Manage Attribute-Based Netting Rules with Project Attributes

You can manage your netting rules on the Manage Attribute-Based Netting Rules page. You access this page from the Plan Inputs, Supply Planning, or Demand and Supply Planning work area.

Go to the work area, open the Tasks panel, and click the Manage Attribute-Based Netting Rules link.

Use the Manage Attribute-Based Netting Rules page to search and edit your existing netting rule or to create a new rule.

You can delete a netting rule only when the rule isn't associated to a plan.

Create an Attribute-Based Netting Rule

You can create an attribute-based netting rule for project-based supply planning with one of the following netting sequences:
  • Netting sequence common to all items
  • Netting sequence specific to item segments
  • Both netting sequences
Use these steps to create a new attribute-based netting rule with a netting sequence common to all items:
  1. On the Manage Attribute-Based Netting Rules page, click the Create icon.
  2. Provide a name and description for your attribute-based netting rule.
  3. For the Planning Attributes field, select the project attributes: Project Group, Project, and Task.
  4. In the Item Segments and Netting Sequences section, Netting Sequence Common to All Items tab:
    1. In the Time Window in Days for Applying the Netting Sequence field, enter your number of days.
    2. In the Attributes for Planned Orders field, select the Demand Grouping and Striping attributes.
  5. In the Netting Sequence for Existing Supplies section, click Add Netting Sequence to add the attribute-based netting sequence steps.
  6. For each netting sequence, click the Expand icon to select Supply Operators.
  7. Click Save.
Use these steps to create a new attribute-based netting rule with netting sequence specific to items segments:
  1. On the Manage Attribute-Based Netting Rules page, click the Create icon.
  2. Provide a name and description for your attribute-based netting rule.
  3. For the Planning Attributes field, select the project attributes: Project Group, Project, and Task.
  4. In the Item Segments and Netting Sequences section, Netting Sequence Specific to Item Segments tab, take these steps for each segment:
    1. Select the value for the Source System field.
    2. Search the value for the Segment Group field.
    3. Add segments. For each segment, specify the segment name, description, time window in days, and attributes for planned orders. You can add up to ten steps in the netting sequence.
  5. In the Netting Sequence for Existing Supplies section, click Add Netting Sequence to add the attribute-based netting sequence steps.
  6. For each netting sequence, click the Expand icon to select Supply Operators.
  7. Click Save.

For an attribute-based netting rule for both sequences, complete the steps for both tabs in a single rule.