Defining transaction rules

You can define additional rules for shipment advice, shipment confirmation, order entry, order monitoring, and negotiation monitoring.

About this task

Note: To define additional transaction rules for quotes, refer to 'Defining Transaction Rules for Quotes".

To define additional transaction rules:

Procedure

  1. From the tree in the application rules side panel, choose Document Specific > (Document Type) > Fulfillment > Transaction Specific Rules. The Transaction Rules window displays.
  2. Enter information in the applicable fields. Refer to the following table for field value descriptions.
  3. Choose the Save icon.
    Table 1. Transactions rules window
    Field Description
    Ship Advice
    Include Price Information in Instruction When selected, the system sends down price information on the order as a part of the ship advice instructions.

    This is a DCS-specific parameter. Key price-related elements from Sterling Order Management System Software is sent to DCS as instructions of type SHC (shipping and handling charges at order header level), PRM (discount amount at the order header level), and STX (tax at the order header level).

    Ship Confirm
    Cancel Order on Inventory Shortage When selected, items are canceled or backordered in case of inventory shortage.
    Note: This flag is used by the confirm shipment agent; it is not used by the confirmShipment API. If you want to cancel warehouse backorders, you need to pass the CancelRemovedQuantity=Y flag in the changeShipment API.
    Order Monitor
    Order Monitor Relog Interval Enter the number of hours after which the order monitor raises an action if a document type remains in the same status in a pipeline.

    The Inventory Monitor and Order Monitor run at predefined (scheduled) intervals. Once an alert is raised, the same alert should not be raised over and over again at every run. Relog intervals control how soon after the previous alert the next alert should be triggered.

    Important: This field has no impact on the Enhanced Order Monitor.

    Negotiation Monitor
    Negotiation Monitor Relog Interval Enter the number of hours after which the Negotiation Monitor raises an action if a document type remains in the same status in a negotiation pipeline.
    Post Voided Sale on Order
    Mark Post Voided Sale for Auto-Cancellation After Enter the number of hours based on which the auto-cancel date is set on the order.
    Reship Order
    Minimum Reship Window Enter the minimum number of days allowed to pass after an order line has been shipped before an order line may need to be reshipped.
    Action to take on parent line when chained line is canceled
    Unschedule When selected the unschedule action is performed on the parent order line when a chained order line is canceled. An unscheduled parent line is synonymous with a backordered line.
    Cancel When selected the parent line is canceled when a chained order line is canceled.
    Note: For procurement orders, irrespective of Cancel or Unschedule action on a child line, the parent line is moved to Unscheduled status.
    Cancellation of Order Lines with Work Orders
    Allow Cancellation Even If Work Order Cannot Be Cancelled An order may have generated a work order to customize the item for the customer. In some scenarios, the work order cannot be cancelled. For example, the work order cannot be cancelled because the work order has already been completed, or because the work order is performed by an organization that does not accept work order cancellations.

    By default, the order associated with the work order cannot be cancelled. Select ‘Allow Cancellation Even If Work Order Cannot Be Cancelled' to permit the parent orders to be cancelled if the work order cannot be cancelled.

    Synchronize Dates
    Synchronize Dates Between Master Order Dates And Dates On Order Line And Schedules Check this box to synchronize the requested dates and the expected ship dates for the Order, Order Header, Order Line, and Order Line Schedules.

    The requested dates synchronize with the requested ship, requested deliver, and cancel dates on the order line or header.

    The expected dates synchronize with the order schedules.

    Note: If this rule is not chosen, the synchronization between dates is not possible.
    Expected Dates On Order
    Do Not Recompute Expected Dates When Requested Dates On The Order Are Changed Check this box when you do not want the requested dates on the order line to be synchronized with the expected dates on the order line schedule.
    Note: The dates are synchronized only during the line creation.
    Note: Scheduling should not be used on orders which have expected and requested dates that are not synchronized.
    Pickup Order Lines
    Compute Expected Dates When Requested Dates On The Pickup Order Lines Are Changed Check this box to recompute the expected ship date of an item when a customer chooses to pick up either a portion of an order or the complete order at a later date.
    Note: This flag is available for outbound orders only.
    Confirm Draft Order
    Update Order Date On Confirm Draft Order Check this box to set the order date to the date when the order is confirmed and not the date when the order is created.
    Action To Take When Unscheduling Last Product Line
    Keep Association To Delivery Service Line When selected, if the last product line on a work order is cancelled, the association with the delivery line is kept.
    Remove Association To Delivery Service Line When selected, if the last product line on a work order is cancelled, the association with the delivery line is removed.
    Order Approval
    Hold Type To Be Applied When Order Needs Approval Select the hold type you want to be applied when an order requires approval.

    The hold is triggered internally by the system, and therefore, should not be set to automatically apply in the hold configuration.

    Note: This functionality differs from the Order Approval functionality for Quotes.
    Automatically Resolve Order Approval Hold On Order Change Check this box if you want order approval holds to be resolved automatically when an order is changed and the conditions necessary to require approval are no longer met.
    Customer Contact Status
    Hold Type To Be Applied To An Order When Customer Contact Is On Hold Select the hold type you want to be applied on an order when a customer contact is on hold.
    Pending Order Changes
    Note: Pending Order Change transaction is supported for Order Fulfillment process type only. It is not supported for Return Fulfillment process type.
    Pending Order Changes Will Expire In Enter the number of hours after which the pending changes on the order will expire.
    Hold To Be Applied When Order Has Pending Changes Select the hold type you want to be applied on an order that has pending changes.