To make use of the Sourcing Level rules within your RFQs in Quoting, an admin will need to upload its matrix. This can be accessed from the top navigation bar under Reference Tables. Only one Sourcing Level can exist at a time. The page supports search functionality within the sourcing list.
To upload a new file, you will first need to remove the existing Sourcing Level List. Check the box of your file and then click on Remove. It will ask, "Are you sure..." and click on Remove to complete.
To add your new Sourcing Level list, click on Upload Document. Select your file from your computer and map its columns.
A sourcing level matrix example includes: Category, Manufacturer Name, and Sourcing Level. You can configure as assignment rules using either Manufacturer or Manufacturer with AVL.
Clicking on the Edit button allows you to Edit File Name of your sourcing list. Type in the new desired name and then click on Save.
You can edit existing individual lines in your Sourcing Level List as needed by clicking on any editable cells. Type changes within the cell and then hit enter to save your modifications.
You can also download an excel file of your Sourcing Level List by clicking on the Export button.