Contract Rule Groups and Contract Rules

on Wednesday, June 16, 2010

 
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.

Following is the list of Commonly Used Rules:

Rule Information CategoryRule Type MeaningDescriptionJTF Object Code
STOShip To Address   OKX_SHIPTO
BTOBill To Address   OKX_BILLTO
CANCustomer AccountService, also used by Master Sales AgreementsOKX_CUSTACCT
ARLAccounting RuleReceivables, Invoice Accounting RuleOKX_ACCTRULE
PREPriceUsed in the context of Price List, Modifier List, Discount ListOKX_PRICE
IREInvoice RuleReceivables, Invoice Rule, may also record invoice terms for buy contractOKX_INVRULE
QREQuantity RateService only: Usage billing. Users optionally control contract billing   
SBGService Bill ScheduleService only   
SLHStream Level HeaderStream Level HeaderOKS_STRM_TYPE
SLLStream Level LinesStream Level LinesOKS_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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Find All Rules for a line:

SELECT *
FROM OKC_RULES_V
WHERE RGP_ID = (SELECT ID
FROM OKC_RULE_GROUPS_V
WHERE CLE_ID = :CONTRACT_LINE_ID)