Period End Exceptions
The system will create up to 9 batches (PE1 – PE9) for you to review each time a period ends. The periods are weekly, monthly, or every four weeks.
Batches PE1 through PE5 contain items that did not perform how we expected them to last period. Batches PE1-PE5 are vital if you want the system to build you valid suggested orders. Reviewing the items in PE6 – PE9 is optional. You can choose to simply ‘close’ these batches each period.
PE1 – items whose demand was much higher than the average last period.
PE2 – items whose demand was much lower than the average last period.
PE3 – items whose demand has been above average for the past several periods.
PE4 – items whose demand has been below average for the past several periods.
PE5 – items which did not reach the criteria for PE1 – PE4, however, these items fell below their service level target last period.
The first thing you want to look at is the filters. Make sure it is displaying your Buyer number or letter, and your User ID.
If an item reaches the criteria for more than one of the PE1 through PE5 batch types, it will go to the batch with the highest priority, i.e., an item cannot appear in more than one batch. PE1 is the highest priority; PE5 is the lowest priority.
As you review the exception items in batches PE1 through PE5, decide if an adjustment needs to be made on the item’s history screen.
Some of your options when you review your exceptions are:
1. Adjust the average?
2. Assign a seasonal profile?
3. Make the item manual?
4. Do nothing?
Over 90% to 95% of the time you will make no changes to the exception items!
The system has several warnings throughout that will remind/warn you when you are working an order that contains items that are in a PE1 through PE5 batch but have not yet been reviewed. Once you complete your PE batches and recalculate the order (or wait for the next night job to complete), these warnings will disappear.
Article last revised on April 9, 2018