Configure Business Rules for Notifications

You can configure business rules to send FYI notifications to the users when recall notices are ingested into the Product Recall Management application in Pending Acceptance status.

By default, a rule exists in the application that sends notifications to the users who has the Product Recall Manager job role. But you can configure the business rules to send this notification to different users as well or to the users who has a custom role assigned to manage the product recalls.

To configure the business rules:

1. In the Set up and Maintenance work area, use the Manage Task Configuration for Supply Chain Management task:
   • Offering: Manufacturing and Supply Chain Materials Management
   • Functional Area: Facilities
   • Task: Manage Task Configuration for Supply Chain Management
   • Search for the RecallNoticesCaptureFYI human task
2. Configure business rules using these attributes:
   • Device classification by recalling firm
   • Classification by regulatory authority

You can also configure business rules to send FYI notifications to the users to manage the containment tasks generated for the recall notices captured in your organization.

There are two workflows to manage the containment tasks for which you can configure business rules for notifications:

• Count and disposal tasks workflow
• Bypass count and disposal tasks workflow

In the Count and Disposal tasks workflow, to perform recall count, quarantine the affected goods, and perform disposition transactions, you must configure business rules to send FYI notifications to other stakeholders informing them about the containment tasks to be completed.

By default, a rule exists in the application that sends notifications to the requesters of the recalled parts that are identified in the expense locations. But you can also configure rules to notify users based on different criteria such as cost center or inventory organization. For perpetual and par locations, business rules must be configured to send the notifications.

To configure the business rules:

1. In the Setup and Maintenance work area, in the Manage Task Configurations for Supply Chain Management task, search for the ProductRecallTraceabilityFyi human task:

   • Offering: Manufacturing and Supply Chain Materials Management
   • Functional Area: Facilities
   • Task: Manage Task Configuration for Supply Chain Management
   • Search for the ProductRecallTraceabilityFyi human task

2. Configure business rules using these attributes:

   • recallTaskCode with attribute values: ORA_COUNT, ORA_DELIVER, ORA_INSTRUCTIONS, ORA_DISPOSAL, and ORA_DEBIT_MEMO.

   • inventoryOrganizationCode

   • deliverToLocationCode

   • deliverToLocationName

   • subinventory

   • productTraceStatusCode with attribute values: ORA_PAR, ORA_IN_STOCK, ORA_EXPENSE, and ORA_INBOUND

   • requesterName

   • purchasingCategory

In the Bypass count and disposal tasks workflow, that is, when you have enabled the Bypass Count and Disposal Tasks attribute in Recall Parameters to complete the recall containment tasks by directly entering a reason code, without having to do the recall counts and disposition transactions, you must configure business rules to send FYI notifications to other stakeholders informing them about the containment tasks to be completed.

To configure the business rules:

1. In the Set up and Maintenance work area, use the Manage Task Configuration for Supply Chain Management task:
   • Offering: Manufacturing and Supply Chain Materials Management
   • Functional Area: Facilities
   • Task: Manage Task Configuration for Supply Chain Management
   • Search for the ProductRecallBypassTasksFYI human task
2. Define the FYI notification rules using these attributes:
   • Inventory Organization
   • Location
   • Cost Centre
   • Subinventory
   • Material Status

You can optionally configure the approval groups and use those groups in a business rule to send notifications to a group of stakeholders.