Constrain Trade Compliance Screening
Specify how Order Management constrains trade compliance during order entry.
Order Management comes predefined to use the DOO_GTM_EXCEPTION processing constraint to reject each sales order that doesn't pass trade compliance screening when the Order Entry Specialist clicks Submit. This constraint prevents Order Management from sending a sales order that isn't trade compliant to order fulfillment. If DOO_GTM_EXCEPTION doesn't meet your needs, you can disable it.
You can also create a new constraint. For example, create a constraint that rejects a sales order with status Failed but that doesn't reject an order with status Under Review.
In this example, you create a processing constraint that rejects each sales order that doesn't pass trade compliance screening.
This topic uses example values. You might need different values, depending on your business requirements.
Summary of the Steps
Constrain trade compliance.
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Prepare your environment.
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Disable DOO_GTM_EXCEPTION.
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Create validation rule set.
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Create processing constraint.
Prepare Your Environment
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If you haven't enabled trade compliance screening to happen during order submit or order fulfillment, then disable any constraint that references the trade compliance status.
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If you enabled trade compliance screening to happen only during order fulfillment, then disable any constraint that references the trade compliance status.
Disable DOO_GTM_EXCEPTION
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In the Setup and Maintenance work area, go to the task.
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Offering: Order Management
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Functional Area: Orders
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Task: Manage Processing Constraints
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On the Manage Processing Constraints page, locate predefined constraint DOO_GTM_EXCEPTION.
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Make sure the Enabled option doesn't contain a check mark.
The sales order will pass submit validation and Order Management will send the sales order to order fulfillment even if it doesn't pass compliance screening.
Create Validation Rule Set
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On the Manage Processing Constraints page, click Validation Rule Sets.
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Click Actions > Add Row, then set the values.
Attribute
Value
Name
Order with Trade Compliance Exception
Description
Creates a new constraint that prevents a sales order that doesn't pass trade compliance screening from moving to order fulfillment.
Short Name
TML
TML is an abbreviation for trade management line. You can use any value.
Validation Type
Table
Entity
Order Header
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In the Details area, click Actions > Add Row, then set the values.
Attribute
Value
Attribute Name
Trade Compliance Status
Validation Operation
Equal to
Value String
ORA_FAILED
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Click Save > Generate Packages.
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In the Confirmation dialog, click OK.
Create Processing Constraint
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Click Constraints.
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Click Actions > Add Row, then set the values.
Attribute
Value
Constraint Name
GTM_EXCEPTION_ORDER
If you create a new constraint for trade compliance screening, then you must include the text
GTM
as part of the constraint name.Display Name
Reject Sales Orders that Contain Trade Compliance Exceptions
Constraint Entity
Order Header
Constrained Operation
Submit
On Operation Action
Not allowed
Applicable Roles
All roles
Enabled
Contains a check mark.
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In the Conditions tab, click Actions > Add Row, then set the values.
Attribute
Value
Group Number
1
Validation Entity
Order Header
Invert Validation Rule Set
Leave empty
Validation Rule Set
Order with Trade Compliance Exception
Scope
Any
Record Set
Header Default Record Set
Message
You can't submit the order line because it doesn't pass trade compliance screening.
Enabled
Contains a check mark.
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Click Save.