Create Sales Rules

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:

 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:

  1. 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.
  2. In the ( field, select ( Open Paren if this condition line is to be grouped inside parentheses; otherwise leave null.
  3. 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. 
  4. In the Value 1 field select a value. The value can be selected by using the LOV picker.
  5. In the Relation field select a relational operator. The default value is Equal To.
  6. 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.
  7. 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:

  1. In the Action Type field, chose the action type you want to use for the action. 
  2. In the Item field, select the value you want to handle. The value can be selected by using the LOV picker.
  3. In the Value Type field select a value from the LOV picker.
  4. 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. 
  5. If you want to set or change a quantity in the configuration, select values in the Quantity Type and Characteristic Qty fields.

Prerequisites

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.