Extend Charges Posting Rules

You can define custom processing rules to post charges in Service Logistics.

Service Logistics uses the event subscription model, which lets you to define an integration in the Oracle Integration Cloud. This integration executes custom rule processing for 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 integration.

You can set the rule posting to use the custom rules, or a combination of both custom rules and the rules you define in the Auto Processing Rules UI. If you define any processing rules using the Auto Processing Rules UI, the Post Charges process executes a combination of the custom rules you've implemented and the auto processing rules.

Here's an overview of how Service Logistics processes the custom rules:

• Custom rules processing works when a user clicks Post Charges and Close in the Service Logistics UIs.
• If the feature is enabled, the Debrief Header Updated event is published when users with the Post Charges with Rule Check privilege post charges.
  Note: There isn't a rule check for users with the Post Charges privilege.
• After the event is published, the charges posting process stops further processing and exits.

You'll need to confirm the following setups to extend charges posting rules:

• Opt in to the Automatically Post Charges feature.

  Note: If you've already opted in to this feature, you don't have to opt in again.
• Set the value of the Enables Custom Rule Processing when Posting Charges profile to Yes.
• Define a custom integration in Oracle Integration Cloud and the Debrief Header Updated event is raised.

Note: See the Integrating Service Logistics with Field Service guide for more information.

• 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 post.