Introduction

Reservations can be started on different conditions, e.g., when adding the items to the basket or after the order was captured by the IOM. They can also end on different conditions, e.g., they might be timed out or can result in orders, etc.

Using the reservation service, the Intershop Order Management (IOM) has the ability to get, create, update, delete and extend reservations within a given list of suppliers. With the Dynamic Order Supplier Evaluation process and its evaluation rules, the list of possible suppliers should be evaluated for the reservation. This document describes the basic concepts about the Dynamic Order Supplier Evaluation process of IOM and how to configure it for your shop within the IOM. The target audience are partners, consultants and developers.

Glossary

References

• Cookbook - Custom Order Supplier Evaluation Rules
• Guide - IOM Shop Onboarding (2.9 - 2.17)
• Reference - IOM Database Documentation

Dynamic Order Supplier Evaluation (DOSE)

The Dynamic Order Supplier Evaluation (DOSE) refers to the process of the IOM that evaluates and approves potential suppliers for an order by quantitative and qualitative assessment according to specific rules. The purpose of supplier evaluation is to ensure that a portfolio of industry-leading suppliers is available. Depending on your needs, the DOSE   can be used for different purposes, e.g., to measure and monitor the current suppliers performance for the purposes of reducing costs, mitigating risk and driving continuous improvement.

Please refer to Overview - IOM Database Documentation for more details about all order supplier evaluation rules ( OrderSupplierEvaluationRuleDefDO ) that are supported by the application by default.

Configuration

The DOSE is a process that must be configured. By default, after the initial setup of IOM, there is no configuration that is using the DOSE and all articles are reserved at the supplier with the most available stock. To setup DOSE, you need to perform the following steps:

1. Configure the column "isReservationWithDOSE " in the database table " ShopDO".
   This column represents whether the DOSE should be used or not.

   -- activate the DOSE by configuring the column wiht the name "isReservationWithDOSE" in the ShopDO.
   update oms."ShopDO" 
   SET "isReservationWithDOSE" = true -- DOSE is active
   where id = <theIdOfYourShop>;

   Info

   Since the oms."ShopDO" has now a new configuration for your shop instance, the IOM cache should be cleared or the server needs to be restarted.

2. Configure the chosen supplier evaluation rules for your shop in the database table " Shop2OrderSupplierEvaluationRuleDefDO".
   

   This is a configuration table to set up all relationships between the shop and the order supplier evaluation rules, e.g., which evaluation rules should be used in the DOSE-process for supplier selection for a shop. The shop can have more than one supplier evaluation rules.

   Info

   Please refer to Overview - IOM Database Documentation for more details about all order supplier evaluation rules (OrderSupplierEvaluationRuleDefDO) that are supported by the application by default.

   Column/Key	Example Value	Description	SQL_Subsitute
   id	nextval('"CommunicationDO_id_seq"')	ID / primary key
   orderSupplierEvaluationRuleDefRef	SELECT id FROM "OrderSupplierEvaluationRuleDefDO" WHERE "name" = <'theNameOfTheRule'>	References to table OrderSupplierEvaluationRuleDefDO.	SELECT id FROM "OrderSupplierEvaluationRuleDefDO" WHERE "name" = <'theNameOfTheRule'>
   errorForcesAutomaticCancelation	false	Indicates whether an error leads to the automatic canceling of the order.
   shopRef	SELECT id FROM "ShopDO" WHERE name = <'theNameOfYourShop'>	References to table ShopDO. Id of the shop the new order validation rules should be added to.	SELECT id FROM "ShopDO" WHERE name = <'theNameOfYourShop'>

   Example

   INSERT INTO "Shop2OrderSupplierEvaluationRuleDefDO"
   (
           id, 
           "orderSupplierEvaluationRuleDefRef", 
           "errorForcesAutomaticCancelation", 
           "shopRef"
   ) 
   values 
   (
   		nextval('"Shop2OrderSupplierEvaluationRuleDefDO_id_seq"'),
   		(SELECT id FROM "OrderSupplierEvaluationRuleDefDO" WHERE "name" = <'theNameOfTheRule'>), -- See the database documentation for more details about all order supplier evaluation rules (OrderSupplierEvaluationRuleDefDO) that are supported by the application by default.
   		true, 
   		(SELECT id FROM "ShopDO" WHERE name = <'theNameOfYourShop'>)
   );

Scenarios and Examples

To see how the reservation service works using the Dynamic Order Supplier Evaluation process and its evaluation rules, various scenarios are presented.

These examples are not about which rules are used in the DOSE, but about how the DOSE influences the reservation and the difference between a reservation with and without DOSE.

Starting Point for All Scenarios

A Shop has three suppliers assigned:

As shown in the table:

• Supplier X has a stock of 100 for each of the three items.
• Supplier Y has a supply of 50 for each of the three items.
• Supplier Z has a supply of 20 for each of the three items.

Complete Reservation Including DOSE (ShopDO.isReservationWithDOSE = true)

The Shop Tries to Create a Complete Reservation for Article A (60) and Article B (40)

• The DOSE returns a sorted supplier evaluation list for article A (Y, X, Z) and article B (Z, Y, X).

• Article A is reserved at supplier X (Y does not have the stock) and article B is reserved at supplier Y (Z does not have enough stock).

