Edit Sourcing Rule

This activity allows you to modify the sourcing rules defined for an item. The item can be manufactured and stocked at different warehouses. You can define the sources and the split, which will drive the stock replenishment if a demand is raised in a warehouse. For example, if the item is valid at three warehouses (wh2, wh3 and wh4) apart from the above one (say wh1) where demands are accumulated, you can define the split in supply at each warehouse as 30, 50, 70 and 90 numbers respectively.

In the multiline, you can define production, sub-contract and purchase source splits at each warehouse. If the item can be purchased, then you can specify the split quantity that can be purchased only at the warehouse where split demands are accumulated. The system displays all the product structure details for the split item defined at the warehouse and the necessary fields can be modified. You can also delete the source details that are not required by making the appropriate selection.

Select the “Edit Sourcing Rule” link under the “Supply Chain Model“ business component.

The “Edit Sourcing Rule” page appears.

Modify the following, if required:

Shipping Warehouse	The code or number identifying the shipping warehouse where the sourcing details for the item has to be defined. Mandatory. The system checks for the existence of the shipping warehouse from “Storage Administration” business component in warehouse master for the login Organization Unit and it is in “Active” status. If it does not exist or not defined in valid status, then the system displays an error message. If the source is “Stock Transfer", then the system checks whether the shipping warehouses from “Storage Administration” business component can receive “Stock Transfer Receipts” or “Stock Transfer Issue”. If it cannot receive, then the system displays an error message .
	Help facility available.
Maintained By	Use the drop-down list box to select the “Maintained By” control units responsible for definition and managing the MPS Sourcing Rule for which the login user has at least “Modify” access permission. The system populates the values in ascending order. The system displays “Default Maintained By” by default on launch of the page.
Status	The status of the item sourcing rule. You can select from “Active”, “Inactive” or “Draft”. The system displays "Active" by default on launch of the page.
Item Code	The code identifying the item for which the sourcing rule is defined.
	Press <Enter> key.
	The system checks whether the item is left blank. If it is left blank, the system displays an error message. The item from “Item Administration” business component is checked for its existence in item master for the login Organization Unit. If it does not exist, then the system displays an error message. The system also checks if the login user has at least “View” access permission to the “Maintained By” control unit of the sourcing rule defined for the item code/shipping warehouse combination, if already defined. If the access is denied, then the error message is displayed by the system. The system retrieves the description of the item from “Item Administration” business component for the item if the variant is not entered. Otherwise, the system retrieves the description for item and variant combination. The system retrieves sourcing details for the shipping warehouse, item code and item variant from item sourcing master. If the details already exist in Item sourcing master for the Shipping warehouse/Item combination, then the system populates the corresponding header and multiline details. All quantity fields are rounded off based on the quantity precision from “UOM” business component. If the detail does not exist, then the system populates all the valid PS/PP combination in the multiline for the Item/Var for all the warehouses for the login Business Unit and defaults the source as production.
	Help facility available.

Click the “Get Details” pushbutton to retrieve the item details.
Modify the following, if required:

Variant Code

The code or number identifying the variant of the item for which the sourcing rule is defined.

Press <Enter> key.

The system checks whether the item is left blank. If it is left blank, the system displays an error message. The item/item variant from “Item Administration” business component is checked for its existence in item master for the login Organization Unit and should be in “Active” status. If it does not exist, then the system displays an error message. The system also checks if the login user has at least “View” access permission to the “Maintained By” control unit of the sourcing rule defined for the item code/shipping warehouse combination, if already defined. If the access is denied, then the error message is displayed by the system.

The system retrieves the description of the item from “Item Administration” business component for the item if the variant is not entered. Otherwise, the system retrieves the description for item and variant combination.

The system retrieves sourcing details for the shipping warehouse, item code and item variant from item sourcing master. If the details already exist in Item sourcing master for the Shipping warehouse/Item combination, then the system populates the corresponding header and multiline details. All quantity fields are rounded off based on the quantity precision from “UOM” business component. If the detail does not exist, then the system populates all the valid PS/PP combination in the multiline for the Item/var for all the warehouses for the login Business Unit and defaults the source as production.

The system displays the following:

Desc.	The description in the combination of item and item variant.
	Zoom facility available.

Modify the following in the “Sourcing Rule Details” multiline if required:

Source

Use the drop-down list box to select the source of the item. You can select from “Production”, “Purchase”, “Sub-Contract”, “Stock Transfer” or “Blank”. The system displays “Blank” by default on launch of the page. The system retrieves the valid source for the item/var in the login Business Unit, for the warehouse and plant specified in the multiline. If PS No is specified, then the source should not be set to either “Stock Transfer” or “Purchased”.

