Monitoring Rule Entry

OK

Click this button to save the displayed rule and close the Monitoring Rule Entry window.

Cancel

Click this button to close the Monitoring Rule Entry window without saving the displayed rule.

Rule Type

This field displays the rule type selected for the rule in Monitoring Rule Maintenance. One of the following types is selected:

• Workflow - Rules for following workflow definitions based on specific criteria

• Team - Rules for assigning tasks to supplier production monitoring teams based on specific criteria

• Alert - Rules for creating alerts based on specific criteria

Workflow Type

This field displays the workflow type selected for the rule in Monitoring Rule Maintenance.

Workflow Level

This field displays the workflow level selected for the rule in Monitoring Rule Maintenance.

All (Tasks)

Select this check box to set up the rule for all tasks. This check box is selected by default, and only available for team or alert rules.

Task

Enter a task for which to set up the rule, or click the Lookup button to select a task. This field is only enabled if you clear the All check box, and only available for team or alert rules. For information on setting up tasks, see Creating Supplier Production Monitoring Tasks.

List (Tasks)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple tasks for the rule. This button is only enabled if you clear the All check box, and only available for team or alert rules.

All (Definition Codes)

Select this check box to set up the rule for all workflow definition codes. This check box is selected by default, and only available for team or alert rules.

Definition Code

Enter a workflow definition code for which to set up the rule, or click the Lookup button to select a workflow definition code. This field is only enabled if you clear the All check box, and only available for team or alert rules.

List (Definition Codes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple workflow definitions for the rule. This button is only enabled if you clear the All check box, and only available for team or alert rules.

All (Customers)

Select this check box to set up the rule for all customers. This check box is selected by default, and only available for applicable workflow levels.

Customer Code

Enter a customer code for which to set up the rule, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Note For a Purchase Order/Order or Purchase Order/Line rule, the customer is the customer from a drop-ship sales order. For a Purchase Order/Release rule, the customer is the customer on the sales order for the release.

Customer Name

Enter a customer name for which to set up the rule, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Note For a Purchase Order/Order or Purchase Order/Line rule, the customer is the customer from a drop-ship sales order. For a Purchase Order/Release rule, the customer is the customer on the sales order for the release.

List (Customers)

Click this button to display Monitoring Rule Value List Selection,  which allows you to select multiple customers for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Suppliers)

Select this check box to set up the rule for all suppliers. This check box is selected by default, and only available for applicable workflow levels.

Supplier Code

Enter a supplier code for which to set up the rule, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Supplier Name

Enter a supplier name for which to set up the rule, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Suppliers)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple suppliers for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Sales Representatives)

Select this check box to set up the rule for all sales representatives. This check box is selected by default, and only available for applicable workflow levels.

Sales Representative ID

Enter a sales representative for which to set up the rule, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Sales Representatives)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple sales representatives for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Harmonization Codes)

Select this check box to set up the rule for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels.

Harmonization Code

Enter a harmonization code for which to set up the rule, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Harmonization Codes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple harmonization codes for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Currencies)

Select this check box to set up the rule for all currencies. This check box is selected by default, and only available for applicable workflow levels.

Currency

Enter a currency for which to set up the rule, or click the Lookup button to select a currency. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Currencies)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple currencies for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Categories)

Select this check box to set up the rule for all product categories. This check box is selected by default, and only available for applicable workflow levels.

Category

Enter a product category for which to set up the rule, or click the Lookup button to select a product category. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Categories)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple categories for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Subcategories)

Select this check box to set up the rule for all product subcategories. This check box is selected by default, and only available for applicable workflow levels.

Subcategory

Enter a product subcategory for which to set up the rule, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Subcategories)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple subcategories for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Locations)

Select this check box to set up the rule for all locations. This check box is selected by default, and only available for applicable workflow levels.

Location Prefix

Enter a location prefix for which to set up the rule, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Location Name

Enter a location name for which to set up the rule, or click the Lookup button to select a location name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Locations)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple locations for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Freight On Board)

Select this check box to set up the rule for all FOB's. This check box is selected by default, and only available for applicable workflow levels.

FOB Code

Enter an FOB code for which to set up the rule, or click the Lookup button to select an FOB code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

FOB Name

Enter an FOB name for which to set up the rule, or click the Lookup button to select an FOB name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Freight On Board)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple FOB's for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Payment Terms)

Select this check box to set up the rule for all payment terms. This check box is selected by default, and only available for applicable workflow levels.

Payment Terms

Enter payment terms for which to set up the rule, or click the Lookup button to select payment terms. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Payment Terms)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple payment terms for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Products)

Select this check box to set up the rule for all products. This check box is selected by default, and only available for applicable workflow levels.

Product Code

Enter a product code for which to set up the rule, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Product Name

Enter a product name for which to set up the rule, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Products)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple products for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Purchase Classes)

Select this check box to set up the rule for all purchase order classes. This check box is selected by default, and only available for applicable workflow levels.

PO Class

Enter a purchase order class for which to set up the rule, or click the Lookup button to select a purchase order class. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Class Name

Enter a purchase order class name for which to set up the rule, or click the Lookup button to select a purchase order class name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Purchase Classes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple purchase order classes for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Purchase Dates)

Select this check box to set up the rule for all purchase dates. This check box is selected by default, and only available for applicable workflow levels.

