Administer Producer Business Rules

If you have system administrator permissions, use the Administer Producer Business Rules page to globally apply or suspend pre-defined business rules across your company's deployment of PLM Producer Manager and Producer Express. With a business rule globally applied, an end user then can customize the rule on a per-producer basis.

You can view a list of producers with customized variances to a global business rule. Also, you can change the global value of a business rule or set an active business rule to inactive, thereby disabling it.

ClosedView screen capture

To open the Administer Producer Business Rules page, from the Administration menu select Configure System, and then select Administer Producer Business Rules.

The Administer Producer Business Rules page contains the following sections:

ClosedRule Selection

Select to view all producer business rules or to view based on status of producer business rules.

Fields and controls include the following:

  • Active Rules: Default. Numeral in parentheses represents the number of currently enabled business rules. Click to display in the Rule Selection Results section all producer business rules that are currently globally active. For each rule, displays rule name, Status, Default Value currently in force, and a description of the rule.

  • Inactive Rules: Numeral in parentheses represents the number of currently disabled business rules. Click to display in the Rule Selection Results section all producer business rules that are globally inactive. For each rule, displays rule name, Status, Default Value currently in force, and a description of the rule.

  • All Rules: Numeral in parentheses represents the number of all active or inactive business rules. Click to display in the Rule Selection Results section all producer business rules, active or inactive, that are configured for your company's instance of PLM. For each rule, displays rule name, Status, Default Value currently in force, and a description of the rule.

ClosedRule Selection Results

Displays a table listing all business rules that met your selection criteria.

Fields and controls include the following:

  • Edit (): For each producer business rule listed, click to expand the corresponding rule to offer the following fields and controls:

  • Status: Select Active from the dropdown menu to enable the business rule globally for all producer records. Select Inactive from the dropdown menu to disable the rule globally for all producer records.

  • Default Value: With the Status set to Active, for binary business rules select Yes from the dropdown menu to set Yes as the default value for all producer records affected by the rule. Or, select No from the dropdown menu to set No as the default value for all producer records affected by the rule. For variable business rules, select the value to set as the default value for all producer records affected by the business rule.

  • Save: Click to commit your business rule settings.

  • Cancel Edit: Click to abort the edit process without committing your settings.

  • View Producer with Custom Values (): For each producer business rule listed, click to open the View Producers With Custom Values page, where you can view a list of producer records with a producer-level variance to the global producer business rule.

Notes

Note: The specific producer business rules available in your company's instance of PLM are set by Vertafore as a custom configuration option. For detailed descriptions of producer business rules, see Configuration Options. If you do not see a producer business rule that you believe should be included in your company's instance of PLM, contact your Vertafore support representative.

Tips

You can globally apply or suspend a business rule allowing individual or firm producer records to be subjected to Scheduled Syncs. With the Allow Scheduled Syncs to Run For This Producer producer business rule globally applied, an end user then can "customize" the rule on a per-producer basis. For more information, see Producer Business Rules.