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Implementing Order Management
Cloud
Tips and Best Practices (Part 3) – Oracle Business Rules

Shrikant Nene
Director, Product Management
Order Management Cloud

March 2018

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 3

Introduction to Tips & Best Practices Series
Objective Target Audience Topics

Provide recommendations for how to Customers and partners familiar with Focus on core functional setups in
implement Order Management the basics of implementing Order Order Management Cloud with
Cloud to achieve the best results in Management Cloud specific configuration tips and best
the fastest time practices

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Agenda

1 Overview of product functionality – Oracle Business Rules

2 Implementation tips and best practices
3 Where to find additional information
4 Questions / suggestions for future topics

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Overview of Product Functionality – Oracle Business Rules
What does it do?
– Allows users to define rules to tailor either different stages of an order or the orchestration flow
Customer Examples Pre-transformation & Post-transformation
I want to default Shipment Priority

Product Transformation
I want to add free items based
on the ordered quantity

I want to assign orchestration Process Assignment

process based on the customer

Routing Rules
I want to route the shipping lines to
WMS system based on the warehouse

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Basic OBR Architecture
Order Management Entities Rules Engine

Header Information
Fulfillment Line Information Rule Facts

Item Information
Rule Functions Result

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 Oracle Business Rules in Order Management
Order Import / Order Entry
Orders Product Post-
Pre-Transformation Submit Order
Transformation Transformation
Default and Validate BOM Explosion Default and Validate

Process Execution Any

Pause Task Any Task Fulfillment System
Task
Process
Assignment Line Selection Routing
Start After Branching
Determine correct Condition Criteria Rules
Conditions Lead Time
fulfillment process Expression Determine which Determine which Fulfillment System
Determine when Determine
to pause, when lines to be fulfillment system
branch to follow Plan for expected processed by this
to proceed duration of task task
Compensation
Change Order Any Cost of Change
Pattern
Any Task Determine if/how Indicate the cost of
Task
fulfillment system making an update
needs to be updated

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When Do Transformation Rules Fire?
Order Import
Order Product Post-
Pre-Transformation Submit Order
Received Transformation Transformation

Manual Order Entry – New Order

Enter/Edit Enter/Edit
Create Order Add new lines *Submit Order
Customer Order Type

Pre-Transformation Product Transformation Post-Transformation

Manual Order Entry – Order Revision

Create
Edit Lines Add new lines Submit Order
Revision

No transformation rules are triggered

*Return orders do not trigger any transformation rules when submitting an order

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Agenda

1 Overview of product functionality – Pause Task

2 Implementation tips and best practices
3 Where to find additional information
4 Questions / suggestions for future topics

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Which Solution Should I Use?
Visual Information Builder
Manage Pretransformation Rules for Sales Orders
Manage External Integration Routing Rules for Sales Orders
Manage Process Assignment Rules for Sales Orders
Native OBR Rule Editor
Manage Pretransformation Defaulting Rules
Manage External Interface Routing Rules
Manage Orchestration Process Assignment Rules

Do NOT mix and match usage

Write all rules in one place

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General Information - Visual Information Builder
Tips and Best Practices
Write descriptions for the IF and THEN
This way you do not have to open up the blocks
every time you want to know the condition or
action

Pay attention to the entity

There are number of attributes which exists on
order and fulfillment line

Use operator "Is in the list”

Rather than writing number of OR conditions

Check for not null (Blank)

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General Information - Visual Information Builder
Tips and Best Practices
Write a single rule with multiple
IF_THEN_ELSE statements as oppose to
writing multiple rules

Make use of Not condition

When you want to check for values not in the
list, you can write the rule checking for values
and then adding a NOT (False) condition for the
block

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General Information – OBR Native Rule Editor
Tips and Best Practices
Use Advanced Mode and Tree Mode
where available

Type partial text to get the filtered list

of values in expressions

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General Information – Extensible Flexfields (EFFs)
Tips and Best Practices
Include “not null” checks for attributes

Use the Context Code

Use the Segment API Name

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General Information – Extensible Flexfields (EFFs)
Tips and Best Practices
Do not need a null check for the
Context, but it is still required for the
Segment

Run ESS (Publish Extensible Flexfield

Attributes) for EFF updates to be
visible

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General Information – Setting Rule Priority
Oracle Business Rules (OBR) Ruleset
Tips and Best Practices Pause Rule (priority < Highest)

If multiple rules are needed, ensure Pause Rule2 (optional)

cases are mutually exclusive
Release Rule (priority = Highest)
Set priority correctly
High priority rules are run first (least important),
those results are updated by the lower priority
rules

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Defaulting Schedule Ship Date
Tips and Best Practices
If setting Schedule Ship Date also set
the Override schedule flag to Yes
Otherwise, Global Order Promising will disregard
the schedule ship date that is set by this rule.

