Extend Charges Posting Rules

You can define processing rules that govern the posting of charges in Service Logistics. This new feature implements business-specific custom rules before posting charges. You can choose to execute only the custom rules or a combination of both custom rules and the rules you define using the Auto Processing Rules UI. 

Once enabled, this is how it works:

• Custom rules processing works only when a user clicks Post Charges and Close in one of the Service Logistics UIs.

• If the feature is enabled, and the users who post charges have the Post Charges with Rule Check privilege, then the charges posting process updates the debrief header status to Pending and publishes the Debrief Header Updated event.

• Since there is no rule check for users with the Post Charges with Rule Check privilege, the event is not raised.

• Once the event is published, the charges posting process stops further processing and exits successfully. 

• This feature uses the event subscription model. Define an integration in the Oracle Integration Cloud to execute your custom rule processing. This integration executes upon receiving the Debrief Header Updated event. If the custom rule checking fails, the integration calls the Update one debrief REST API to update the debrief header status to Needs Review. If the custom rule check passes, the integration submits the Auto Process Debrief Charges ESS job with the debrief header ID and POSTCHARGESCUSTOM as arguments.

• The Auto Process Debrief Charges ESS job executes rules defined using the Auto-Processing Rules UI, if such rules exist. If some rules fail, the debrief header and lines are set to the Needs Review status. If the rule check succeeds, the charges are posted.

You now have a flexible way to define automatic charge posting rules that comply with your company's specific business rules.

Steps to Enable

• If you want to use the Extend Charges Posting Rules feature, then you must opt in to its parent feature: Automatically Post Charges. If you've already opted in to this parent feature, then you don't have to opt in again.

• Set the value of the profile Enables Custom Rule Processing when posting charges  to Yes.

• Define a custom integration in Oracle Integration Cloud to invoke when the event Debrief Header Updated is raised.

Key Resources

• To opt in to the Automatically Post Charges feature and to set up automatic processing rules for charges, see Set Up Charges Posting in Getting Started with Service Logistics Implementation.

•  Check out the Integrating Service Logistics with Field Service Guide for more details on  Service Logistics Integrations.

• To understand how the debrief integration works, see Understand How the Integration Works in Integrating Service Logistics with Field Service.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Post Charges (RCL_POST_CHARGES)
• Post Charges with Rule Check (RCL_POST_CHARGES_RULE_CHECK)