Sales Configuration Rule Grouping and Application
You can create as many rules as you like, but they do not automatically take effect when you configure a particular configurable item until you apply them to that item. You apply rules by linking them to specific configurable items.
To avoid the repetitive work of linking rules to configurable items one at a time, you can group rules together and apply them to configurable items all at once.
Within the group, you can use any of the available variables in constructing your rules. The rules that you create in this way are called general rules because they apply generally to the variables you specify, wherever those variables are used. The rules are not initially attached to features or configurable items. QAD Configurator provides separate functions that let you select which of the general rules you want to apply to a particular configurable item. The advantage of using general rules is that you only need to maintain a rule once, and then link it to all the configurable items to which it applies.
You can link general rules to items either directly or through rule groups, which is time-saving. If you know that a number of rules all apply in a particular set of circumstances, you can link these rules together in a rule group. You can then attach that rule group to a configurable item in a single operation, which has the same effect as linking all the rules to the item separately.
When you link a general rule to an item directly, you have the following options:
• Make the rule an item-specific rule that applies only to this item.
• Leave the rule as a general rule that can also be applied to other items.
An item-specific rule is a copy of the general rule, but the general rule remains available to be applied to other items. An item-specific rule does not need to be based on a general rule. You can also create an entirely new rule using the Maintain button in Item Rule Maintenance.
Before the Analyzer can prepare the questionnaire for correct configuring of the product, you decide:
• Which rules have been linked individually to the item (both general rules and item-specific rules)
• Which rule groups have been linked to the item
• Which general rules are in each of the linked rule groups
This process is shown in the following diagram.
Linking General Rules and Rule Group Rules to Items
• The first stage covers the definition of general rules, setting up rule group IDs and descriptions, and defining configurable items.
• The second stage covers the process of applying the rules: specifying which rules are linked to a rule group, specifying which rules are linked directly to an item, and specifying which rule groups are linked to an item.
• The final stage covers the running of the Analyzer to process all the rules that now apply to the item.