Installation-level rules are used to automatically default various organizational roles for a participant.
Since organization modeling can be complex to understand, Sterling Selling and Fulfillment Foundation provides powerful defaulting rules that can be set up at the installation level.
When modeling catalog organizations, you can specify if the item master:
You specify this if there is just one definition of the item master for the complete installation. If you choose this as the default model, all participants are automatically assigned the Hub organization as their catalog organization at the time that the participant is created. Using an advanced setup, this default can be changed as required.
You specify this if you want all participants defined as Enterprises to become their own Catalog organizations. For all other participants, the catalog organization is designated as their "primary enterprise".
When modeling inventory or capacity organizations, you can specify if:
You can change the defaulted value of these organizations to any other organization as required using the advanced organization modeling setup. However, it is strongly recommended that you understand the implications of organization modeling before using the advanced setup provided. There are advantages and disadvantages in each approach and a good understanding of this document can help you make the right decision.