Manage Processing Constraints

Set up a processing constraint.

Summary of the Steps

1. Create the record set.

2. Create the validation rule set.

3. Create the processing constraint.

4. Test your set up.

In this example, you set up a processing constraint that prevents your users from changing an order fulfillment line that's part of an orchestration process that's in the shipping stage.

This topic uses example values. You might need different values, depending on your business requirements.

Create the Record Set

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

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Processing Constraints

2. On the Manage Processing Constraints page, click Record Sets > Actions > Add Row, then set the values.

   Attribute	Value
   Name	Fulfillment Lines That Belong to Same Customer
   Description	A record set created on fulfillment lines that belong to the same customer.
   Short Name	FCST
   Entity	Order Fulfillment Line

3. In the Fulfillment Lines That Belong to Same Customer area, click Actions > Add Row, then set the value.

   Attribute	Value
   Attribute Name	Bill-to Customer

4. Click Save > Generate Packages.

   Generate Packages automatically runs the Generate Constraint Packages scheduled process.

5. Notice that the Confirmation dialog displays your request ID, click OK, then wait for the request to finish.

   For example:

   The concurrent request to generate constraints validation packages was submitted. Request ID: 10650.

   To monitor the status, go to the Scheduled Processes work area, click refresh, then look for the process ID, such as 10650.

Create the Validation Rule Set

1. Click Validation Rule Sets.

2. Click Actions > Add Row, then set the values.

   Attribute	Value
   Name	Shipment Validation Rule Set
   Description	The validation rule set for lines with status Awaiting Shipment.
   Short Name	SHIP
   Validation Type	Table
   Entity	Order Fulfillment Line

3. In the Shipment Validation Rule Set area, click Actions > Add Row, then set the values.

   Attribute	Value
   Attribute Name	Status
   Validation Operation	Equal to
   Value String	Awaiting Shipment If you enter your own attribute, then you must enclose the string with double quotation marks (" ").

4. Click Save > Generate Packages.

5. In the Confirmation dialog, click OK.

   • Generate Packages deploys all enabled constraints into your implementation.

   • If you create your own processing constraint or modify a predefined one, and if you update to a new release, then you must generate packages again immediately after you do the update.

Create the Processing Constraint

1. Click Constraints.

2. Click Actions > Add Row, then set the values.

   Attribute	Value
   Constraint Name	Shipping Constraint
   Display Name	Shipping Constraint
   Constraint Entity	Order Fulfillment Line
   Constrained Operation	Update
   Enabled	Contains a check mark.

3. In the Shipping Constraint area, in the Conditions list, click Actions > Add Row, then set the values.

   Attribute	Value
   Group Number	1
   Validation Entity	Order Fulfillment Line
   Validation Rule Set	Shipment Validation Rule Set
   Record Set	Fulfillment Lines That Belong to Same Customer
   Message	You can't update the fulfillment line because its in the shipping stage.

4. In the Shipping Constraint area, click Applicable Roles, make sure All Roles is enabled, then click Save.

Test Your Set Up

1. In the Order Management work area, access a fulfillment line that's in the Awaiting Shipment status.

2. Attempt to change an attribute.

3. Verify that Order Management doesn't allow you to make the change, and displays the message you entered in the Message attribute when you set up the constraint.

Set Other Attributes

Reverse Your Logic

You can use the Invert Validation Rule Set option to reverse your constraint's logic. Assume you create a constraint that has this validation rule set:

Status attribute on the fulfillment line entity contains a value of Awaiting Shipment

Here's how it works.

Invert Validation Rule Set	Description
Doesn’t contain a check mark	Apply the constraint when the Status attribute contains Awaiting Shipment.
Contains a check mark	Apply the constraint when the Status attribute doesn't contain Awaiting Shipment.

Here's another example:

Order Type attribute on the order header entity doesn't contain a value

Here's how it works.

Invert Validation Rule Set	Description
Doesn’t contain a check mark	Apply the constraint when the Order Type attribute doesn't contain a value.
Contains a check mark	Apply the constraint when the Order Type attribute contains a value.

Add AND or OR Logic

Use the Group Number attribute to add AND or OR logic to your condition. For example, set Group Number to 10 for condition x and for condition y. If x and y both evaluate to True, then apply the constraint. For another example, see the Constrain Change subtopic in Guidelines for Managing Change That Happens During Order Fulfillment.