Sourcing Policy

Global order promising > Setup > Demand sourcing > Sourcing policy

Sourcing policy maintenance allows you to control how a sourcing policy run processes and what regions are part of that individual run.

Header Section

FIELD	DESCRIPTION
Sourcing policy ID	Unique identifier for the sourcing policy record.
Description	Description for the sourcing policy.
Processing sequence	Indicates the order in which sourcing policy records are processed.
Enabled	Controls whether the policy is active for demand sourcing.
Availability Calculation
Lead days to evaluate	Number of days in the future to include unsatisfied demand that will reduce the availability calculated during demand sourcing.
Past days to evaluate	Number of days in the past to include unsatisfied demand that will reduce the availability calculated during demand sourcing.

Important

Available to Source is the physical amount available minus the sum of on-order transactions that fall within the availability calculation window.
Even if demand is not reserved, previous sales order lines are considered when calculating the inventory available to source.

Example

Today is 11/17 and new demand being sourced ships 11/20.

Sourcing policy setup: Lead days = 5, Past days = 1
Physical available: 500
Existing on order transactions:
- 50 – 11/16
- 100 – 11/19
- 100 – 11/20
- 100 – 11/21
- 100 – 11/23
Available to source for new sales on order transactions: 150
- 500 minus 350
- Does not include 11/23 (more than 5 days in future)
- Includes 11/16 (one day in the past)

FIELD	DESCRIPTION
Processing sequence	Controls the sequence for processing region IDs when this policy is run.
Region ID	Sourcing Regions to process in this sequence.
Prioritize ship complete	Controls whether all warehouses in the region are evaluated to make sure the demand line can be fully satisfied by the available inventory before looking for warehouses that might only have a partial amount available.
Default warehouse	Warehouse selected to source from if no other warehouse in the region qualifies.

BUTTON	DESCRIPTION
Edit filter query	Click this button to open a flyout window that allows you to specify order, order line, customer, and item values to include/exclude with this particular sourcing policy definition.

All Customers

Accounts Receivable > Customers > All customers > select a customer

FIELD	DESCRIPTION
SOURCING
Allow sourcing line split	Turn on this toggle to enable line splitting. Based off sourcing calculation, the system ships lines to multiple warehouses. Any remaining amount goes to the default warehouse at the end of the run. Note The system still respects the Ship Complete flag before splitting lines.