Demand Channel Template

Owned by Megan Stanage (Unlicensed)
Apr 23, 2024
3 min read

Global order promising > Setup > Demand channel template

Header Section

FIELDDESCRIPTION
Channel IDUnique channel identifier.
DescriptionDescription of the channel.
Demand order type

Order type of the demand. This is used to determine the order query.

  • Sales
  • Transfer order
  • Raw material
  • Process Kanban (not yet supported)
  • Transfer Kanban (not yet supported)

Demand Channel Template Section

Displays a list of orders assigned to the channel. Use the query to filter assigned orders.

FIELDDESCRIPTION
EffectiveEffective date/time for this template record.
ExpirationExpiration date/time for this template record.
EnabledSelect the checkbox to enable the template record for processing.
Processing order

Controls the order in which reservation is run over the demand within this channel:

  • Ship date: Process in ship date order.
  • Margin of profit: Process highest margin to lowest (only for sales orders).
  • FIFO: Process by order header creation date/time (only for sales and transfer orders).
Number of lead daysNumber of days to look forward for demand to reserve based on ship date.
Number of days past dueNumber of days to look back for demand to reserve based on ship date.
Allow all backordersSelect this checkbox to include all backorders regardless of reservation time fence.
Minimum profit margin

The minimum profit margin of the demand line in order to be assigned to the channel.

Note

This is only for sales orders.

Substitution lead daysNumber of days to look forward for demand to substitute based on ship date.
Substitution days past dueNumber of days to look back for demand to substitute base on ship date.
Demand validation policy group IDSpecifies the Demand Validation Policy that should be applied against the template line.
Revalidation policy IDSpecifies the Revalidation Policies that should be applied against the template line.
Use backorder managementDetermines if backorder management will be used to place orders on hold and cancel unfulfilled quantities when there are inventory shortages.
Held for backorder period

The number of days past ship date that backorders are held prior to complete fulfillment.

Once this period expires, the order will ship with the units that are fulfilled, along with all other lines on the order.

The unfulfilled units remain unfulfilled. You can set Backorder cancel period to manage how long unfulfilled items remain backordered.

Note

This feature displays on the sales order header as the Held for backorder toggle.

When this toggle is turned on, it indicates that the entire order should be held, including other line items that are fulfilled, for the period of time set here.

Once this defined period passes, the toggle reverts to No.

Important

  • This toggle, on its own, does not restrict Release to Warehouse or work creation; however, it can be used in queries that dictate order selection for the respective batch jobs.
  • This toggle is not editable from the sales order header. It will only change based on backorder configurations.


Backorder cancel period

The number of days past ship date that remaining backorder inventory is cancelled.

Important

Backorder cancel period must be greater than or equal to Held for backorder period.

Automatically cancel backorders?Determines if backorders are automatically cancelled once they have fallen into the cancelation period.
Backorder cancel reason code

The backorder cancellation reason code. 

See Backorder Cancel Reason Code for more information.

Channel Budget Button

Click this button to open the Channel Budget page, where you can configure budgets for the channel. 

Channel Safety Net Button

Click this button to open the Channel Safety Net page, where you can configure safety nets for the channel.

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