Practice - Setting Up a Defaulting Rule

Distribution
Oracle Order Management

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Practice - Setting Up a Defaulting Rule
Overview
In this practice, you will learn how to set up a defaulting sourcing rule for the Freight Terms
attribute for your customer XX-Big City Electronics. You will then create a sales order to
observe how the sourcing rule provides a defaulting value for Freight Terms on the Sales Orders
window.

In Oracle Order Management, defaulting sourcing rules enable you to automatically default
attribute values into sales order entities:

 Sales order entities include groups of related attributes such as Order or Line.

 Attributes are the individual fields within a particular entity, such as Warehouse, Ship
To Location, or Agreement.

Note: Changes to defaulting rules take effect for any new orders that use the modified
defaulting rules when you open the Sales Order Header or Lines windows or if you update
an attribute (field) on an order.

Assumptions
 Oracle Management Super User, Vision Operations responsibility

 Prior practices are completed. Practices build on earlier exercises.

 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks
Setting Up a Defaulting Condition Template

Responsibility = Oracle Management Super User, Vision Operations

You will first create a defaulting condition template that defines the conditions when the default
sourcing rule can be applied; for example, apply the defaulting sourcing rule X only if the
customer is Big City Electronics and the Order Type is Mixed (in this case, the conditions are the
specific customer and order type).

Then you can create the defaulting sourcing rule that determines the actual value for the Freight
Terms attribute. (The condition template is attached to the defaulting rule to control how the rule
is applied.)
1. Navigate to the Defaulting Setup – Entity Attributes window.

2. Click Find and select the Order Header entity.

3. Click OK to view the attributes related to the entity.

4. Click the Defaulting Condition Templates button to display the Defaulting Condition
Validation Templates window.

Note: In the header region, ensure the following values are selected for the Application and
Entity values (if you do not see these values, do a query to find them):
 Application = Order Management
 Entity = Order Header

5. In the Validation Templates region, click the New icon to enter a new validation template:
 Condition Name = XX-Freight Terms for XX-Big City Electronics
 Description = Used for Freight Terms for Customer XX-Big City Electronics

6. In the Validation Rules region, create two validation rules for the template you added:

--- Group # Attribute Validation Operation Value String

Rule # 1 105 Customer = XX-Big City Electronics
Rule # 2 106 Currency = USD

7. Save your work.

8. Close the Defaulting Condition Validation Template window.

Setting Up a Defaulting Sourcing Rule for the Freight Terms Attribute

9. Navigate to the Defaulting Setup – Entity Attributes window.

10. Select Attribute = Freight Terms.

11. Click Defaulting Rules to display the Attribute Defaulting Rules window.

12. On the Defaulting Conditions region, create a new defaulting condition for the Freight
Terms attribute (select the defaulting condition template you created in previous steps):
 Precedence = 3
 Defaulting Condition = XX-Freight Terms for XX-Big City Electronics
 Enabled = Selected

Note: When defining a set of Conditions and using them in rules, be sure to place the
ALWAYS condition last in the Precedence for Defaulting Conditions.
13. Select the Enabled check box to enable the defaulting condition. If this check box is not
selected, the defaulting condition is disabled and the rules and condition associated with this
condition are not used in default rule processing.

14. On the Default Sourcing Rules region, select the priority sequence in which you want to
retrieve the default for this attribute. The defaulting process searches for a default for your
attribute by evaluating defaulting rules in ascending order.

15. Select the defaulting Source Type = Constant Value. The defaulting source type determines
data entry in the Default Source/Value field.

16. In the Default Source/Value field, enter To Be Determined. This value will display as the
Freight Terms value in the Sales Orders window.

17. Select Tools > Generate Defaulting Handler Package. This program generates the defaulting
rules for the attribute.

18. Click Save.

Viewing the Freight Terms Attribute in the Sales Order Window

19. Navigate to the Sales Orders window.

20. In the Order Information tab, Main subtab, enter a sales order:
 Customer = XX-Big City*
 Order Type = Mixed
 Currency = USD*

Note: *These conditions are required for the Freight Terms rule to be applied.

21. In the Order Information tab, Others subtab: Confirm that the default freight term value in
the Freight Terms field is To Be Determined. If so, then the default sourcing rule was
applied successfully.

Disabling the Defaulting Condition XX-Freight Terms for XX-Big City Electronics
for the Freight Terms Attribute

Now you will disable the Freight Terms defaulting condition, and create a sales order to confirm
that it has been disabled.

Note: If the Enabled check box for the defaulting condition is not selected, the defaulting
condition is disabled and the rules and condition associated with this condition are not used in
default rule processing.

