It should not be necessary to refresh the data more than once per day, and in some cases the size of your data or the integration with your ERP system may prohibit this.
If you do need to refresh the data during the day:
Navigate to System, then Data refresh on the left pane
Click on "Full Refresh or "Reprocess Data"
Full Refresh - This will initiate the full overnight process. You can continue to use the app until the data arrives from your ERP system, at which point you will be locked out until it has been processed. Please be patient as the refresh process can take some time.
Reprocess Data - Used after making changes to configuration options or any other settings, to apply those changes to your inventory.
The following additional options are available:
Regenerate forecasts - Forecasts will be recalculated during the refresh, but frozen forecasts will remain unchanged. Disable to reduce refresh duration.
Skip Pivot update - This option will be visible if Pivot forecasting is enabled. Pivot will not be updated but forecasts will still be synced. Enable to reduce refresh duration.
Skip MD5 validation - Skip the file validation check at the beginning of the batch. Use with caution and only if you have a specific reason.
NOTE: If the Pivot Forecasting module is enabled and Import Forecasts is also enabled, the option to regenerate forecasts will not be available in order to preserve Pivot’s forecast history. This is important for the following reasons:
To see the actual forecasts used historically
For more accurate calculation of forecast risk and offset (and therefore safety stock)
To prevent a discrepancy between Inventory Advisor’s data and Pivot's forecast information
It is not recommended that you attempt to start a data refresh or reprocess multiple times, as this may queue more than one request. If you think the App is taking too long to update, please get in touch with our support team instead.
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