Pipeline project creation rule for high-value sourcing requests

By default, the Pipeline project creation rule decision table is used to create pipeline projects automatically 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 over $250,000 through Shopping Hub or via Employee Center using the default "I need a product" record producer, specific decision inputs are triggered. If the shopper enters a budget greater than $250,000, the system automatically evaluates these decision inputs 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:

The Budget field controls the creation of pipeline projects based on the entered amount. If the currency is different from the USD, it's converted to USD before the rule conditions are applied.