Self Service Procurement

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Topic

    Rommel Ben Vasquez
    How can we control the default Source of the items on...
    Topic posted October 16, 2018 by Rommel Ben VasquezBronze Medal: 1,250+ Points, tagged Create Requisition, Internal Material Transfer, Requisition Processing 
    135 Views, 4 Comments
    Title:
    How can we control the default Source of the items on Requisitions creation from Catalog?
    Content:

    Our business case is as follows: 
    1. We have an Item (Item A) which is associated to multiple inventory organizations on the same Business Unit. 
    2. The Central Warehouse buys the Item A externally from Supplier and also with a Blanket Purchase Agreement. The rest of organizations sources/replenishes on hand from the Central Warehouse 
    3. Item is enabled for Internal Transfers in associated organizations. But the attribute for Source is different. Item Attribute on Central Warehouse is set to Supplier; while on other Inv Orgs it is Sourced from Organization. 

    Steps: 
    1. Procurement > Requisition 
    2. From the search page or catalog, search for the Item 
    3. Add to Cart and Review Cart 
    4. On Requisition, the source is set to Blanket Purchase Agreement. 

    Questions: 
    1. Can we control the source of the items on the requisitions created from catalog ? 
    2. Can we limit requestors (from non-central warehouse employees/ non-buyers) to follow the expected behavior ie. If preferences set on Destination Type, then it is sourced internally within the Inventory Organization associated to the default location of the requestor? 
    3. Allow buyers to do requisition of items from catalog to be sourced externally - Supplier or release against a BPA on the item. 

    Comment

     

    • Ashok

      First of all, thanks for the details. It is explained clearly. I did see this on the forum post yesterday from support.

      In 18C, if an item is internally orderable and is available on an agreement, we have new behavior (based on an Opt-in) where the system will first source it internally and not place a purchase order. I plan to publish more details about this feature later but thought would mention it here.

      Since your question is specific enough to say Catalog, I assume you have reviewed the Enter Requisition Line feature and you still want this functionality on shopping flow.

      The response i have provided is for Question 1. But will this work also for Question 2?

      Question 3: I don't think i get what the ask is. If the buyer is a requester also, they should be able to do this. Was your question in relation to the Demand Workbench or some other flow?

      • Rommel Ben Vasquez

        Thank you for your response.

        When an Item requested through Catalog has an Open BPA, the system defaults the Source from the BPA. This behavior is what we wish to control (if there is ie. preferences, sourcing or related setups). We wish to have the requestor do self service procurement through selecting and adding items from the catalog following the behavior (without BPA in the picture) to source internally from warehouse based on default location when Dest Type is Expense and to source from the Central Warehouse when Dest Type is Organization.

        Yes, we have reviewed the Enter Requisition Line feature. We actually have no issue when the Item does not have a BPA. User, can either set preferences and still shop via catalog and end up processing an IMT. However, we have thousands of items sourced by central warehouse  externally with BPA and the rest of organizations source it from the Central Warehouse.

        On Q#3, this could be more of a hybrid, allow flexibility to still shop from catalog for item with BPA but in some occassions may source the item from a different external supplier.

         

         

    • Ashok

      Hi

      To your comment below:

      ============================================================================================================================

      When an Item requested through Catalog has an Open BPA, the system defaults the Source from the BPA. This behavior is what we wish to control (if there is ie. preferences, sourcing or related setups). We wish to have the requestor do self service procurement through selecting and adding items from the catalog following the behavior (without BPA in the picture) to source internally from warehouse based on default location when Dest Type is Expense and to source from the Central Warehouse when Dest Type is Organization.

      ======================================================================================================================================

      This is what we have built in 18C that I was referring to. These requirements were driven off of Health Care requirements where an item should still be order internally even though an Open BPA exists for it. We don't factor Destination Type in this solution specifically. The item has to be both orderable internally and purchasable and a BPA should exist for it.

      So, as far as I can tell, your requirement is met. You need to review the feature and decide for yourself.

      On item #3, you are suggesting that we should not source it automatically to a BPA but allow a different supplier to be used. You can do that through Smart Form or Enter Requisition Line as you know, not via Shopping unless you don't have buyer assignment rules or other aspects defined in which case ,the buyer can manually source the requisition to a different supplier (that won't be touchless procurement though)

    • GAURAV JAIN
      Did u get answer for this
    • Ashok

      Gaurav

      To whom is this question addressed? Can you provide more context?