Propagation Rules

You can create propagation rules to propagate (or cascade) item structure changes from source to target organizations in commercialization change orders.

Here's an example: Let's say that you've different models of a mobile phone manufactured across locations. You want the microphone structure to be similar across all models. Then you can create a propagation rule so that when you create a change order on the microphone in your central R&D lab, similar change orders with redlines are automatically created across all manufacturing locations.

Before you create propagation rules, here's what you need to know:

• Propagation is applicable only for commercialization change orders.

• Only item structure changes can be propagated.

Additionally, make sure that the structure components you want to propagate (from source organization) are also available in target organizations.

Here's how you create propagation rules:

1. From the Setup and Maintenance work area, select the following:

   • Offering: Product Management

   • Functional Area: Change Orders

   • Task: Manage Change Order types

2. Select the change type in which you want to set up propagation and click Edit.

3. In the change type page, click the Propagation Rules tab.

4. To add a source organization from which you want to initiate propagation click Actions > Add and select the organization.

5. To add target organizations in which you want to propagate changes click Actions > Select and Add. You can add specific organizations or an organization hierarchy.

   To add an organization:

   • In the Select and Add: Organizations dialog box, select Organization. Enter the search criteria and click Search.

   • In the search results, you can select multiple organizations and click OK.

     If you add multiple organizations, they appear in Propagation Rules separated by a comma.

   To add an organization hierarchy:

   • In the Select and Add: Organizations dialog box, select Organization Hierarchy. Enter the search criteria and click Search.

   • You can expand organization hierarchies and select the required hierarchy. Changes will be propagated to organizations in this hierarchy.

   • Click OK.

6. On the edit change order type page, click Save.

   Once you create the rule, you can modify these fields:

   • Default: If you've created more than one rule, select the default rule for propagation.

   • Autopropagate: Select this to automatically propagate changes so that your users need not click the Propagate button on the change order's Propagation tab. When the change order in your source organization reaches the scheduled status, a change order is created automatically in the target organization in the Open status.

   • Status of Propagation: Status of the source change order at which propagation is initiated. You can only select Scheduled.

   • Status of Propagated Change: Status at which the change order is created in the target organization. You can only select Open.