How to Edit Sales/Purchase Order Rules [Step-by-step guide]

You can edit an Order Rule workflow to update its automatic actions whenever a Sales or Purchase Order matches specific conditions.

NOTE: These conditions vary depending on the Sales and Fulfillment Channel supported features. For more information, see the techOMS Sales Channels - Master List [Guides List] and techOMS Fulfillment Channels - Master List [Guides List].

If you need to create a new Order Rule or check the available conditions, see How to Create Sales/Purchase Order Rules [Step-by-step guide].

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

This article is divided into the following sections:

1. Locating the Order Rule
   1. Account-Level
   2. Organization-Level
2. Configuring the Order Rule
   1. Behavior
   2. Scope
   3. Steps
3. Saving the Changes

I. LOCATING THE ORDER RULE

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.

3. Press Edit for the desired Order Rule.

Go to the next section to change its configuration.

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.

5. Press Edit for the desired Order Rule.

Go to the next section to change its configuration.

II. CONFIGURING THE ORDER RULE

i. Behavior

You can configure the Order Rule behavior by changing the following fields:

• Enabled: If checked, the Order Rule is enabled and its trigger will be actively evaluated. Otherwise, the Order Rule will be ignored, even if the trigger condition is met. For more information, refer to How to Enable/Disable a Sales/Purchase Order Rule [Step-by-step guide].
• Description and Trigger: A brief description of the Order Rule and the action that triggers it. For more information on these fields, refer to: How to Create Sales/Purchase Order Rules [Step-by-step guide].
• Priority: Sets the execution order. Rules are processed in two levels: first Organization-level, then Account-level. Within each level, a lower number means a higher priority. For more information, see: Understanding Global Order Rules Library for Your Organization [Guide].

For Organization-Level rules, continue to the next section to set the Scope. For all other rules, you can skip to section iii. Steps.

ii. Scope

For Organization-Level rules, you must assign which Accounts the rule applies to:

1. Click the Accounts tab.

2. Press Add.

3. Choose which Accounts to assign:

• To assign specific Accounts: Select them individually from the list.
• To assign all the Organization's Accounts: Click Apply to All.

NOTE: Only Accounts with a Standard subscription are eligible, even if Apply to All is selected.

4. Press Save.

If you selected Accounts individually, you can unassign them by clicking Delete.

Continue in the next section for configuring the rule's steps.

iii. Steps

Each Order Rule workflow consists of steps that you need to add and configure to define its logic. Each step is either a condition or an action.

The following screenshots illustrate how to configure conditions for Account-level Order Rules. The steps for configuring Account-level actions and all Organization-level conditions and actions are the same.

NOTE: Before proceeding:

• Refer to Rules Conditions and Actions Guide [Information], which provides a comprehensive overview of the available steps and their corresponding configurations for both Account- and Organization-Level Order Rules.
• Make sure to have the Actions tab open.
   
   

For guidance on scheduling the behavior of Sales Order Rules using conditions, see: How to Schedule the Behavior of Sales Order Rules [Guide].

To configure steps:

1. Press Add and select the desired step.

NOTE: Only steps compatible with the rule's level are displayed.

2. Press Edit for the newly added step.

3. Configure the step as needed, then press Save.

4. Repeat this process for as many steps as required.

III. SAVING THE CHANGES

Your steps will now be visible.

If needed, you can rearrange an action by dragging it in the timeline. Take into account that it will execute in the order you specify.

Press Save to apply the changes.