Lead Time
| Platform: | AvailableWebAvailableMobile |
|---|---|
| Plan Type: | Not availableBasicNot availableEssentialAvailablePremiumAvailableEnterprise |
| User Type: | Not availableRequesterAvailableFull UserAvailableAdministrator |
This article explains what lead time is, how it impacts stock and work orders, and how to view and configure lead time in MaintainX®. The Lead Time field is displayed on a part, in a part's insights, and as a column in your parts inventory.
If your organization already tracks lead time with a custom field, you can migrate it to Lead Time. For more information, see Copy a Custom Field to Lead Time.
About Lead Time​
A part's lead time is how long it takes a part to arrive after you order it. Defining lead time is critical to managing reorder points, maintaining stock levels, and scheduling work orders.
Calculating Lead Time​
The Lead Time field on a part shows a custom value, a calculated average, or a default. If a part has a custom lead time, it's always taken into account first. Otherwise, MaintainX calculates the Lead Time field based on purchase order history from the 20 most recently completed purchase orders. If no lead time is set, or there is no purchase order history, MaintainX defaults to a lead time of 7 days for non-critical parts and 45 days for critical parts. A part is critical if its Part Type is set to Critical.
The Lead Time field is displayed with a label indicating how it is calculated. Custom means the lead time is set by a user, Average means it is calculated by MaintainX, and Default means MaintainX uses the default lead time for the part.
Calculated Lead Time​
MaintainX calculates the Lead Time field based on the time between when a purchase order is approved and when the items are received. Calculations are based on the 20 most recently completed purchase orders across all vendors for the part. They're updated every time a purchase order with any vendor is marked as Completed, or when a vendor is added to a part.
Custom Lead Time​
You can override MaintainX's calculated lead time. Enter a lead time on the part to replace the calculated value. For more information on editing a part, see Edit a Part.
While MaintainX recalculates the Lead Time field automatically based on the 20 most recently completed purchase orders, custom lead times need to be updated manually. Should the lead time on a part change, be sure to update it for accurate reorder points and stock levels, and to ensure work is completed on time. Remove the custom value to use the average calculation.
Manage Lead Time for Existing Parts​
To populate and update lead times in bulk, you can import lead times from a CSV file, export them to review in a spreadsheet, or copy values from an existing custom field into Lead Time.
Import Lead Time Data​
You can import your parts inventory's lead times using MaintainX's built-in self-importer. For more information, see Part Imports.
Export Lead Time Data​
You can export your parts inventory's lead times to view the Lead Time field in a CSV file. For more information, see Part Exports.
Copy a Custom Field to Lead Time​
If your organization previously tracked lead time values in a custom field, you can migrate those values to the Lead Time field. The Copy custom field to Lead Time option on the Customize Part Fields page copies values from an existing custom field into Lead Time for all parts that have a value in that field. The custom field must be a number field. The migration doesn't delete your source custom field.
To copy a custom field to Lead Time:
- From the sidebar, open the Settings menu and in Organization Settings, select Features.
- Navigate to Parts Inventory and select Set Preferences.
- Under Customize Part Fields, select the Copy custom field to Lead Time migration option.
- Select the custom field that contains your existing lead time values.
- Select Copy custom field to run the migration.
- (Optional) After verifying the migrated values, delete the custom field. For more information, see Delete a Custom Part Field.