Work the replenishment report

The left panel filters by Location, Trigger and product Category — and at the bottom sits Horizon, a days box that controls how far ahead this view looks. Demand scheduled within the horizon (plus the product's lead time) counts in the forecast; demand beyond it does not. The company default — 365 days, set under Inventory › Configuration › Settings › Advanced Scheduling › Replenishment Horizon — means the report effectively shows a year of known demand. Typing a smaller number tightens the view for this session: 7 answers "what must I order this week", 0 is strict just-in-time. The next topic is entirely about this timing.

Besides your manual rules, the report generates a temporary line for any product that is forecast short and has no reordering rule — typically a sales order for something nobody thought to set a rule on. Order it and the line has done its job and disappears; if the product deserves a permanent floor, press Automate or create a real rule from the line by setting its Min and Max.

When a bigger order earns a better price or saves a delivery charge, tick the products and choose Order To Max from the Order dropdown — each gets an RFQ up to its maximum even where the system did not think it necessary.

The (info) icon on a line opens Replenishment Information: the lead-time arithmetic as a dated timeline — today, days to purchase, the order deadline, the vendor lead time, the receipt date, the horizon — a demand graph, and the Min and Max, editable right there. The graph's Based on selector reads demand from a past period (last week, last month, last year, the same month last year…) with a percentage factor, so you can set levels against how the product actually moves rather than from memory. A Vendors tab compares the product's suppliers on price and delivery time, with Set as Supplier to switch the rule; where another of your warehouses can supply the product, a Warehouses tab offers it as the source instead.

The (chart) icon on the same line opens the product's forecasted report — the long view, covered later in this journey.

Reveal the Vendor column with the (adjust settings) icon and group by it: one delivery from one supplier instead of five. Lines ordered together for the same vendor land on one request for quotation.

A line you expected is missing — check the Horizon first: demand scheduled beyond it does not count yet. Then check Not Snoozed: a colleague may have snoozed it.

The report is empty and you distrust it — an empty report filtered To Reorder genuinely means nothing is due within the horizon; widen the horizon to peek further ahead.

The To Order number looks wrong — open the info icon and read the forecast arithmetic before overriding; incoming purchases already count, which is the usual surprise.

You snoozed a line and it came back — snooze only hides; the rule behind it still has the same numbers. Fix the Min or the Max instead of snoozing it again.