You can create a scheduling rule.
To create a scheduling rule:
The Scheduling Rules screen displays in the work area.
Field | Description |
---|---|
Primary Information | |
Scheduling Rule | Enter the name of the scheduling rule. |
Scheduling Rule Description | Enter a brief description of the scheduling rule. |
Retry Intervals | |
If Product is Backordered, retry scheduling after this time (Hours) | Enter how many hours after an order has been backordered that
the system should try to reprocess the order. Note: The minimum wait period for retrying to schedule an order
is 30 minutes, even if the value specified is less than that. For
instance, if the wait period is set to 0.2, the business logic of Sterling Selling and
Fulfillment Foundation still
treats it as if it were 0.5.
|
If scheduling fails for any other reason retry scheduling: | For products, after this time (Hours) - Enter how many hours
after which the Schedule time-triggered transaction should try to
schedule a product item order line if the order line is not ready
to schedule when it is initially picked up. For delivery or provided services, after this time (Hours) - Enter how many hours after which the Schedule time-triggered transaction should try to schedule a service item order line if the order line is not ready to schedule when it is initially picked up. |
Constraints | |
Ship Complete | Check this box to ensure that all product lines in the promising inquiry request are either completely scheduled or not scheduled at all. However, lines could be sourced from different shipping locations. |
Line Ship Complete | Check this box to ensure that every product line on an individual
line basis is either completely sourced or not sourced at all. However,
lines could be sourced from different shipping locations. Note: The difference between this and the Ship
Complete constraint is that this rule does not enforce that all lines
of the request are completely sourced. A particular line can be sourced
while another line of the same request could be backordered.
|
Ship from Single Node | Check this box to ensure that the request is sourced from a single node on a single date. |
Line Ship from Single Node | Check this box to ensure that each individual line is sourced
from a single node on the same date. Note: This
rule does not enforce that all lines are shipped from the same node.
A particular line may be completely shipped from node 1 while another
line could be completely shipped from node 2.
|
Inventory Controls | |
Always | Select this option to consider using unplanned inventory at
both the inquiring and scheduling stages when other sourcing options
have been exhausted. Note: In order to
use unplanned inventory, the "Use Unplanned Inventory" flag must be
set to "Yes" at the Item level.
|
Only During Inquiry | Select this option to consider using unplanned inventory only
during the inquiring stage when other sourcing options have been exhausted. Note: In order to use unplanned inventory, the
"Use Unplanned Inventory" flag must be set to "Yes" at the Item level.
|
Cancel Order for Inventory Shortage | Check this box if you want the system to cancel an order when
there is an inventory shortage. When unchecked, the item is backordered. |
Apply On Hand Safety Factor To On Hand Inventory Availability | Check
this box to apply the on hand safety factor to on hand inventory availability. Note: For safety factors to apply, this control
must also be checked for the supply type and node type.
|
Apply Future Safety Factor To Future Inventory Availability | Check this box to apply the future safety factor to future
inventory availability. Note: For safety
factors to apply, this control must also be checked for the supply
type and node type.
|
Lead Times | |
Maximum no. of days order can be scheduled before its ship date | Enter a lead time for orders to be picked up by the Schedule agent. |
Maximum no. of days order can be shipped/delivered beyond its requested date | Enter the number of days after the requested ship date that
an order can be released. Note: For tag
controlled items, if demands are being matched against future inventory
(purchase orders), during an existing supply and demand reallocation,
the "Maximum no. of days order can be shipped/delivered beyond its
requested date" rule is not considered. This may cause an existing
order which was previously scheduled, to be backordered during release.
