What are Demand Aggregation rules?

Demand aggregation rules are configured to determine whether requisition line items should be held for aggregation. There are 3 sets of rules:

• Demand holding rules: Used to identify requisition line items to be held for aggregation and auto-aggregation, based on parameters such as commodity code and amount.
  • Import task: Import Demand Holding Rules
  • If manual aggregation is specified, Assignment rules determine who is assigned the item in the Purchasing Workbench
  • If auto-aggregation is specified, the Aggregation rules determine how the items are grouped.
• Assignment rules: Used to assign held line items to purchasing agents, based on parameters such as commodity code and purchasing unit.
  • Import task: Import Assignment Rules for Demand Aggregation
• Aggregation rules: Used to group held line items marked for auto-aggregation, based on parameters such as supplier and shipping address. A scheduled task converts these groups into aggregated requisitions.
  • Import task: Import Demand Aggregation Rules

Note: The ConditionValue fields on the Demand Aggregation rules import task only takes a boolean value. If this is set to Requisition.LineItems.PurchaseGroup.UniqueName then the value given under this column should be either Yes or No as it is used to group similar documents and not the PurchaseGroup that is set on the requisition. The Auto Aggregation task will aggregate all the requisitions with the same PurchaseGroup if this is set to Yes.

For details on the contents of these files, please see the Data Dictionary for your site.

1. Manage > Core Administration
2. Data Import/Export > Download Data Dictionary

For more details on Demand Aggregation:

• What is Demand Aggregation?
• Purchasing guide for procurement professionals

Purchasing > Requisitioning > Demand Aggregation