Understanding the Data Selection Hierarchy

The Lot Start Workfile Generation program (R44H7000) analyzes bids and takeoffs and, using supplier assignments, determines the appropriate commitments and budgets to create for each lot. When multiple bids and takeoffs exist for a specific cost code, the system uses a set of defined rules and hierarchies to determine which items to select.

The R44H700 program uses a specific to general selection hierarchy for supplier assignments and bids, and cumulative selection for takeoffs. For bids, the program selects transactions in this hierarchical order:

1. Any detail transactions for bids that are designated as preferred subcontractor.

   You can designate a supplier as a preferred subcontractor. If a preferred subcontractor exists for a cost code, or a cost code and option combination, the R44H700 program selects that bid and the search is finished. The R44H700 program selects a preferred subcontractor at any tier level even when there is a more specific, nonpreferred supplier bid at a more detailed level. If a preferred subcontractor is used, national purchasing is bypassed.

2. Supplier assignments.

   A bid requires a supplier assignment when no preferred subcontractor is designated.

3. Bid detail transactions for all assigned suppliers.

When multiple valid bid records appear at the same level of specificity, the R44H700 program selects all of them.

Note: You must understand the hierarchical order in which the R44H700 program chooses supplier assignment, bid, and takeoff records to use wildcards efficiently and ensure predictable and accurate results.