Concepts

Tasks

Settings

Overriding the Supplier Selection Rules on a Resource or Trade

Default supplier selection rules are set at the site level. However, you can override the site’s supplier selection rule for a resource or a trade. This allows you to tailor the rules for each of your resources. For example, your normal policies might be that the preferred supplier is used as the first criterion, followed by lowest price, lead-time, and lastly ordering history. For some resources, ordering history might be the key factor. For these resources you can override the site’s rules and make ordering history the first criterion.

As with site, separate policies can be entered for the different types of purchases. The settings available depend on the type and characteristics of the resource:

Type of resource	Repairable units supported	Supplier selection rules available
Labor		Service orders
Material	No	Regular purchases
	Yes	Regular purchases, repair orders
Tool		Regular purchases, rentals
Service		Service orders

To Override Site Supplier Selection Rules for a Resource or Trade

1.	Open the resource or trade:

For a resource: From the site, select the Resource Management view. Open the resource you want to edit. The Resource window appears.

For a trade: From the site, select the Personnel view, Trades tab. Open the trade that you want to edit. The Resource window appears.

2.	On the Properties view, select the Procurement tab.

3.	In the Supplier Selection Policies area, click Details. The Supplier Selection Policy dialog appears. For example:

4.	There might be more than one tab in the dialog, depending on the type of resource that you opened. For example, if you opened a tool type resource, there is a tab for the rules for Regular purchases and a tab for the Equipment rental rules.

Select the tab for the type of purchase that you want to edit (Regular purchases, Repair orders, Equipment rentals, or Service orders).

5.	To override the site’s settings, select Do not use the site’s rules. The Resource Settings column becomes open for editing.

6.	In the Resource Settings area, enter the following:

Setting Name

Description

1st Criterion

The first criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first criterion, it moves to the second criterion, and so on. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

2nd Criterion

The second criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first criterion, it moves to the second criterion, and so on. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

3rd Criterion

The third criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first or second criteria, it moves to the third criterion. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

4th Criterion

The fourth criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first, second, or third criteria, it moves to the fourth criterion. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

7.	Repeat steps 4 to 6 for each purchase type that you need to edit.

8.	When you are finished selecting the criteria, click Close to save and close the dialog.