This program automatically creates or updates Sourcing Rules and ASLs (Approved Supplier List) for a blanket purchase agreement. The program acts upon documents which have the archival option set to Archive on Approve.

Features:

• Can specify the default assignment set and the blanket agreement, supplier and supplier site for which the sourcing rules or ASLs need to be created or updated.

• Create global or local sourcing rules and ASLs:

  • Global: Create a sourcing rule that is enabled in all organizations and is assigned at the item level. Create a global ASL.

  • Local: Create a sourcing rule that is specific to the inventory organization selected. Create a Local ASL and associate the blanket agreement to the specific inventory organization.

• Create or update sourcing rules or ASLs for all lines or for new lines (entered since the previous archive) only.

Exceptions:

The program inserts all Blanket Lines for which a Sourcing Rule or ASL was not created into the Purchasing Document Interface Errors table, with the appropriate reason. This enables the buyer to identify and fix the errors if required before resubmitting the program. The buyer can submit the Purchasing Document Interface Errors Report for source type of PO_DOCS_OPEN_INTERFACE to view the errors.

Process Submission

Navigate to the Submit Requests window and select Document Sourcing Rules Creation Process in the Name field.

Process Parameters

Supplier

Select an active supplier who has at least one valid purchasing site in the current operating unit.

Blanket Agreement Number

Select a blanket purchase agreement for the selected supplier that is approved and is not cancelled, closed, finally closed, frozen or on hold. Global agreements must be owned by the current operating unit or the current operating unit must be the procuring organization.

Purchasing Organization

If you selected a global blanket agreement, select an organization listed as Purchasing Organization on the agreement.

Select Blanket Lines

Select either: All Lines or New Lines.

Supplier Site

Select a Purchasing Site for the global blanket agreement.

Assignment Set

Select an Assignment Set.

Sourcing Level

Select either: Item or Item-Organization.

Inventory Organization

If you selected a Sourcing Level of Item-Organization, select an Inventory Organization.

Sourcing Rule Name

Enter a name to update the sourcing rule name or for the given supplier, supplier site and item combination.

Release Generation Method

Select one of: Automatic Release/Review, Automatic Release, or Release Using Autocreate.