Set Up Automatic Sourcing

Purchasing Setup (Optional)

You can set up Purchasing to automatically default source document information from a purchase agreement or catalog quotation onto a requisition or purchase order line for a particular item and supplier. Or you can default just a supplier and optionally a supplier site. 

Purchasing lets you automatically source on-line requisitions with blanket purchase orders or quotations you create. You can easily assign any item with an item number to a specific blanket purchase agreement or catalog quotation you created. (You can choose only quotations with a quotation class of Catalog.) Purchasing automatically assigns the name of the supplier for the blanket purchase order and quotation to any requisition for this item.


To create sourcing rules:

1. Navigate to "Sourcing Rules" window:

Responsibility: Purchasing

Navigation: Supply Base --> Sourcing Rules

2. Some of the fields in the Sourcing Rule window may already be completed for you if your supplier sends you catalog information electronically.

3. Use the Sourcing Rule/Bill of Distribution Assignments window to assign your sourcing rules to particular items or organizations. When you enter an Assignment Set name in the Sourcing Rule/Bill of Distribution Assignments window, make sure you use the same name that appears (or that you've provided) in the profile option MRP: Default Sourcing Assignment Set.

Navigation: Supply Base --> Assign Sourcing Rules