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Easier way to fetch Item Attributes
Tips and Best Practices
Use Item Attributes from Item
Definition entity defined as child entity
of Fulfillment Line

Old Item related entities are suffixed

with _OBSOLETE. Do not use those.

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Usage of Transformation Rules
Tips and Best Practices
Product Transformation is used to add
new lines or delete lines

Post transformation is used to change

the attributes on the newly added line

Use assert new action with

ModifyEntity Function to set values

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External Interface Routing Rules
Tips and Best Practices
Always Set Interface Type to Service
Data Object

Set Aggregator parameters to send

number of line together to fulfillment
System
While using external integration, if you wish to
group together number of lines before sending
to the fulfillment system
 Maximum Lines to aggregate
 Maximum Time to Wait Before Sending
Test several times to determine
optimum values for these parameters

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Process Execution (Compensation Rule)
Tips and Best Practices
Use Advanced Mode

Set Compensation pattern value to

header.mRuleDecision.compensationPattern

Use assign action

Do not set any default values to any other

attributes

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Process Execution (Cost of Change Rules)
Tips and Best Practices
Use Advanced Mode

Set a numeric value to

Header.mRuleDecision.costOfChange

Use assign action

Do not set any default values to any

other attributes

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Process Execution (Lead-time expression Rules)
Tips and Best Practices
Use Advanced Mode

Set a numeric value to

Header.mRuleDecision.leadTime

Use assign action

Do not set any default values to any

other attributes

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Process Execution (Line Selection Rules)
Tips and Best Practices
Use Advanced Mode

Set a fulfillment id value to

DooSeededOrchestrationRules.Result

Use assert new action

Do not set any default values to any

other attributes

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Process Execution (Branching Condition Rules)
Tips and Best Practices
Use Advanced Mode

Set a Boolean (true) value to

Header.mRuleDecision.isOrchStepExecutable

Use assign action

Do not set any default values to any other

attributes

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Process Execution (Pause Rules)
Tips and Best Practices
Use Advanced Mode

Set value to an object sacResults

sacType
sacEventName
sacWaitDateTime
sacReevaluateFlag
Use assign new and assign actions

Do not set any default values to any

other attributes

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Oracle Business Rules
Tips and Best Practices
Rules can be migrated from test to
production system

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Summary of Tips and Best Practices
General Information – Visual Information Builder
Write descriptions for the IF and THEN
Pay attention to the entity
Use operator "Is in the list”
Check for not null (Blank)
General Information – OBR Native Rule Editor
Use Advanced Mode and Tree Mode where
available
Type partial text to get the filtered list of values in
expressions
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
General Information – EFFs
OBR - Use the Context Code
OBR - Use the Segment API Name
VIB - Do not need a null check for the Context, but
it is still required for the Segment
VIB - Run ESS (Publish Extensible Flexfield
Attributes) for EFF updates to be visible
Defaulting Schedule Ship Date
If setting Schedule Ship Date also set the Override
schedule flag to Yes
29
Summary of Tips and Best Practices
Easier way to fetch Item Attributes
Use Item Attributes from Item Definition entity
defined as child entity of Fulfillment Line
Old Item related entities are suffixed with
_OBSOLETE. Do not use those.
Usage of Transformation Rules
Product Transformation is used to add new lines or
delete lines
Post transformation is used to change the
attributes on the newly added line
Use assert new action with ModifyEntity Function
to set values
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
Rule Detail Pages
Based on the type of rule, set the correct values on
the correct objects / attributes
Use the correct action – assign or assign new
Do not set any default values to any other
attributes
Routing Rules
Test several times to find the optimal value for
aggregation parameters
Rules Migration
Rules can be migrated from Test to Production
instance using standard Export/Import functionality
30
Agenda

1 Overview of product functionality – Oracle Business Rules

2 Implementation tips and best practices
3 Where to find additional information
4 Questions / suggestions for future topics

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 31

Where to find additional information
– For details about Oracle Supply Chain Management Cloud, see Implementing Order
Management Cloud in Oracle Help Center at
• https://docs.oracle.com/en/cloud/saas/index.html
– Release Readiness Training – Order Management Release 13 (Update 18A)
https://cloud.oracle.com/en_US/order-management-cloud/releasereadiness?offering=order-management
• Migrate Rule from Test to Production
– White Papers on My Oracle Support (https://support.oracle.com)
– Using Extensible Flexfields with Order Management (Doc ID 2051639.1 - attachments)
– Using Business Rules with Order Management (Doc ID 2051639.1 - attachments)
– Customer Connect Sessions
– SCM – Implementing Order Management Cloud – Tips & Best Practices (Pause Rules)
– SCM – Implementing Order Management Cloud - Tips & Best Practices (EFFs)

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Agenda

1 Overview of product functionality – Oracle Business RUles

2 Implementation tips and best practices
3 Where to find additional information
4 Questions / suggestions for future topics

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 33

Restricted – For use by authorized Oracle Partners only

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. 34

Discussion
Future Topics Questions
Change order processing
Communicating with external systems

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