Creating and modifying a resource pool

You can create a resource pool

1. From the tree in the application rules side panel, choose Resource Capacity > Resource Pools.

The Resource Pool Search window displays in the work area.

2. Choose the Create New icon. The Create Resource Pool pop-up window displays.
3. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.

   Table 1. Create resource pool pop-up window

   Field	Description
   Resource Pool ID	Enter the name of the resource pool as you want it to appear.
   Capacity Organization	Select the organization that maintains the capacity within this resource pool.
   Resource Pool Description	Enter a brief description of the resource pool.
   Service Slot Group	Select the service slot group you want to use to determine service promising. For more information about configuring service slot groups, see Defining slot groups. Important: When you change the service slot group, ensure that you reset the capacity of the original slot group in the Capacity Console. The capacity should be made unavailable. Note: If you are creating a resource pool for special service, this field is disabled.
   Region Schema	Select the region schema to associate with this resource pool. Note: If you are creating a resource pool for special service, this field is disabled.
   Capacity Information Available	Select this to indicate that this resource pool can be considered as a source for capacity. If you do not select this, infinite capacity is considered. Note: As special services always have infinite capacity, this field is disabled.
   Capacity Maintained At Resource Level	Select to indicate that capacity is maintained at the resource level for this resource pool. Note: As special services always have infinite capacity, this field is disabled.
   Item Group
   Provided Service	Select this if you are configuring a resource pool for one or more provided services.
   Delivery Service	Select this if you are configuring a resource pool for one or more delivery services.
   Special Service	Select this if you are configuring a resource pool for one or more special services.
   Capacity UOM	Select the unit of measure of the capacity you want to use to for the resource pool. Note: As UOM is not applicable for special services, this field is disabled.
   Node	Select the node to associate with the resource pool.

4. Choose the Save icon. The Resource Pool Details window displays.
5. Enter information in the applicable fields. Refer to Table 2 for field value descriptions.
6. Choose the Save icon.

   Table 2. Resource pool details window

   Field	Description
   Resource Pool ID	The name of the resource pool as you want it to appear.
   Node	The node associated with the resource pool. Note: After you associate the Node with the resource pool, you cannot modify the Node. Therefore, the Node field is disabled.
   Capacity Organization	The organization that maintains the capacity within this resource pool.
   Capacity UOM	The capacity unit of measure you want to use to for the resource pool. Note: If you are modifying a resource pool for special service, this field is disabled.
   Item Group	Indicates whether the resource pool is for delivery services or provided services, or special services.
   Resource Pool Description	Enter a brief description of the resource pool.
   Service Slot Group	Select the service slot group you want to use to determine service promising. For more information about configuring service slot groups, see Defining slot groups. Note: If you are modifying a resource pool for special service, this field is disabled.
   Supervisor ID	Select the supervisor ID from the drop-down list. When determining the supervisor to use for a service work order, Sterling Order Management System looks for the supervisor ID for a given node and seller organization combination, and then for the resource pool supervisor, and if no supervisor is found in either case, the default supervisor for the node. Click the Create New icon to add a new user that can be selected as a supervisor. The user is added in the context of the node that is being configured.
   Capacity Information Available	Select Capacity Information Available to indicate that this resource pool can be considered as a source for capacity. Note: If you are modifying a resource pool for special service, this field is disabled.
   Capacity Maintained At Resource Level	Select this field to indicate that capacity is maintained at the service resource level for this resource pool. Capacity can only be maintained at the service resource level if the resource pool measures capacity in a time-based unit of measure. Note: This feature has been designated for a future release. Note: If you are modifying a resource pool for special service, this field is disabled.
   Calendar
   Use Nodes Calendar	Select Use Nodes Calendar, if you want to use the shipping calendar defined for the node in Participant Modeling to determine resource availability.
   Choose Calendar	Select Choose Calendar if you want to override the node's defined shipping calendar with different calendar to determine resource availability.
   Calendar	If you selected Choose Calendar, select the applicable calendar to use to determine resource availability. The calendars of the node as well as the calendars of the primary enterprise of the node display in the drop-down list.
   Service Skills
   Service Skill ID	The Service Skill ID
   Description	A description of the service skill
   Provider Contact Address The contact address of the organization that provides this resource pool.
   Regions
   Service Specific Regions	Select Service Specific Regions to be able to define particular service regions from the Regions table.
   Service All Regions	Select Service All Regions to indicate that this resource pool can service all regions configured in the region usage.
   By Regions Only	Select By Regions Only if this resource pool services the specified regions for all time slots throughout the selected days. Note: If you select this radio button, you cannot select the By Regions And Slots radio button unless you delete all the region associations to this resource pool first.
   By Regions And Slots	Select By Regions And Slots if this resource pool only services specified time slots throughout the day. Note: If you select this radio button, you cannot select the By Regions Only radio button unless you delete all the region associations to this resource pool first.
   Regions	A list of regions serviced by the resource pool. For information about adding regions to a resource pool, see Adding a region serviced by the resource pool. For information about removing regions from a resource pool, see Removing a serviced region from a resource pool.
   Resources
   Resource ID	The Resource ID.
   Calendar ID	The Calendar ID of the calendar the resource is using.
   Notes	Any additional notes on this resource.
   Additional Capacity Limits
   Capacity is Limited By Weight	Check this box to limit the capacity by Weight. Select the appropriate UOM from the Weight UOM drop-down list. Note: If you are modifying a resource pool for special service, this field is disabled.
   Capacity is Limited By Volume	Check this box to limit the capacity by Volume. Select the appropriate UOM from the Volume UOM drop-down list. Note: If you are modifying a resource pool for special service, this field is disabled.

   Note: You cannot modify the additional capacity limits configured for the same UOM types. However, modification is possible only if one of the capacity limits are not configured.

   Note: For a Provided Service, only nodes belonging to the provider organization are displayed. For a Delivery Service, all nodes are displayed whether it belongs to the provider's node or not.