Sales Rule Combination Table—Exercises

Basic Data Setup

Configuration Characteristics

Windows:
Configuration Characteristics

• Configuration characteristics (GDCOUNTRY, GDPOWERSYS, GDESTOP, GDHEIGHT, GDWIDTH) should be defined for this exercise.

BDR Exercise for Creating Configuration Characteristics

Configuration Family and Configuration Characteristics

Windows:
Configuration Characteristics
Configuration Family

• The configuration family (EASYFLEX) should be defined for this exercise.

BDR Exercise for Creating Configuration Family and Attaching Characteristics

Main Exercise

Purpose: The purpose of this exercise is to create and release a configuration sales combination table instead of setting up several single sales rules. The combination of types allowed has two functions. One is to indicate invalid combinations during configuration. Another is to display the available values to select during configuration from the List of Values, depending on the previous selections in the configuration. An allowed combination can be used in a sales rule in the action section. The combination function returns a value that can be used in a sales rule, both in the condition and action sections. In this exercise the function combination will derive the height of each section that can be configured depending on material chosen during configuration. The combination will use one characteristic to derive the height of each section.

Windows:
Sales Rule Combination

Note: Replace the XX in the exercise below with your initials. This ensures uniqueness and makes it easier to locate your data. For example, John Smith would prefix his data with the letters JS: JSGDCOLOR.

Create Combination of type Allowed

1. Open the Sales Rule Combination window and create a new record.
2. In the Config Family ID field, select configuration family EASYFLEX from the List of Values. This also sets the configuration family ID description, which defines the set of configuration characteristics that can be used within this combination.
3. Enter the name CTC in the Combination ID field, and enter a description in the Description field.
4. Select the combination type as Allowed.
5. Save your changes.
6. Click Add on the bottom left side of the window to add combination factors.
7. Create the following combination factors:

   GDCOUNTRY

   GDPOWERSYS

   GDESTOP

8. Save.
9. Create the following combination values:

   GDCOUNTRY	GDPOWERSYS	GDESTOP
   EUR	240	Basic
   EUR	400	Basic
   UK	240	%
   UK	400	%
   NA	115	Childproof
   NA	240	Childproof

10. Save.
11. Right-click on the header and then click Test Combination.
12. Test with different values and check that the valid values appear correctly in the List of Values for each characteristic depending on the selection.
13. Right-click and then click Release Combination in order to release the combination. Note the status. The combination is now ready for use on a released configured part. 
14. Now you will understand that you need to revise your combination with more complicated factors and would want to change the already released combination table. To do so, you can either right-click and then click Plan combination in order to handle the changes or you can modify the data directly and save the changes. You must in this case approve the change by answering a question.
15. Test the combination table.
16. Approve the combination table.

Create Combination Table of type Function to retrieve height for the section

1. Open the Sales Rule Combination window and create a new record.
2. In the Config Family ID field, select configuration family EASYFLEX from the List of Values. This also sets the configuration family ID description, which defines the set of configuration characteristics that can be used within this combination.
3. Enter the name SectionHeight in the Combination ID field, and then enter a description in the Description field.
4. Select the combination type Function.
5. Select the Return Data Type Numeric.
6. Save your changes.
7. Click Add on the bottom left side of the window to add combination factors.
8. Create the following combination factors:

   GDFINISH

9. Save.
10. Create the following combination values:

    GDFINISH	Return Value
    Aluminum	500
    Steel	400
    Fiberglas	600

11. Right-click on the header and select Test Combination.
12. Test with different values and check that the return value in the combination is equal to the value presented in the message that appears in the test dialog after evaluation.
13. Right-click and then click Release Combination in order to release the combination.. Note the status. The combination is now ready for use on a released configured part. 
14. Test the combination table.
15. Release the combination table.