Wednesday, January 30, 2013

Contract Rule Groups and Contract Rules



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A rule group is a collection of one or many rules while Rules collect one or many related pieces of information. Rules can be grouped so that rules with similar characteristics can be easily referenced and accessed. For example, you can create a rule group for billing that would group together rules for bill to address, billing schedule, and payment terms.

A rule group must be defined as a lookup (OKC_RULE_GROUP_DEF). You can create your own Rule Groups, but you are not supposed to create new Rules. Only Seeded Rules are supported by Oracle. To Assign Rules to Rule Groups, navigate to Service Contracts Manager Responsibility & go to Setup > Contract > Rules >

Define Rule Groups.

When you select a rule group in your contract, all rules of that group are automatically copied into your contract. Each rule may be optional or mandatory.

To access a rule from the authoring window, you must include the rule group in the category definition. You can include more than one rule group to a category.

Rule Information Category
Rule Type Meaning
Description
JTF Object Code
STO
Ship To Address
   
OKX_SHIPTO
BTO
Bill To Address
   
OKX_BILLTO
CAN
Customer Account
Service, also used by Master Sales Agreements
OKX_CUSTACCT
ARL
Accounting Rule
Receivables, Invoice Accounting Rule
OKX_ACCTRULE
PRE
Price
Used in the context of Price List, Modifier List, Discount List
OKX_PRICE
IRE
Invoice Rule
Receivables, Invoice Rule, may also record invoice terms for buy contract
OKX_INVRULE
QRE
Quantity Rate
Service only: Usage billing. Users optionally control contract billing
   
SBG
Service Bill Schedule
Service only
   
SLH
Stream Level Header
Stream Level Header
OKS_STRM_TYPE
SLL
Stream Level Lines
Stream Level Lines
OKS_TUOM
To Attach a Rule Group to a Contract Category Go to Service Contracts Manager Responsibility and go to Setup > Contract > Define Categories

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