To avoid this, if possible, set the ForwardConsumptionDays in the
ATP rule equal to the value defined in the "Maximum no. of days order
can be shipped/delivered beyond its requested date" rule.
|
Maximum no. of days order can be scheduled before its ship date | Enter the maximum number of days before the ship date that an order can be scheduled. |
Maximum no. of days to search service availability for | Enter the maximum number of days through which you want to look up service and slot availability. |
Reservations | |
Allow Reservation During Scheduling | Check this box to allow the items to be reserved while scheduling. |
Reserve Bundle Out of Ratio | Check this box to reserve components that are out of ratio for a bundle. |
Ignore Fill Quantity (Ship Complete) | Check this box to allow the reservation of partial quantity of a line that has a ship complete constraint or to reserve the quantity that is less than the fill quantity. |
Priority | |
Consider distance between ship-to and ship-from locations for prioritization | Check this box to enable the geography-based distance calculations
for choosing a ship node. Important: If you select this field, ensure Optimize On is set to Priority. |
Weightage given of distance | Enter the weighting factor for distance. Once the distance
between the ship-location and the ship node address is calculated
using longitude and latitude, it is multiplied by this weighting factor. Enter any fractional number greater than, or equal to, zero. A value of 0 nullifies any distance considerations in the calculation. |
Weightage given to Node | Enter the weighting factor for node priority. The ship node
priority specified in the distribution group is multiplied by this
weighting factor. Enter any fractional number greater than, or equal to, zero. A value of 0 nullifies any node priority considerations in the calculation. Important: For this weighting factor to be applied, distribution groups must be used to determine the set of possible ship nodes from which a product can be shipped. |
Optimize On | |
Date | Select this option for inventory scheduling to be optimized by date. |
Priority | Select this option for inventory scheduling to be optimized by node priority. |
Cost, Number of Shipments | Select this option for inventory scheduling to be optimized
by number of shipments. Note: When landed
cost optimization is enabled, it takes precedence over optimization
by the number of shipments. When landed cost optimization is disabled,
optimization by the number of shipments is used. For more information,
refer to Configuring landed cost optimization.
|
Additional Optimization Criteria | |
When Optimizing On Cost, Combine Shipments In <number of days> Day Intervals. This May Avoid Shipment Delay, But May Lead To Extra Cost | Check this box to combine the optimization based on both cost
and specified number of days. In this case, enter the number of days up to which the optimization should be considered. |
Delay Shipment Against Current Inventory To Be Consolidated With Shipments Against Future Inventory. | Check this box to delay shipments against the onhand inventory
to be consolidated with the future inventory. This option can be chosen only when the "When Optimizing On Cost, Combine Shipments" box is checked. When this option is selected, the onhand inventory is kept on hold for the specified number of days to combine with shipments that include future inventory. If the future inventory is not received on or before the specified number of days, the onhand inventory is shipped individually. |
Delay Procurements To Be Consolidated With Shipments Against Future Inventory. | Check this box to delay shipments when the inventory through
transfers are available. This option can be chosen only when the "When Optimizing On Cost, Combine Shipments" is checked. When this option is selected, the inventory through transfers is kept on hold for the specified number of days to combine with shipments that include future inventory. If the future inventory is not received on or before the specified days, the inventory is shipped individually. |
Backward Compatibility Controls | |
Assume Infinite Inventory Availability Beyond Lead Time | Check this box if you want the system to consider any inventory
beyond the lead time + processing time frame to be infinite. Note: This flag should only be used for backward
compatibility purposes. New customers should not use this flag.
|
Other Rules | |
Ignore Merging To Minimize Shipment | Check this box if you want to ignore the merging of shipments
at the scheduling level. When this option is selected, the "Minimize Number Of Shipments To Customer Through Transfers Between Shipping Nodes" option is overridden at the enterprise level in Other Promising Rules. For more information about forwarding and transfer rules, see Forwarding/transfer rules. |
Ignore Use Of Landed Cost For Optimization | Check this box if you want to ignore the use of landed cost
optimization at the scheduling level. When this option is selected, the "Use landed Cost" option is overridden at the enterprise level in Landed Cost Optimization. For more information about configuring the landed cost parameters, see Configuring landed cost optimization. |