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
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Your customer places a sales order that includes the item and requested delivery date.
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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.
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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
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Create your sourcing rule.
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Assign your sourcing rule.
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Create your available-to-promise rule.
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Manage the administrator profiles.
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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.
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Go to the Global Order Promising work area, then click Tasks > Manage Sourcing Rules.
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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.
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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.
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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.
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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.
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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.
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Click Save > Save and Close.
Assign Your Sourcing Rule
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Click Tasks > Manage Assignment Sets.
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On the Manage Assignment Sets page, click Actions > Create.
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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.
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In the Sourcing Assignments area, click Actions > Add Row, then set the values.
Attribute
Value
Assignment Level
Item
Note
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Promising fulfills your sales order only from the source that you assign to the assignment set.
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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
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For details, see Set Your Assignment Levels.
Create Your Available-To-Promise Rule
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Click Tasks > Manage ATP Rules.
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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
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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
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In the Setup and Maintenance work area, click Search, search for, then open the Manage Administrator Profile Values page.
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On the Manage Administrator Profile Values page, set the value, then click Search.
Attribute
Value
Application
Global Order Promising
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In the search results, click the row that has MSP_DEFAULT_ASSIGNMENT_SET in the Profile Option Code column.
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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.
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On the Manage Administrator Profile Values page, set the value, then click Search.
Attribute
Value
Profile Option Code
MSC_SRC_ASSIGNMENT_CATALOG
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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.