Creating New Rules
You can create a rule to assign a sourcing value to a group of parts that meet certain criteria. The rule is automatically applied to all new parts that meet the rule's criteria. If you want to apply a rule to existing parts, you must execute the rule after it is created.
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If you want to use classification in the rule, the classification structure must be loaded before creating the rule.
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To create sourcing rules:
1. Click
in the Navigator, and then select
Rules.
2. Click
to create a new sourcing rule. The
New Sourcing Rule window opens.
3. Specify the rules criteria:
a. In the Supplier field, enter the supplier or search for a supplier.
b. In the Sourcing Context field, select the sourcing context from the drop-down list or click Find to search for it.
4. To specify the sourcing status values, click
.
5. 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.
– or –
Select Choose Classifications and then Find to select a classification node to which the rules are applied.
When finished, click OK to return to the New Sourcing Rule window.
6. To change the order in which the rules are applied, use the Priority column, or right-click a row and select the priority to assign.
7. Click OK.
The rule is added to the
Sourcing Status Assignments table. You can remove a row from the table by selecting the row and clicking
.
8. Click OK to close the New Sourcing Rule window.
The sourcing rule is added to Sourcing Rules table with an Active status assigned. It is applied to all new supplier parts that meet the rule’s criteria at the time supplier parts are added to the AML/AVL.
