Assigning a Sourcing Status to a Rule
When you create a rule, you must specify the set of sourcing status assignments to classification nodes that are set by this rule.
To specify the sourcing status assignments:
1. Click the new sourcing status assignment icon
on the
New Sourcing Rule window. The
New Sourcing Status Assignment window opens.
2. Select the sourcing status value from the drop-down list.
3. If Windchill PartsLink is installed, you can select from the classification options. Specify whether classification is considered in sourcing status assignments:
◦ Select Any Classification if you do not want to consider classification in the sourcing status assignment.
◦ Select Choose Classifications and then Find to select a classification node to which the rules apply. When finished, click OK to return to the New Sourcing Rule window.
4. Repeat the previous steps to add assignments for other classification nodes.
| If Windchill PartsLink is not installed, you can only specify one assignment for a rule. |
5. Click OK to save the assignments and close the New Sourcing Status Assignment window.
Using Classification Nodes
Classification has an effect on how sourcing assignments are applied by a sourcing rule:
• If you select Any Classification for a sourcing status assignment included in the rule, classification is not considered for this assignment, regardless of whether the part is classified or not.
• If Any Classification is selected, the status assignments with lower priorities are ignored.
| If a higher-level node is chosen by an assignment and that assignment has a higher priority than another assignment for which a lower-level node is selected, only the higher-level and higher-priority assignment is used. For example, if a node “Mechanical Parts” includes a node “Engine”, and an assignment with the priority 0 points to Mechanical Parts, while another assignment with priority 1 points to the Engine node (a child of Mechanical Parts), then only the first assignment is used when rules are applied to parts. |
