Common Elements Used in this Chapter

Field or Control Description

Status

Select Active or Inactive for the constraint. The default value upon creation is Active.

Type

Select the type of constraint that you're defining:

  • Bus Unit (business unit): Constraints that track spend across all events within the specified business unit.

  • Event: Constraints that are associated to a specific event. The constraint attributes are applied to the entire event or specific line if the constraint is associated with a line item.

  • Global: Constraints that track spend across all events for all PeopleSoft Strategic Sourcing business units to which the constraint is associated.

Note: If the constraint has a defaulting event header rule, then the spend is based on the total award amount. If the constraint has a defaulting event line rule, then the spend is based on the total award amount for the specified line.

Sourcing Objective

Select an option:

  • Target Goal: The system does not require that the target goal be met for this constraint.

  • Mandatory Goal: The system forces the mandatory goal to be met for every event containing this constraint.

Priority

Select a value to prioritize the importance of a constraint.

  • 1 - Not Important

  • 2 - Less Important

  • 3 - Important (default value)

  • 4 - Very Important

  • 5 - Critical

    Note: Mandatory constraints have a default priority of Critical.

Note: This field is used with the Target Goal value in the Priority field.

Award Constraint

Select a value of Price or Quantity. This option applies only to constraints based on bid factors. If you selected Price, the constraint is based on the awarded price. If you selected Quantity, the constraint is based on the awarded quantity.

Award Sign

Select a specific sign (such as less than, equal to, or between) to indicate the selection parameters of the award.

Value

Enter a numerical value.

Award Basis

Select Amount or Percent to indicate the basis upon which the award is to be based. This field works with constraints based on amount, bid factor, or quantity. If you selected Amount, the value specified is on the awarded amount. If you selected Percent, the value specified is on a percentage of the award.

Apply Constraint

Select Across Bidders or Per Bidder. This field is enabled only for constraints based on bid factors. If the constraint is based on amount or quantity, the constraint is always applied per bidder. If you selected Across Bidders, the constraint value is applied across all awarded bidders.