Defining Standard Value Rule Sets
You can create and modify standard value rule sets to improve the efficiency and accuracy with which you enter orders. You can define the rules to determine the source and prioritization for defaulting order information to reduce the amount of information you actually type in the Sales Orders window. For most fields, you can assign one or more standard value sources in a priority sequence, or if the default is always the same, you can define a constant value.
Modifications to standard value rule sets go into effect once you logout and login again for any new orders that use the standard value rule set. Existing orders are only affected if you update an attribute on the order that was involved in the modification. If you never make a change to an existing order that uses the modified standard value rule set, thus activating validation of defaulting, then the order is not affected by the modification.
Attention: You should enter a standard value rule set for order types that you assign to regular orders, since the standard value rule set is the only way that you can designate an accounting rule for the order. Standard value rule sets do not apply to returns. Returns use the RMA Default Sources to determine the hierarchy of defaults for returns.
To define a standard value rule set:
1. Navigate to the Standard Value Rule Set window.
2. Define a name for the standard value rule set.
3. Query the Block (region or area of the Sales Orders window, such as order, line, shipment schedule) for which you want to assign standard value rules. Each rule set can have unique rules for an object.
4. Select a field for which you want to assign standard value rules.
The available values fields include those on the Sales Orders window for which you can define default values, and that are associated with the Block you chose in the Block field.
5. Enter a sequence number to define the progression in which Oracle Order Entry/Shipping searches sources for the standard value.
A sequence must be unique within one attribute, but you can duplicate sequence numbers across attributes within the same rule set.
6. Choose the source Object and associated Attribute that you want Oracle Order Entry/Shipping to use to derive your default information.
The list of values displays all the available default source objects for the field you selected above. For example, if the field is Salesperson, then a source Object might be Agreement or Customer since both agreements and customers can have a salesperson associated with them. Standard source objects have an associated attribute supplying the default, which usually is the same as the field you selected. The associated attribute for each standard source object displays in the list of values.
7. If you chose Value in the Object field, enter the constant value that you want to default for the field.
Oracle Order Entry/Shipping automatically validates the value based on the attribute for which you are defining your standard value rule. For example, Oracle Order Entry/Shipping validates the name of a price list or a salesperson's name.
8. If you chose Profile Option in the Object field, enter a custom profile option in the Value field. The value you have set for the profile option determines the default value for the attribute.
9. Check Override Allowed to allow users to override the standard value rule you are creating.
Do not check this box if you want to force users to accept the default at order entry.
10. Check Override User-Specified Value to have the standard value rule override any value that a user may have entered manually.
See Also
Standard Value Rule Sets
Standard Value Rule Sets - Predefined and Potential
