Creating Sales Rule Condition and Action — Exercises
Basic Data Setup
Configuration Characteristics
Windows:
Configuration Characteristics
- Configuration characteristics (GDWIDTH, GDHEIGHT, GDLOCK, GDREMOTE,
GDSECTION, GDSECTIONHEIGHT) should be defined for this exercise.
BDR Exercise for Creating Configuration Characteristics
Configuration Family and Configuration Characteristics
Windows:
Configuration
Family
- The configuration family should be defined for this exercise.
BDR Exercise for Creating Configuration Family and Attaching Characteristics
Configuration Parts
Windows:
Part
Part Configuration Revision
- Configuration parts should be defined for this exercise with several
revisions. NOTE: For this exercise you will create part XX10!
General Exercise for Creating Configuration Part
Sales Rule Formula
Windows:
Sales Rule Formula
- Sales rule formula HEIGHTCALC, HEIGHTCHECKROUND and SECTIONCOUNT should be defined for this exercise.
BDR Exercise for Creating Sales Rule Formula
Sales Rule Combination
Windows:
Sales Rule Combination
- Sales rule combination CPC, SECTIONHEIGHT should be defined for this exercise.
BDR Exercise for Creating Sales Rule Combination
Sales Rule Message
Windows:
Sales Rule Message
- The following sales rule messages should be defined for this exercise:
| Message Id |
Message Description |
| WIDTH |
Width must be between 2500 - 5000 mm. Change the value to be within the
valid range |
| HEIGHT |
Height must be between 2500 - 5000 mm. Change the value to be within the
valid range. |
| HEIGHTBEF |
Height value before rounding: |
| HEIGHTAFT |
Height value after rounding: |
| HEIGHT5000 |
Entered or calculated value for Height was not between 2500-5000.
Height was automatically set to 5000 mm. |
| STOPHEIGHTWIDTH |
Invalid value has been entered or calculated for width.
Sales rules will not be executed until the values has been changed to valid
values.
Current value for Width is : |
BDR Exercise for Creating Sales Rule Message
Sales Rule Template
Windows:
Sales Rule Template
- The sales rule template ORDERINFO should be defined for this exercise:
BDR Exercise for Creating Sales Rule Template
Main Exercises
Purpose: The purpose of these exercises is to show you
how to enter a sales rule condition so the action is performed according to
the specified configuration.
Windows:
Part Configuration Revision
Sales Rule
Note: When working with CTO parts and sales rules, you
connect sales rules with conditions and actions as a layer on part configuration
revision. The sales rules should be setup in such a way to make it impossible to create an
invalid configuration which could not be produced. In IFS Applications you connect
specific sales rules for the connected characteristics and options.
- Open the Sales Rule
window either from the Part Configuration Revision window or directly from the navigator.
- Query for part
XX-10 (EasyFlex Garage Door).
Note: You will enter the conditions and actions for part
10, so the width and height for the garagedoor will be valid during
configuration. We will also calculate the height based on the value from Width
and round the value.
- Create a new sales rule, enter the name AutomaticCheckWidth in the
Sales Rule Name field. Enter a description which specifies that the valid value
is between 2500-5000mm.
- Create a new condition line for the sales rule.
- Enter the condition as shown in the table below. (You can use the List of
Values in the Value1 field to enter both Type 1 and Value 1.
You can also use List of Values to select Value 2.)
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
(Open Parenthesis |
Char Value |
GDWIDTH |
Greater Than |
Value |
0 |
|
| AND |
|
Char Value |
GDWIDTH |
Less Than |
Value |
2500 |
)Close Parenthesis |
| OR |
|
Char Value |
GDWIDTH |
Greater Than |
Value |
5000 |
|
- Note: If you have the same condition row with minor differences
like the value, you can select the condition row/s and use the copy/paste object
Condition section.
- Continue and add the following action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Message |
WIDTH |
|
|
|
|
| Stop |
|
|
|
|
|
- Continue to create a new sales rule named AutomaticCheckHeight with same
conditions but for GDHEIGHT. The rule is a check that height is between
2500-5000mm.
- Continue and add the following action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Stop |
HEIGHT |
|
|
|
|
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window.
- A dialog appears where order information can be added. Click OK.
- Set values in
the configuration window for Width and Height, then check whether the messages
are
displayed correctly. Why is the message for Width only displayed one time?
- Continue to create a new sales rule named HeightCalculation, which will
decide when the calculation for height will be done.
- Enter the condition as shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Char Value |
GDWIDTH |
Greater Than or Equal to |
Value |
2500 |
|
| AND |
|
Char Value |
GDWIDTH |
Less Than or Equal to |
Value |
5000 |
|
- Continue and add the following
action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Attach Required |
GDHEIGHT |
Formula |
HEIGHTCALC |
|
|
| Message |
HEIGHTBEF |
Char Value |
GDHEIGHT |
|
|
| Attach Required |
GDHEIGHT |
Formula |
HEIGHTCHECKROUND |
|
|
| Message |
HEIGHTAFT |
Char Value |
GDHEIGHT |
|
|
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window.
- A dialog appears where order information can be added. Click OK.
- Set values in
the configuration window for Width and check what happens.
