Quick Summary: Manage tactical exceptions to default inventory rules by creating Policy Overrides tailored to specific subsets of products, suppliers, or locations.
Why Policy Overrides Matter
While Policy Defaults set your broad, strategic rules, Policy Overrides are your tool for tactical, precision management. They give you the power to “break the rules” for a specific, filtered group of items to meet unique business requirements.
For example, you might use an override to:
Set a longer replenishment cycle for a specific overseas supplier to fill a container.
Apply a shorter RC for items with a short shelf-life.
Change the stocking indicator for a new product line.
Set a specific lead time or source of supply for items at a particular warehouse.
Overrides are more powerful than Policy Defaults and Classification Rules, and they will always take precedence.
💡 Note: Policy Overrides are not available to Restricted users. Ensure you have the necessary access.
How To: Create a Policy Override Rule
How To: Override Source of Supply / Preferred Supplier
How To: Apply Policy Overrides to BOM Items
How To: Troubleshoot Safety Stock Policy Overrides
⚠️ Watchouts
Access Is Restricted: Policy Overrides are not available to users with “Restricted” access.
💡 Tips
Manage by Exception: Use Policy Defaults for the majority and apply overrides to the few that need special treatment.
Forget about these 👇 😞 😐 😃 Have your say here!