Menu Path: None
To use Monitoring Rule Entry, click the New or Update button in the ribbon in Monitoring Rule Maintenance.
Enter workflow definition, team, or alert rules.
Use Monitoring Rule Entry to enter details for supplier production monitoring rules. The options available in this window depend on the type, workflow type, and workflow level of the rule you are creating or editing. For information on creating rules, see Creating Supplier Production Monitoring Rules.
Button |
Description |
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. |
Field or Button |
Description |
This field displays the rule type selected for the rule in Monitoring Rule Maintenance. One of the following types is selected:
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This field displays the workflow type selected for the rule in Monitoring Rule Maintenance. |
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This field displays the workflow level selected for the rule in Monitoring Rule Maintenance. |
Field or Button |
Description |
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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
Field or Button |
Description |
Select this check box if no workflow definition is required for a workflow rule. This check box is only available for workflow rules. |
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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. |
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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. |
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. |
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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. |
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This field displays the description of the alert rule entered in the Alert Rule field. This field is only available for alert rules. |
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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. |
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Select the status of the rule. You can select one of the following statuses:
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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. |
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This grid displays parameters for alert rules. Enter appropriate values for each parameter. This grid is only available for alert rules. |
Note This tab is only available for alert rules.
Field or Button |
Description |
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. |
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Select the check box in the first column for teams to which you want to deliver alerts based on the alert rule. |