Create automatic demand request rule

Once supply running low alerts are generated, the user can analyze them and turn them into demands, to carry out the logistics of replenishing them.

This setting allows you to register a rule so that the system automatically requests demands when supplies are running low, according to the desired criterion(s):

• Level

• Yield

• Running low by

By default, the system will have a rule called Default disabled and applied to all members.

Instructions

1. Go to Settings > Supplies

2. Locate the Automatic supply demand request option

3. Click the Open button

Change default rule criteria

The NDD Orbix portal has a standard rule, called Default, which will be applied to all members of the system.

To change your criteria, follow the steps below:

1. Click on the rule name Default to open its properties

2. Enable or disable the desired criteria

3. Click the Save button

Create rule for specific members

If you want automatic requests to be made for specific members, follow the steps below:

1. Click the ✚ button in the top right corner

2. Enter the name of the rule

3. Enable or disable the rule criteria

4. Click the + Add button to add the members of the rule

5. Select the members according to the desired hierarchy

6. Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the register

7. Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

The specific rules will take precedence over the default rule.

To edit or delete a rule, go to Edit or delete records.

Add or remove members from the created rule

1. Click on the rule name to open its properties

2. Click on the Members tab

To add members to the rule, follow the steps below:

1. Click the ✚ button in the top right corner

2. Select the members according to the desired hierarchy

3. Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the grid

To remove members from the rule, follow the steps below:

1. Select the desired members

2. Click the 🗑 button in the top right corner

3. Click the Confirm button in the message box to confirm the removal

It is not possible to add or remove members from the Default rule, as it is intended to be applied to all members.

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