Quick Summary: Filtering and prioritizing orders helps you focus review time on the suppliers and order lines that carry the highest stock risk, value exposure, or customer impact. This allows you to review efficiently without inspecting every line in large order schedules.
For necessary background, please preread Understanding Order Creation and Review before proceeding with this article.
Filtering Orders on the Orders Screen
While on the Orders screen, you can filter and narrow your order list. These filters help you control which suppliers and items appear before you create an order schedule.
Location
Select the location for which you want to generate an order.
The location determines which stock positions, demand, and policies are used in the order calculation.
Always confirm the correct location before creating an order.
Items
Choose whether to include:
Stocked items only
Non-stocked items only
All items
In most cases, it is recommended to include all items.
If you filter out stocked or non-stocked items, remember to review the excluded group separately to avoid missing demand.
Show orders within
If the Projected Orders configuration setting is enabled, you can choose to display:
Suppliers with items requiring orders within their default Look Forward Days, or
Suppliers with orders projected at any time in the next 12 months
This helps you distinguish between suppliers that require immediate attention and those that can be reviewed later.
Filter
Click the Filter button to filter on more than one field at the same time.
This allows you to combine multiple criteria instead of filtering one column at a time.
Filters help narrow large supplier lists to only the suppliers or scenarios you need to review.
Sorting on the Order Schedule
Once an order schedule is created, sorting serves a different purpose.
On the Order Schedule screen, you are prioritizing order lines, not suppliers.
Clicking a column heading allows you to sort by:
Recommended order quantity.
Recommended order value.
Item classification.
Effective prioritization strategies on the Order Schedule include:
Reviewing the highest value or highest quantity lines first.
Focusing on items with unsatisfied sales orders.
Prioritizing critical classifications before lower-impact items.
Sorting by top-up quantity when deciding which additional items to include.
Filtering and Prioritizing Top-Up Items
When viewing top-up candidates, filtering and sorting help you identify which items are worth adding to the order.
Useful prioritization approaches include:
Items that will trigger a reorder before your next planned review.
Items with meaningful quantities that justify handling and administration effort.
Items that help reach freight, volume, or supplier minimum targets.
➜ For more on this topic, read: How To: Use Top-Up Orders
Key Principle to Remember
Filtering and prioritization determine what you look at first.
Detailed analysis determines what you adjust.
Use the Orders screen to decide where to focus.
Use the Order Schedule and Item Inquiry to decide what to change.
⚠️ Watchouts
Over-filtering: Applying too many filters at once can hide suppliers or items that still require attention.
Excluding item types: Filtering out stocked or non-stocked items without reviewing the excluded group can result in missed demand.
💡 Tips
Align with review frequency: Use filtering and prioritization to support your Review Period, not to replace it.
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