Finalize Date Rule

Once all calculations have been made and the promised ship date of a configured part has been determined, that value is finalized and entered into the database through the finalize date rule.  If a finalize date rule is processed, the date calculated by the rules will override the standard promised ship date.  If the calculated date is invalid and the finalize date rule is processed, the standard promised ship date will be used.  If a finalize date rule is not processed, the promised ship date will be calculated by Sales Order Maintenance.  See the Order Processing User Manual Key Concepts section for more information on promised ship dates.

Identification

System Identifier:          18

Valid Rules Categories: Sales Order Entry

Action Expression 1

Description:                  This date will be the value of the promised ship date for the configured product.  This date will be placed in the Sales Order Line File (OP100M2).

Expression Type:          Syntax

Length:                         320

Interpreted Type:           Numeric

Note:                            This date must be in Year-Month-Day format (YYMMDD).

Add a Finalize Date Rule

1.   Display the Rules Maintenance Function Select screen.

a.   Select the Expert Configurator option from the System Application Menu.

b.   Select the Sales Order Entry Rule Maintenance option from the Expert Configurator Application Menu to display the select screen.

2.   Enter the Function Select information.

a.   Assign a unique number to the rule.

b.   Enter the action code for a finalize date rule in the Action Code field.  Action codes are defined in Reference File category Y03.

c.   Enter 1 (addition) in the Maintenance Code field.

d.   Press the Enter key to display the header screen.

3.   Enter the header information.  See the Standard Rules Header screen (EC100S03) in the Screens Section of this manual for more information.

4.   Press the Enter key to display the detail screen.

5.   Enter the detail information.

a.   Enter the condition statement.  (Optional)

The condition determines if the rule result is true or false.  If the condition expression is interpreted as true, the action expressions are processed.  Rules are released based on the result of the condition.  If no condition is entered, the condition is interpreted as true.  For example, there can be an option that identifies the requirements for a part with a long lead-time.  This condition statement can check on the value of that field.

b.   Enter the value of the commit date.

Enter the value of the commit date to be updated on the sales order line.  This field is interpreted by the Expert Configurator and must be in correct syntax.  The commit date must be a numeric date in YYMMDD format.

6.   Press the Enter key to add this finalize date rule to the Rule Master File.

Change a Finalize Date Rule

1.   Select the Sales Order Entry Rule Maintenance option from the Expert Configurator Application Menu to display the select screen.

2.   On the Sales Order Entry Rule Maintenance Function Select screen:

a.   Enter the finalize date rule number in the Rule Number Field.

b.   Enter a 2 in the Maintenance Code field to change the header information for the rule.  Enter a 3 in the Maintenance Code field to change the detail information for the rule.

Reactivate or Deactivate a Finalize Date Rule

1.   Select the Sales Order Entry Rule Maintenance option form the Expert Configurator Menu to display the select screen.

2.   On the Sales Order Entry Rule Maintenance Function Select screen:

a.   Enter the finalize date rule number in the Rule Number field.  All rules released by this rule must be deactivated before this rule can be deactivated.

b.   Enter a 4 in the Maintenance Code field to deactivate the rule.  Enter a 5 in the Maintenance Code field to reactivate the rule.

3.   Press the Enter key to deactivate or reactivate the finalize date rule.

4.   Press F3 to exit without deactivating or reactivating the rule.