- Continue to create a new sales rule named HeightCheck5000, which will
check that the height is not above 5000mm.
- Enter the condition shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Char Value |
GDHEIGHT |
Greater Than |
Value |
5000 |
|
- Continue and add the following
action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Attach Required |
GDHEIGHT |
Value |
5000 |
|
|
| Message |
HEIGHT5000 |
|
|
|
|
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window.
- Test the sales rule by adding a width of 3500mm or greater.
- Continue to create a new sales rule named STOP, which will check that
a minus value is not entered.
- Enter the condition shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Char Value |
GDWIDTH |
Less Than |
Value |
0 |
|
- Continue and add the following action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Stop |
STOPHEIGHTWIDTH |
|
|
|
|
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window.
- Test the sales rule by adding a minus value for width.
Creating Sales Rule Actions to
use attach optional and set a quantity for characteristic
- Open the Sales Rule
window either from the Part Configuration Revision window or directly from the navigator. Query for part XX-10
(EasyFlex Garage Door).
Note: You will enter the conditions and actions for part
10, so a quantity is automatically set for a characteristic. We will in this
exercise use attach optional which means that the action type row is executed
the first time the condition is evaluated to true, the action row will not be
executed unless the condition is reset to true.
- Create a new sales rule, enter the name RemoteQty in the
Sales Rule Name field, and enter a description.
- Create a new condition line for the sales rule.
- Enter the condition as shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Char Value |
GDLOCK |
Equal To |
Value |
ASSA |
|
- Continue and add the following
action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Attach Optional |
GDREMOTE |
Value |
RADIO |
Value |
2 |
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window. Configure GDLOCK = ASSA.
- Open the Sales Rule
window either from the Part Configuration Revision window or directly from the navigator. Query for part XX-10
(EasyFlex Garage Door).
Note: You will enter a condition for the template
OrderInfo which means the connected sales rules on template OrderInfo will only
be executed when the condition for the template is true.
- Create a new sales rule, enter the name OrderInfo in the
Sales Rule Name field, and enter a description.
- Use the List of Values in the Template ID field and select the
template CONDTEMPL.
- Save.
- Create a new condition line for the sales rule.
- Enter the condition shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Order Info |
Customer No |
Equal To |
Value |
1000 |
|
| AND |
|
Order Info |
Delivery Country |
Equal To |
Value |
GB |
|
| AND |
|
Order Info |
Sales Quantity |
Equal To |
Value |
10 |
|
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window. In the order info dialog, enter Customer 1000,
Country GB, sales qty 1. Click OK.
- Configure GDPowersys = 400. What happens?
- Start a new test configuration and this time enter the sales quantity as 10.
- Open the Sales Rule
window either from the Part Configuration Revision window or directly from the navigator. Query for part XX-10
(EasyFlex Garage Door).
Note: You will enter a sales rule with an allowed
combination table connected to the action section that will handle which
characteristic values to be available to choose during configuration.
- Create a new sales rule, enter the name RestrCountry in the
Sales Rule Name field, and enter a description.
- Save.
- Create a new action line for the sales rule and add the following.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Allowed Combination |
CPC |
|
|
|
|
- Save.
- URight-click on the Sales Rule
window and then click Test Sales Rules to use the test
window. Configure with the characteristics GDCOUNTRY,
GDESTOP and GDPOWERSYS.
- Check the line status and also check the values available in the List of Values for each characteristic during configuration.
- Open the Sales Rule
window either from the Part Configuration Revision window or directly from the navigator. Query for part XX10
(EasyFlex Garage Door).
Note: In this exercise you will set a quantity of the number
of sections that can be configured. This will be done by using a combination
function table and a sales formula. The first sales rule will set the height of
a section to a hidden characteristic. The second sales rule will use the hidden
value and set the number of sections for a characteristic.
- Create a new sales rule, enter the name SectionHeight in the
Sales Rule Name field, and enter a description.
- Save.
- Create a new condition line for the sales rule.
- Enter the condition as shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Combination |
SECTIONHEIGHT |
Equal To |
Value |
% |
|
- Continue and add the following
action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Attach Required |
GDSECTIONHEIGHT |
Combination |
SECTIONHEIGHT |
|
|
- Save.
- Create a new sales rule, enter the name Sections in the
Sales Rule Name field, and enter a description.
- Save.
- Create a new condition line for the sales rule.
- Enter the condition as shown in the table below.
| Operator |
(Open Parenthesis |
Type 1 |
Value 1 |
Relation |
Type 2 |
Value 2 |
)Close Parenthesis |
| |
|
Char Value |
GDFINISH |
Equal To |
Value |
% |
|
| AND |
|
Char Value |
GDHEIGHT |
Equal To |
Value |
% |
|
- Continue and add the following
action.
| Action Type |
Item |
Value Type |
Value |
Quantity Type |
Quantity |
| Attach Required |
GDSECTION |
Value |
|
Formula |
SECTIONCOUNT |
- Save.
- Right-click on the Sales Rule
window and then click Test Sales Rules to use the test
window. Configure valid values for height and finish.
- Check
that the characteristic GDSECTION is added to the configuration with the correct quantity.