Modify Option Rule

The modify option rule is used to change the value of an option entered at the time of sales order entry or manufacturing rules processing.  The new value of the modified option is used for subsequent rule processing as if it was the manually entered value.

Identification

System Identifier:                      05

Valid Rules Categories:             Sales Order Entry

                                                Pricing

Action Expression 1

Description:                  Option to be modified

Expression Type:          Non-syntax (text)

Length:                         15

Interpreted Type:           N/A

Note:                            Must be an existing option defined for a processed screen generation rule.

Action Expression 2

Description:                  New value of the option

Expression Type:          Syntax

Length:                         320

Interpreted Type:           Identical to the option being modified.

Note:                            The interpreted type of the new value must be identical to that of the original option.

Add a Modify Option Rule

1.   Display the Rules Maintenance Function Select screen.

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

b.   Select the Sales Order 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 modify option rule in the Action Code field.  Action codes are defined in category Y03 on the Reference File.

c.   Enter a 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.  (Optional)

a.   Enter the condition statement.

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.  Usually, the condition statement verifies that certain values have been entered in fields on an option select screen.  For example, a user-defined option select screen has a yes or no field named ADDITIONAL OPTIONS which defaults to Y.  The Y in this field causes the additional options screen to be displayed.  There are five options available on the additional options screen.  If the clerk enters an N (no) in all five fields, then no additional options have really been selected:  A modify option rule could be written to change the Additional Options field on the previous option select screen to N (no) if this were the case.

b.   Enter the Option to be modified.  (Required)

Enter the name of the option to be modified in the Option To Be Modified Field.  This field is not interpreted by the Expert Configurator, just enter the option to be modified exactly as it exists on the screen generation rule in the Variable field.

c.   Enter the new value of the option to be modified.  (Required)

Enter the new value of the option to be modified in the New Value field.  This field is interpreted by the Expert Configurator.  Must be in correct syntax.  Enter the new value within quotation marks.  Can be up to 320 characters long, but must be the same interpreted type of the original option.  For example, if the original option was a yes or no field, the new value must also be a yes or no field.

6.   Press the Enter key to update the Rule Master File.

Change a Modify Option Rule

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

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

a.   Enter the modify option 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.

3.   Change the descriptive data for the rule and press the Enter key.

4.   If all fields are valid, the rule is changed on the Rule Master File.

Reactivate or Deactivate a Modify Option Rule

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

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

a.   Enter the modify option 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 reactivate or deactivate the rule.

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