Consolidation Policies

Consolidation Policies

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.

See Sustainability with Supply Chain Cloud for more information.

FIELD

DESCRIPTION

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

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.

Import/Export Policy

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.