Configure Planning Rules

Apply timing, protection, supply, stockout, rebalancing, and executable quantity policy through one transparent scope-resolution layer.

Planning Rules are the policy resolution layer. They connect a company, warehouse, vendor, product scope, ordering cadence, supply treatment, stockout handling, internal rebalancing, and executable quantity constraints without changing the forecast model.

Full Odoo Planning Rule showing company scope, service policy, timing, stockout, and replenishment controls — Use a broad default rule, then add narrower exceptions for products, categories, vendors, or warehouses.

Create and verify a rule

Open Inventory > Niyu AI > Configuration > Planning Rules.
Set Company and, when needed, Warehouse and Vendor.
Choose only the intended product scope: Product, Product Template, Product Category, or the supported broad scope.
Set a clear name, priority, and reason.
Configure timing, stock protection, incoming supply, stockout behavior, rebalancing, and order constraints.
Save, run a forecast, and verify the selected rule and Applied Rule Summary on matching Action Lines.

Selection transparency

The most specific eligible scope normally wins. Product scope outranks broader template or category scope; warehouse and vendor conditions narrow the match; priority resolves intentional overlap. Never infer the winner from the rule name. Read the selected rule on the Action Line.

Service and protection

Minimum Days of Stock and Maximum Days of Stock define coverage thresholds and targets for the applicable policy.
Safety Stock Days adds demand coverage. The quantity is forecast daily demand multiplied by safety days.
Service Level Target is policy context. It is not a separate statistical safety-stock optimizer in the current calculation.
Lead time determines when external supply can arrive. Periodic review also protects the interval until the following review.

Supply and quantity

Full Odoo Planning Rule order constraints showing quantity multiple, MOQ, order step, case pack, and incoming supply controls — Keep planning in stock UoM; apply supplier constraints in order; convert the final executable quantity to purchase UoM for the RFQ.

Decide whether draft RFQs, confirmed POs, and transfers count as incoming supply and only when they arrive within the protected period.
Apply valid stock-UoM precision before supplier constraints.
Order Step, Case Pack, MOQ, supplier minimums, and purchase-UoM conversion affect purchases. Supplier case packs do not apply to internal transfers.

Override boundaries

Stockout Handling can override the company default for special products.
Ordering Profile makes the rule continuous, recurring, or manually scheduled.
Internal Rebalancing can allow transfer-first, buy-directly, transfer-only, or block transfer-in/out for the matching scope.
An exclusion or a more specific rule can intentionally remove or change a product-warehouse plan.

Set safe defaults before creating narrower Planning Rule overrides.

Configure company defaults