Prerequisites

Before using the global policies and constraint feature, you must perform the following:

1. If you want to allow default mandatory constraints to be overridden for Strategic Sourcing events, select one of the following options in the Sourcing Constraint Permission group box on the Strategic Sourcing User Preferences page (Set Up Financials/Supply Chain/Common Definitions, and then User Preferences, and then Strategic Sourcing):

   • Event: Constraints that apply within a specific sourcing event.

   • Business Unit: Constraints that apply to all sourcing events within a business unit.

   • Global: Constraints that apply to all sourcing events across all PeopleSoft Strategic Sourcing business units.

   If you do not select any one of these options, then you cannot override mandatory constraints that default onto events and the system will enforce the mandatory constraints when posting awards. You will also not be able to change the importance of mandatory constraints or choose to ignore those constraints.

2. Create and maintain constraints using the Sourcing Constraint Setup component (Sourcing, and then Create Events, and then Setup Event Constraints