Schedule the store plan

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Schedule the store plan based on the requirement- immediate, one time, or recurring. Once the store plan gets scheduled, it automates the case and task generation which reduces manual work.

    Vorbereitungen

    Role required: sn_rtl_hq_ops.agent, sn_rtl_hq_ops.agent_manager, sn_rtl_hq_ops.location_manager, and sn_fsm_planned_wm.planned_work_admin

    Hinweis:
    Use sn_fsm_planned_wm.planned_work_admin role to avail the one-time and recurring schedule options.

    Prozedur

    1. On the Schedule form, select Immediate to generate a case immediately.
      1. Select the date by selecting the calendar and enter the time in the Due date and time.
    2. Select One time to generate a case in future at the scheduled time.
      1. Select the date by selecting the calendar and enter the time in the Schedule details > Effective Start.
      2. Enter the number of days for the case to be due from the effective start date in the Schedule details > Lead time.
    3. Select Recurring to generate recurring cases in future.
      1. Select the starting date by selecting the calendar and enter the time in the Schedule details > Effective Start.
      2. Select the ending date by selecting the calendar and enter the time in the Schedule details > Effective End.
      3. Select the trigger type from the Recurrence details > Trigger Type drop-down list.
      4. Enter the number of days, hours, minutes, and seconds in the Recurrence details > Repeat section.
      5. Enter the number of days for the case to be due from the effective start date in the Recurrence details > Lead time.
    4. Select Save to stay on the window and select Save & continue to go to the next step.

    Ergebnisse

    The summary gets generated based on the store plan schedule.