Automation Rules
What runs on its own: MRP and firming, reorder, order confirmation and release, ASN receipt with quality hold, preventive maintenance, sourcing award, return approval, outbound EDI and carrier tracking. Each rule is switched on here and given its limits; what it may change is the company's autonomy level for its key.
Where to find it
- Module: Supply Chain
- Group: Planning
- Section: Automation
- Screen: Automation Rules
Address in the console: /scm/automation-rules
List · 12 columns · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Rule | Code | rule_code |
| Name | Text | name |
| On | Yes or no | is_enabled |
| Job | Code | job_code |
| Autonomy key | Code | job_key |
| Value limit | Number | max_value |
| Tolerance % | Number | tolerance_pct |
| Days | Number | fence_days |
| Threshold | Number | threshold |
| Strategy | Status | strategy |
| Last run | Date and time | last_run_at |
| Last result | Text | last_outcome |
What can be corrected
The fields offered when an existing record is edited. Whether the button appears at all is decided per record — see What may be changed.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Switched on | Yes or no | Off, the rule’s job finds nothing. On, what it may change is still the company’s autonomy level for the rule’s key: notify (the default) only tells people. | |
| Value limit | Number | Nothing worth more than this is done automatically. Blank is no limit. | |
| Tolerance % | Number | How far a quantity may differ and still match (ASN receipt). | |
| Days | Number | The firm fence (MRP), the notice window (renewals) or the idle days (stale pipeline). | |
| Threshold | Number | The lowest score that is acted on (sourcing award, churn). | |
| Strategy | Choice | round_robin, territory, load, skill | Who gets a lead or a case: in turn, by territory, or whoever has the fewest open. |
| Reasons | Text | Return reasons the rule approves, e.g. damaged_in_transit, wrong_item. | |
| Settings | Text | The rule’s own named values, e.g. {"horizonDays": 90} or {"teamCode": "EAST"}. |
What you can do here
Rehearse
Run the rule's job without changing anything, and see what it would act on.
Run now
Asks for confirmation: Run this rule's job now? It changes records only as far as the company's autonomy level for it allows.
Arm schedule primary
Asks for confirmation: Switch this rule's schedule on? It runs as you.
Switch schedule off
Asks for confirmation: Switch this rule's schedule off? Nothing runs until it is armed again.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.