Create and Maintain Sales Rule Combination
Explanation
This activity is used to create a combination table for use in configuration sales rules. A combination table allows you to express a value result depending on the combinations of configuration factors. It can be referenced in sales rules in a similar way as a sales rule formula. Structured like a spreadsheet, a combination table is defined by identifying the factors affecting the result (i.e. the columns of the spreadsheet) and then filling in the data combinations (and the associated return value for type
Function). When using type Function, the return values for each combination are used. If a default return value is added in the combination table, the value will be used for evaluation if the combination from the configuration does not exist in the combination table. The factors can include any type of value derived from a configuration including characteristic values.
Values that can be used in the table are:
- a discrete characteristic value
- a variable value
- %, means that all characteristic values are valid.
- - , is used to handle intervals
- an empty field means that the characteristic line will not be set to
invalid during configuration when the option field is empty.
For example, a combination table can be used to handle which values to be
valid and displayed in list of values. One example is when you set a combination
with COUNTRY, VOLTAGE and SECURITY STOP.
| EUR |
240 |
Basic |
| EUR |
400 |
Basic |
| UK |
240 |
% |
| UK |
400 |
% |
| NA |
115 |
Childproof |
| NA |
240 |
Childproof |
Another example is to derive a quantity of possible number of windows to add
to the configuration depending on the height and width of a product configuration,
that can be expressed with two factors: HEIGHT, WIDTH, as shown
below:
| 0 - 3000 |
0-3000 |
3 |
| 3001-4000 |
0-3000 |
4 |
| 4001-5000 |
0-3000 |
5 |
| 0-3000 |
3001-5000 |
6 |
| 3001-4000 |
3001-5000 |
8 |
| 4001-5000 |
3001-5000 |
10 |
Prerequisites
-
IFS/Configuration Back Office and IFS/Configuration Characteristic must have been
installed.
- A configuration family and the part configuration revision must exist to be referenced for
the copy.
System Effects
As a result of this activity, a combination is created for use in the
configuration sales rules.
Window
Sales Combination
Related Window Descriptions
Sales Rule Combination
Procedure
- Open the
Sales Rule Combination window and create a new record.
- In the Config Family ID field, select a configuration family
from the List of Values. This also sets the configuration family ID description, which
defines the set of configuration characteristics that can be used within this
combination.
- In the
Combination ID field, enter an alphanumeric code to identify
this formula, and then enter a description in the Description field.
- Select the
combination type Allowed or Function.
- If
Function is selected, select a value in the field Return Data Type.
- Save your changes.
- The value
in the Status field
then defaults to Tentative,
indicating that the combination is not yet ready for use.
- For the
combination type Function the Return Value field is added.
- Add a
combination factor by clicking Add and save the record.
- Continue
entering combination factors as described above until the combination
factors and values of interest are all defined.
- Select a
combination factor value in the combination table with the List of Values.
- Test the
combination table by right-clicking and then clicking Test Combination.
- Save your
changes.
- Right-click anywhere in the header and click Release Combination.
The sales rule combination can now be used in a configuration if connected to a sales rule / sales rule template.