This activity is used to define configuration sales rule templates that determine the sales rules to be evaluated during configuration so the user is able to configure a product that can be produced. Sales rule template has the same functionality that exists in the Sales Rule page. The difference is that a template is based on the configuration family while the sales rule is directly connected to the base part revision. Also, a template can be linked and connected to a sales rule in the Sales Rule page when a template ID is connected to a sales rule. The status handling consists of three different states, Planned, Released and Obsolete. The Planned status is used during setup, the Released status must be used when a connected part configuration revision is released and the Obsolete status is used when you do not want new sales rules to be connected.
When you create sales rules in a template, all configurable parts connected to the same configuration family can use the same template. Connected sales rules simplify the maintenance of the sales rules.
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 template the sales rule template header must first be created. To do that click New Template on the Sales Rule for Template or Sales Rules for Template page and specify the information about the template on the New Template page. Then the sales rules for the template is defined. To create a new sales rule for the sales rule template create a new item in the Sales Rules section with information about the sales rule. You can modify the values in the Sequence No column if you want to change the sequence numbers for the sales rules created. The Disabled setting indicates if the given sales rule should be disabled for the part and will not be executed during configuration process.
The conditions and actions for a created sales rule is defined in the Sales Rule for Template page. That page can be opened by navigation in the tree structure on the Sales Rules for Template page.
To create a new condition create a new item in the Conditions section and specify the following information:
To create a new action create a new item in the Actions section and specify the following information:
A sales rule is created and associated with a configuration family. When a sales rule template is connected to a part configuration revision, the sales rules are evaluated online during a configuration.