Probability Rules

Purpose: Use the Probability Rules screen to review or work with rules you can apply to the inventory information displayed in locate items search results or used for Order Broker assignment, such as reducing the available quantity in a product location that has a high sell-through rate. From this screen, you can:

•         review existing probability rules

•         create a new rule

•         select an existing rule to review the details on how it affects locate items results, or to change the rule

•         delete a rule, provided it does not have existing details on how to affect locate items results

•         advance to a window where you can review or work with calculations that you can include in probability rules

Used for the Order Broker module.

How to assign rules? Use the Probability Location screen to assign probability rules and review the rules already assigned to locations.

Rules are not restricted to a single organization. You can assign rules to location types or locations in any organization.

Ecommerce rules: You use the Ecommerce Rules screen rather than this screen to work with ecommerce rules, which update the probable quantity that your ecommerce site can use to estimate an item’s availability. For more information on ecommerce rules and calculation of the probable quantity, see:

•         the Ecommerce Rules screen

•         the Ecommerce Location screen

•         the Ecommerce tab at the System screen

•         Location Inventory Updates for Ecommerce in the Operations Guide 

How to display this screen: Select Probability Rules from the Home Screen or from the Products Menu.

For more information: For a brief overview of probability rules, see Using Probability Rules; and for more details, see Probability Rule Overview.

Note:             Available if Use Order Broker is selected at the Tenant screen. Only users with Probability Rules authority can display this screen. See the Role Wizard for more information.

In this topic:

•         Options at this screen

•         Fields at this screen

Options at this screen

Option

Procedure

create a probability rule

Enter a rule name in the Name field and click NEW to advance to the Probability Rule Wizard screen, where you can set up a rule. The name can be up to 40 positions, and can include spaces and special characters.

For more information: See Probability Rule Wizard for instructions on setting up probability rules, including sample rules.

search for a probability rule

Enter a full or partial rule name in the Name field at the top of the screen and click SEARCH to restrict the search results to rules whose names start with your entry.

select a probability rule for maintenance

Click the edit icon (edit_icon.png) next to a rule to advance to the Probability Rule Wizard screen.

review a probability rule

Click a probability rule once to open the Browse Probability Rules window.

delete a probability rule

Select the delete icon (delete_icon.png) next to a rule to delete the rule from Locate.

You can delete a rule only if there are no rule details and the rule has not been assigned to an organization, location type, or location. See the Probability Location screen for information on reviewing rule assignment.

review or work with calculations that can be included in probability rules

Click CALC to advance to the Calculations window.

Fields at this screen

Field

Description

Name

A description of the probability rule.

The name can be up to 40 positions, and can include spaces and special characters.

Results fields

Name

The description of an existing probability rule.

Edit

Click the edit icon (edit_icon.png) next to a rule to advance to the Probability Rule Wizard screen, where you can review or edit the rule.

Note:  If the Probability Rule Wizard screen is already open in another tab, you advance to that screen, where the previously-selected rule is displayed.

Delete

Click the delete icon (delete_icon.png) next to a rule to delete the rule from Locate.

This option is available only if the rule has not been assigned to an organization, location type, or location. See the Probability Location screen for information on rule assignment.

 

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