Modify the override rule

You can modify the override rule for a validation that belongs to an order domain by using the Override Rule Summary screen.

About this task

Note: The fields marked with * are mandatory.

Procedure

  1. Navigate to the Policy Details screen. To navigate to the Policy Details screen, perform the following steps:
    1. Log in to Sterling Business Center as a system administrator or a system setup administrator.
    2. From the System Setup home page, expand the Validation Policies and Override Rules menu, and then click Order.

      The existing order validations if any, are displayed in the Order Policies screen.

    3. In the Policy list panel, click the Policy hyperlink from the validation list to go to the corresponding Policy Details screen.

      The Policy Details screen is displayed.

  2. In the Validation Details screen, click Override Rules tab.
  3. In the Override Rule List, select the override rule that you want to modify and then click Modify. Alternatively, you can click the Override Rule hyperlink.

    The Override Rule Summary screen is displayed.

  4. Perform the following steps to modify the primary information:
    1. Enter the Effective Start Date. Alternatively, click the Calendar icon to select a start date from the calendar. The date format that is displayed depends on your locale.
    2. Enter the Effective End Date. Alternatively, click the Calendar icon to select an end date from the calendar. The date format that is displayed depends on your locale.
    3. From the Message Code menu, select the message code for the validation rule.
      Note: The data in the Message Code is populated based on the document type that is selected at the time of creating an override rule.
    4. In the Message Description text box, enter a brief description of the message code that is selected. The maximum number of characters you can enter is 100 characters.
  5. Perform the following steps to modify the criteria:
    1. From the Channel menu, select the sales channel for the validation rule.
    2. From the Lane Type menu, select the lane type for the validation rule.
    3. From the Store Type menu, select the store type for the validation rule.
    4. From the Region look-up widget, search for the region of the validation rule.
      Note: The data in the Channel, Lane Type and the Store Type is populated based on the document type that is selected at the time of creating an override rule.
  6. Perform the following steps to modify the condition:
    1. Click Add a Condition link.
    2. In the row that is added, click the Search icon that is next to the <entity attributes for condition> field to select an entity attribute.
    3. A dialog box that contains the available entity attributes in a tree hierarchy is displayed. Select an entity attribute.
    4. Based on the entity attribute that is selected from the dialog box, corresponding query types are displayed in the dynamic panel.
      For example, if you select Customer Level from the tree hierarchy, a query type that enables the selection of the corresponding attribute value is displayed.
      Note: The query type that is populated dynamically depends on the entity attribute, which is selected at the tree hierarchy.
      For example, if you select Customer Level entity attribute from the tree hierarchy, query type is always defaulted “is”. Similarly, if you select the Manual Discount (%) For Line entity attribute from the tree hierarchy, the query types available are “less than or equals”, “less than”, “greater than or equals”, “greater than”, and “equals”.
    5. You can establish an “and” or “or” relationship between the conditions in a rule. Perform the following steps to establish a relationship between conditions in a rule:
      • From the <Operator> list in the dynamic panel, select AND to establish an “and” relationship between the conditions in a rule. If all the selected conditions are evaluated as True, the result would be True. If any of the selected conditions are evaluated as False, the result would be False.
      • From the <Operator> list in the dynamic panel, select OR to establish an “or” relationship between the conditions in a rule. If any of the selected conditions are evaluated as True, the result would be True. If all the selected conditions are evaluated as False, the result would be False
      • To negate a condition, select the condition and click Not. The entity attribute in the condition is negated.
        Note:
        • You can select only one condition in a rule at a time.
        • You cannot select multiple operators between the conditions in a group. For example, if you create three conditions, A, B, and C, you can either establish an “and” relationship or an “or” relationship between the conditions.

      Additionally, you can complete the following steps to group, ungroup, modify the sequence of conditions, and remove a condition for an override rule.

      To group conditions:

      • Press the Ctrl key and select the conditions that you want to group. Ensure that all the conditions that are selected for grouping are selected completely and are consecutive. However, you cannot group a condition with an existing group.
      • Click Group.

      To ungroup conditions:

      • Press the Ctrl key and select the group of conditions that you want to ungroup.
      • Click Un Group.
      To modify the sequence of conditions:
      • Select the condition that you want to move up or down by clicking it.
      • Click either the Move up or Move Down.
        Note: When you modify the sequence of conditions, the operators that you assign to the conditions also move along with the conditions. In such a scenario, the relationship between the conditions can change based on the operators that are assigned to the conditions.

      To remove a condition:

      • Select the condition that you want to remove by clicking it.
      • Click Remove Condition.
        Note: The Remove Condition is enabled only if a condition is selected.
  7. If you want to modify the association of an approval plan that can allow or reject an override, then complete the following steps.
    1. Select Do not allow override, if you do not want to proceed with the transaction under the defined conditions.
    2. Select Allow system to override, if you want the system to automatically override the violation.
    3. Select Must be approved by one of the following users check box, if you want to proceed with the transaction for the set of conditions only if it is approved by the approver.
      Note: Must be approved by one of the following users check box is enabled only if you select Allow override check box.
    4. If you select Must be approved by one of the following users check box in the previous step, then, the Approval Plan panel is displayed. By default, the override rule is associated to the default approval plan group. However, you can change the approval plan. To switch the approval plan, complete the following steps:
      • Click Switch Approval Plan. The Add Approval Plan window is displayed.
      • Select the Approval plan.
      • Click Save. The override rule is associated to the approval plan.
  8. Click Save.