Example of Defining Change Policies with Validation Rules

You can define validation rules that automatically enforce change policies by testing for prohibited changes and setting the severity of the validation.

Scenario

The following tables summarize an example of an item rule set and two item rules that enforce a pair of change policies on item structures.

Rule Set Field	Value
Business Entity	Item
Rule Set Name	Structure Validation Policy
Rule Set Type	Validation
Association Type	Item Class
Association Name	Root Item Class

The first rule:

• Tests whether the structure name for the item is Manufacturing.

• If the test for the structure name evaluates to true, performs the validation specified by the Validation Condition, which is the expression false.

• If the Validation Condition evaluates to false, then the validation fails, and the action for the Severity is performed, which is Needs Approval

• Consequently, if a change is being attempted to the Manufacturing structure of the item, then the rule forces you to create a change order and get it approved.

Rule Field	Value
Name	Structure Policy Rule 1
Description	Ensures that changes to the Manufacturing structure of the item require approval of a change order.
Valid Component Rules check box	Check box must be deselected.
Severity	Needs Approval
IF Expression	[Structure].[Structure Attributes].[Structure Name] == "Manufacturing"
Validation Condition	false
User Message	Changes to this structure require the creation and approval of a change order.

The second rule:

• Tests whether the structure name for the item is Engineering and the Life Cycle Phase is Design.

• If the test for the structure name evaluates to true, performs the validation specified by the Validation Condition, which is the expression false.

• If the Validation Condition evaluates to false, then the validation fails, and the action for the Severity is performed, which is Reject

• Consequently, if a change is being attempted to the Engineering structure of the item while the Life Cycle Phase is Design, then the rule rejects the change and prevents it from occurring.

Rule Field	Value
Name	Structure Policy Rule 2
Description	Ensures that changes to the Engineering structure can't be made if the life cycle phase is Design.
Valid Component Rules check box	Check box must be deselected.
Severity	Reject
IF Expression	[Item].[Main].[Life Cycle Phase]=="Design"
Validation Condition	false
User Message	Changes to this structure can't be made during the Design life cycle phase.