Define Business Rules

To define business rules

1	Click the Account Manager tab > Service Configuration > Business Rules.

The Business Process Manager Rules page opens.

2	Select the options you want to use:

Field	Description
Default Currency Code	Select the currency code that you want your item amounts based on.
Invoice Rules	Select one or more of Invoice rules. For complete information, see Invoice rules in ““Field Descriptions and Terms” on page 408. Allow non-Order invoice — Select this rule to let Suppliers create Invoices that do not have a corresponding Order. Allow negative invoice quantity — Select this rule to let Suppliers create an Invoice for a negative quantity, that is, a credit against a line item. Allow Supplier to edit invoice discount terms and conditions — Select this rule to let Suppliers change the discount terms and conditions that you specify per your Order. Allow zero tax amount for taxable items — Select this rule to let Suppliers enter '0' as an entry in the Tax Amount field in an invoice. Update the Invoice status to “Received” upon processing an acknowledgement — Select this rule to automatically generate a Received status for the invoice after you send back an acknowledgement that the Invoice has been received, for example, an ANSI X12 997 functional acknowledgement. Otherwise, the status remains Submitted.
Fixed Price Rules	Select one of the Invoice Fixed Price rules. For complete information, see Invoice rules in “Field Descriptions and Terms” on page 408. Limit invoice by Order quantity - Tolerance — Ensures Suppliers invoice you only for a Shipped Quantity that equals your Requested Quantity plus a specified Tolerance (percentage of your Requested Quantity). Limit invoice by shipped quantity - Tolerance — Ensures Suppliers invoice you only for a Shipped Quantity that equals the quantity shipped plus a specified Tolerance (percentage of the shipped quantity). Limit invoice by received quantity - Tolerance — Ensures Suppliers invoice you only for a Shipped Quantity that equals the quantity you received plus a specified Tolerance (percentage of the shipped quantity). If you select this rule, you must also select the Limit SN received quantity - Tolerance nn % Ship Notice rule. No rules — Suppliers can invoice you for any quantity.
Invoice Variable Price Rules	Select one or both of the Invoice Variable Price rules. For complete information, see Invoice rules in “Field Descriptions and Terms” on page 408. Hide Order value details — Select this rule to keep Suppliers from seeing the Order Total Amount, Unit Price, Extended Price, and Open Amount to Invoice. Limit invoice by price - Tolerance — Ensures Suppliers invoice you only for an amount that equals the Order Total Amount plus a specified Tolerance (percentage of the total dollar amount).
Credit Note Rules	Select one or more of the Invoice Credit Note rules. For complete information, see Invoice rules in “Field Descriptions and Terms” on page 408. Credit Amount can exceed Original Line Item Amount — Select this rule to let Suppliers create a Credit Note for an amount greater than the line item amount on the corresponding Invoice. Allow Partial Credit — Select this rule to let Suppliers create a Credit Note for an amount less than the line item amount on the corresponding Invoice. Create Credit Without Invoice — Select this rule to let Suppliers create a Credit Note that does not have a corresponding Invoice.
Ship Notice Rules	Select one or more Ship Notice rules. See Ship Notice rules in “Field Descriptions and Terms” on page 408. A Ship Notice cannot have more than one product ID or part number — Ensures Suppliers create a Ship Notice where, for each line item entered, the part numbers are the same. A Ship Notice cannot contain line items with different Ship-To addresses — Ensures Suppliers create a Ship Notice where all line items are shipped to the same address. A Ship Notice cannot contain line items from multiple Orders — Ensures Suppliers create a Ship Notice for line items in only one Order. A Ship Notice cannot be created with a date in the past by more than ___ hours — Ensures in the Shipping Date field, Suppliers only enter a current date, future date, or a date in the past that is within your specified limit. A Ship Notice cannot contain lines previously flagged with “Last Shipment” indicator — Ensures Suppliers do not create a Ship Notice for line items where 100% of the quantity has been shipped. Optionally, select one of the following: Limit by Ship Notice scheduled quantity - Tolerance — Ensures Suppliers enter a Ship Quantity that equals the Requested Quantity plus a specified Tolerance (percentage of requested quantity). Limit by Ship Notice received quantity - Tolerance — Ensures Suppliers enter a Ship Quantity that equals the Open Quantity to Ship plus a specified Tolerance (percentage of open quantity). Selecting this rule tells Active Orders to calculate the Open Quantity to Ship based on the quantity you received, rather than the quantity the Supplier shipped. No rules — Suppliers can ship any quantity.

3	In the Order section, optionally select the Filter user's message center dashboard and alerts based on department code rule. If selected, Active Orders message center dashboard as well as email alerts are filtered based on events that are relevant to their particular department codes.

4	If you are requesting acknowledgements on a line item level, in the Line Acknowledgement Attributes section:

If you do not allow partial acknowledgements, select the All lines in the order must either be accepted or rejected rule.

Select the attributes that the Supplier can change when acknowledging a line item.

5	To override Order line deletion, in the Override Order Line Delete Action section select:

Line is shipped — Select this rule to display a line that the Supplier has shipped.

Line is received — Select this rule to display a line that you have received.

LIne is invoiced — Select this rule to display a line that you have invoiced.

6	To handle missed commitments, in the A Schedule is Miss Committed When section, select:

Field	Description
The shipment is split	The shipment is split if the Supplier cannot ship the total ordered quantity at once. This means that the total quantity was divided into two (2) or more shipments with corresponding shipment dates. The schedule is considered as a missed commit if the supplier failed to ship the items on the indicated shipment dates.
The first shipment is ___ days earlier than the requested date OR The final shipment is ___ days later than the requested date in a split shipment scenario	Select this rule to set the number of days between the first shipment and the requested date, OR between the final shipment and the requested date before the schedule is considered as a missed commit.
Split Shipments will not result in miss commitments	Select this rule if the supplier's split shipments are not considered as missed commits.
Commit date is ___ days earlier or ___ later than the requested date	Select this rule to set the number of days wherein the commit date is earlier or later from the requested date.
Commit date is ___ days later than the cancel-by date	Select this rule to set the number of days wherein the ordered item is considered as a missed commit. The ordered items are considered cancelled if the supplier does not commit on or before the indicated number of days.
Commit quantity is over ___% or under ___% of requested quantity	Select this rule to set the variance of the commit quantity over the requested quantity in terms of rate value, which can either be in excess or under the requested quantity.

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Optionally, in the Extract Rules section, select the Include 'transaction date' with data extracts rule. The Transaction Date is when the document arrives in the Active Orders system, which might be different from the current date in the document. If you select this rule, and there are any translation maps based on the version of the extract without Transaction Date, the maps might need to be updated to include the Transaction Date value.

8	Optionally, in the Remittance Advice section, select the For a Remittance Advice, the sum of all amounts paid in the advice rule to display the payment amount on the Remittance Search results page and Remittance Advice Header page.

9	Click Actions, and click Preview Alert and Notification Changes.

10	Review your settings. Click Actions, and click Save to activate your rules.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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