To perform this function, you must be assigned to the Business Rule Specialist role. You must have already created a data source. For more information, see Creating and Changing Data Sources.
A business rule provides a scalable user interface, which can support various data sources such as configurable rules, programmed rules, SAP Query and BI Query.
Select
. The Business Rule Overview screen appears.Choose Create.
Choose a Data Source. Only data sources with a status of Active are valid. If you do not know the name of the data source, search by name, subscenario, connection type, search term, or validity date. Choose Search Data Source. After you have selected the data source, choose OK.
Choose Start to create a Business Rule.
Based on the subscenario defined in the data source, the guided activity has different steps. Provide the input required for your data source's subscenario.
Configurable |
Programmed |
ABAP Report |
SAP Query |
Event |
SoD Integration |
BW query |
External Partner |
Process Integration |
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Basic Information |
Basic Information |
Basic Information |
Basic Information |
Basic Information |
Basic Information |
Basic Information |
Basic Information |
Basic Information |
Data for Analysis |
Filter Criteria |
Filter Criteria |
Filter Criteria |
Deficiency Criteria |
Filter Criteria |
Filter Criteria |
Filter Criteria |
Filter Criteria |
Filter Criteria |
Deficiency Criteria |
Technical Settings |
Deficiency Criteria |
Conditions and Calculations |
Technical Settings |
Deficiency Criteria |
Deficiency Criteria |
Deficiency Criteria |
Deficiency Criteria |
Output Format |
Attachments and Links |
Conditions and Calculations |
Output Format |
Attachments and Links |
Conditions and Calculations |
Output Format |
Conditions and Calculations |
Conditions and Calculations |
Technical Settings |
Confirmation |
Output Format |
Technical Settings |
Confirmation |
Output Format |
Technical Settings |
Output Format |
Output Format |
Ad Hoc Query |
Technical Settings |
Attachments and Links |
Technical Settings |
Attachments and Links |
Technical Settings |
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Technical Settings |
Attachments and Links |
Ad Hoc Query |
Confirmation |
Ad Hoc Query |
Confirmation |
Ad Hoc Query |
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Ad Hoc Query |
Confirmation |
Attachments and Links |
Attachments and Links |
Attachments and Links |
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Attachments and Links |
Confirmation |
Confirmation |
Confirmation |
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Confirmation |
Basic Information
— Enter the required fields (Name, Description, Category, Analysis Type, Valid From, Valid to, and Status) and any optional fields that apply to your business rule.
Note
The values of Category and Analysis depend on the subscenario defined in the Data Source. The only two statuses that are eligible at this stage (New and In Review).
To determine which connectors are applied to this business rule, select Applied in the Connectors table. The default is the main connector designated by the data source.
Data for Analysis (only applicable to the Configurable subscenario)
— Choose a subset of fields in the data source to be analyzed in the business rule.
Filter Criteria — Select fields as filters and enter the values in each filter field. For example, you might look at records over a certain amount (for example, purchase orders over 1,000 euros). If the criteria must be determined at runtime and the field type is date, you can select Runtime Value Determination and choose the runtime method.
Note
In some subscenarios (such as Programmed), the filter fields are predefined and cannot be changed.
Deficiency Criteria
— Select fields as deficiencies. Enter the deficiency thresholds or indicator to each deficiency field. If the Field Analysis type is Changes or Blank Check, the deficiency value is Indicator (High, Medium, Low). If the Field Analysis type is another type, the deficiency value is Threshold.
Note
In some subscenarios (such as Programmed), the deficiency fields are predefined and cannot be changed.
In some subscenarios, the Calculated Field is visible. You can create a calculated field as an additional deficiency field. Then the calculations function is defined in the Conditions and Calculations step.
Conditions and Calculations
— There are several SAP predelivered conditions and calculation functions that can be applied to each deficiency field.
For deficiency fields (not additional calculated fields), only conditions can be applied.
For calculated deficiency fields, both conditions and calculation functions can be applied.
Note
The Currency Conversion calculation function is available only for the data type Amount.
For the Event subscenario, you can choose Send Notification and/or Trigger a Monitoring Job.
Output Format
— Each deficiency field with an exception is generated as a job result. The output columns of the job result can be adjusted here. You can choose which columns to hide or display. You can also change the sequence number to set the order of the columns displayed. For example, a sequence number of 001 would appear to the left of 002.
Technical Settings
— These settings are for users with a technical background. They are for runtime usage and vary based on each subscenario. Default values are defined for each parameter, but you can override the value to adjust the behavior or outcome of the job result during runtime.
Ad Hoc Query
— You can query the data from the system that is defined in the target connector. This can be useful to test your query without scheduling a job. To view the results list, use one of the following:
Data Collection: Raw data is presented, based on the filter criteria.
Apply Rule: Deficiency Criteria and Conditions and Calculations defined in previous steps are applied to the result.
Attachments and Links
— You can attach documents and links related to the business rule in this step.
Choose Save. A confirmation message appears. If more changes are needed, choose the Change the Business Rule link to navigate to the same business rule in change mode.