Delivery Exceptions

You may want to set up a number of exceptions so that an order cannot be scheduled for a day that is unavailable, such as Christmas Day. Alternatively deliveries on certain days can have different conditions / restrictions.

Adding Exceptions

Follow these steps to add exceptions:

1. Select the Exceptions tab

2. Under Create New Exception, select the Supplier for which you want to create a new exception from the drop down list

3. Click Create Exception

4. Enter a unique name for the new exception in the Exception Name field

5. Click the button to add an exception day

6. Select the date of the exception from the drop -down calendar.

   This date will be unavailable for deliveries

7. If you want to change the delivery conditions for a selected date, select the Delivers check-box (on the right-hand side of the screen) to allow deliveries on the selected exception date. You can then revise the conditions:

   • Define the number of days in advance that an order must be submitted for the order to be fulfilled on the selected date. For example, if an order is set as 4 days in advance, the order must be submitted by Friday to be received by the following Tuesday

   • Define the cut-off time for this order date

8. Select Assign Schedules to assign delivery schedules to an exception

   If a schedule with the same start date has already been assigned to the selected exception a warning is displayed to notify you that the schedule conflicts with an existing exception, but you are not prevented from assigning it

9. Select the check-box alongside the schedules you want to be assigned to the exception. Use the search function to filter the list of schedules if required

10. Click OK to return to the Delivery Schedule Exceptions screen

    The number of schedules assigned to the exception is displayed

11. Select Create Exception and OK to confirm

Editing Exceptions

Follow these steps to edit an exception:

1. Under Edit Existing Exception, select the Supplier whose exception you want to edit from the drop down list

2. Select the exception you want to edit from the drop-down list

3. Click Edit | the existing exception is displayed

4. Edit the exceptions as required and click Update Exception to apply your changes

Upload Schedule Exceptions

All schedule exceptions uploaded will be assigned to the outlets defined within the CSV file.

Follow these steps to upload a csv:

1. Select the Upload Schedule Exceptions option from the drop-down list

2. Select Download CSV Template

   The CSV template can now be edited in another application

3. Upload the file by dragging it into the upload section, or clicking Browse to locate the file on your computer

4. Click Upload

   A progress bar will be displayed when uploading large files.

   You can initiate the upload of multiple files at the same time and then continue with normal operations in Acquire while the upload is in progress

   The import file must contain the Company Supplier Reference, Exception Name and Exception Date values to ensure that schedule exceptions are accurately updated. The import file must be structured as follows:

   

Download Schedule Exceptions

The Upload Schedule Exceptions screen also allows you to download all existing exceptions for specific suppliers.

Follow these steps to download a csv:

1. Select the Upload Schedule Exceptions option from the drop down list

2. Select required supplier from the drop-down list

3. Click Download Exceptions

   A CSV file will be saved to the local drive of your PC

4. You can name modifications as required and re-upload to apply your changes.