How to Automatically Deactivate and Activate Items
For previously deactivated items, if a new customer, production, or purchase order is created in your ERP and populates DemandCaster, the item has the option to automatically reactivate. In addition, there are automated means to deactivate items based on the condition it is excluded in a master data update. This article describes the process to set up these conditions.
DemandCaster is able to automatically activate and deactivate an item that is also activated or deactivated in your ERP using tags. To do so, you need an automated tag file set up as documented in the article How to quickly assign multiple tags to items? Thereafter, you must assign the tag that is used in your system to identify and then activate or deactivate item. Please note that DRP customers must assign the tag to the item location SKU.
Option 1: Via System Settings
There are three methods to automatically deactivate or activate items via master data updates from the ERP. All three options are found within "System Settings" under "Other Settings."
- Make Inactive Items Active if Order Received: When set to yes, the system will activate a previously deactivated item if a new order of any kind is received (i.e. customer, purchase, or production order). If set to no, the item will not be reactivated. We recommend enabling this setting if any of the two Automatic Deactivation settings below are enabled.
- Automatic missing item deactivation with scheduled data upload: If checked, if an item that is not in the automated item data upload file, will automatically be deactivated. Though we provide this solution, we recommend option 2 Tagging approach below over this approach.
- Automatic missing item deactivation with manual data upload: If checked, if an item that is not in the manual item data upload file, will automatically be deactivated.
Please note that when the above deactivation settings are enabled, an item will NOT BE reactivated even if it is included in a subsequent data upload unless the first option above is enabled and the conditions are met. Otherwise, the items will need to be manually enabled. This is true even if there is a data upload issue that results in the exclusion of all or a number of items in the file.
This is why we recommend the second option below.
Option 2: Via Tagging
We recommend this method to activate / reactivate items since it is directly controlled in the master data integration process. By tagging an item in your ERP with a unique tag, this tag when extracted will execute one of three processes assigned to it.
To use this feature, click on the Tags menu item and select Tags. Once there assign the appropriate tag to the desired behavior.
- Activate: A tag that is assigned the activate tag, will automatically activate a previously deactivated item when extracted from your ERP. Only one tag may be assigned this rule.
- Deactivate: A tag that is assigned the activate tag, will automatically deactivate a previously active item when extracted from your ERP. Only one tag may be assigned this rule.
Please note that the tag should already be in your ERP master data, included in the data integration, and assigned to the associated items. An item that has both a deactivate and activate tag will execute the last tag assignment in the chain of the tag file. To learn more about Tagging, please visit the Tagging section.
Only one tag can be assigned at a time to the "Deactivate" or "Activate" function. If you select another tag, the previous tag will be automatically deselected.
Please note that for items that have been previously assigned a tag that is now being used for this function, you will need to manually change the items status by following the steps in the article How to Deactivate, Reactivate, Disable, and Enable Items. This process only works on a go forward basis after the tag is assigned to the "Activate" or "Deactivate" function.