22. Navigate to the Defaulting Setup – Entity Attributes window.

23. Select Attribute = Freight Terms.

24. Click Defaulting Rules to display the Attribute Defaulting Rules window.

25. Select the Defaulting Condition = XX-Freight Terms for XX-Big City Electronics
 Enabled = Deselected

26. From the Tools menu, select Generate Defaulting Handler Package to update the attribute.

27. Click Save.

Viewing the Freight Terms Attribute in the Sales Order Window

28. Navigate to the Sales Orders window.

29. On the Order Information tab > Main subtab, enter a sales order for the following customer:
 Customer = XX-Big City*
 Order Type = Mixed
 Currency = USD*

Note: *These conditions are required to see if the Freight Terms rule you created has been
disabled successfully.

30. On the Order Information tab > Others subtab: In the Freight Terms field, notice that the
default Freight Terms value is now Prepaid and not To Be Determined. This means that you
successfully disabled the Freight Terms sourcing condition you previously created, and a
different defaulting rule was applied to derive the Freight Terms value.
Solution - Setting Up a Defaulting Rule
Setting Up a Defaulting Condition Template

Responsibility = Oracle Management Super User, Vision Operations

1. Navigate to the Defaulting Setup – Entity Attributes window.

 (N) Order Management > Setup > Rules > Defaulting

2. (I) Find.

3. Select entity = Order Header.

4. (B) OK.

5. (B) Defaulting Condition Templates. The Defaulting Condition Validation Templates

window appears.
 Note: In the header region, ensure the following values are selected for the Application and
Entity values (if you do not see these values, do a query to find them):
 Application = Order Management
 Entity = Order Header

6. (I) New (place cursor in the Validation Templates region).

7. Enter a new validation template:

 Condition Name = XX-Freight Terms for XX-Big City Electronics
 Description = Used for Freight Terms for Customer XX-Big City Electronics

8. In the Validation Rules region, create two validation rules for the template you added:

--- Group # Attribute Validation Operation Value String

Rule # 1 105 Customer = XX-Big City Electronics
Rule # 2 106 Currency = USD

9. (I) Save.

10. Close the Defaulting Condition Validation Template window.

Setting Up a Defaulting Sourcing Rule for the Freight Terms Attribute

11. Navigate to the Defaulting Setup – Entity Attributes window.

12. Select Attribute = Freight Terms.

13. (B) Defaulting Rules. The Attribute Defaulting Rules window appears.
14. On the Defaulting Conditions region, select a defaulting condition for the Freight Terms
attribute (use the defaulting condition template you created in previous steps):
 Precedence = 3
 Defaulting Condition = XX-Freight Terms for XX-Big City Electronics
 Enabled = Selected

15. On the Default Sourcing Rules region, create a default sourcing rule for the Freight Terms
attribute. The sourcing rule defines what Freight Terms value is displayed when the
defaulting conditions are met:
 Sequence = 501 (or similar 3-digit value if you cannot use 501)
 Source Type = Constant Value
 Default Source/Value = To Be Determined
16. (M) Tools > Generate Defaulting Handler Package. This program generates the defaulting
rules for the attribute.

17. (I) Save.

Viewing the Freight Terms Attribute in the Sales Order Window

18. Navigate to the Sales Orders window.

 (N) Orders, Returns > Sales Orders

19. (T) Order Information, (T) Main:

20. Enter a sales order for the following customer:

 Customer = XX-Big City*
 Order Type = Mixed
 Currency = USD*

Note: *These conditions are required for the Freight Terms rule to be applied.

21. (T) Order Information, (T) Others.

22. On the Freight Terms field, confirm that the defaulting freight term value is To Be
Determined. If so, then the default rule was applied successfully.
Disabling the Defaulting Condition XX-Freight Terms for XX-Big City Electronics
for the Freight Terms Attribute

23. Navigate to the Defaulting Setup – Entity Attributes window.

24. Select Attribute = Freight Terms.

25. (B) Defaulting Rules. The Attribute Defaulting Rules window appears.

26. Select the Defaulting Condition = XX-Freight Terms for XX-Big City Electronics
 Enabled = Deselected

Note: If the Enabled check box for the defaulting condition is not selected, the defaulting
condition is disabled and the rules and condition associated with this condition are not used
in default rule processing.
27. (M) Tools > Generate Defaulting Handler Package.

28. (I) Save.

Viewing the Freight Terms Attribute in the Sales Order Window

29. Navigate to the Sales Orders window.

 (N) Orders, Returns > Sales Orders

30. (T) Order Information, (T) Main.

31. Enter a sales order for the following customer:

 Customer = XX-Big City*
 Order Type = Mixed
 Currency = USD*

Note: *These conditions are required to see if the Freight Terms rule you created has been
disabled successfully.
32. (T) Order Information, (T) Others.
33. In the Freight Terms field, notice that the default Freight Terms value is now Prepaid and
not To Be Determined. This means that you have successfully disabled the Freight Terms
sourcing condition, and a different rule was applied to derive the Freight Terms value.