The Consolidation Policies configuration page allows you to create and manage consolidation policies.

Consolidation policies specify the attributes the system will use to build a list of orders—or demand lines—that should be consolidated.

Sustainability: Reduce Transportation

Consolidate inventory into a single route to limit inefficient transportation runs.

FIELD	DESCRIPTION
Name	Name of the consolidation policy.
Description	A description of the policy.
Enabled	Indicates whether the policy is enabled for use.
Effective Dates
Start	Start date/time for this policy.
End	Expiration date/time for this policy.
Days to Evaluate
Lead	Number of days to look forward for demand lines that can be consolidated.
Past	Number of days to look back for demand lines that can be consolidated.

New or Edit Sourcing Policy

Click New to create a consolidation policy. Click Edit to edit an existing consolidation policy.

FIELD	DESCRIPTION
Name	Enter a name for the policy.
Enabled	Turn on this toggle to enable the policy.
Description	Enter a description for the policy.
Effective Start Date	Enter the start date/time for this policy.
Effective End Date	Enter the expiration date/time for this policy.
Lead Days to Evaluate	Enter the number of days in the future to consider demand lines for consolidation.
Past Days to Evaluate	Enter the number of days in the past to consider demand lines for consolidation.
New	Click this button to add attributes to this policy. You can add up to six different attributes to the policy. See Attributes to configure these attributes.

Delete Consolidation Policy

Select the desired record and click Delete to delete a policy.

Click OK on the confirmation pop-up window to confirm the deletion.

Click Import and select your file(s) to import a consolidation policy.

Select a record and click Export to export a policy.

Click Export All to export all displayed records.