---
alias: tutorials-sort-rule-sets-configuration
search:
  boost: 2
description: "Review the required permissions, prerequisites, system rules, and the steps needed to create a sort rule set."
---

# Configuration

## Security Features

The permissions required to manage Sort Rules are available in **Administration > Security > Feature**. See [[user-guide-security-features]] for more information.

![Screenshot showing the security features used to manage sort rule permissions.](images/sort-rule-set-security-features.png)

## 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:

| Property | Scope | Description |
| --- | --- | --- |
| `StandardSchedulingMaterialSorting` | **Material** | The Standard Scheduling Material Sorting |
| `StandardSchedulingResourceSorting` | **Resource** | The Standard Scheduling Resource Sorting |

## Create a Sort Rule Set

To create a new **Sort Rule Set**, follow [[user-guide-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-lt]].
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**.

!!! info
    Material sort rules always have an implicit rule that gives higher priority to Hot Materials.

![Screenshot showing the general data step when creating a sort rule set.](images/sort-rule-set-create-general-data.png)

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.

!!! warning
    Sort Rules are applied in the defined sequence. The first rule has the highest priority. If two items are equal according to the first rule, the second rule is used as the tiebreaker, and so on.

![Screenshot showing the sort rule list and ordering controls in the sort rule set wizard.](images/sort-rule-set-manage-rules-order.png)

After the **Sort Rule Set** is created, it can be assigned to a **Step** or **Resource** depending on the dispatching scenario. Continue to [[tutorials-sort-rule-sets-assigning]].