Scenario: Business rule validations and overrides

This business scenario emphasizes the role of business rule validations and overrides and gives an example of two discounts that are mutually exclusive.

Table 1. Scenario: Business rule validations and overrides
User action Sterling Order Management System Software features
A customer arrives at the checkout to pay for a refrigerator. An out-of-state resident, the customer produces a driver’s license to prove that he should be exempt from in-state sale tax. State sales tax is charged to in-state residents. However, using the business rule validations and overrides feature of Sterling Order Management System Software, a custom validation has been configured for residency. An override rule allows a sales tax exemption for out-of-state customers upon presentation of identification.
The customer also has a coupon good for a 5% discount on major appliances. However, the coupon is expired. The effective dates and any "grace period" (if configured) before or after the purchase date have been configured as part of a system-supplied validation in Sterling Order Management System Software. Since the attempted coupon use is outside of these dates, the configured rules are evaluated to assess whether to allow the coupon, disallow the coupon, or "allow with approval." In this case, the configuration is "allow with approval."
Note: If overrides are disabled, coupons outside of the expected dates are not allowed.
The operator consults a manager to approve an exception for the expired coupon, which the manager does.

An approval plan has been established that lets a manager override the violation caused by the expired coupon and allow its use.

Typically, plans are configured with "operator" and "manager" user groups, depending on the level of approval needed.

The manager can log in to approve the transaction while the operator stays logged in.

The customer also requests free installation, which is generally offered with the purchase of a major appliance. The 5% coupon discount and the free installation option are configured under pricing rules with an exclusivity type that does not allow both discounts to be combined. The discounts are prioritized such that the highest discount, in this case the 5% price reduction, is applied and free installation is not offered.
Result: The order is totaled with the 5% coupon discount and the out-of-state tax exemption, but a charge is applied for installation.