Open Forum

We have certain products that we want to bleed out of inventory.  However, only certain customers will be offered this final inventory.

While we could block the item, that would block it from all documents.

We could set an item status of something other than NEW or what have you but again that wouldn't control it from being put on an order.

Ultimately if a customer orders something and they're not flagged as being one of the approved customers, we wouldn't want it to flow through EDI (Lanham) or be entered by CS.  I understand I could remove the Cross Reference for EDI but that would still require someone to manages thousands of EDI orders to know if the cross reference should be added back or not.  Thus not effective either.

Anyway, I'm wondering if outside of manually doing this type of exercise does anyone else do something similar and if so, would be very interested in hearing how one might handles this type of scenario.

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced.

I have some customization ideas but before I head down that path, really wanted to network to see what if anything others might be doing.

Thank you all in advance if you're willing to share some thoughts and please let me know if you have any other questions.

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------

Nathalie -

Suggestion to help with one statement in your issue -

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced. Remove Reorder Policy on the item you are discontinuing to have planning ignore.

Best Regards

------------------------------
John Grant
Senior Application Consultant
Innovia Consulting
------------------------------

Original Message:
Sent: Dec 08, 2020 02:47 PM
From: Nathalie Pelletier
Subject: How might others handle bleeding off discontinued items? See Requirement below..

We have certain products that we want to bleed out of inventory.  However, only certain customers will be offered this final inventory.

While we could block the item, that would block it from all documents.

We could set an item status of something other than NEW or what have you but again that wouldn't control it from being put on an order.

Ultimately if a customer orders something and they're not flagged as being one of the approved customers, we wouldn't want it to flow through EDI (Lanham) or be entered by CS.  I understand I could remove the Cross Reference for EDI but that would still require someone to manages thousands of EDI orders to know if the cross reference should be added back or not.  Thus not effective either.

Anyway, I'm wondering if outside of manually doing this type of exercise does anyone else do something similar and if so, would be very interested in hearing how one might handles this type of scenario.

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced.

I have some customization ideas but before I head down that path, really wanted to network to see what if anything others might be doing.

Thank you all in advance if you're willing to share some thoughts and please let me know if you have any other questions.

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------

Thanks..  Simple answer for planning..

Complex part is the segregation..

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------

Original Message:
Sent: Dec 09, 2020 10:11 AM
From: John Grant
Subject: How might others handle bleeding off discontinued items? See Requirement below..

Nathalie -

Suggestion to help with one statement in your issue -

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced. Remove Reorder Policy on the item you are discontinuing to have planning ignore.

Best Regards

------------------------------
John Grant
Senior Application Consultant
Innovia Consulting

Original Message:
Sent: Dec 08, 2020 02:47 PM
From: Nathalie Pelletier
Subject: How might others handle bleeding off discontinued items? See Requirement below..

We have certain products that we want to bleed out of inventory.  However, only certain customers will be offered this final inventory.

While we could block the item, that would block it from all documents.

We could set an item status of something other than NEW or what have you but again that wouldn't control it from being put on an order.

Ultimately if a customer orders something and they're not flagged as being one of the approved customers, we wouldn't want it to flow through EDI (Lanham) or be entered by CS.  I understand I could remove the Cross Reference for EDI but that would still require someone to manages thousands of EDI orders to know if the cross reference should be added back or not.  Thus not effective either.

Anyway, I'm wondering if outside of manually doing this type of exercise does anyone else do something similar and if so, would be very interested in hearing how one might handles this type of scenario.

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced.

I have some customization ideas but before I head down that path, really wanted to network to see what if anything others might be doing.

Thank you all in advance if you're willing to share some thoughts and please let me know if you have any other questions.

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------

We have the same sort of problems with discontinued and limited stock inventory, and have a crude solution.

One thing we do to protect the stock is to have a fake sales order created that reserves the required inventory until a real sales order is received.  We use a customer called "FAKE ORDER" and then put the intended customer no. or customer type in the external document no. field.

When a real order comes in, we reduce the reservation on the fake order and suck up the released inventory on the real order.  It's slow and manual, and we would love a better tool.

