Creating a scheduling rule

You can create a scheduling rule.

1. From the tree in the application rules side panel, choose Cross Application > Order Promising > Sourcing And Scheduling > Scheduling Rules.

The Scheduling Rules screen displays in the work area.

2. Choose the Create New icon. The Scheduling Rule Details screen displays.
3. Enter information into the applicable fields. Refer to Table 1 for field value descriptions.
4. Choose the Save icon.

   Table 1. Scheduling rule details screen.

   Scheduling rule details field value descriptions

   Field	Description
   Primary Information
   Scheduling Rule	Enter the name of the scheduling rule.
   Scheduling Rule Description	Enter a brief description of the scheduling rule.
   Retry Intervals Note: The minimum retry interval is 0.5 hours (30 minutes). Even if the specified value is lower, for example 0.2, the business logic still treats the interval as 0.5.
   If Product is Backordered, retry scheduling after this time (Hours)	Enter how many hours after an order has been backordered that the system should try to reprocess the order.
   If scheduling fails for any other reason retry scheduling:	For products, after this time (Hours) - Enter how many hours after which the Schedule time-triggered transaction should try to schedule a product item order line if the order line is not ready to schedule when it is initially picked up. For delivery or provided services, after this time (Hours) - Enter how many hours after which the Schedule time-triggered transaction should try to schedule a service item order line if the order line is not ready to schedule when it is initially picked up.
   Constraints
   Ship Complete	Check this box to ensure that all product lines in the promising inquiry request are either completely scheduled or not scheduled at all. However, lines could be sourced from different shipping locations.
   Line Ship Complete	Check this box to ensure that every product line on an individual line basis is either completely sourced or not sourced at all. However, lines could be sourced from different shipping locations. Note: The difference between this and the Ship Complete constraint is that this rule does not enforce that all lines of the request are completely sourced. A particular line can be sourced while another line of the same request could be backordered.
   Ship from Single Node	Check this box to ensure that the request is sourced from a single node on a single date.
   Line Ship from Single Node	Check this box to ensure that each individual line is sourced from a single node on the same date. Note: This rule does not enforce that all lines are shipped from the same node. A particular line may be completely shipped from node 1 while another line could be completely shipped from node 2.
   Inventory Controls
   Always	Select this option to consider using unplanned inventory at both the inquiring and scheduling stages when other sourcing options have been exhausted. Note: In order to use unplanned inventory, the "Use Unplanned Inventory" flag must be set to "Yes" at the Item level.
   Only During Inquiry	Select this option to consider using unplanned inventory only during the inquiring stage when other sourcing options have been exhausted. Note: In order to use unplanned inventory, the "Use Unplanned Inventory" flag must be set to "Yes" at the Item level.
   Cancel Order for Inventory Shortage	Check this box if you want the system to cancel an order when there is an inventory shortage. When unchecked, the item is backordered.
   Apply On Hand Safety Factor To On Hand Inventory Availability	Check this box to apply the on hand safety factor to on hand inventory availability. Note: For safety factors to apply, this control must also be checked for the supply type and node type.
   Apply Future Safety Factor To Future Inventory Availability	Check this box to apply the future safety factor to future inventory availability. Note: For safety factors to apply, this control must also be checked for the supply type and node type.
   Lead Times
   Maximum no. of days order can be scheduled before its ship date	Enter a lead time for orders to be picked up by the Schedule agent.
   Maximum no. of days order can be shipped/delivered beyond its requested date	Enter the number of days after the requested ship date that an order can be released. Note: For tag controlled items, if demands are being matched against future inventory (purchase orders), during an existing supply and demand reallocation, the "Maximum no. of days order can be shipped/delivered beyond its requested date" rule is not considered. This may cause an existing order which was previously scheduled, to be backordered during release. To avoid this, if possible, set the ForwardConsumptionDays in the ATP rule equal to the value defined in the "Maximum no. of days order can be shipped/delivered beyond its requested date" rule.
