Override the policies that belongs to the order domain for an organization

Sterling Business Center enables an enterprise administrator to override the validation rule or an override rule configuration for the chosen template organization and define a new configuration or modify the existing configuration that is available for the chosen template organization.

About this task

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. The configured template organization is displayed in the Configure For box. Click Take Ownership to override the corresponding rule for the chosen template organization and take the ownership of the configuration.
    For example, if you create a validation rule for MANUAL_PRICE_OVERRIDE validation and configure it for a template organization called Matrix. As an administrator you have the flexibility to override the validation rule by configuring it for another template organization that is called Matrix East and define a new validation configuration or modify the existing validation configuration that is available for Matrix East.
    After the administrator takes the ownership, the administrator can either define a new configuration or modify the existing configuration that is available for the chosen template organization.
    Note:
    • If the corresponding rule is not configured for any template organization, then by default, the context organization is displayed in the Configure For box. In such scenarios, Take Ownership would be disabled.
    • If the corresponding rule is overridden, then, the administrator can complete the actions only after taking the ownership of the rule in the Validation Details screen.