Sourcing Policies
- Megan Stanage (Unlicensed)
- Megan Stanage
The Sourcing Policies configuration page allows you to create and manage sourcing policies.
Sourcing policies control how a sourcing policy run processes and what regions are part of that individual run.
| FIELD | DESCRIPTION |
|---|---|
| Sequence | The sequence in which the sourcing policy records are processed. Use the Move Up and Move Down buttons to rearrange the policy processing sequence. |
| Sourcing Policy ID | The sourcing policy identifier. |
| Description | A description of the sourcing policy. |
| Region Count | The number of regions tied to the policy. |
New or Edit Sourcing Policy
Click New to create a sourcing policy. Click Edit to edit an existing sourcing policy.
General Tab
| FIELD | DESCRIPTION |
|---|---|
| Sourcing Policy ID | Enter a unique identifier for the sourcing policy record. |
| Description | Enter a description for the sourcing policy. |
| Lead Days to Evaluate | Enter the number of days in the future to include unsatisfied demand that will reduce the availability calculated during sourcing. |
| Past Days to Evaluate | Enter the number of days in the past to include unsatisfied demand that will reduce the availability calculated during sourcing. |
Attributes Tab
| FIELD | DESCRIPTION |
|---|---|
| New | Click this button to add attributes to this sourcing policy. You can add up to six different attributes to the policy. See Attributes to configure these attributes. |
Sourcing Regions Tab
| FIELD | DESCRIPTION |
|---|---|
| New | Click this button to add a line to the section where you can select a region and assign a rank for that region. The available regions are configured on the Sourcing Regions page. |
| Move Up/Move Down | Use the Move Up and Move Down buttons to change the sequence, as needed. |
Delete Sourcing Policy
Select the desired record and click Delete to delete a sourcing policy.
Click OK on the confirmation pop-up window to confirm the deletion.
Copy Sourcing Policy
Select a record and click Copy to copy a sourcing policy.
A duplicate is created with a timestamp appended to the end of the name. You can adjust the name and description on the copy.
Copying is useful if multiple (but similar) policies are needed.
Move Up/Down
Use the Move Up and Move Down buttons to rearrange the policy processing sequence.