   Maximum no. of days order can be scheduled before its ship date	Enter the maximum number of days before the ship date that an order can be scheduled.
   Maximum no. of days to search service availability for	Enter the maximum number of days through which you want to look up service and slot availability.
   Reservations
   Allow Reservation During Scheduling	Check this box to allow the items to be reserved while scheduling.
   Reserve Bundle Out of Ratio	Check this box to reserve components that are out of ratio for a bundle.
   Ignore Fill Quantity (Ship Complete)	Check this box to allow the reservation of partial quantity of a line that has a ship complete constraint or to reserve the quantity that is less than the fill quantity.
   Priority
   Consider distance between ship-to and ship-from locations for prioritization	Check this box to enable the geography-based distance calculations for choosing a ship node. Important: If you select this field, ensure Optimize On is set to Priority.
   Weightage given of distance	Enter the weighting factor for distance. Once the distance between the ship-location and the ship node address is calculated using longitude and latitude, it is multiplied by this weighting factor. Enter any fractional number greater than, or equal to, zero. A value of 0 nullifies any distance considerations in the calculation.
   Weightage given to Node	Enter the weighting factor for node priority. The ship node priority specified in the distribution group is multiplied by this weighting factor. Enter any fractional number greater than, or equal to, zero. A value of 0 nullifies any node priority considerations in the calculation. Important: For this weighting factor to be applied, distribution groups must be used to determine the set of possible ship nodes from which a product can be shipped.
   Optimize On
   Date	Select this option for inventory scheduling to be optimized by date.
   Priority	Select this option for inventory scheduling to be optimized by node priority.
   Cost, Number of Shipments	Select this option for inventory scheduling to be optimized by number of shipments. Note: When landed cost optimization is enabled, it takes precedence over optimization by the number of shipments. When landed cost optimization is disabled, optimization by the number of shipments is used. For more information, refer to Configuring landed cost optimization.
   Additional Optimization Criteria
   When Optimizing On Cost, Combine Shipments In <number of days> Day Intervals. This May Avoid Shipment Delay, But May Lead To Extra Cost	Check this box to combine the optimization based on both cost and specified number of days. In this case, enter the number of days up to which the optimization should be considered.
   Delay Shipment Against Current Inventory To Be Consolidated With Shipments Against Future Inventory.	Check this box to delay shipments against the onhand inventory to be consolidated with the future inventory. This option can be chosen only when the "When Optimizing On Cost, Combine Shipments" box is checked. When this option is selected, the onhand inventory is kept on hold for the specified number of days to combine with shipments that include future inventory. If the future inventory is not received on or before the specified number of days, the onhand inventory is shipped individually.
   Delay Procurements To Be Consolidated With Shipments Against Future Inventory.	Check this box to delay shipments when the inventory through transfers are available. This option can be chosen only when the "When Optimizing On Cost, Combine Shipments" is checked. When this option is selected, the inventory through transfers is kept on hold for the specified number of days to combine with shipments that include future inventory. If the future inventory is not received on or before the specified days, the inventory is shipped individually.
   Backward Compatibility Controls
   Assume Infinite Inventory Availability Beyond Lead Time	Check this box if you want the system to consider any inventory beyond the lead time + processing time frame to be infinite. Note: This flag should only be used for backward compatibility purposes. New customers should not use this flag.
   Other Rules
   Ignore Merging To Minimize Shipment	Check this box if you want to ignore the merging of shipments at the scheduling level. When this option is selected, the "Minimize Number Of Shipments To Customer Through Transfers Between Shipping Nodes" option is overridden at the enterprise level in Other Promising Rules. For more information about forwarding and transfer rules, see Forwarding/transfer rules.
   Ignore Use Of Landed Cost For Optimization	Check this box if you want to ignore the use of landed cost optimization at the scheduling level. When this option is selected, the "Use landed Cost" option is overridden at the enterprise level in Landed Cost Optimization. For more information about configuring the landed cost parameters, see Configuring landed cost optimization.