Schedule the store plan

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.

Before you begin

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

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

Procedure

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.

Result

The summary gets generated based on the store plan schedule.

Parent Topic:Manage store plans to generate cases and tasks