Create and Maintain Sales Rule Combination

Explanation

This activity is used to create a combination table for use in configuration sales rules. A combination table allows you to express a value result depending on the combinations of configuration factors. It can be referenced in sales rules in a similar way as a sales rule formula. Structured like a spreadsheet, a combination table is defined by identifying the factors affecting the result (i.e. the columns of the spreadsheet) and then filling in the data combinations (and the associated return value for type Function). When using type Function, the return values for each combination are used. If a default return value is added in the combination table, the value will be used for evaluation if the combination from the configuration does not exist in the combination table. The factors can include any type of value derived from a configuration including characteristic values.

Values that can be used in the table are:

For example, a combination table can be used to handle which values to be valid and displayed in list of values. One example is when you set a combination with COUNTRY, VOLTAGE and SECURITY STOP.

EUR 240 Basic
EUR 400 Basic
UK 240 %
UK 400 %
NA 115 Childproof
NA 240 Childproof

Another example is to derive a quantity of possible number of windows to add to the configuration depending on the height and width of a product configuration, that can be expressed with two factors: HEIGHT, WIDTH, as shown below:

0 - 3000 0-3000 3
3001-4000 0-3000 4
4001-5000 0-3000 5
0-3000 3001-5000 6
3001-4000 3001-5000 8
4001-5000 3001-5000 10

Prerequisites

System Effects

As a result of this activity, a combination is created for use in the configuration sales rules.

Window

Sales Combination

Related Window Descriptions

Sales Rule Combination
Test Sales Rule Combination

Procedure

  1. Open the Sales Rule Combination window and create a new record. 
  2. In the Config Family ID field, select a configuration family from the List of Values. This also sets the configuration family ID description, which defines the set of configuration characteristics that can be used within this combination.
  3. In the Combination ID field, enter an alphanumeric code to identify this formula, and then enter a description in the Description field.
  4. Select the combination type Allowed, Not Allowed or Function.
  5. If Function is selected, select a value in the field Return Data Type.
  6. Save your changes. 
  7. The value in the Status field then defaults to Planned, indicating that the combination is not yet ready for use. 
  8. For the combination type Function the Return Value field is added.
  9. Add a combination factor by clicking Add and save the record.
  10. Continue entering combination factors as described above until the combination factors and values of interest are all defined.
  11. Select a combination factor value in the combination table with the List of Values. 
  12. Test the combination table by right-clicking and then clicking Test Combination.
  13. Save your changes.
  14. Right-click anywhere in the header and click Release Combination. The sales rule combination can now be used in a configuration if connected to a sales rule / sales rule template.
  15. To test sales rule combination you can right-click and then click Test Combination.