Global setting are managed in the System Settings interface by clicking on the gear icon and then clicking on System Settings.

Global settings are the default planning settings for all items.

A setting of ERP means that the value in the ERP is used as the basis for planning an item. For example, lead times, stocking types, make versus buy, may all use the default ERP planning setting or may be overwritten to use a user specified setting.

Changes made at the item level are overrides to the global/default settings.  

Item based settings are managed from the Item Selection interface or any of the analytic pages by selecting one or many items and clicking on the edit button in the menu bar.

Any changes made to settings via multi-edit will require a new Requirement Plan to be run for the changes to apply.

Item based settings may also be managed from the Item Plan detail Options tab.

Any changes made to settings via the Options tab will be applied immediately against the item upon saving.

A user may permanently override an ERP setting or value via the aforementioned interfaces on a case by case basis as noted below:

• On Hand Quantity: May be temporarily overwritten in the item options tab. The value will be automatically updated with the next upload or next requirement plan run.
• Reorder Point: May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
• Lead Time Days: May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
• Order Lead Time (days): May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
• Transfer Lead Time (days): May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
• Min Order Quantity: May be overwritten by setting the items Override Vendor Min Order Quantity value to Yes under the product data maintenance page.
• Vendor Code: May be temporarily overwritten in the product data maintenance page. Additional alternate vendors may be added in data maintenance. The primary vendor will be automatically updated with the next upload.
• Unit Of Measure: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
• Product Class Code: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
• Current Cost: May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
• Stocking Type: Inventory or non Inventory may be overwritten from item selection page, any analytic page or in the item options tab.  If the ERP option is chosen it will be updated with the next data upload.
• Make or Buy: May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen, it will be updated with the next data upload.
• Case Pack Quantity: May be overwritten in the item options tab or product data maintenance page. If ERP option is chosen, it will be updated with the next data upload.
• Case Cube: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
• Safety Stock: May be overwritten from item selection page, any analytic page or in the item options tab. If the ERP option is chosen it will be updated with the next data upload.
• Unit Price: May be temporarily overwritten in the product data maintenance page. The value will be automatically updated with the next upload.
• Storage Code: Can only be changed in the data feed to DemandCaster.
• Ship By Days: Can only be changed in the data feed to DemandCaster.
• Expire By Days: Can only be changed in the data feed to DemandCaster.
• Product Group: Can only be changed in the data feed to DemandCaster.