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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Sourcing rule: Sourcing rule will allocate material to certain supplier for procurement.. Assume that we have created a supplier, item and item category. Item setup: NInventoryItems. Item should be purchased item and Purchased, Purchasable and Use approved supplier should be enabled at Purchasing Tab.

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

General Planning Tab select Buy from Make or Buy field and source type as Supplier.

Step2: Approved supplier list: Before using sourcing rule we need to set up Approved supplier list which will prevent to make PO for a supplier and material if it is not defined in sourcing rule. Approved supplier list is used for restrict an item (or) item category from specific supplier to purchase the goods. And this should be applicable after we set Use approved supplier option in purchase tab of the item master to a specific item code. (Refer first screen shot).

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

NPUR ManagerApproved supplier list.

Commodity -- choose your item/item category which needs to be restricted. Business -- select value as Direct because we directly purchase from supplier not from third party. Supplier -- select your supplier here. Site --select site. Operating unit -- this value will be populated based on the site Status -- New

Go to Record Details tab Global Yes, will be applicable to entire operating unit No, will be applicable to specific organization. Save the form.
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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Step3: Create Sourcing rule: Here we will choose the supplier with allocation and rank. NPUR ManagerSourcing rule.

Name Sourcing rule. test Description Sourcing rule for CARS TRD Kaman From Date 03-sep-2012. Type Buy from (we are only procuring material) Supplier - HONGSHANG HEAT SHRINKABLE MATERIALS Site - SHENZHEN-CARS Allocation 100(Should be 100 always) Rank - 1 Save the form. Similarly, user can create multiple sourcing rules with different supplier names.

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Step4: Create Assignment set: We will assign item/item category to sourcing rule for required organization. It will link your item code and sourcing rule (nothing but your supplier)

Assignment set Sourcing assignment. test Description Assignment set for cars Assigned To select Item-organization Organization 103 Item/category JAA0090120

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Type Sourcing rule Sourcing rule/Bod Sourcing rule.test (choose your sourcing rule defined earlier.), You have to assign item codes with associated sourcing rule. Save the form. Similarly, user can assign multiple item codes to single Sourcing rule but not vice-versa. All item codes and sourcing rule for Organization will be defined in this form only. Because oracle will take single Assignment set and this value needs to be setup in profile option.

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Step5: Set the Profile option with your Assignment set value: Profile option - MRP:Default Sourcing Assignment Set User Value Sourcing assignment.test.(Choose your assignment set value). This value should be your Assignment set value and user should not changed for operating unit once it is defined.

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Step5:Create requisition:

Enter all details which required for requisition. While selecting Organization as CARS-TRD-KAMAN the supplier will come default as per sourcing rule setup. Save and go for approval.

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Step6: Create PO with auto create functionality:

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Title: Track: Procedure Name:

Purchasing/Sourcing Rule SCM Purchasing User Manual Work with sourcing rule

Here supplier will come default with site details and proceed to create PO. If users change the supplier and they continue to make PO, system will restrict to approve the PO. So user should not change the supplier at any time.

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