Supply Chain › Reachable by link

Configurator · Rules

The constraints that cross the tree. Explicit pairs rather than expressions, because a rule has to be explicable to a salesperson standing in front of a customer.

Where to find it

Module: Supply Chain
Group: More
Section: Reachable by link
Screen: Configurator · Rules

Address in the console: /scm/config-rules

List · 9 columns · 12 fields on its form · 5 of them required

This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

Column	Kind	Field name
Model	Code	`model_no`
Code	Code	`code`
Rule	Text	`name`
Kind	Status	`rule_type`
What it says	Text	`message`
Severity	Status	`severity`
Active	Yes or no	`is_active`
In force from	Date	`effective_from`
Until	Date	`effective_to`

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

Field	Type	Choices	Notes
Model required	Choice	Looked up from existing records
Code required	Text
Name required	Text
Kind required	Choice	requires, excludes, implies, recommends, min_quantity, max_quantity, forces_eto	"requires" complains; "implies" adds it for them. The difference is whether the customer has a choice.
When this option is chosen	Choice	Looked up from existing records
Then this option	Choice	Looked up from existing records
What the person is told required	Long text		A rule that fires with no explanation is a configurator people stop using.
Severity	Choice	error, warning, info
Order	Number
Active	Yes or no
In force from	Date		The date this version of the row takes effect. Leave it as today unless you are dating a change ahead.
Until	Date		Leave empty for open-ended. Setting it ends this version rather than deleting it.

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Narrowing a list — search, conditions, sort, totals, export and saved views.
What may be changed — the five grounds a record may not be edited on.
Companies and business units — what the switcher above this list is doing to it.
Creating a record — required fields, where choices come from, and how the number is allocated.
Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.

Beside it in Reachable by link

Walk through this screen step by step