Generate the schedule for multiple scheduling periods
You can set up and generate the schedule for multiple scheduling periods as a batch process.
Before you begin
Verify that the user who is doing this task has the permission, Schedule for Multiple Campaigns. This permission is automatically applied to the Retail Regional Manager role.
To assign this permission to a user role Entity assigned to users to define their access permissions to applications.:
-
Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Security, select Roles Setup.
-
Select the Role Name of the user, and View/Edit Role.
-
Under Privilege, go to Forecasting and Scheduling, Schedule Viewing, Edit Forecasting and Scheduling Calendar.
-
Select Schedule for Multiple Campaigns, and select Save.
Procedure
-
Go to Forecasting and Scheduling. Under Calendar, select Schedule Run.
-
From Select date range, enter the date range for the scheduling periods that you want to run simultaneously.
-
Under Campaign Name, select the scheduling periods for which you want to set up scheduling:
-
To select multiple scheduling periods one at a time, press <Ctrl> and select the scheduling periods you want.
-
To select multiple scheduling periods all at once, select the scheduling period at the top of the list. Press <Shift>, and select the scheduling period at the bottom of the list.
-
To select all scheduling periods in all campaigns displayed for the date range provided, select Select All.
-
-
Select View.
-
From the right pane, select the scheduling periods for which you want to set up and run schedules.
-
Select Set up scheduling.
-
On the Scheduler Setup screen, complete the fields.
-
To run the schedules, select Initiate Scheduling.
The system starts generating the schedules for the selected scheduling periods. Information about the schedule run is displayed in the right pane.
-
To check the status of the schedule generation, view the data in the Progress and Status fields.