Selection rules automate the process of making selections during Request Creation. There are two sets of Selection Rule Types: one for selecting a Service Organization with an optional Service Delivery Unit, and one for selecting a Service Contractor with an optional Contractor Agreement Line.
Each rule is associated with a Service Item and includes criteria to identify the most suitable Service Organization and Service Delivery Unit or Service Contractor and Contractor Agreement Line. The selection rules are applied both when a new Request is created and when creating a contractor order for a service scope within the Request. There cannot be more than one rule within the same type that have identical criteria.
When a Service is selected, the system searches through the Selection Rules to find one or more matches. The search follows a precedence defined by the criteria weights in the Selection Rule Type. The system first searches for the combination with the highest score, then the next best score, and so on. This process ensures that either an exact match or several suitable selections are found. The search looks for exact values, which includes null values (no selection made). This allows the system to search for rules with empty criteria, to make it possible to create rules for "any" value. For example, not selecting a Model in New Request will search for rules without any Model criteria defined. For the Service Organization Rule Type, the precedence is as follows:
| Precedence | Service | Region | Customer | Model | Scoring |
| 1 | 100 | 70 | 40 | 14 | 224 |
| 2 | 100 | 70 | 40 | 210 | |
| 3 | 100 | 70 | 14 | 184 | |
| 4 | 100 | 70 | 170 | ||
| 5 | 100 | 40 | 14 | 154 | |
| 6 | 100 | 40 | 140 | ||
| 7 | 100 | 14 | 114 | ||
| 8 | 100 | 100 |
If no match is found in the initial search, the system searches for the next best value combination. If no rules are found, default settings are applied.
If one rule is found, it is selected. If multiple rules are found, they are evaluated based on any additional weight, with the rule having the highest weight being selected. If no additional weight is present, the rule with the highest rule number is chosen.