Installation level rules for organization modeling

Installation-level rules are used to automatically default various organizational roles for a participant.

Since organization modeling can be complex to understand, Sterling Order Management System provides powerful defaulting rules that can be set up at the installation level.

When modeling catalog organizations, you can specify if the item master:

  • Is kept at the Hub level

    You specify this if there is just one definition of the item master for the complete installation. If you choose this as the default model, all participants are automatically assigned the Hub organization as their catalog organization at the time that the participant is created. Using an advanced setup, this default can be changed as required.

  • Is kept at an Enterprise level

    You specify this if you want all participants defined as Enterprises to become their own Catalog organizations. For all other participants, the catalog organization is designated as their "primary enterprise".

  • Is to be defined by every participant

When modeling inventory or capacity organizations, you can specify if:

  • A single consolidated inventory or capacity view is required for the complete installation. If you choose this as the default model, all participants are automatically assigned the Hub organization as their inventory or capacity organization at the time that the participant is created. Using an advanced setup, this default can be changed as required.
  • The Inventory or Capacity organization needs to be kept at an Enterprise level. If you choose this as the default model, all participants defined as Enterprises become their own Inventory or Capacity organizations. For all other participants, the inventory or capacity organization is designated as their "primary enterprise".

You can change the defaulted value of these organizations to any other organization as required using the advanced organization modeling setup. However, it is strongly recommended that you understand the implications of organization modeling before using the advanced setup provided. There are advantages and disadvantages in each approach and a good understanding of this document can help you make the right decision.