Describe a SmartFACT Purchasing supplier choice rule in plain English
Type a supplier choice rule in plain English, answer the AI's question about the missing details, inspect the complete proposed rule and save it deliberately as a draft.
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Type a supplier choice rule in plain English, answer the AI's question about the missing details, inspect the complete proposed rule and save it deliberately as a draft.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Plain English to a checked draft
- Load the current purchasing terms
Load the current purchasing terms
Load the November purchasing terms from SmartFACT Purchasing. Pennine Fasteners' box of 100 M8 bolts is now approved alongside Calder's, and no rule yet says which to try first.
- Choose Add supplier choice rule
Choose Add supplier choice rule
Choose Add supplier choice rule under Change to describe, so the proposal covers both when the rule applies and which supplier items it uses.
- Type the requirement in plain English
Type the requirement in plain English
Type the requirement as the team wrote it: for M8-ZP, try the approved BOLT-M8-100 item first, then PF-M8-100 if the first is unavailable.
- Ask for a proposal
Ask for a proposal
Ask for a proposal. The AI replies with a question instead of guessing: every rule needs a name and a precedence, and the requirement gives neither.
- Add the details the AI asked for
Add the details the AI asked for
Keep the requirement and answer the question: call the rule M8 bolts from Calder, then Pennine, and give it precedence 10.
- Ask for the complete proposal
Ask for the complete proposal
Ask again. The AI now returns a complete supplier choice rule. Nothing is saved until you choose to save it.
- Read the restatement of the rule
Read the restatement of the rule
Read the restatement. It says in plain words when the rule applies, when the item code is M8-ZP, and which parts it sets: the rule name and precedence, and the complete supplier choice.
- Inspect the proposed condition
Inspect the proposed condition
Inspect the condition in the same controls Purchasing uses: the item code is exactly M8-ZP.
- Check what will be saved
Check what will be saved
Read what the rule will save, field by field. The decision and both supplier items are shown by name.
- Check the rule name and precedence
Check the rule name and precedence
Check the rule is called M8 bolts from Calder, then Pennine, with precedence 10.
- Check the supplier items and their order
Check the supplier items and their order
Check the decision: use the listed supplier items in priority order, Calder's BOLT-M8-100 first and Pennine's PF-M8-100 second. When Purchasing prepares an order it uses the first one that is still active.
- Confirm you checked the whole proposal
Confirm you checked the whole proposal
Confirm that you checked the condition and every value. Purchasing still validates the complete terms when it saves.
- Save the proposal as a draft
Save the proposal as a draft
Save the proposal as a draft. Saving does not approve, release or run the rule, and rules never approve an order: the expected results, proof and an independent review come next.
Only a draft was saved. The expected results, the native proof and an independent review come next. Rules never approve an order: a supervisor still approves every order.