Set Attribute Values Before You Transform Source Orders

Create a business rule that sets the default value for an attribute on a source order before you transform the order.

You can an attribute value directly in a business rule. For example, assume you need a rule.

If the Item attribute contains AS54888, then set the Accounting Rule attribute to Immediate, and the Invoicing Rule to Arrears Invoice.

Try it.

1. Go to the Setup and Maintenance work area, then go to the task.

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Pretransformation Rules for Sales Orders

2. Create a new rule.

   Attribute	Value
   Name	Set Default Values for Accounting and Invoicing Rules

3. Create the If statement.

   • In the If area, click New Condition.

   • In the Create Condition dialog, enter item, wait a moment, then click Item (Order Fulfill Line).

     Item (Order Fulfill Line) indicates that you're referencing the Item attribute on the fulfillment line of the sales order.

   • Click Search.

   • In the Search dialog, search for AS54888, click AS54888 in the search results, then click OK.

   • In the Create Condition dialog, click OK.

   IF item = AS54888

4. Click Then > Do.

5. Create the action for the Accounting Rule attribute.

   • In the DO area, click New Action > Set a Value.

   • In the Create Action Dialog, enter Accounting Rule, then click Accounting Rule (Order Fulfill Line).

   • Click Search.

   • In the Search dialog, enter the value, then click Search.

     Attribute	Value
     Name	% % is a wild card that means to return all possible values.

     The search result displays all the values that you can use for the attribute you entered, Accounting Rule.

   • In the search results, click the row that contains 12 Months Fixed, then click OK.

   • In the Create Action dialog, notice the value.

     Accounting Rule Order Fulfill Line is set to 12 Months Fixed

   • Click OK.

     At run time, if the Item attribute on the order line contains AS54888, then Order Management will set the Accounting Rule attribute to 12 Months Fixed.

6. Repeat step 5 but this time create an action for the Invoicing Rule attribute.

   Invoicing Rule Order Fulfill Line is set to Arrears Invoice

Test Your Setup

1. Go to the Order Management work area and create a sales order.

2. Add the AS54888 to an order line.

3. Click Billing and Payment Details.

4. On the order line, in the Item column, click the down arrow, then click Edit Accounting Details.

5. In the Edit Accounting Details dialog, verify the values.

   Attribute	Value
   Accounting Rule	12 Months Fixed
   Invoicing Rule	Arrears Invoice