Set Up Promising Rules and Sourcing Rules for Order Management

Use an available-to-promise (ATP) rule and a sourcing rule to promise your sales order in different ways.

Global Order Promising uses sourcing rules, assignment sets, and available-to-promise rules when it determines availability and schedules an order line for Order Management.

Note

1. Your customer places a sales order that includes the item and requested delivery date.

2. You create an available-to-promise rule, which is a set of instructions you specify that tells Order Promising how to analyze supply that's available in your supply chain so it can promise the item and meet the delivery date. You specify the supply type to consider, such as supply that's on hand or in transit. You can also specify supply that various documents create, such as purchase orders, requisitions, or work orders.

3. You create a sourcing rule that specifies the supply sources to consider when promising, such as whether to consider make, buy, or transfer sources. You can also specify the optimal location that can supply the demand.

Summary of the Setup

1. Create your sourcing rule.

2. Assign your sourcing rule.

3. Create your available-to-promise rule.

4. Manage the administrator profiles.

5. Refresh the server.

This topic uses example values. You might need different values, depending on your business requirements.

Create Your Sourcing Rule

Assume you must set up a relatively simple sourcing rule for the AS54888 item. You transfer it from an organization that stores inventory, such as Vision Manufacturing. For details about how to set up sourcing in other contexts, see the Manage Sourcing Rules section in Set Up Drop Ship in Order Management and Create Sourcing Rules for Your Configuration Model.

1. Go to the Global Order Promising work area, then click Tasks > Manage Sourcing Rules.

2. On the Manage Sourcing Rules page, Click Actions > Create, then set the values.

   Attribute	Value
   Name	Sourcing Rule for the AS54888 Item You can use any text.
   Organization Assignment Type	Global Set to. Global when you must specify where to fulfill and ship the sales orders. You don't specify an organization to create supply. Instead, you specify a transfer or buy source. Local when you must specify how to create supply and the organization that creates it. You create a global sourcing rule that specifies the warehouse that Order Management uses when it fulfills the sales order. For details, see Source Your Supply Chain.

3. In the Sourcing Rule Effective Dates area, click Actions > Add Row, then set the start date.

   • You must set a start date.
   • As an option, you can also set an end date. If you don't set an end date, then the rule never expires.
   • If the runtime date happens before the start date or after the end date, then you might encounter a runtime error that states order promising can't schedule the fulfillment line.
   • If the requested ship date or the requested arrival date on the order line happens before your rule's start date or after your rule's end date, then you might encounter a runtime error that states order promising can't schedule the fulfillment line.

4. In the Sources area, Click Actions > Add Row, then set the values.

   Attribute	Value
   Type	Transfer From Use Transfer From to transfer from an inventory organization. Global Order Promising enables Make At only when you set assignment type to Local.
   Organization	Vision Manufacturing
   Allocation Percent	100 In this example, you add only one source, so specify 100%. If you add more than one source, then you can allocate demand across sources. For example, if you add a row for Vision Manufacturing and set allocation to 70%, add another row for Vision Distribution and set allocation to 30%, then Promising will use Vision Manufacturing to promise 70% of the orders.
   Rank	1 If you add more than one source, then you can specify the rank order to use for sources. For example, if you add a row for Vision Manufacturing and set Rank to 1, add another row for Vision Distribution and set Rank to 2, then Promising will use Vision Manufacturing to promise the order first. If Promising determines that Vision Manufacturing can't fulfill the order, then Promising will consider Vision Distribution.
   Shipping Method	Global Order Promising disables Shipping Method for a local rule. You can't edit it. Leave it empty for a global rule. If you set a value for a global rule, you might get an error. The value provided for the Shipping Method attribute is invalid. Don't set shipping method in this context because it specifies where supply originates, not how to ship it to the customer.
   Exclude for Options and Option Classes	Exclude options and option classes when promising a sales order. Exclude them for a Make At or Buy From sourcing type. For example, exclude an item from planning when you know your source can't make it because it includes toxic chemicals that the source isn't authorized to handle, or your company limits production to only one specific site. For another example, assume you know Seattle Manufacturing created a large oversupply of the CTO_474100 screen option class from a prior marketing campaign. You already know supply is available. To improve planning performance, you decide to exclude it from planning.

5. Click Save > Save and Close.

Assign Your Sourcing Rule

1. Click Tasks > Manage Assignment Sets.

2. On the Manage Assignment Sets page, click Actions > Create.

3. On the Create Assignment Set page, set the values.

   Attribute	Value
   Name	Assignment Set for Sourcing Rules
   Catalog	GOP_Catalog Use the same catalog that you use for your item in Product Information Management and in your available-to-promise rule.

4. In the Sourcing Assignments area, click Actions > Add Row, then set the values.

   Attribute	Value
   Assignment Level	Item Note Promising fulfills your sales order only from the source that you assign to the assignment set. Assign at least one sourcing rule at the global level so Global Order Promising can use it to identify a ship-from location. If you don't, then your users must manually set a value in the Warehouse attribute on each sales order.
   Item	AS54888
   Sourcing Type	Sourcing Rule
   Sourcing Rule or Bill of Distribution	Sourcing Rule for the AS54888 Item

For details, see Set Your Assignment Levels.

Create Your Available-To-Promise Rule

1. Click Tasks > Manage ATP Rules.

2. On the Create ATP Rule page, set values.

   Attribute	Value
   Name	ATP Rule for the AS54888 Item
   Description	Rule that specifies how to determine availability for the AS54888 item.
   Promising Mode	Infinite Availability

3. Click ATP Rule Assignment, click Actions > Add Row, set the values, then click Save.

   Attribute	Value
   Assignment Basis	Item and Organization
   Assigned-to Organization	Vision Manufacturing Use the same value that you use in the Organization attribute in your sourcing rule.
   Assigned-to Item	AS54888

Manage the Administrator Profiles

1. In the Setup and Maintenance work area, click Search, search for, then open the Manage Administrator Profile Values page.

2. On the Manage Administrator Profile Values page, set the value, then click Search.

   Attribute	Value
   Application	Global Order Promising

3. In the search results, click the row that has MSP_DEFAULT_ASSIGNMENT_SET in the Profile Option Code column.

4. In the Profile Values area, click Actions > New, set the values, then click Save and Close.

   Attribute	Value
   Profile Level	Site
   Profile Value	Pick the name of the assignment set that you created earlier in this topic. In this example, pick Assignment Set for Sourcing Rules.

5. On the Manage Administrator Profile Values page, set the value, then click Search.

   Attribute	Value
   Profile Option Code	MSC_SRC_ASSIGNMENT_CATALOG

6. In the search results, in the Profile Values area, set the value.

   Attribute	Value
   Profile Value	Set to the same value that you use with the assignment set. For this example, set it to GOP_Catalog.

Refresh the Server

For details, see Refresh the Order Promising Server for Order Management.