Create Rule#

Rule.Create

Rule.CreateTemplate

Rule.CreateFromTemplate

Overview#

This operation is used to create a Rule. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Rule does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

1. Provide a name for the Rule.
2. Optionally, provide a description of the Rule.

3. Select the Rule scope. The list of possible values is taken from the lookup table RuleScope:

   • AlarmManagement - used for notifications operations.
   • BOMQuantityCalculation - used for quantity calculations of BOM Products in Weigh & Dispense operations.
   • CertificationManagement - used for Certification Management operations.
   • ConnectIoT - used for Connect IoT operations.
   • EDC - a Rule that can be used in a Data Collection for a calculating a parameter.
   • EFC - used for Electronic Failure Catalogue operations.
   • ExceptionManagementAction - a Rule which executes an action (manual or automatic) in a Protocol Checklist.
   • ExceptionManagementSource - a Rule which feeds the possible values for a parameter in an Protocol.
   • General - a general purpose Rule.
   • InspectionReducing - Rules to be used when applying Inspection Plan Reducing methods.
   • InspectionTightening - Rules to be used when applying Inspection Plan Tightening procedures.
   • KPIDataSource - used for KPI calculations.
   • LaborManagement - used for Labor Management operations.
   • MaintenanceManagementAction - a Rule which executes an action (manual or automatic) in a Protocol Checklist.
   • MaterialFutureAction - a Rule which executes a Future Action associated with a given Material.
   • MaterialManagementAction - used for Material Management operations.
   • OrderManagementAction - used for Order Management operations.
   • PrintableDocumentContextItem - a Rule which is used to calculate a variable in a Printable Document.
   • PrintingIntegration - a Rule used for the configuration of the Printing Integration Entity Type.
   • RecipeManagement - a Rule that can be used in Recipe for a calculating a parameter.
   • SamplingSelection - a Rule used to apply a Sampling Pattern to a Material.
   • SendAheadSelection - a Rule used when performing Send-Ahead Run scenarios.
   • ShiftPlanning - an action to be called to validate a Shift Plan Calendar.
   • SmartTable - an action that will be triggered by a change in a Smart Table.
   • SortRuleSetMaterial - a Rule which is used to sort the list of dispatch Materials from the point of view of the Material.
   • SortRuleSetResource - a Rule which is used to sort the list of dispatch Resources from the point of view of the Step.
   • SPC - a Rule which is used evaluate if some chart Rules are violated or not.
   • SPCAction - an action that will be triggered by SPC when a SPC Rule is violated.
   • TaskManagement - used for Task Management operations.
   • TimeConstraint - a Rule which is fired when a time constraint warning or limit is reached.

4. Select the Rule Source Type to associate a DEEAction or a BusinessWorkflow to the Rule.