Configure project oversight for order lines

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Specify the conditions and decision rules that qualify an order line for project oversight. You also specify the project template used by Order Management to create the project for the order line.

    Before you begin

    Role required: admin

    About this task

    Use the Project Management Oversight for Order Line Item Decision Builder to add or change the conditions and decision rules that must be met for an order line to be tracked as a project. For example, if you want projects to be created for order lines that have a particular product, customer account, and location, you can add condition columns for Specification, Account, and Location.

    Procedure

    1. Navigate to All > Decision Management > Decision Builder.
    2. Select the Project Management Oversight for Order Line Item decision table.
      The Order Line Item is displayed in the Inputs and the Project Template column in the Results.
    3. Add a condition that an order line must match.
      1. Select Add Condition column.
      2. On the form, fill in the fields.
        Table 1. New Condition Column form
        Field Description
        Condition column label Label for the column.
        Description Brief overview of the condition.
        Input Input linked to the condition column.

        To evaluate multiple fields, you can add multiple conditions with the Reference input type.
        Table If the data type is Reference, the name of the reference table is displayed.

        For order line items, the table is Order Line Item [sn_ind_tmt_orm_order_line_item].
        Data to evaluate For condition columns with the input type of Reference, specifies whether the condition column evaluates the reference record or a field on the reference table.

        To evaluate a particular field, select Field and choose a field from the Order Line Item table, such as Account, to specify a customer account.
        Condition type Data type selected for the condition column.
        Default operator How every row in the condition column evaluates a user-specified value. A default operator is required for all input data types except for True or False.
      3. Select Save.
      4. Repeat steps 3a through 3c for each condition to be added.
    4. Enter a decision rule by selecting Add new decision row.
      1. Select the Add action and enter the conditions that the order line must match and the project template for creating the project.
      2. Select Save.
      3. Repeat steps 4a through 4c for each decision rule to be added.

    Result

    The system uses the specified project template to create projects for order lines that match the conditions and decision rules defined in the Project Oversight for Order Line Items decision table.