Maintain Order Automation Rules for Customer Requests

Maintain Order Automation rules for customer requests - A summary of the activity

This activity enables the user to define rules that will either automate/ not-automate the customer request to an order, when the request is for part sales or repair or exchange. Rules can be set based on which customer requests can be automatically processed into an order. Also in cases where the automation is not required.

Prerequisites

The following parameters in the ‘Set Sales Process Parameters’ activity under the ‘Customer’ business component must be set as “Yes based on Rules”

· Auto Generation of Part Sale Order on confirmation of Customer Request for 'Sales

· Auto Generation of Customer Order on confirmation of Customer Request for 'Repair'

· Auto Generation of Customer Order on confirmation of Customer Request for 'Advance Exchange

Note: Ensure that Rules are defined only for either 'Inclusion' or 'Exclusion' against a specific Request for ('Sales/Repair/Exchange').

Ø Select the “Maintain Order Automation rules for customer requests” activity under the “Customer” business component.

The “Maintain Order Automation rules for customer requests’ page appears.

Ø Enter the following fields in the “Rules Details” section:

Request For

Use the drop-down list box to select type of business against which the rules are being defined.

· Sales

· Repair

· Advance Exchange

By default the system leaves this field blank.

Rules For

Use the drop-down list box to select the type of rules being defined.

· Inclusions – Indicates that only the requests satisfying the rules set under this option will be automated into an order

· Exclusions – Indicates that all the requests satisfying the rules set under this option will not be automated into an order.

Ø Enter the following fields in the “Rules List” section:

Stats of Auto Generated Orders

Use the drop-down to select the ‘Status’ is which the order generated automatically based on rules should be set up. Mandatory.

By default the system leaves this field blank.

Ø Enter the following fields in the multiline:

Rule ID	A short ID for the rule being defined
Rule Description	The description for the rule

The system displays the following fields in the multiline:

Define Rules

Click on the pen icon to view the Define Rules popup screen. Click here to know more..

Define Rules Popup

The system displays the following fields

Rule ID	The code as available in the multiline against which the ‘Defined Rules’ popup is launched
Rule Description	The description in the multiline against which the ‘Defined Rules’ popup is launched

Ø Enter the following fields:

AND OR

The operator based on which the attributes definition is being provided

· Select ‘AND’ if all the definitions provided should be applied together.

· Select ‘OR’ if each definition provided is independent.

Not True

Select this check box, if the definition provided should not be satisfied.

First Control

The system lists the following options in the first combo if ‘Repair’ is specified as the ‘Request For’.

· Priority Service Sale Type

· Request Purpose

· Request Source

· SLA Category

· Pricing Basis

· Customer Group

· Part#

· Customer#

· Rmv. From A/C Reg#

The system lists the following options in the first combo if “Advance Exchange” is selected as the ‘Request For’

· Priority Service Sale Type

· Request Purpose

· Request Source

· SLA Category

· Pricing Basis

· Customer Group

· Part#

· Customer#

· Req. for A/C Reg#

Based on the attribute selected in the ‘first combo’, the third control will be enabled as combo’ or a editable field.

Select the attribute based on which whether automation should happen/not will be evaluated.

Second Control

Use the drop-down list box to select the operator based on which the definition is being made

· Equal – Select ‘Equal’ if the definition should only include the value provided in the third control

· Not Equal - Select ‘Equal’ if the definition should include all values other than the one provided in the third control.

Third Control

Delete icon

Provide/select the value for the attribute selected

Deletes the specific line defined

Add Icon

Add a new line to define another set of definition

Ø Select the ‘Save’ pushbutton to save the Defined rules

Defined Rules Description

The representation of the rules provided in the ‘Defined Rules’ screen will be displayed here on save.

Ø Enter the following fields in the multiline:

Status

Use the drop-down list box to make the rule ‘Active’ or ‘Inactive’

· Fresh – Status will be automatically updated as ‘Fresh’ once all the details are provided.

· Active – Indicates that rule has been defined

· Inactive

Note that the system displays the options ‘Active’ and ‘Inactive’ in this field only if the Rule ID is in ‘active’ status.

By default the system leaves this field blank.

Remarks

Any comments pertaining to rule being defined.

Ø For example :

If a definition is provided as below :

Rule for : Sales’

Exclusion

Rule ID Rule description Defined Rules Status

1 Priority AOG Priority = AOG Active

Ø The customer requests for ‘Sales’ with priority : ‘AOG’ will not be automated in to an order. However all the other customer requests will be automated in to part sale order on confirmation.

Ø Select the “Save” pushbutton to

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the rule.
Created Date	The date on which the rule was created
Last Modified By	The login ID of the user who last modified the rule.
Last Modified Date	The date on which the rule was last modified.