Procure Goods from Preferred Sources During Catalog Shopping

Procure goods from preferred supply sources for items where multiple potential sources are available in the Responsive Self Service Procurement application. The top preferred source is automatically determined based on:

The priority specified on the blanket purchase agreement (for supplier-sourced items) or,
The top-ranked source organization (for internal transfers).

In addition, you can extend the ability to review and select from a list of alternate sources to a select group of users.

Before this update:

You could see all the supply sources based on the content security configuration enabled for you. For example, you are searching for gloves and the matching item MEDGLV_1001 is available with different suppliers. This may lead to confusion on which one to procure.

Source Organization, on hand quantity, transfer price, and the Unit of Issue wasn't shown for internally orderable items before adding the item to the cart in the catalog shopping. As a result, you couldn't always make an informed buying decision.

With this feature, you will always be presented with the relevant information of the preferred supplier source or internal source to make an informed buying decision. If you are an advanced user, you can view all available supply sources, including available on hand quantity for internal sources and select the appropriate source based on your requirements.

When you search for goods or use a featured category, catalog search results will only show matching master items. You must drill down to the product details to view source-related details, including pricing, and then add the item to the cart.

Search results showing the matching master items

Search Results Showing the Matching Master Items

Here's how the top preferred source is determined for different item types:

Purchasable only item:

The following hierarchy is applied to determine the top preferred agreement source:

Agreement with the highest priority.

If multiple agreements contain the same highest priority ranking or no agreements carry a priority, then the agreement with oldest creation date.

If multiple agreements have same creation date, then the agreement with the lowest agreement line.

Purchasable item with the top preferred agreement source

Purchasable Item with the Top Preferred Agreement Source

Internally Orderable only item:

The source organization with the highest option rank will be the preferred supply source.

Item with the top ranked internal source

Item with the Top Ranked Internal Source

Both Purchasable and Internally Orderable:

For the expense destination type, the internal source with the highest option ranking will be the preferred source. If an internal source isn't found, then a blanket purchase agreement will be used.

For the inventory destination type, the blanket purchase agreement with the highest priority will be the preferred source. If there's no agreement available, then the highest ranked internal source will be used as the supply source.

With the Allow Users to Shop from All Supply Sources during Catalog Shopping privilege, you can select a different source other than the preferred source from the list of available internal and supplier supply sources.

Option to select another source

Option to Select Another Source

When you click Select another source link, all the available sources will be displayed. Internal sources will always be displayed first in the alternate sources, followed by agreement sources.

View and select from available sources

View and Select from Available Sources

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

In addition to opting in to the Procure Goods from Preferred Sources During Catalog Shopping feature, enable the Procure Goods and Services Using the Responsive Self Service Procurement Application feature if it hasn't been done already.

Tips And Considerations

The Available sources drawer shows a maximum of 25 supplier sources (blanket purchase agreement).
In the Available sources drawer, you can show the manufacture name and manufacturer part number for each agreement using extensibility. This information will help users if the item is available with different manufacturers from the suppliers. In addition, you can also hide the supplier item and agreement number.
Available on hand quantity in each internal supply source is always shown in the primary UOM of the deliver-to organization.
This feature is applicable only to master items. There's no change in behavior for other catalog content like agreement lines without an item, punchout, and smart form requests.
This feature applies only to catalog shopping (Keyword search and Featured category drill down). Behavior for shopping lists remains the same.
Catalog search will only match master items and not agreement lines that contain the master item.

Key Resources

To learn more about how to define a priority on blanket purchase agreements, refer to the Rank Blanket Purchase Agreements to Prioritize Source Selection on Requisitions and Purchase Orders what's new.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV) to access the Responsive Self Service Procurement Application.

View Total On Hand Quantity in Supply Source (DOS_VIEW_AVAILABLE_ONHAND_QTY_PRIV) to view available on hand quantity in an internal supply source.

These privileges were available prior to this update.

Allow Users to Shop from All Supply Sources during Catalog Shopping (POR_ALLOW_SHOPPING_FROM_ALL_SOURCES_PRIV) to view and shop from the alternate supply sources.

This privilege is new in this update.