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. The
Sourcing Rules window opens.
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, click
. The
New Sourcing Status Assignment window opens.
5. Select a value for the Sourcing Status from the following list:
◦ Do Not Use
◦ Approved
◦ Preferred
6. Specify whether classification is considered in sourcing status assignments:
◦ To consider classification in the sourcing status assignment, enter the classification node name or click FIND to search a classification node to which the rules are to be applied. Click OK to return to the New Sourcing Rule window. The classification node is displayed under the Classification column of the New Sourcing Rule window.
◦ To disregard classification in the sourcing status assignment, do not enter data in the Classification field. Click OK to return to the New Sourcing Rule window. For this rule, Any Classification is displayed in the Classification column of the New Sourcing Rule window for that sourcing status assignment.
7. Right-click a row to change the priority. You can also change the Sourcing Status.
| You can sort the rules in an ascending or descending order of their priorities using Priority column. |
8. 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 it.
9. 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.
