Suitability – Exception for Party

Suitability exceptions are used when a suitability rule is true for almost all circumstances, except there’s a single or small number of times when the rule does not apply. This usually means adding one constraint to limit for all, and a second constraint for the exception case.

Exception for Party can be used when a suitability rule is true for almost everyone, except there’s a customer or group of customers for whom it’s not true.

Example

A specified raw material is banned for all customers, except one customer allows it to be used. This could be because the nature of the customers business or location means that a ban is not required on the raw material. It could also be used if you have a raw material which is exclusively used by one customer for commercial reasons.

Using ‘Add a New Suitability Constraint’, add FIRST Suitability Constraint as follows:

1. Add a constraint to the target party with a condition of ‘Regulatory Item Limit’ or a ‘Physical Item Limit’, depending on what type of raw material you want to ban.
• The target party in the example below is ‘Global’ which means it should apply to all parties (including customers and suppliers)
2. Add the Item to be limited, which is Soy Bean in the example below
3. Add a Limit of 0, which is a ban

Add SECOND Suitability Constraint as follows:

NOTE: this needs to be identical to the first, apart from the exception party

1. For the excepted party, which is ‘C/FUSSY’ in the example below
2. Add the constraint with a ‘Regulatory Item Limit’ or a ‘Physical Item Limit’, depending on what type you used in the first constraint.
3. Add the item to be limited which is Soy Bean
4. Add a limit of 0, which is a ban the same as in the FIRST Constraint
5. Tick ‘Except Party’
6. IMPORTANT: un-tick ‘Apply to Direct Parties Belonged To Only’

As always, ensure you test your suitability constraint to make sure it works as you expect.