Planning Rule Group Import
Planning Rules Groups enable planners to create rules that govern the supply planning process to define how items and item categories are replenished. These rules only apply to transfer orders. For example, you can define where to source supply for an item when it is required at a specified location. To learn more, see Supply Planning Prerequisites.
To import CSV records for a Planning Rule Group, use the CSV import assistant. To learn more, see Importing CSV Files with the Import Assistant.
Usage Notes
Consider these notes when you map the following fields for a Planning Rule Group import.
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Description - a description of the planning rule group.
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External ID - use as a unique identifier for each planning rule group.
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Name (required) – the planning item category name.
Consider these notes when you map the following fields for a Planning Rule Group Planning Rules import.
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Item/Item Category – Planning item categories help you to organize and display items in a hierarchy.
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Item Type (required) – Item types help you track and manage items and services.
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Lead Time (Days) (required) – Lead-time represents the in-transit lead-time, or how long it takes to ship the item from its source location.
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Location – The location associated with the planning rule group.
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Source Location – The location you are transferring items from.