Create a purchasing assignment rule

Automatically assign a sourcing request, negotiation, or purchase requisition to a procurement specialist user or a task fulfiller’s group based on pre-defined conditions by using a purchasing assignment rule.

Before you begin

To create a purchasing assignment rule, you must have set up your product catalog (with the necessary product categories, product models, and supplier products) and should be able to raise a purchase request. For more information on how to set up your product catalog, see Create a product category, Create a product model, and Add a supplier product. You should have also set up user attributes on the sys_user record appropriately.

Role required: sn_shop.procurement_administrator

About this task

You can create a purchasing assignment rule to route sourcing requests, negotiations, or purchase requisitions to an individual or group, from the Sourcing and Purchasing Automation module.

Procedure

1. Navigate to All > Sourcing and Purchasing Automation > Administration ** > Purchasing Assignment Rules **.

2. Select New.

3. On the form, fill in the fields.

|Field|Description|
|-----|-----------|
|Name|The name you assign to the assignment rule.|
|Application|The application containing this record. In this case, it displays the default application, which is Sourcing and Procurement Operations.|
|Active|Option to decide if this rule is in use.|

1. Select the Applies To tab and fill in the fields.

1. Select the Assign To tab and fill in the fields.

|Field|Description|
|-----|-----------|
|User|The user to whom the task is assigned.|
|Group|The group to which the task is assigned.|

1. Select the Script tab and fill in the fields.

|Field|Description|
|-----|-----------|
|Script|A script to further customize the assignment rule. Scripts provide access to the current pool of variables.|

1. Select Submit.

Parent Topic:Sourcing and Purchasing Automation