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Function documentationRule Builder Setup

 

You can use this function to set up the rule builder for territory management. The rule builder is technically based on the Business Rule Framework plus (BRFplus). This document describes the setting you have to make, for the following:

  • Maintenance of Attributes for BRF Plus

  • Creation of rule policy and rule sets

  • Migration of territory attributes to the rule builder

Activities

Step 1: Set up territory attributes in BRF Plus
  1. Make the necessary settings in client 000 in Customizing for Customer Relationship Management, by choosing   Master Data Territory Management  Territory Attributes  Maintain Territory Attributes  .

    For this purpose

    Do this

    You want to deactivate SAP delivered attributes that you do not use. For example, you do not want to use Brick Number.

    1. Select condition BP (brick number is a BP attribute) and double-click Attributes.

    2. Deselect the corresponding check box in the Active column.

    There are custom attributes you have defined in lower releases, and you want to add those.

    1. Select condition BP and double-click Attributes.

    2. Click Display / Change and then click New Entries. Fill in the required fields and save.

      • Condition Attribute ID: Technical name of the attribute.

      • Description: An appropriate description.

      • Help Type: If there is a data dictionary search help or advanced search help containing the list of allowed values, select the value accordingly.

      • Data Type: Data type of the attribute.

      • Active: Activate the attribute by selecting the check box.

      • Reference Table, Reference Field, and Ref Object Type: Check these values in table CRMC_TERRATTRPRP and enter accordingly.

      • Applicable Operators: Enable the required operators for this attribute. They are used to define the scope of a territory.

    You want to define new attributes that do not exist in lower releases.

    Refer to Customizing documentation for Maintain Territory Attributes.

  2. Once you have created and maintained the necessary attributes, implement SAP Note 1316872 so these attributes are also transferred to the BRF plus layer in all other clients.

  3. Once you have transported all the attributes, implement SAP Note 1362549 so you can create rule policies, rule sets and rules in the required system (development, quality, or production system).

Step 2: Create rule policy and rule sets

Note Note

You have logged on to the WebClient UI with the SALESPRO business role

End of the note.
  1. In the navigation path, choose    Sales Operations  Rule Policies  .

  2. Click New and select Rule Policy Type as TM. Enter a suitable description for the rule policy and select the node to create a rule set.

  3. Enter a suitable description for the rule set and save your entries. Create the necessary number of rule sets, depending on your business needs.

Step 3: Migrate territory attributes to the rule builder
  1. Execute the migration report in Customizing for Customer Relationship Management, by choosing   Master Data  Territory Management  Data Transfer  Migrate Territory Attributes to the Rule Builder  .

    In the report, select all territories and click Set Rule Policy. Select the rule set under which you want to create rules. Start migration as a background job. To see the status of the background job, in the SAP Easy Access screen, use transaction SM58. Once the background job is complete, check job logs for any errors, by using transaction SLG1.

  2. Log on to the WebClient UI with the SALESPRO business role, to view the rules created in the system.

    1. In the navigation path, choose   Sales Operations  Territories  .

    2. Search for a territory and navigate to the Overview Page.

    3. In the Rules assignment block, click the briefing card for a rule to view corresponding rule statements.

Note Note

  • The system creates one rule for each validity period of the territory. A rule can consist of one or more rule statements.

  • Attribute values in one rule statement are connected by the logical AND operator. For example, the scope of territory T00002 is as follows: Account IDis David Adams AND Group is Hospitals

  • Multiple values for an attribute in a rule statement, are connected by the logical OR operator. For example, the scope of territory T00003 is as follows: Country is UK AND Account ID is David Adams OR Account ID is Anna Glenn.

  • Attributes maintained across different line statements in one rule are connected by the logical OR operator. For example, the scope of territory T00004 is as follows:

    Country is UK AND Account ID is David Adams

    OR

    Country is US AND Account IDis Anna Glenn

  • Attributes maintained in two different rules are connected by the logical OR operator.

    .

End of the note.
Step 4: Generate Territory Relationships

For more information, see Customizing documentation, under   Customer Relationship Management  Master Data  Territory Management  Update Territory Relationships  .

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