The ERO Management screen provides a method for reviewing existing replenishment orders and managing expedites, de-expedites, and cancellations.
The objective is to reduce unnecessary carrying costs for orders not yet needed (ERO de-expedite or cancellation) and to improve service levels by moving up dates for orders needed sooner (ERO expedite). This is most useful in environments where the production schedule can change significantly from the time of order placement to the time of order receipt, where lead times are long enough to allow re-assessments of need after a replenishment order has been placed, and where suppliers are amenable to changes in dates.
Retrieval can be performed using the standard GAINS dynamic header, or via an attached query. Any changes to EROs made in the screen, such as modified receive dates, quantities, and/or approval codes, can be sent back to the host system via an output file for re-interfacing with GAINS during the next replenishment update.
ERO Management screen
ERO Table
Below the standard GAINS dynamic header is the ERO table. This table is populated with rows containing data on each ERO for the retrieved SKUL, and the columns are defined using the “Define Field List for ERO Section” icon in the toolbar. The available fields are typical SKUL-level information, such as Action Code and Weight, and an assortment of ERO management-specific fields, which are described below. The Location field is included by default, and it refers to the receiving location of the listed ERO.
The table is set to sort by dollar impact of changing the order, but can be resorted by any of the table categories by double clicking the field label.
ERO Table
Available Data Fields
The data fields available to add to the ERO tables are described below. Standard SKUL-level fields are not discussed.
Available ERO and Swap-in Candidates fields Field Description
| Field | Description |
| Appr Code | Approval code: EROs may be approved/rejected within this screen. Any changes must be interfaced back to the host system |
| Cancel | This yes/no field indicates whether the ERO has been recommended for cancellation, typically if the reschedule date is more than 1 year in the future |
| Comments | This field allows users to input any additional descriptions. |
| Current Date | The current scheduled receive date of the ERO, in YYYYMMDD format |
| Current Qty | The current scheduled quantity of the ERO |
| Impact | When expediting an ERO, Impact is an estimate of the dollar value of lost sales that can be saved by expediting. When de-expediting, Impact represents the cost of carrying excess inventory attributable to the ERO |
| Item | This field represents the unique identifier for a product. |
| Location | This field displays where the item will be shipped to. |
| PO | The Purchase Order number of the ERO |
| PO Line | The Purchase Order Line number of the ERO |
| Rcmd Date | The recommended date for the ERO. This will be not equal to the Current Date when expedite/de-expedite is recommended |
| Rcmd Qty | The recommended quantity for the ERO. This will be not equal to the Current Qty when expedite/de-expedite is recommended |
| Parent Loc | The shipping location of the ERO |
| Previous Appr Code | This field displays the previous approval code. |
| Promise Date | This field displays when the user can expect to see the completed order. |
| Split | The Purchase Order Line Split number of the ERO |
| Status | This field displays the current status of the order. |
Expediting Filters
Users can limit the EROs shown by checking the Expedite, De-expedite, and Cancelled check boxes directly above the main table. These enable the user to quickly filter the orders that need to be expedited or strictly those that need to be de-expedited or cancelled.
Expediting/De-Expediting Option Display
Past Due ERO Filter
Using the Past Due ERO dropdown located next to the Expediting filters, the user can filter past due EROs as follows:
- Include Past Due EROs
- Exclude Past Due EROs
- Show Only Past Due Eros
Past Due ERO Dropdown
Approving Recommendations
To mark an ERO as reviewed, users can approve recommendations by right-clicking on the recommendation and selecting “Set Appr Code.” In the subsequent pop up, the user can set the desired code (Approved, Unapproved, Pending, Rejected, and Quoted). Users can alternatively click in the Approval Code column of the table and select the appropriate code from the drop-down menu. Clicking anywhere in the Approval Code section will set the code to approved for that recommendation.
Accessing Set Appr Code Display
Set Appr Code Display
Set Appr Code Drop-down
Mass Change
The Mass Change function allows the user to perform a mass update on a group of EROs (including Approving Recommendations) for several fields in the ERO Management screen. The User can highlight multiple rows and right click the desired field. The user may set the Rcmd Date, Rcmd Quantity, Appr Code, Promise Date, and Comments.
Set Rcmd Date Display
Export Data
Data from the ERO Management screen can be exported to excel in a comma separated file. To export data, click on the settings icon (the gears) in the toolbar and select "Download Grids as xlsx". The data can be exported by the summary information, specific detail information, or by both. This file can then be pulled up into an Excel spreadsheet.
Exporting Data