Pipeline project creation rule for high-value sourcing requests

By default, the Pipeline project creation rule decision table is used to create pipeline projects automtatically in Sourcing Pipeline Management.

Note: You must have the sn_spend_pipeline.pipeline_management_admin role to update the Pipeline project creation rule decision table configuration.

The sn_spend_pipeline.pipeline_management_admin role contains the decision_table_admin role, which enables you to create, read, edit, and delete decision table inputs, columns, and values. For more information about configuring decision tables, see Configuring decision tables.

When a shopper requests pricing for items exceeding $250,000 through ShoppingHub, the following decision inputs are automatically evaluated to apply the rule conditions:

• Sourcing request [sn_shop_sourcing_activity]
• Purchase line [sn_shop_purchase_line]

The Pipeline project creation rule is applied to the Budget field in the Sourcing Request (SR). This rule determines whether a pipeline project should be created for the SR based on the following conditions:

• If the amount exceeds $250,000 USD, a pipeline project is created.
• If the amount is $250,000 USD or less, a pipeline project isn’t created.

Note: If the currency is different from the USD, it's converted to USD before the rule conditions are applied.

Parent Topic:Sourcing Pipeline Management