------------------------------
Eric Moe
Global Supply Chain Manager
Industrial Revolution
Tukwila WA
------------------------------

Original Message:
Sent: Dec 08, 2020 02:47 PM
From: Nathalie Pelletier
Subject: How might others handle bleeding off discontinued items? See Requirement below..

We have certain products that we want to bleed out of inventory.  However, only certain customers will be offered this final inventory.

While we could block the item, that would block it from all documents.

We could set an item status of something other than NEW or what have you but again that wouldn't control it from being put on an order.

Ultimately if a customer orders something and they're not flagged as being one of the approved customers, we wouldn't want it to flow through EDI (Lanham) or be entered by CS.  I understand I could remove the Cross Reference for EDI but that would still require someone to manages thousands of EDI orders to know if the cross reference should be added back or not.  Thus not effective either.

Anyway, I'm wondering if outside of manually doing this type of exercise does anyone else do something similar and if so, would be very interested in hearing how one might handles this type of scenario.

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced.

I have some customization ideas but before I head down that path, really wanted to network to see what if anything others might be doing.

Thank you all in advance if you're willing to share some thoughts and please let me know if you have any other questions.

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------

I have seen the use of a "Virtual Warehouse Location" for this kind of segregation.

The user created a location called Blue-InQA  for RMA returns that have been received at the Blue warehouse, but they need to be inspected/tested before they can be made available for shipping from the Blue warehouse)

So, maybe you transfer the inventory to ~ Blue-Closeout  and only let specific customer see inventory in that "location"

------------------------------
-Bob*
Bob Stahr
BTC - Business Technology Consulting  | http://bit.ly/wwwbtc
bob@stahr.us
------------------------------

Original Message:
Sent: Dec 08, 2020 02:47 PM
From: Nathalie Pelletier
Subject: How might others handle bleeding off discontinued items? See Requirement below..

We have certain products that we want to bleed out of inventory.  However, only certain customers will be offered this final inventory.

While we could block the item, that would block it from all documents.

We could set an item status of something other than NEW or what have you but again that wouldn't control it from being put on an order.

Ultimately if a customer orders something and they're not flagged as being one of the approved customers, we wouldn't want it to flow through EDI (Lanham) or be entered by CS.  I understand I could remove the Cross Reference for EDI but that would still require someone to manages thousands of EDI orders to know if the cross reference should be added back or not.  Thus not effective either.

Anyway, I'm wondering if outside of manually doing this type of exercise does anyone else do something similar and if so, would be very interested in hearing how one might handles this type of scenario.

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced.

I have some customization ideas but before I head down that path, really wanted to network to see what if anything others might be doing.

Thank you all in advance if you're willing to share some thoughts and please let me know if you have any other questions.

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------

I second the use of a virtual warehouse. We do this in our company and it works well.
The other option which we also do with a few items is to create an item code that indicates this status.  A different letter or number to start the item code for example.  Transfer the inventory to the new item and go from there.

------------------------------
Ruth Entwistle
Customs Broker/Vendor Relations
Heron Point Seafood
Newmarket NH
------------------------------

Original Message:
Sent: Dec 08, 2020 02:47 PM
From: Nathalie Pelletier
Subject: How might others handle bleeding off discontinued items? See Requirement below..

We have certain products that we want to bleed out of inventory.  However, only certain customers will be offered this final inventory.

While we could block the item, that would block it from all documents.

We could set an item status of something other than NEW or what have you but again that wouldn't control it from being put on an order.

Ultimately if a customer orders something and they're not flagged as being one of the approved customers, we wouldn't want it to flow through EDI (Lanham) or be entered by CS.  I understand I could remove the Cross Reference for EDI but that would still require someone to manages thousands of EDI orders to know if the cross reference should be added back or not.  Thus not effective either.

Anyway, I'm wondering if outside of manually doing this type of exercise does anyone else do something similar and if so, would be very interested in hearing how one might handles this type of scenario.

I would also need to find a way to let planning know that if demand comes up in planning that the item is in "bleed-off" status and should not be ordered and or produced.

I have some customization ideas but before I head down that path, really wanted to network to see what if anything others might be doing.

Thank you all in advance if you're willing to share some thoughts and please let me know if you have any other questions.

------------------------------
Nathalie Pelletier
FoodState
Manchester NH NH
------------------------------