Create supply exchange rule for production

Supplies are usually exchanged automatically by validating the serial number or level indicators. These indicators suggest that the supply has been changed, i.e. replaced by another.

When the supply reports the serial number or level data, no additional configuration is required for automatic exchanges to take place.

To identify whether the supply reports this data, view the supply's information.

However, depending on the settings used to manage the products, it may be the case that this data is not entered in their register.

For this reason, the yield indicator can be used to generate page volume exchanges when the supply provides capacity data.

Once the rule has been configured, the system will use the production data of the supplies of the selected members to carry out the exchanges. As soon as the supply reaches its capacity production, the exchange will take place.

Instructions

1. Go to the Settings > Supplies menu

2. Locate the Exchanges for production option

3. Click the Open button

Activate rule for all members

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

If you want to generate production exchanges for all members, follow the steps below:

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

2. Enable the rule to make it active

3. Click the Save button

Create rule for specific members

If you want to generate production exchanges for specific members, follow the steps below:

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

2. Disable the rule to make it inactive

3. Click the Save button

4. Click the ✚ button in the top right corner

5. Enter the name of the rule

6. Enable the rule to make it active

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

8. Select the members according to the desired hierarchy

9. 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

10. 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

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

Add exceptions to the default rule

If you want to generate exchanges by production for all but a few members, follow the steps below:

1. Enable the Default rule, as instructed in Activate rule for all members

2. Click the ✚ button in the top right corner

3. Enter the name of the rule

4. Disable the rule to make it inactive

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

6. Select the members according to the desired hierarchy

7. 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

8. 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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