The system displays the following in the “Sourcing Rule Details” multiline:

Plant

The code or number identifying the plant where the product structure is defined for the item.

Modify the following in the “Sourcing Rule Details” multiline, if required:

Warehouse Code	The code or number identifying the warehouse where the product structure is defined for the item. The system ensures that the warehouse should not be left blank. If the source is stock transfer, the warehouse specified in the sourcing rule should exist as a shipping warehouse for the item, warehouse and bill of distribution combination. The system retrieves the bill of distribution for the item and checks whether the warehouse is available for bill of distribution.
	Help facility available.
PS No.	The number identifying the product structure defined for the item at the selected warehouse and plant.
	Press <Enter> key.
	The system checks the existence of the PS No from “Item Administration” business component for the item and warehouse combination in the multiline. If it does not exist, the system displays an error message. It also checks whether the PS No is in “Active” status. If not in valid status, the system displays an error message. The system retrieves the warehouse, plant, PS desc, PP no for the product structure. Apart from this the system checks the product structure category, if the category is “Production” or “Sub-Contract”, the source can be set as “Production” or “Sub-Contract” accordingly.
	Help facility available.
Allocation %	The percentage allocation to each source of the item.
Supplier Code	The code identifying the supplier of the item. You can enter this field if the selected source is “Purchase” or “Sub-Contract”. If the supplier code is specified, then the system checks from supplier component if the supplier code exist for the Business Unit and is in “Active” status. If the above condition is not satisfied, then the system displays an error message.
	Help facility available.
Effective From	The effective date from which the sourcing rule of the item is valid. If the effective from is not specified, then the system defaults with base date. The date format should match with system format. Effective from if entered should be lesser than effective to date.
Effective To	The effective date till which the sourcing rule of the item is valid. If the effective to is not specified, then the system defaults with high date. The date format should match with system format.

Note: The system checks whether the Item Code/Var validity dates falls between "Effective From" and "Effective To” fields. If above condition is not satisfied, then the system displays an error message.

The system displays the following in the “Sourcing Rule Details” multiline:

Prodn. Controller	The production controllers defined in the control unit.
PP No.	The number identifying the process plan defined for the item.
PP Desc.	The description of the process plan.
PS Desc.	The description of the product structure.
PS Category	The category of the product structure. The system retrieves “Production” or “Sub-Contract”.
Max. Order Qty.	The maximum order quantity of the product structure.
Min. Order Qty.	The minimum order quantity of the product structure.
UOM	The unit of measure of the item for which the sourcing rule is defined.
Valid From	The date from which the source of the item is valid.
Valid To	The date till which the source of the item is valid.

Check the box in the “Select” column of the multiline to mark the sourcing rule details.

Click the “Delete” pushbutton to delete the selected sourcing rule details in the multiline.

The system ensures that at least one record in the multiline is entered. The system deletes the item-sourcing rule that has been selected from the Item sourcing table. The fields considered for deletion are Shipping Warehouse, Item code, Variant, Source, Plant, WH. If the source is “Production”, then the PS No and PP No are also included for deletion. If the source is “Purchase” then the supplier code is included for deletion. If the source is “Sub-Contract”, then the system includes supplier code and product structure number as the key fields for deletion.

Note: If the selected source is “Stock Transfer” and the "WH" and "Shipping Warehouse" represents the same warehouse, then the system displays an error message. The system checks whether the current date falls in between ItemCode/Var validity dates. If no, the system displays an error message

If the source is "Purchase" or "Sub-Contract", then the system checks the supplier code, source and item code/var mapping. If these fields are left blank then the system defaults the standard vendor for the Item/Var.

Check the box in the “Select” column of the multiline to select the sourcing rule details.

Click the “Edit Sourcing Rule” pushbutton to modify sourcing rule.

The system deletes the rows marked for deletion. The system saves the item sourcing rules with “Created Date” as "System Date" if the sourcing rule has been defined for the first time for the shipping warehouse/item/var and “Created By” as "Login User" if the sourcing rule has been defined for the first time for the shipping warehouse/item/var. The system saves the “Edited Date” as "System Date" and “Edited By'” as "Login User".

The system displays the following:

Created By	The login ID of the user who created the sourcing rule.
Created Date	The date on which the sourcing rule was created.
Edited By	The login ID of the user who modified the sourcing rule.
Edited Date	The date on which the sourcing rule was modified.