Creating Planning Rule Groups
Planning Rule Groups enable planners to create rules to govern the supply planning process and define how items and item categories are replenished. For example, you can define where to source supply for an item when it is required at a specified location. You can only apply these rules to transfer orders.
To create a planning rule group:
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Go to Lists > Supply Planning > Planning Rules Group > New > New.
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Enter a planning rules group Name.
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Enter a planning rules group Description.
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In the Planning Rule subtab, select an Item Type.
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Select an Item/Category.
If available, the related item Description is automatically displayed.
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Select a Location.
The default Action is Transfer (transfer order).
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Select a Source Location.
This is the location you are transferring items from.
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Enter Lead Time in Days.
Lead-time represents the in-transit lead-time, or how long it takes to ship the item from its source location.
To clear your entries, click the Undo (
) icon. -
Click Save.