How to Import/Export Orders Rules [Step-by-step guide]

Use the Import and Export features to efficiently manage your Sales and Purchase Order Rules. These functions let you quickly migrate rules between Accounts or Organizations, or change a rule's level (from Account to Organization, or vice versa), saving time and ensuring consistency.

NOTE: Only rules with a priority greater than 0 can be imported. Assign a priority before exporting to ensure they can be re-imported. 

The screenshots provided in this article are for illustrative purposes only. 

This article is divided into the following sections:

1. Accessing the Order Rule Page
   1. Account-Level
   2. Organization-Level
2. Exporting and Importing Order Rules
   1. Exporting
   2. Importing

I. ACCESSING THE ORDER RULE PAGE

i. Account-Level

1. Select the desired account from the header switcher.

2. Click Order Rules from the left menu under the Sales or Purchases section, depending on the Order Rule type.

Continue to the next section to import or export Order Rules.

ii. Organization-Level

NOTE: Before proceeding:

• Verify required user permissions by referring to: techOMS User permissions structure [Information].
  
• Make sure you understand how the Global Library works by referring to: Understanding Global Order Rules Library for Your Organization [Guide].

1. Deselect any currently selected account.

2. Click Organizations from the left menu under the System Configuration section.

3. Press Edit for the desired organization.

4. Click the Sales Order Rules tab.

Continue to the next section to import or export Order Rules.

II. EXPORTING AND IMPORTING ORDER RULES

i. Exporting

1. Select the rules you want to export.

2. Press Maintenance.

3. Click Export Selected Rules.

4. Click OK.

A YAML file containing your exported rules will download. Use this file with the Import feature to migrate or promote rules. For import instructions, see the next subsection.

NOTE: Exported Organization-Level rules do not include their assigned Accounts.

ii. Importing

  WARNING: If you are using Import to change a rule's level (from Account to Organization, or vice versa):

• Confirm that all steps and configurations in the rule are compatible with the target level; otherwise, unexpected behavior may occur. For details, see: Rules Conditions and Actions Guide [Information].
• Delete (preferred) or Disable all original rule instances to prevent duplication and confusion. For details, see: How to Delete a Sales/Purchase Order Rule [Step-by-step guide] and How to Enable/Disable a Sales/Purchase Order Rule [Step-by-step guide].

1. Press Maintenance.

2. Click Import.

3. Click Files and select the file to import.

4. Press Import.

A pop-up message will confirm the result of the import.

NOTE: All imported rules are Disabled by default. To enable them, see: How to Enable/Disable a Sales/Purchase Order Rule [Step-by-step guide].

If importing into the Organization level, remember to assign Accounts before enabling the rules. For more information, see: How to Edit Sales/Purchase Order Rules [Step-by-step guide].