Creating a sourcing rule in Order Hub

You can create sourcing rules for the nodes that should be considered for sourcing.

About this task

You can create sourcing rules in Order Hub. There are four different sourcing rule purposes.
Product being shipped
Define sourcing rules to control what node, external organization, or group of nodes to consider for sourcing a product.
Order of priority is based on the following parameters:
  • Fulfillment Type
  • Order Sourcing Classification
  • Seller organization
  • Item ID
  • Primary Item Classification
  • Secondary Item Classification
  • Tertiary Item Classification
  • Quaternary Classification
  • Quinary Classification
  • Senary Classification
  • Septenary Classification
  • Geographical region of the ship to location
Product being delivered
Define sourcing rules to control what node to consider for sourcing a delivery service based on the fulfillment type, order sourcing classification, delivery region, or deliver to node.
Provided services
Define sourcing rules to control what node, external organization, or group of nodes to consider for sourcing provided service.
You can define rules based on the following parameters:
  • Fulfillment type
  • Order sourcing classification
  • Seller organization
  • Item ID
  • Geographical region of the location where the service is to be provided
  • Node where the service is to be provided
Procurement
Define the nodes that handle procurement transfer and purchase orders for a specified item or item classification.
A transfer order is a type of chained order that is created when a node that belongs to the organization you are configuring needs to replenish their stock from another node within the organization to fulfill an order. For information about configuring transfer schedules, see Defining a node’s relationships.
A procurement purchase order is a type of chained order that is created when a node that belongs to the organization you are configuring needs to replenish their stock from another node that belongs to a different legal entity organization to fulfill an order.
A chained order is an order that is linked to a parent order in which the lifecycle of one effects the other.

Procedure

  1. Click Fulfillment from the menu.
    Note: You need to be assigned both the Tenant administrator and Fulfillment manager role to access the Fulfillment menu.
  2. Select an enterprise from the Enterprise list.
    Note: The Enterprise list is displayed only if there are more than one enterprise within your network.
  3. Select Sourcing rules.
  4. Click New rule.
  5. Complete the fields on the page.
    Table 1. Sourcing rule details
    Field Description
    Name Enter the name of the rule. This field is optional.
    Order characteristics Choose the characteristics of the orders you want this rule to handle.
    Sourcing purpose
    Select the sourcing purpose.
    • Product being shipped
      To define the node, external organization, or group of nodes to consider for sourcing a product.
      Product being delivered
      To define the nodes to consider for sourcing a delivery service based on the fulfillment type, order sourcing classification, delivery region, or deliver to node.
      Provided services
      To define the node, external organization, or group of nodes to consider for sourcing provided service items.
      Procurement
      To define the nodes that handle procurement transfer and purchase orders for a specified item or item classification.
    Fulfillment type Select the fulfillment type from the displayed list.
    Additional order characteristics (optional) Select the additional order characteristics. Additional order characteristics will be listed based on the sourcing purpose that you select.
    • Order sourcing classification
    • Seller: Select the seller organization
    • Product: Define product characteristics

      Item classification characteristics: For the user interface to display classification values, you must set the classification purpose to sourcing and publish the classification values.

      • If you are using Applications Manager, classification values are automatically published.
      • If you are using IBM® Sterling™ Business Center, you must manually publish classification values. Use the REST API tester to call the manageCategory API. In the message, specify the applicable CATEGORY_KEY and specify STATUS="3000" to set the value to Published. For more information, see Using the HTTP REST XAPI tester user interface .
    • Destination: Define the destination type
    • Service location: Define the service location
    • Procuring to: Define the node characteristics
    Location(s) Click Add to update the basic setup and advanced settings.
    Basic setup
    Sequence Enter the sequence number
    Source from Select the sourcing option from the list
    • All nodes of type(s)
    • Primary vendor
    • Specific node
    • Distribution group
    • Receiving nodes with specified relationship type
    • Externally defined sourcing rule
    Settings Select the setting that you want to use to fulfill the inventory.
    • Consider only those nodes that are within a specific radius
    • Consider only idle asset
    Consider the following inventory during sourcing Select this option to specify the type of inventory that is being considered.
    • All inventory
    • Only on hand inventory
    • Inventory that will be available in the next specific days
    Advanced setting
    Advanced settings Select additional advanced settings
    • Expand the next sourcing sequence to minimize the number of shipments
    • Allow smart sourcing
    • Allow work order creation
    • Allow substitution
    • Allow procure/transfer to node being considered
    Consider capacity Select the node capacity that you want to consider
    • Consider nodes that have capacity for shipment
    • Consider nodes with capacity within next specified days