Purchase Date

Enter a purchase date for which to set up the rule, or click the drop-down arrow to select a purchase date. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Monitoring Classes)

Select this check box to set up the rule for all supplier production monitoring classes. This check box is selected by default, and only available for applicable workflow levels.

Monitoring Class

Enter a supplier production monitoring class for which to set up the rule, or click the Lookup button to select a supplier production monitoring class. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Monitoring Classes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple supplier production monitoring classes for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Billing Customers)

Select this check box to set up the rule for all billing customers. This check box is selected by default, and only available for applicable workflow levels.

Billing Customer

Enter a customer code of a billing customer for which to set up the rule, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Note For a Purchase Order/Order or Purchase Order/Line rule, the billing customer is the billing customer from a drop-ship sales order. For a Purchase Order/Release rule, the billing customer is the billing customer on the sales order for the release.

Billing Cust Name

Enter a customer name of a billing customer for which to set up the rule, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Note For a Purchase Order/Order or Purchase Order/Line rule, the billing customer is the billing customer from a drop-ship sales order. For a Purchase Order/Release rule, the billing customer is the billing customer on the sales order for the release.

List (Billing Customers)

Click this button to display Monitoring Rule Value List Selection,  which allows you to select multiple billing customers for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Product Lines)

Select this check box to set up the rule for all product lines. This check box is selected by default, and only available for applicable workflow levels.

Product Line Code

Enter a product line code for which to set up the rule, or click the Lookup button to select a product line code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Product Line Name

Enter a product line name for which to set up the rule, or click the Lookup button to select a product line name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Product Lines)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple product lines for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Product Styles)

Select this check box to set up the rule for all product styles. This check box is selected by default, and only available for applicable workflow levels.

Product Style

Enter a product style for which to set up the rule, or click the Lookup button to select a product style. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Product Styles)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple product styles for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Colors)

Select this check box to set up the rule for all product colors. This check box is selected by default, and only available for applicable workflow levels.

Color Code

Enter a color code for which to set up the rule, or click the Lookup button to select a color code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Color Name

Enter a color name for which to set up the rule, or click the Lookup button to select a color name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Colors)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple product colors for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Sizes)

Select this check box to set up the rule for all product sizes. This check box is selected by default, and only available for applicable workflow levels.

Size Code

Enter a size code for which to set up the rule, or click the Lookup button to select a size code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

Size Name

Enter a size name for which to set up the rule, or click the Lookup button to select a size name. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Sizes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple product sizes for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Price Classes)

Select this check box to set up the rule for all price classes. This check box is selected by default, and only available for applicable workflow levels.

Price Class

Enter a price class for which to set up the rule, or click the Lookup button to select a price class. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Price Classes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple price classes for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

All (Family Price Codes)

Select this check box to set up the rule for all family price codes. This check box is selected by default, and only available for applicable workflow levels.

Family Price Code

Enter a family price code for which to set up the rule, or click the Lookup button to select a family price code. This field is only enabled if you clear the All check box, and only available for applicable workflow levels.

List (Family Price Codes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select multiple family price codes for the rule. This button is only enabled if you clear the All check box, and only available for applicable workflow levels.

Start Date

Enter the first date in a range of dates for the rule, or click the drop-down arrow to select the date from a calendar.

End Date

Enter the last date in a range of dates for the rule, or click the drop-down arrow to select the date from a calendar. After this date has passed, the rule is expired.

No Workflow Required

Select this check box if no workflow definition is required for a workflow rule. This check box is only available for workflow rules.

Workflow Definition

Enter a workflow definition for a workflow rule, or click the Lookup button to select a workflow definition. This field is only enabled if the No Workflow Required check box is cleared and only available for workflow rules.

Description (Workflow Definition)

Enter a workflow definition description for a workflow rule, or click the Lookup button to select a workflow definition description. This field is only enabled if the No Workflow Required check box is cleared and only available for workflow rules.

Team

Enter a supplier production monitoring team, or click the Lookup button to select a team. This field is only available for team rules.

Name (Team)

Enter a supplier production monitoring team name, or click the Lookup button to select a team name. This field is only available for team rules.

Alert Rule

Enter an alert rule, or click the Lookup button to select an alert rule. This field is only available for alert rules. For more information on available alert rules, see Supplier Production Monitoring Alert Rules.

Description

This field displays the description of the alert rule entered in the Alert Rule field. This field is only available for alert rules.

Rule Sequence

Enter a sequence number for the rule. The lower the number, the higher the rule is in the rule hierarchy. The hierarchy determines which rules take precedence over other rules. You can later change the sequence in Monitoring Rule Maintenance. This field defaults to 10 more than the highest existing rule sequence number.

Status

Select the status of the rule. You can select one of the following statuses:

• Active

• Setup

• Discontinued

Task Option

Select who will receive the alert email and be assigned tasks for the alert (a supplier production monitoring team, a buyer, or both). These radio buttons are only available for alert rules.

Parameters

This grid displays parameters for alert rules. Enter appropriate values for each parameter. This grid is only available for alert rules.

Only delivered to the team assigned to the task

Select this check box to deliver alerts only to the team assigned to the task. Clear this check box if you want to deliver alerts to additional teams.

Example You want to deliver alerts to a management team in addition to the team assigned to tasks. To do this, you clear this check box, and specify the team to which you want to deliver the alert.

This check box is selected by default.

Teams

Select the check box in the first column for teams to which you want to deliver alerts based on the alert rule.