Deprecated feature

Configuring alert thresholds for inventory

You can configure rules in Order Hub to display alerts on workspaces when it identifies a risk that the inventory might not be fulfilled on time, based on the thresholds that you define. You can set the inventory thresholds and monitor alerts for delayed supply, low demand, and approaching out of stock inventory items. As you review these inventory alerts, you can take immediate actions to resolve these issues or dismiss non-critical alerts.

Alerts are refreshed every 15 minutes on Production environments and every 4 hours on other environments (such as QA).

Procedure

  1. Log on to Order Hub using your IBMid.
  2. In the Order Hub navigation ribbon, select Settings > Alert thresholds.
  3. To create a new alert, click Create and select the inventory alert type that you want to create from the displayed list. You can set the following inventory alerts:
    • Delayed supply. You can set alerts on PO and transfers that are delayed.
    • Low demand. You can set the alerts on products that are not in demand.
    • Approaching out of stock. You can set alerts on products that are approaching out of stock.
  4. In the Threshold name field, enter an appropriate name for the alert threshold.
  5. From the list of enterprises, select the enterprise that contains the nodes for which you want to create inventory alert thresholds.
  6. Click the Select link next to Nodes to be monitored.
    1. From the list of nodes that are displayed in the Select nodes window, select the nodes for which you want to define the threshold percentages.
    2. Click Next.
    3. Review the list of nodes that are displayed and click Save.
  7. Click the Select link next to SKUs to be monitored.
    1. In the Select threshold products window, select the product categories that you want to monitor.
      Important: When creating alert thresholds, ensure that you select the parent categories and its associated child categories. Creating thresholds on parent categories alone will not trigger alerts for the child categories.
    2. Click Next.
    3. Optional: You can upload the list of SKUs that you want to exclude from the threshold. The file that you upload must be a .CSV file with a single column header "SKU". For example: 
      SKU
1234
1212
1254
1134

Specifying the threshold conditions

  1. If you are creating a Delayed supply threshold, specify the following details based on which an inventory alert will be issued:
    1. PO or transfer is delayed by Enter the number of days, which when exceeded, a delayed supply alert must be issued.
    2. Days of supply Enter the days of supply, which when reached, a delayed supply alert must be issued.
    3. Units on-hand Enter the units on-hand, which when reached, a delayed supply alert must be issued.
      Note: You can enable only one of the threshold conditions, either Days of supply or Units on-hand.
    4. Review the details and click Save.
  2. If you are creating a Low demand threshold, specify the following details based on which an inventory alert will be issued:
    1. Days of supply Enter the days of supply, which when exceeded, a low demand alert must be issued.
    2. Review the details and click Save.
  3. If you are creating a Approaching out of stock threshold, specify the following details based on which an inventory alert will be issued:
    1. Days of supply Enter the days of supply, which when reached, an approaching out of stock alert must be issued.
    2. Units on-hand Enter the units on-hand, which when reached, an approaching out of stock alert must be issued.
      Note: You can enable only one of the threshold conditions, either Days of supply or Units on-hand.
    3. Review the details and click Save.
  4. Once you have created the alerts for your inventory, you can perform additional actions such as editing, deleting and duplicating an alert.
  5. From the Alert thresholds page, click Inventory. The inventory page contains alert type, threshold name, user name, and last updated details of the alerts that are currently active.
  6. Click the edit icon available for each alert type to make an update to an alert.
  7. To perform additional actions, select the Alert type check box and click Actions to delete or duplicate an alert type.
    1. Click Delete... to delete an alert threshold that is currently active.
      Note: You cannot undo the delete action once you have deleted the alert.
    2. Click Duplicate... to copy settings from an existing threshold to create a new threshold. In the Duplicate selected threshold page enter the new threshold name and select the threshold type. Select Nodes, SKUs, and Threshold settings check box to duplicate the alert threshold.
    3. Review the details and click Save.