" link. StockIQ will replan your item immediately.
- Item - The item you for which you want to create an override.
- Site - The site for the item at which you want to create the override
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Method - The method for selecting your order policy:
- Host Provided - Use whatever is coming out of the host ERP system
- Host Value When Provided - Use the ERP value if there is one, otherwise the SIQ value
- StockIQ - Use what StockIQ is calculating using the StockIQ Order Policy Settings rules
- Selected Policy - Use this specific, selected policy specified in the override.
- Selected Policy - If you have chosen "selected policy", then here is where you select the Order Policy that you want to be used. This only matters if you chose "Selected Policy", otherwise it is ignored.
- Fixed Qty - If you have selected "Fixed Quantity" as your policy, here is where you can specify the fixed quantity, otherwise it is ignored.
- Min/Max Target Quantity - If you have selected Min/Max as your policy, here is where you can specify the "Max" quantity for the min max policy if you wish. Otherwise, SIQ's calculated max is used. If you have not selected Min/Max as the Selected Policy, this is ignored.
- Kanban Bin Count - If you have selected Kanban as your order policy, this allows you to specify the Kanban bin count that you want. If you leave blank, StockIQ will calculate an appropriate bin count.
- Kanban Quantity-Per-Bin - If you have selected Kanban as your order policy, this allows you to specify the quantity-per-bin that you want. If you leave blank, StockIQ will calculate an appropriate quantity per bin, honoring your order mins and multiples.
- Date Effective - the date upon which this override should become active
- Date Expires - the date upon which this override should cease being effective
- Note - A note so you can remember why you did this 15 years from now.