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Knowledge Article: When does a Blanket Agreement NOT get auto sourced when creating a requisition — Cloud Customer Connect
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Knowledge Article: When does a Blanket Agreement NOT get auto sourced when creating a requisition

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edited May 16, 2020 11:22AM in Self Service Procurement 15 comments

Summary

When does a Blanket agreement not get sourced during the requisition creation flow

Content

Customers 

There have been a few questions recently about how auto sourcing works. Specifically, questions about how to prevent sourcing to a blanket agreement and at the other end of the spectrum why the system is not sourcing a blanket agreement as expected.

I am attempting to provide some clarity here on how this process works in the hope that this will help customers and support understand the intended design a bit better.

Concept:

All things being equal, when creating a requisition through the Enter Requisition Line process (and in exception scenarios using a Smart Form or Non Catalog Request process), our application will attempt to source any eligible blanket agreement. Goes without saying, the types of blanket agreement that can be sourced include:

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