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.
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.