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.
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.
- 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.
- The other way is by searching for the the part configuration revision in the
Sales Rule window.
Defining a Sales Rule Header:
- Click in the Sales Rule Name field and click New (F5).
- Add the name for the sales rule and a sales rule description. (You can
edit the name and description after saving if needed.)
- 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.
- 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.
- Save the sales rule.
- 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:
- In the Conditions
section, click New
(F5) or click + in the table.
- 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.
- 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.
- Select a relational operator from the Relation list. The default
value is Equal To.
- 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.
- Click Save (F12).
Defining Actions:
- In the Actions section, click New.
- In the Action Type field, chose the type you want to use for the
action.
- In the Item field, click List of Values (F8) and
select the value you want to handle.
- Select a value from the Value Type list.
- 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 a
quantity type and a quantity.
- Click Save (F12).
Merge Sales Rules from a Template:
- Click in the Sales Rule Name field that is connected to a template,
right-click and then click Merge Template Rules 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:
- Select the sales rule name of which you want to change the sequence
number.
- Modify the value in the Sequence No field manually and save.
- Another way to modify the sequence is by using the drag-and-drop
operation.
- Select the sales rule in the tree structure that you want to move to another
place in the tree structure.
- 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.
- 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.