Create Sourcing Rules

Learn how to create a sourcing rule.

  1. Collect the reference data that you need to create your sourcing rule, such as organizations, items, and so on. Make sure the collected data is up to date on the server.

    For details, see Collect Data for Global Order Promising.

  2. Go to the Global Order Promising work area, then click Tasks > Manage Sourcing Rules.
  3. On the Manage Sourcing Rules page, click Actions > Create.
  4. On the Create Sourcing Rule page, enter a name and description.
  5. Set the Organization Assignment Type attribute to Global or Local.

    If you set it to Local, then set a value in the Organization attribute. Select the one organization that you will apply this sourcing rule to.

  6. In the Sourcing Rule Effective Dates section, click Actions > Add Row, then set the dates when you want the sourcing rule to be in effect.
  7. In the Sources section, click Actions > Add Row, then set the values.
    Attribute Value
    Type

    Choose one:

    • Transfer From
    • Make At
    • Buy From
  8. Set other attribute values depending on the type that you selected. The page will help you. It will make some attributes available depending on the type.
  9. Click Save and Close.