Creating Sales Rule Template — Exercises

Basic Data Setup

Configuration Characteristics

Windows:
Configuration Characteristics

• Configuration characteristics should be defined for this exercise.

BDR Exercise for Creating Configuration Characteristics

Configuration Family and Configuration Characteristics

Windows:
Configuration Family

• The configuration family should be defined for this exercise.

BDR Exercise for Creating Configuration Family and Attaching Characteristics

Main Exercises

Purpose: The purpose of this exercise is to show you how to enter a sales rule template that can be connected to a sales rule. 

Windows:
Sales Rule Template

Note: When working with CTO parts and sales rules, you connect sales rules with conditions and actions as a layer on part configuration revision. The sales rules should be setup in such a way to make it impossible to create an invalid configuration which could not be produced. In IFS Applications you connect specific sales rules for the connected characteristics and options. A sales rule can be connected to a template that can be reused by several base parts/revisions if connected to the same configuration family.

Creating Sales Rule Template

1. Open the Sales Rule Template window from the navigator.  

Note: You will create a new template for configuration family EASYFLEX.

2. Create a new sales rule template, use the List of Values and select configuration family EASYFLEX.
3. Enter the name CONDTEMPL in the Template ID field and enter a description.
4. Create a new sales Rule, enter the name Childproof in the Sales Rule Name field, and a description, security childproof added.
5. Create a new condition line for the sales rule.
6. Enter the condition as shown in the table below. (You can use the List of Values on the Value1 field to enter values for both Type 1 and Value 1. You can also use the List of Values for the Value 2 field.)

   Operator	(Open Parenthesis	Type 1	Value 1	Relation	Type 2	Value 2	)Close Parenthesis
   		Char Value	GDPOWERSYS	Equal To	Value	400

7. Save.
8. Continue and add the following action. 

   Action Type	Item	Value Type	Value	Quantity Type	Quantity
   Attach Required	GDESTOP	Value	CHILDPROOF

9. Save.
10. Create a new sales rule, enter the name Security as the Sales Rule Name field, and enter a description, security handle and remote added.
11. Create a new condition line for the sales rule.
12. Enter the condition shown in the table below.

    Operator	(Open Parenthesis	Type 1	Value 1	Relation	Type 2	Value 2	)Close Parenthesis
    		Char Value	GDESTOP	Equal To	Value	CHILDPROOF

13. Save.
14. Continue and add the following action. 

    Action Type	Item	Value Type	Value	Quantity Type	Quantity
    Attach Required	GDHANDLE	Value	ELEGANT
    Attach Required	GDREMOTE	Value	RADIO

15. Save.

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