Copy Sales Rule
Explanation
This activity is used to copy one sales rule or multiple sales rules
from a part or a template of a given configuration family to a specified
part, template or to multiple parts. It is possible to copy sales rules between:
- Single part to single part.
- Single part to template.
- Single part to multiple parts.
- Template to single part.
- Template to template.
- Template to multiple parts.
When copying to multiple part configuration revisions, use '..' to handle
multiple parts, i.e., 100..103, means the sales rules will be copied to the
parts 100, 101, 102 and 103.
When copying to a single part configuration revision, the system sets the
latest tentative revision as default which can be manually changed to another
revision if needed. When copying to multiple parts it is not possible to chose
the revision and, in this case the sales rules will always be copied to the
latest part configuration revision in the Tentative state.
The sales rule for a part configuration revision or a template to be copied
can be selected in the Rules to copy section, and it is also possible
to decide if the copied sales rules will replace all sales rules or if the copied
sales rules will be added in the tree structure after or before the existing
sales rules.
To copy one or several sales rules for a specific configuration family
proceed with the assistant.
- In the Select Family step select the
specific configuration family.
- In the Select Parts step select from which
part configuration revision or template the copy should be made from and
which part, template or multiple parts the copy should be made to. When
copying to multiple parts decide which part configuration revisions the
copy should be made to by enabling the Include setting
in the Copy to Multiple Parts section. Sales
rules are normally copied (re-used) to a part configuration revision in
the Tentative status during the sales rules setup before they are
released to be used for configuration. If you want to copy sales rules
to a part configuration revision that is released, enable Allow Copy to Released
Part Configuration Revisions. When enabled, the released part
configuration revisions will be available in the list of values for the
part.
- In the Select Sales Rules
step decide whether the copied rules will replace existing rules, be
added before existing rules or be added after existing rules. Also
enable the Include setting for the sales rules that
should be included in the copy in the Rules to Copy
section.
Prerequisites
- IFS/Configuration Back Office and IFS/Configuration Characteristic must
have been installed.
- A configuration family and the part configuration revision must exist
to be referenced for the copy.
System Effects
One or several sales rules are created and associated with a sales rule template and/or
a part configuration revision, depending on if the copy is made to a base part
revision or to a template.