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 Configuration Models:

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

2. Set these 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.