Defining a requirement planning condition type

  1. Select Planning > Setup > Planning Condition Library.
  2. In the Planning Condition Library tree, browse to the planning conditions for the planning condition category you want to add a planning condition to.
  3. Click the Planning Conditions node.
  4. Click Add above the grid.
  5. Type a name for the new planning condition in the Condition Title field.
  6. In the Activation Rule field, specify the activation rule that Infor Public Sector will use to determine when this planning condition will affect the application process.
    Either specify the name of an existing activation rule or define a new activation rule.
  7. Select Requirement from the Condition Type list.
  8. In the Status field, specify the status this planning condition will have.
    The status defines the set of rules for how Infor Public Sector handles the condition and what members of your agency can do with the planning condition when it has that status. You can use an existing status from the Planning Condition Library or define a new planning condition status.
  9. In the Condition Text field, type the nature of the planning condition.
  10. Specify any other information about the planning condition.
    You can direct Infor Public Sector to automatically apply this planning condition to one or more child applications by specifying an inheritance rule in the Inheritance Rule field. Either specify the name of an existing inheritance rule or define a new inheritance rule. You can also use the fields under Auto Status Formula to specify a formula for each application type that calculates the status of a planning condition at the point in the application process indicated in the activation rule.
  11. Click Save.
    Infor Public Sector adds the planning condition type to your Planning Condition Library and shows it in the grid. Note that if you edit a planning condition in the Planning Condition Library, Infor Public Sector updates those changes to all applications whose planning conditions have a status that allows editing but have not been edited.