Flagging Purchase Orders as Exceptional

On new or existing purchase orders, you can flag either entire order generations or individual line items as being exceptional. The system omits the exceptional purchase order from the lead factor median calculation. This omission is useful when procuring stock from a source with a shorter lead time that might distort the calculated lead time of your regular vendor.

Note: The system includes tagged purchase orders except when the orders are marked as exceptional.

Direct shipments do not affect the demand forecast calculation. You cannot flag a direct shipment order generation as being an exceptional generation because the inventory does not come into your warehouse. For more complete information, see Including Direct Shipments in the Demand Calculation.

To flag a purchase order as exceptional:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.

Note: You need the POE.ALLOWED authorization key to access Purchase Order Entry.

Select a transaction to mark as exceptional.

Choose whether to make an entire order generation or an individual line item an exceptional sale.

To indicate that an entire order generation is an exceptional sale:

From the Purchase Order Entry Body screen, with the transaction displayed, use the Header hot key to display the Header screen.
Use the Addl hot key to display a list of additional hot keys.
Use the Add'l Header Info hot key to display the Additional Header Data screen.
In the Exceptional Order field, enter Y.

All items related to this order generation are now considered as exceptional purchases. When the order is processed, the stock location code for the exceptional sale items change from S (Stock) to E (Exceptional).

Complete the order.

To indicate that an individual line item is an exceptional sale:

From the Purchase Order Entry Body screen, with the transaction displayed, use the Sched hot key to display the Purchase Order Entry Scheduling screen.

Note: You cannot flag tagged quantities as being exceptional purchases.

In the Typ column for a received date that corresponds with a order quantity, press F10 to display a list of quantity types and select E - Exceptional.

The line item is now considered an exceptional purchase.

Complete the order.