Define and Maintain Configuration 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. For more information about conditions and actions, see About Sales Configurator.

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.

Window

Sales Rule

Related Window Descriptions

Sales Rule 
Sales Rule Template
Sales Rule Formula
Sales Rule Combination
Sales Rule Message

Procedure

Search for the Part Configuration Revision:

There are two ways to get the part configuration revision for which you need to add the sales rules.

1. Navigate to the Sales Rule window from the Part Configuration Revision window, (from the revision you want to add the sales rules.) The Sales Rule window will open with the correct revision.
2. The other way is by searching for the the part configuration revision in the Sales Rule window.

Defining a Sales Rule Header:

1. Click in the Sales Rule Name field and click New (F5).
2. Add the name for the sales rule and a sales rule description. (You can edit the name and description after saving if needed.)
3. If you want to connect a sales rule template to the new sales rule, click in the Template ID field, select the required template from the List of Values and then select the revision for the template.  
4. If you want to change the sequence number for the new sales rule (so the sales rule appears in correct place in the tree structure), you can modify the value in the Rule Sequence field manually.
5. Save the sales rule.
6. If you want to disable the sales rule (i.e., if you do not want the sales rule to be evaluated during configuration), select the Disabled check box and save.    

Defining Conditions:

1. In the Conditions section, click New (F5) or click + in the table.
2. 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.
3. In the ( field, select ( Open Paren if this condition line is to be grouped inside parentheses; otherwise leave null.
4. Select a value from the Type 1 list and then select a Combination Value 1 from the List of Values. You can also select both the type and the value from the list of values of the Value 1 field. In the list of values you can select Characteristic, Formulas, Characteristic Qty, Combination or Order Info. The available values of each type is automatically displayed. 
5. Select a relational operator from the Relation list. The default value is Equal To.
6. Select a value from the Type 2 list and then select a Combination Value 2 from the List of Values. If the type 1 value is a discrete characteristic, click the List of Values (F8) and select a valid discrete option value. To do so, type 1 must be Characteristic Value, combination value 1 must be a discrete characteristic, and type 2 must be an Entered Value. 
7. Click Save (F12).

Defining Actions:

1. In the Actions section, click New.
2. In the Action Type field, chose the type you want to use for the action. 
3. In the Item field, click List of Values (F8) and select the value you want to handle.
4. Select a value from the Value Type list.
5. 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. 
6. If you want to set or change a quantity in the configuration, select a quantity type and a quantity.   
7. Click Save (F12).

Merge Sales Rules from a Template:

1. Put the cursor in the Sales Rule Name area that is connected to a template, right-click and then click Copy Template Rules to Part on the sales rule name header. The sales rules in the template have now been disconnected from the template and are added as sales rules in the tree structure for the part configuration revision.

Sequence Handling:

1. Another way to modify the sequence is by using the drag-and-drop operation.
2. Select the sales rule in the tree structure that you want to move to another place in the tree structure.
3. Drag the sales rule up in tree structure to the place you want and drop. The sales rule will be placed above the sales rule you dropped it on.
4. Or drag the sales rule down the tree structure to the place it where you want and drop. The sales rule will now be placed below the sales rule you dropped it on.