Manage Party Usage Filter Rules

Party usage filter rules are a grouping of related party usages and are used within the application to filter parties. Use this procedure to create and edit party usage filter rules.

Create Party Usage Filter Rules

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Party Usage Filter Rule

2. Click Actions > Create.

3. Specify the following information in the Overview section of the page:

   • Specify the code for the party usage filter rule.

   • Specify a name.

   • Provide a description.

4. In the Inclusion Rules section, select the active or inactive party usage assignments you want to be included. For example, a party usage filter rule called contacts would include the active assignments for the customer contact party usage, and the sales contact party usage.

5. In the Exclusion Rules section, select the active or inactive party usage assignments you want to be excluded. For example, a party usage filter rule for external parties would exclude the employee party usage active assignments. You can also specify party usage codes for soft exclusion.

6. Click Save and Close.

Edit Party Usage Filter Rules

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Party Usage Filter Rule

2. Click Actions > Edit.

3. Edit the following information, as required, in the Overview section of the page:

   • Change the name of the Party Usage Filter Rule.

   • Modify the description of the Party Usage Filter Rule.

4. In the Inclusion Rules section, update the active or inactive party usage assignments you want to be included. For example, a party usage filter rule called contacts would include the active assignments for the customer contact party usage, and the sales contact party usage. Or, change the Selection Criteria field of existing inclusion rules. You can also delete inclusion rules that are no longer valid.

5. In the Exclusion Rules section, update the active or inactive party usage assignments you want to be excluded. For example, a party usage filter rule for external parties would exclude the employee party usage active assignments. You can also specify party usage codes for soft exclusion. Or, change the Selection Criteria field of existing exclusion rules. You can also delete exclusion rules that are no longer valid.

6. Specify or modify the effective date, the date from which the party usage filter rule must come into effect.

7. Click Run Tests to find out the number of parties that match the party usage filter rule.

8. Click Save and Close.