Manually Release Rebalancing Recommendations

This topic explains how you can manually release the rebalancing recommendations generated by the inventory rebalancing process for your replenishment plan.

If you haven't set up your replenishment plan for automatic release of replenishment orders by selecting the Release planned orders automatically check box on the General subtab on the Supply tab on the Plan Options page, you can manually release the rebalancing recommendations using the Manage Rebalancing Recommendations page.

Follow these steps to manually release your rebalancing recommendations:

1. After the inventory rebalancing process is run, open your replenishment plan through one of these ways:

   Note: If you aren't using an integrated replenishment plan, open the replenishment plan for which you've selected the Rebalance inventory check box on the Plan Options page.

   • Use the Manage Plans page:

     1. On the Tasks panel tab, under Plans, select Manage Plans.

        The Manage Plans page opens.

     2. Under Search Results, select the replenishment plan that you want to open, and click Actions > Open.

        The replenishment plan opens in a separate page.

   • On the Plans panel tab, under Plans, right-click the replenishment plan that you want to open, and select Open.

     The replenishment plan opens in a separate page.

2. Click the Open drop-down button.

   The Open Table, Graph, or Tile Set dialog box opens.

3. Search for the Manage Rebalancing Recommendations table, and open it.

   The Manage Rebalancing Recommendations page opens under the replenishment plan. Only inventory rebalancing recommendations are displayed on this page. The value under the Order Type column is Planned order, and the value under the Action column is Release.

   Note: You can also drill to the Manage Rebalancing Recommendations page from the analytics for inventory rebalancing.

4. Under Search, perform a search for the item-location combinations and clusters for which you want to manually release rebalancing recommendations.

5. Select a rebalancing recommendation that you want to manually release, and follow these steps:

   1. Under Search Results, click Actions > Mark for Release.

      The row is marked with the Changed icon, and the release status for the item-location combination changes to Marked for release.

      The quantity in the Order Quantity column is copied to the Implement Quantity column.

   2. If required, edit the values in the implementation-related and Shipping Method columns.

      These changes are lost the next time you run the replenishment plan.

6. Repeat the previous step for the item-location combinations for which you want to manually release rebalancing recommendations.

7. To change your decision about manually releasing a rebalancing recommendation, select the row, and under Search Results, click Actions > Unmark for Release.

   The release status for the item-location combination changes to Release.

8. Save the replenishment plan.

9. On the Actions menu for the replenishment plan, select Release.

   The Release Plan dialog box appears.

10. Click Yes.

    The Plan Status Details dialog box appears and displays the status of the release process.

11. Click OK to return to the Manage Rebalancing Recommendations page.

12. Under Search, click View > Refresh.

    For the manually released rebalancing recommendations, the value under the Release Status column changes to Released and under the Action column to None.