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How To: Set Lead Time (Options)

Judi Zietsman avatar
Written by Judi Zietsman
Updated over a month ago

For necessary background, please preread Supplier Lead Time Explained before proceeding with this article.

Purpose

This article explains how to configure where the app obtains lead time values. You can import them from your ERP system, assign them by supplier, set them manually, or calculate them using historical deliveries.

⚠️Note: The Configurations Settings are restricted to users with the appropriate permissions.


Step 1: Open the Configuration Settings

  1. Go to Settings > Configuration.

  2. Use the settings:

    • Import / Export tab > Import Supplier Lead Times

    • Policy tab > Source For Item Lead Times


Step 2: Choose How Lead Time Is Sourced

You can define lead times in several ways, depending on what data is available and how much control you want over the process. Choose the option that best fits your environment:

  1. Import lead time by item

    • Use the lead time stored in your ERP system at the Item–Location level.

    • Configure as:

      • Import Supplier Lead Times = Enabled

      • Source of Item Lead Times = Imported by Item.


  2. Import lead time by supplier

    • Use the supplier-level lead time from your ERP.

    • All items linked to that supplier inherit the same lead time.

    • Configure as:

      • Import Supplier Lead Times = Enabled

      • Source of Item Lead Times = Set by Supplier.

  3. Manually set lead time by supplier

    • Enter the lead time directly in the app.

    • Best for a handful of suppliers that can be manually maintained.

    • Configure as:

      • Import Supplier Lead Times = Disabled

      • Source of Item Lead Times = Set by Supplier.

  4. Measure lead time from historical data

    • The system calculates lead time from purchase order history for the preferred supplier of each item at each location.

    • Outliers (e.g., blanket orders or extreme delays) are excluded.

    • Configure as:

      • Import Supplier Lead Times = Disabled

      • Source of Item Lead Times = Measured by Historical Deliveries.


Step 3: Save and Verify

  1. After making your selection, click Update.

  2. After the next data refresh, confirm that the lead times display correctly on item Inquiry screens under the Policy panel.


⚠️ Watchouts

  • Insufficient data: Historical lead time measurement requires at least three valid deliveries for an item from its preferred supplier. When fewer exist, the system applies a default value.


💡 Tips

  • Correct unusual values: Lead times imported or set by supplier often apply to most items supplied by that vendor, but not necessarily all of them. If an individual item-location shows an inaccurate lead time, create a Policy Override to specify a more appropriate value for that item. This provides an immediate correction without affecting other items or suppliers.


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