Requirement Consolidation Rules

On the Requirement Consolidation Rules page, you can create, edit, copy, and delete requirement consolidation rules.

Requirement consolidation rules configure how existing requirements of a single plan are merged with new requirements from release orders of the same type. You can define a requirement consolidation rule for a customer, a ship to of a customer, a message type, and a message subtype.

These main configuration options are distinguished:

• Deleting current requirements: If this option is selected, then the requirements of the current single plan are deleted. These requirements are completely replaced by the requirements of the new release orders.
• Adjusting requirements according to the time horizon of the new single plan:
  • Requirements of the current single plan are scheduled within the time horizon of the new single plan. The requirements of the current single plan within the received time horizon of the new release orders are always deleted. These requirements are completely replaced by new requirements.
  • Requirements of the current single plan are scheduled after the time horizon of the new single plan. If the option is selected, then these requirements of the current single plan are deleted. Otherwise, these requirements are added to the requirements of the new single plan.
  • Requirements of the current single plan are scheduled before the time horizon of the new single plan:
    • The requirements that have a requirement date before the time horizon of the new single plan are deleted. The option Delete Existing Requirements before First Requirement Date must be selected.
    • The requirements that have a requirement date before the time horizon of the new single plan and the commitment level Planned are deleted. The option Delete all Planned Requirements prior to First Requirement Date must be selected.
    • The requirements that have a requirement date before the time horizon of the new single plan and the frequency Month are deleted. The option Delete Monthly Requirements before First Date must be selected.
    • The requirements that have a requirement date before the time horizon of the new single plan and the frequency Week are deleted. The option Delete Weekly Requirements before First Date must be selected.
    • The requirements that have a requirement date before the time horizon and before the calculation date of the new single plan are deleted. The option Delete all Requirements before Calculation Date must be selected.
• Adjusting referenced requirements:
  • Referenced requirements of the current single plan are added to the requirements of the new single plan. These requirements are not yet shipped and are not dated in the past.
  • Referenced requirements of the current single plan are replaced by requirements of the new single plan that have the same reference numbers.

To search for a requirement consolidation rule, specify filter criteria in the field entries of the required columns.

To view the detail settings of a requirement consolidation rule, click the Drill down button of the requirement consolidation rule from the list.