  DOSE Result	Reservation
  	Article A Quantity: 60	Article B Quantity: 40
  First Stored Supplier	Supplier Y	Supplier Z
  Second Stored Supplier	Supplier X	Supplier Y
  Third Stored Supplier	Supplier Z	Supplier X

The Shop Tries to Create a Complete Reservation for Article A (40) and Article B (60)

• The DOSE returns a sorted supplier evaluation list for article A (Y, X, Z) and article B (Z, Y, X).

• Article A is reserved at supplier Y (see supplier evaluation list) and article B is reserved at supplier X (Z and Y do not have enough stock).

  DOSE Result	Reservation
  	Article A Quantity: 40	Article B Quantity: 60
  First Stored Supplier	Supplier Y	Supplier Z
  Second Stored Supplier	Supplier X	Supplier Y
  Third Stored Supplier	Supplier Z	Supplier X

The Shop Tries to Create a Complete Reservation for Article A (60) , Article B (40) and Article C (101)

• The DOSE returns a sorted supplier evaluation list for article A (Y, X, Z), article B (Z, Y, X) and article C (X, Y, Z).

• The reservation is not possible, no supplier can fulfill article C with a quantity of 101.

  DOSE Result	Reservation
  	Article A Quantity: 40	Article B Quantity: 60	Article C Quantity : 101
  First Stored Supplier	Supplier Y	Supplier Z	Supplier X
  Second Stored Supplier	Supplier X	Supplier Y	Supplier Y
  Third Stored Supplier	Supplier Z	Supplier X	Supplier Z

Partly Reservation Including DOSE (ShopDO.isReservationWithDOSE = true)

The Shop Tries to Create a Partly Reservation for Article A (60) and Article B (40)

• The DOSE returns a sorted supplier evaluation list for article A (Y, X, Z) and article B (Z, Y, X).

• Article A is reserved at supplier X (Y does not have the stock) and article B is reserved at supplier Y (Z does not have enough stock).

  DOSE Result	Reservation
  	Article A Quantity: 60	Article B Quantity: 40
  First Stored Supplier	Supplier Y	Supplier Z
  Second Stored Supplier	Supplier X	Supplier Y
  Third Stored Supplier	Supplier Z	Supplier X

The Shop Tries to Create a Partly Reservation for Article A (40) and Article B (60)

• The DOSE returns a sorted supplier evaluation list for article A (Y, X, Z) and article B (Z, Y, X).

• Article A is reserved at supplier Y (see supplier evaluation list) and article B is reserved at supplier X (Z and Y do not have enough stock).

  DOSE Result	Reservation
  	Article A Quantity: 40	Article B Quantity: 60
  First Stored Supplier	Supplier Y	Supplier Z
  Second Stored Supplier	Supplier X	Supplier Y
  Third Stored Supplier	Supplier Z	Supplier X

The Shop Tries to Create a Partly Reservation for Article A (60), Article B (40) and Article C (101)

• The DOSE returns a sorted supplier evaluation list for article A (Y, X, Z), article B (Z, Y, X) and article C (X, Y, Z).

• Article A is reserved at supplier X (Y does not have enough stock), article B is reserved at supplier Y (Z does not have enough stock) and article C is reserved at supplier X (with the most available stock) with a quantity of 100.

  DOSE Result	Reservation
  	Article A Quantity: 40	Article B Quantity: 60	Article C Quantity: 101
  First Stored Supplier	Supplier Y	Supplier Z	Supplier X (100)
  Second Stored Supplier	Supplier X	Supplier Y	Supplier Y
  Third Stored Supplier	Supplier Z	Supplier X	Supplier Z

Complete Reservation Without DOSE (ShopDO.isReservationWithDOSE = false)

The Shop Tries to Create a Complete Reservation for Article A (60) and Article B (40)

• Articles are reserved at the supplier with the most available stock.

• Article A is reserved at supplier X and article B is reserved at supplier X.

  NO DOSE Result	Reservation
  	Article A Quantity: 60	Article B Quantity: 40
  Stored Supplier with the most available stock	Supplier X	Supplier X

The Shop Tries to Create a Complete Reservation for Article A (60), Article B (40) and Article C (101)

• The reservation is not possible, no supplier can fulfill article C with a quantity of 101.

  NO DOSE Result	Reservation
  	Article A Quantity: 60	Article B Quantity: 40	Article C Quantity: 101
  Stored Supplier with the most available stock	Supplier X	Supplier X	Supplier X

Partly Reservation Without DOSE (ShopDO.isReservationWithDOSE = false)

The Shop Tries to Create a Partly Reservation for Article A (60) and Article B (40)

• Articles are reserved at the supplier with the most available stock.

• Article A is reserved at supplier X and article B is reserved at supplier X.

  NO DOSE Result	Reservation
  	Article A Quantity: 60	Article B Quantity: 40
  Stored Supplier with the most available stock	Supplier X	Supplier X

The Shop Tries to Create a Complete Reservation for Article A (60), Article B (40) and Article C (101)

• Articles are reserved at the supplier with the most available stock.

• Article A is reserved at supplier X, article B is reserved at supplier X and article C is reserved at supplier X with a quantity of 100.

  NO DOSE Result	Reservation
  	Article A Quantity: 60	Article B Quantity: 40	Article C Quantity: 101
  Stored Supplier with the most available stock	Supplier X	Supplier X	Supplier X (100)