Exceptions

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What this page is for

Below the KPI cards, the main area of the Cockpit is a tab called Exceptions, with a count badge showing how many are open. An exception is one actionable operational supply-chain issue tied to a specific product or record — something that needs a planner’s attention now. This is your daily to-do list. Each row names the problem in plain language and, where possible, offers a one-click action to fix it. When everything is healthy, you will see “No exceptions at this time.”

This screen is about operational problems (stockouts, delays, excess). It is different from the Data alerts screen, which flags data-quality and setup problems. Keep the two separate in your mind.

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What you see

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Exception types

A sales deviation message reads like a headline, for example “Spike: Sold 1,200 units last month, +45% vs 3-month avg of 830” or a “Drop: …” version when sales fell.

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How the actions work

The Actions column matches the button to the problem:

• Stockout-family rows (stockout and stockout-risk types) show an Expedite button — pull an incoming order in earlier so stock arrives sooner.
• Overstock rows show a Defer button — push an order later so you stop adding to the excess.
• Consolidation rows show a Consolidate button — merge purchase orders together.

Each action opens in a new tab so you keep your place in the list. You can Dismiss an action, which greys out the row, and later Restore it if you change your mind. If a row has already been acted on, its button is disabled — for example “Already expedited — no further expedite possible for this product.” Clicking a row jumps you straight to the right place to work:

• Order delay → the affected purchase order.
• Demand or sales issues → the demand plan, pre-filtered to that product.
• Consolidation → the purchase-order consolidation screen.
• Everything else → the product’s supply view.

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Finding what matters: filters and sort

• Search by SKU or title.
• Filter by a single alert-type chip to show just one kind of exception.
• Narrow further by Assignee, Warehouse, Supplier, Group, and Category.
• Use the Include bundles toggle to show or hide bundled products.

Sorting puts the most urgent, actionable work first: expedite-actionable rows lead, then defer rows, then the rest.

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Step by step: clear a stockout risk

1. On the Cockpit, open the Exceptions tab.
2. Click the Stockout risk chip to show only those rows.
3. Read the Message to confirm the product and how soon it runs out.
4. Click Expedite in the Actions column. The order opens in a new tab, pulled in earlier.
5. Back on the list, if the item is handled, Dismiss the row to grey it out.

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Example

You open Exceptions to a badge reading 23. Sorted by default, the top rows are red Stockout and orange Stockout risk items with Expedite buttons. You expedite two, then reach a yellow Sales deviation: “Spike: Sold 1,200 units last month, +45% vs 3-month avg of 830.” You click the row, land in the demand plan for that product, and adjust the forecast so the spike is not treated as normal.

Tip: See Expedite / Defer & supply planning for how pulling orders in and pushing them out reshapes your plan.

Note: Dismissing an action only greys the row for you — it does not cancel the underlying order. Use Restore to bring a dismissed action back.