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Setting Up Data Validation Rules for Distributed Order Orchestration

For information about why you must set up data validation rules, see Setting Up Data Validation Rules for Order to Cash.

To set up data validation rules for distributed order orchestration

1. Navigate to the Administration - Data Validation tab, then the Rules Sets view.
2. Create a new rule set based on the existing rule set named SWI Revise Order Validation.
   1. In the Rule Sets list, select SWI Revise Order Validation.
   2. From the menu, select Revise Rule Set.

      A new copy of this rule set is created.

   3. Click the name of the newly created rule set to display the list of rules in this rule set.
   4. Modify the expression for two rules, as shown in the following table.

      Rule	Expression
      SWI Revise Order	(SystemPreference("Enable AIA OrderToCash")="FALSE") OR ((([Status] = LookupValue("FS_ORDER_STATUS","Booked"))) AND (([Status] <> LookupValue("FS_ORDER_STATUS","Shipped")) AND ([Status] <> LookupValue("FS_ORDER_STATUS","Closed"))))
      SWI Revise Order Line	(SystemPreference("Enable AIA OrderToCash")="FALSE") OR((([Status] = LookupValue("FS_ORDER_STATUS","Booked")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Picked")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Cancelled")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Pending")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Shipped")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Closed")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Supply Eligible")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Billed")) OR ([Status] = LookupValue("FS_ORDER_STATUS","Partially Shipped"))))

   5. From the menu, select Activate Rule Set.

      The status changes from In Process to Active.

3. Create a new rule set based on the existing rule set named O2C Cancel Order Validation.
   1. In the Rule Sets list, select O2C Cancel Order Validation.
   2. From the menu, select Revise Rule Set.

      A new copy of this rule set is created.

   3. Click the name of the newly created rule set to display the list of rules in this rule set.
   4. Modify the expression for one rule, as shown in the following table.

      Rule

      Expression

      PONR Not Reached

      NOT(SystemPreference("Enable AIA OrderToCash")="TRUE" AND ([Status] = LookupValue ('FS_ORDER_STATUS', 'Shipped')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Closed')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Fulfilled')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Supply Eligible')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Billed')) or ([Status] = LookupValue ('FS_ORDER_STATUS', 'Partially Shipped')))

   5. From the menu, select Activate Rule Set.

      The status changes from In Process to Active.