Standard Process Rules

Overview

The Standard Process provides a converged set of generic rules sourced from existing Oracle CPQ reference applications. The Standard Process rules cannot be deleted or modified, but they can be inactivated. For Validation type rules Linked Actions can be updated. The following tables list pre-defined Commerce Rules for 24D Standard Processes.

Access Rules

Transaction Access Rules

Name	Variable Name	Status	Condition Type	Action Type	Components to Hide	Description
Recurring Attributes (Transaction)	recurringAttributes_t	Active	Simple	Simple	Contracted Periods, Annual Value (Net), Annual Discount, Annual Value (List), Period	Hides all totals attributes related to Recurring Pricing if no such line items exist on the quote.
Hide Create SO Action	hideCreateSOAction	Active	Advanced	Simple	Create Order
Hide Cancel Order Button	hideCancelOrderButton	Active	Simple	Simple	Cancel Order, Cancel Reason	Hides cancel order & reason when there is no order key
Hide SO Status Action	hideSOStatusAction	Active	Simple	Simple	Get SO Status from FOM	Hides the get sales order status when there is no order key
Hide Internal Comments from Self Service User	_s_hideInternalCommentsFromSelfServiceUser	Active	Simple	Simple	Commentor, Customer Comment, Comment Date, Is Internal Comment	Hides Internal Comments from Self Service User.
Mark Quote For Agreement as Readonly	_s_markQuoteForAgreementAsReadonly	Active	Simple	Simple	Quote for Agreement
Hide Publish Quote Action	hidePublishQuoteAction	Active	Advanced	Simple	Publish Quote
Hide Update Opportunity	_s_hideUpdateOpportunity	Active	Simple	Simple	Update SFA
Hide Agreement Components	_s_hideAgreementComponents	Active	Simple	Simple	Create Agreement, Contract Name, Contract ID

Transaction Line Access Rules

Name	Variable Name	Status	Condition Type	Action Type	Components to Hide	Description
Periodicity	periodicity	Active	Simple	Simple	Period, Contracted Periods	Hides all line item columns relating to Recurring Pricing if there are no such lines on the transaction.
Hide Price Score when List Price is zero	hidePriceScoreWhenListPriceIsZero	Active	Simple	Simple	Price Score	Hides Price Score when Price (List) is zero
Hide Contracted Periods Rollup	_s_hideContractedPeriodsRollup	Active	Simple	Simple	Contracted Periods (Rollup)	Hide Contracted Periods (Rollup) when Price Type (Rollup) is equal to One Time.
Hide Price Negotiation	hidePriceNegotiation_c	Active	Simple	Simple	Custom Discount Amount, Discount Type, Discount, Amount (Discount), Discount %, Annual Discount, Contract Discount, Discount Percent (Rollup), Discount Amount, Discount Value, Discount Type	Hide price negotiation related attributes

Constraint Rules

Transaction Constraint Rules

Name	Variable Name	Status	Condition Type	Action Type	Components to Constrain	Description
Constrain 'Agreement Created' value for Status attribute	_s_constrainAgreementCreatedValueForStatusAttribute	Active	Simple	Simple	Status

Transaction Line Constraint Rules

Name	Variable Name	Status	Condition Type	Action Type	Components to Constrain	Description
Contracted Periods	contractedPeriods	Active	Simple	Simple	Contracted Periods	Contracted Periods must be populated and greater than 0 for Recurring and Usage pricing

Validation Rules

Transaction Validation Rules

Name	Variable Name	Status	Linked Actions	Condition Type	Action Type	Components to Validate	Description
Validate Line Status Values for Asset Creation	validateLineStatusValuesForAssetCreation	Active	Save, Update Asset	Always True	Simple	Trigger Update Asset for Line Status	Validates that the Trigger Update Asset for Line Status is not empty
Validate Line Status Values for Cancel Order	validateLineStatusValuesForCancelOrder	Active	Cancel Order	Always True	Simple	Status	Validates that Cancel Order is not allowed when Status is Awaiting Billing
Validate Contract Fields	_s_validateContactFields	Active	Publish Quote	Simple	Simple	Contact Email Address, Contact First Name, Contact Last Name	Validates Contact Email Address is valid and Contact First Name and Last Name are populated
Validate Contract Dates	_s_validateContractDates	Activated when Agreement Stage is enabled	Create Agreement	Simple	Advanced	Contract Start Date, Contract End Date	Validates that line level contract start and end dates should be sub ranges of header level start and end dates.
Validate Quote For Agreement value for Agreement Creation	_s_validateQuoteForAgreement	Activated when Agreement Stage is enabled	Create Agreement	Simple	Simple	Quote for Agreement	Validates that QuoteForAgreement attribute value is Yes
Validate Status Attribute	_s_validateStatusAttribute	Active	Save	Simple	Simple	Quote for Agreement	Validates if the status attribute value is set to Agreement Created in a non Agreement stage

Transaction Line Validation Rules

Name	Variable Name	Status	Linked Actions	Condition Type	Action Type	Components to Validate	Description
Discount Percentage	discountPercentage	Active	Approve, Request Approval, Save, Submit	Simple	Simple	Discount Percentage	Validates that Discount amount is <100 if discount type is "Percent Off"
Associated Order and Line Id	associatedOrderAndLineId	Active	Create Order	Simple	Simple	Associate Line Id, Associate Order Id	Validates that Associate Line Id & Order Id are not empty
Validate Contract End Date	_s_validateContractEndDate	Active	Create Order, Save	Simple	Simple	Contract End Date	Validates that Contract End Date is not empty for subscription items
Validate Coverage Order and Line Id	_s_ValidateCoverageOrderAndLineId	Active	Create Order, Save	Simple	Simple	Coverage Order Number, Coverage Line Number	Validates that a covered product is associated with the coverage service.