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Error: 'check the rates, rules and shift patterns on the resources'

Written by Charnjit Singh Dharival

When adding a job to the plan, we get the error message: Check the rates and rules shift patterns on the resource.

When trying to edit the resource in a resource group, an error is appearing saying you must enter a value for description.

I cannot open the plan after a import due to the following error message:-

An unexpected error occurred. Please report this problem to your system administrator with the following information:
Orchestrate5.PlanningException: ResourceGroup: ResGroup1
Order: WO0001
Process: Process1
Item: ITEM01 - item description
Op: 10
check the rates, rules and shift patterns on the resources' when adding order to plan


Solution 1

Also, the development team have implemented a code enhancement for this issue which will be part of the hotfix (Orchestrate 7.72 hotfix 10). Please upgrade to this version or above. This error was caused (when running the algorithm) by the fact that Orchestrate cannot handle one minute tasks properly in some cases when using Part Transfer relation type.

Solution 2

One cause is the labour resource requires a higher capacity than one unit has the works order needs more than a single quantity to be manufactured. Also, the labour resource group is using the incorrect planning rule e.g. Preferred Resources Only With Minimum Setup should be Earliest Completion.

Please complete the following steps to increase the capacity attribute on a labour resource:

  1. Select Resources

  2. Select Labour

  3. Enter relevant resource and click Search

  4. Click Edit

  5. Tick Allow Overlaps

  6. Enter a figure greater than one under the Units Available column e.g. 2


Please complete the following steps to change the labour resource group planning rule:

  1. Select Resources

  2. Select Labour Groups

  3. Click square box to enlarge window

  4. Select the relevant labour resource group and click Edit

  5. select the relevant rule from the PlanningRule dropdown list e.g. Preferred Resources Only with Earliest Completion instead of Preferred Resources Only with Minimise Setup

Solution 3

This issue has also been caused by the resource required quantity being greater than resource availability so Orchestrate could not plan. The issue is resolved by decreasing the number of resource required.

Solution 4


The error message details the issue. For example, the item production rate may be missing the item described in the error. So, complete the following steps:-

  1. Select Items

  2. Item Production Rates

  3. Click New

  4. Enter the resource (normally same as the Resource Group in the error message)

  5. Enter the Item

  6. Enter the rate value and Rate Type

  7. Click Apply and OK

  8. Run the data import again and the plan will open fine

Solution 5

Please check the resource rules compared to the order attributes. For example, if a works order is planning on a resource which contains the resource rule:

Order.MarkedForRelease=0 OR PlannedResourceCode = "" OR PlannedResourceCode = "PACK1"


and the relevant works order as the order attribute 'Marked For Release' checkbox ticked, this error will generate.

  1. Right-click relevant works order from the order planner

  2. Select Edit Works Order Tasks

  3. Untick Marked For Released

  4. Click OK

  5. Click Add to Plan and the relevant works order plans without error

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