Define Sourcing Exceptions

Explanation

A customer order line can be sourced automatically or manually. Automatic sourcing is when the system uses a sourcing rule to automatically select the most suitable source to supply the customer demand. Sourcing rules are defined as basic data. The sales part must be set up to use a sourcing rule, and a sourcing rule should be connected to either the sales part alone (inventory as well as non-inventory), the sales part and customer, or to the sales part and customer address.

Using this activity, you can connect a sourcing rule to the combinations sales part and customer, or sales part and customer address. If you have connected a sourcing rule to a sales part, as well as a customer and a customer address, the automatic sourcing will fetch the correct sourcing rule in the following order:

1. From the sales part and the customer address
2. From the sales part and the customer
3. From the sales part

Prerequisites

• Sourcing rules must be defined.
• The sales part (inventory or non-inventory) must have its sourcing option set to Use Sourcing Rule or Not Decided. The sales part can have a sourcing rule connected in the Sales Part window or in the Non-Inventory Sales Part window, but it is not necessary.
• Customers must be defined.
• If you want to connect a sourcing rule to a customer address, the customer must have delivery addresses defined. These addresses must have information defined in the Order Address Info tab of the Customer window.

System Effects

Previously defined sourcing rules will be used during automatic sourcing.

Window

Sourcing Rules per Customer and Sales Part

Related Window Descriptions

Sourcing Rules per Customer and Sales Part
Sourcing Rules per Customer and Sales Part/Sourcing Rule per Customer
Sourcing Rules per Customer and Sales Part/Sourcing Rule per Customer Address

Procedure

Enter exceptions for the sales part and customer:

1. Query for the appropriate part.
2. If you want to define a specific sourcing rule for the combination sales part and customer, click the Sourcing Rule per Customer tab and create a new record.
3. Enter a customer number by using the List of Values. The customer name appears automatically.
4. Enter a sourcing rule by using the List of Values. The description of the rule appears automatically.
5. Save the information.

Enter exceptions for the sales part and customer address:

1. If you want to define a specific sourcing rule for the combination sales part and customer address, click the Sourcing Rule per Customer Address tab and create a new record.
2. Enter a customer number by using the List of Values. The customer name appears automatically.
3. Enter an address number by using the List of Values.
4. Enter a sourcing rule by using the List of Values. The description of the rule appears automatically.
5. Save the information.