You can create an override rule for a validation that belongs
to returns domain.
About this task
Note: The
fields marked with * are mandatory.
Procedure
- Navigate to the Validation
Details screen. To navigate to the Validation
Details screen, perform the following steps:
- Log in to Sterling Business Center as a system administrator or a system setup administrator.
- From the System Setup Home page,
expand the Return Order menu, and then click Return
Policy.
The
existing return validations if any, are displayed in the Validation
- Return screen.
- In the Validation list panel, click the Validation hyperlink from the validation
list to navigate to the corresponding Validation
Details screen.
The Validation Details screen
is displayed.
- In the Validation Details screen, click Override Rules tab.
- Click Add.
The New
Override Rule screen is displayed.
- Perform
the following steps to add the primary information details:
- In the Override Rule ID * text box, enter
a unique identifier for the override rule. The Override Rule ID, which
is used to identify the subscription, must be unique for the organization.
- From the Document Type menu, select the document
type of the override rule.
- From the Message Code menu, select the message
code for the override rule.
- In the Message Description text box,
enter a brief description of the message code that is selected. The
maximum number of characters you can enter is 100 characters.
- Enter the Effective Start Date. Alternatively,
click the Calendar icon to select a start date
from the calendar. The date format that is displayed depends on your
locale.
- Enter the Effective End Date. Alternatively,
click the Calendar icon to select an end date
from the calendar. The date format that is displayed depends on your
locale.
- Perform the following
steps to add the criteria:
- From the Channel menu, select the sales channel
for the override rule.
- From the Lane Type menu, select the lane type for
the override rule.
- From the Store Type menu, select the store type
for the override rule.
- From the Region lookup widget, search for the region
of the override rule.
- Perform the following steps
to add conditions:
- Click Add a Condition link.
Note: By default, the pre-defined
criteria of the corresponding validation rule is automatically populated
as the first condition. However, you can modify the existing condition,
or add a condition.
- In the row that
is added, click the Search icon that is next
to the <entity attributes for condition> field
to select an entity attribute.
- A dialog that contains
the available entity attributes in a tree hierarchy is displayed.
Select an entity attribute.
- Based on the entity
attribute that is selected from the dialog box, corresponding query
types are displayed in the dynamic panel. For example,
if you select Customer Level from the tree
hierarchy, a query type that enables the selection of the corresponding
attribute value is displayed.
Note: The query type that is populated dynamically depends
on the entity attribute, which is selected at the tree hierarchy.
For example, if you select Customer
Type entity attribute from the tree hierarchy, query type
is always defaulted “is”. Similarly, if you select the Ordered Quantity entity attribute
from the tree hierarchy, the query types available are “less than
or equals”, “less than”, “greater than or equals”, “greater than”,
and “equals”.
- You can establish an “and” or “or”
relationship between the conditions in a rule. Perform the following
steps to establish a relationship between conditions in a rule:
- From the <Operator> list in the dynamic
panel, select AND to establish an
“and” relationship between the conditions in a rule. If all the selected
conditions are evaluated as True, the result would be True. If any
of the selected conditions are evaluated as False, the result would
be False.
- From the <Operator> list in the
dynamic panel, select OR to establish
an “or” relationship between the conditions in a rule. If any of the
selected conditions are evaluated as True, the result would be True.
If all the selected conditions are evaluated as False, the result
would be False
- To negate a condition, select the condition
and click Not. The entity attribute
in the condition is negated.
Note: - You can select only one condition in a rule at a time.
- You cannot select multiple operators between the conditions in
a group. For example, if you create three conditions, A, B, and C,
you can either establish an “and” relationship or an “or” relationship
between the conditions.
Additionally, you can complete the following steps to group,
ungroup, modify the sequence of conditions, and remove a condition
for an override rule.
To
group conditions:
- Press the Ctrl key and select the conditions that you want to
group. Ensure that all the conditions that are selected for grouping
are selected completely and are consecutive. However, you cannot group
a condition with an existing group.
To ungroup
conditions:
- Press the Ctrl key and select the group of conditions that you
want to ungroup.
- Click Un Group.
To modify the sequence of conditions:- Select the condition that you want to move up or down by clicking
it.
- Click either the Move up or Move Down.
Note: When you
modify the sequence of conditions, the operators that you assign to
the conditions also move along with the conditions. In such a scenario,
the relationship between the conditions can change based on the operators
that are assigned to the conditions.
To remove
a condition:
- Click Save.
- If
you want to assign an approval plan that can allow or reject an override
rule, then complete the following steps:
- Select Do not allow override, if you
do not want to proceed with the transaction under the defined conditions.
- Select Allow override, if you want to
proceed with the transaction under the defined conditions
- Select Must be approved by one of
the following users check box, if you want to proceed
with the transaction for the set of conditions only if it is approved
by the approver.
Note: Must be approved by one of
the following users check box is enabled only if you select Allow override check box.
- If you select Must be approved by one of
the following users check box in the previous step, then,
the Approval Plan panel is displayed. By default,
the override rule is associated to the default approval plan group.
However, you can change the default approval plan. To switch the approval
plan, complete the following steps:
- Click Switch Approval Plan.
The Add Approval Plan window is displayed.
- Select the Approval plan.
- Click Save.
The override rule is associated to the approval plan.
- Click Save.