Automate Intake

You can automate contract and project intake by setting up rules to assign requests to specific users. The assignee becomes the owner of the corresponding contract or project created. Automating intake enables your procurement team to self-manage project and contract request allocations.

You can reprioritize and edit your rules, and fix any rules that need reassignment due to changes in your organization.

Access:

Automation

Projects Intake Routing

from

Settings

Automation

Contracts Intake Routing

from

Settings

Click

Create New Rule

You can assign contracts or projects to active users with a Sourcing Manager
role or higher.

When you disable users or update stakeholders responsibilities, rules might need reassignment. When Strategic Sourcing can't assign a request to a user, it comes in unassigned and notifies administrators.

When you enter multiple users in the

Then Send To...

field, you must select a routing pattern to determine how Strategic Sourcing selects the sourcing owner.

Option	Description
Sequential	Assigns intake requests to sourcing owners in the order listed in the Then Send To... field. Example: You create an intake routing rule with 3 users listed in this order: Marcus, Alex, and Sarah. When you receive 4 intake requests, Strategic Sourcing routes those requests as follows: Marcus receives the first request. Alex receives the second request. Sarah receives the third request. Marcus receives the fourth request.
Even distribution	Assigns intake requests based on the number of projects or contracts they’re currently sourcing owner on.
Team allocation	Enables you to set permissions for all users you add to the rule.

(Optional) Drag and drop the rules to reorganize them.

Strategic Sourcing checks the rules from top to bottom.

Intake forms that match your rules generate an assignment in pipeline and contracts, and notify the assigned user.