Configuration#

Security Features#

The permissions required to manage Sort Rules are available in Administration > Security > Feature. See Features for more information.

Prerequisites#

Before creating a Sort Rule Set:

• Create the necessary Sort Rules up front.
  • Use the application's pre-defined rules when they already meet the dispatching requirement.
  • Create a Dynamic Execution Engine (DEE) rule when a custom sorting behavior is required.
• Understand the dispatching requirement before choosing the sort logic.
  • Identify the priority criteria to apply, such as due date, priority, or setup time.
  • Determine whether the scenario needs a sort rule set that orders Materials or one that orders Resources.

System Sort Rules#

The system provides default Sort Rules for standard scheduling:

Create a Sort Rule Set#

To create a new Sort Rule Set, follow Create Sort Rule Set and provide the following information in the wizard:

1. Provide a name for the Sort Rule Set, for example HighPriorityMaterialSorting or HighPriorityResourceSorting.
2. Optionally, provide a description to document the purpose and business logic.
3. Select the Sort Rule Set type from the lookup table SortRuleSetType.
4. Select the scope:
   • Material for Get Resource List For Material, when the goal is to determine which Resources are available or preferred for a given Material.
   • Resource for Get Material List For Resource and Get Material List for Step, when the goal is to determine which Materials should be processed next on a Resource or Step.

Then define the rules that make up the Sort Rule Set:

• Add as many Sort Rules as needed. For each Sort Rule:
  • Select the specific Sort Rule to apply for each entry.
  • Choose the sorting direction as Ascending or Descending.
• Use the Up and Down buttons to change the rule order.

After the Sort Rule Set is created, it can be assigned to a Step or Resource depending on the dispatching scenario. Continue to Assigning Sort Rule Sets.