Create Sales Rule
Explanation
This activity is used to define configuration sales rules that determine
the sales rules to be evaluated during configuration so the user is able to
configure a product that can actually be produced. Sales rules can also give
the user guidelines with displayed messages during configuration and can call
for an external function via the external sales rule.
Sales rule setup is divided into two types: Conditions and Actions. Conditions
are logical expressions that determine if the action section should be launched
or not. If the condition evaluates to true, then the actions get triggered.
Actions are a type of command that allows you to modify the configuration based
on the current values in the configuration. For instance, it is possible to
add or remove characteristics/options from a configuration, set a characteristic/option
to Unavailable/Available, calculate values or quantities, etc.
When creating a sales rule for a part the sales rule header must first be
created. That can be done from different pages. To create a new sales rule
header from the:
- Sales Rules for Part page: Create a new
item in the Sales Rules section with
information about the sales rule. It is possible to merge sales rules
from a sales rule template by selecting a sales rule template in the
Template field during the creation.
- Sales Rule for Part page: Click
New Sales Rule and enter information about the
sales rule. It is possible to merge sales rules from a sales rule
template by selecting a sales rule template in the Template ID
field during the creation.
If you want to change the sequence numbers for the sales rules
created for a part you can modify the values in the Sequence No
column in the Sales Rule section in the Sales
Rule for Part page. The Disabled setting indicates if
the given sales rule should be disabled for the part and will not be
executed during configuration process. If you want to connect a sales rule
template to a sales rule after the creation, then select a sales rule
template in the Connected Template field on the
Sales Rule for Part page.
The conditions and actions for a created sales rule is defined in the
Sales Rule for Part page.
That page can be opened by navigation in the tree structure on the
Sales Rules for Parts page.
To create a new condition create a new item in the Conditions
section and specify the following information:
- In the Operator field, select either AND or OR
if this is a compound condition (this line is in addition to the first
line). No logical operator is required if this is the first condition
line.
- In the ( field, select ( Open Paren if this
condition line is to be grouped inside parentheses; otherwise leave
null.
- In the Type 1 field select a value in the List of Values
(LOV) picker. Available values are Value, Char
Value, Char Quantity, Formula,
Combination or Order Info.
The available values of each type is automatically displayed.
- In the Value 1 field select a value. The value can
be selected by using the LOV picker.
- In the Relation field select a relational
operator. The default value is Equal To.
- In the Type 2 field select a value in the List of
Values (LOV) picker. Available values are Value,
Char Value, Char Quantity,
Formula, Combination or Order Info.
- In the Value 2 field select a value. The value can
be selected by using the LOV picker.
To create a new action create a new item in the Actions
section and specify the following information:
- In the Action Type field, chose the action type you want to
use for the action.
- In the Item field, select the value you want to handle. The
value can be selected by using the LOV picker.
- In the Value Type field select a value from the LOV
picker.
- In the Value field, select a value that is available
depending on the action type and the value type you select. If you do
not want to add a value leave it empty. This is the value that will be
set to the configuration if you, for instance, select a characteristic
value.
- If you want to set or change a quantity in the configuration, select
values in the Quantity Type and Characteristic
Qty fields.
Prerequisites
- IFS/Configuration Back Office and IFS/Configuration Characteristic must
be installed.
- A configuration family must exist to be referenced from sales rule.
A configurable part must be defined and connected to a configuration family.
- To merge a sales rule template into the sales rule a template id must
already exist on the sales rule.
System Effects
A sales rule is created and associated with a part configuration revision.
The sales rule is evaluated online during a configuration on the base part revision.