Sample Epicor Prophet 21 Business Rules List

 

(For help with business rules, customers must have purchased the business rule license).  These projects (usually written in c#) are typically limited engagements starting at a few shop hours of time designed to help with specific tasks, and/or business processes but can go all the way up to complex multi-trigger and/or external/shared solutions.   

 

• Migration of Business Rules to P21 Web Version.

• Acknowledge Date rule.

• Add Custom Serial Number to Label.

• Add item Id change to item history, which will then allow for part number change to show in Sales History for part.

• Alert manager when total GM% under or above threshold.

• Alert quantity break exists for item and customer.

• Alert to send email after Purchase Order.

• Allow user to write item description and extended description from order entry to the item maintenance record. This requirement is for company SAR orders, product group 84 items.

• Assembly Decoder Qty Business Rule.

• Auto Sourcing Sales Order Backorders Business Rule.

• Auto Update Expected Date & Ship Date when PO is Created.

• Automate standard cost updates for multiple locations.

• Backorder Purchase Order validation rules.

• Business Rule for Zip Code & Freight.

• Business rule if Product Group ID is changed on location detail tab.

• Business Rule on Auto-ship Screen, to print invoice.

• Business rule to identify orders with specific items.

• Calculate net cost using lowest cost.

• Calculate promise date using a safety factor and business days.

• Canada Tax Business Rule.

• Control Price Overrides in Order Entry:  Block price override or Override permission by user, product group and min/max margin.

• Convert/translate legacy SQL files to usable code for business rule.

• Create Item on the Fly Rule.

• Credit Card Processing Fee Business Rule.

• Custom Item Sales History using lowest cost.

• Direct-Ship destination business rules.

• Email Management Pick Ticket value over $15,000 and/or special item rules.

• Freight Charge Business rule.

• Force the usage of approval limits to Prophet 21 modules: Inventory Adjustment and Physical Count

• Inventory & Cycle Count Adjustment Approvals.

• Item Maintenance: update all locations’ costs upon a single change.

• Lot Control Auto Allocate Oldest Serial Number onto Order.

• Match Sales Location to Default Branch ID.

• Material quality control report form and document link.  Development of a Windows form that is prompted within P21. Form data is fed into P21, displayed, and extracted for reporting needs. Also includes a document link solution.

• On the fly item creation across all locations.

• Order Entry Line Order Gross Margin Rule

• Order Entry rule related to territory and Ship to.

• Order Entry Unit Price Rounding Business Rule.

• Order Entry: Create button to calculate Total Weight and Line Item Weight.

• Order Entry: Order Entry Freight Business Rules.

• Order Entry rule to expedite days and pick days fields.

• Order entry business rule - Bill To Fields.

• Order Entry: Show margin in OE with standard cost as the cost basis.

• Order Entry: Tax Jurisdiction Automation.

• Order Entry rule to expedite days and pick days fields.

• Order is created to automatically update the pick and expedite times on the orders scheduled release. This update will come from new user defined field(s) in Customer Maintenance.

• Pick Ticket Create (trigger) business rule.

• Pop-up Alert for Item on Backorder when stock is available. 

• Pop-Up form, triggered by a rule - for extended/custom data management anywhere in P21 (This e.g. in Vendor Supplier Maintenance).

• Prevent pricing override for any item where a contract or special pricing library is active.

• Prevent user from saving order if item with mismatch source and ship location.

• Purchase Order Policy rule.

• Purchase Order Entry Adjustment Dates Business Rule

• Rule for Adding Credit Card Processing Fee.

• Rule for Default Customer Email.

• Rule for Order notes imported from a website.

• Rule for PORG for production Order Entry.

• Click here to check out our PORG Import Tool for Purchase Order Requirement/Generation

• Rule Reallocating Material on Partial Pickups.

• Sales location Business rules.

• Search Rules: Allow user to search item by item id, item desc, extended desc and alternate code
  - Criteria: Limit result to items sold to customer specific shipto or all shiptos & Limit result to items with available stock in sales location.

• Search Rules: Detail result display sales history data: last sales $, qty sold, unit price, and ship to info. User can select item to bring to OE line.

• Send email alert newly canceled stock items on Point of sale.

• Ship-To Business rules.

• Shipping screen rule to run logic from the old SQL code.

• Tariff Business Rule.

• Tax Jurisdiction Business rule.

• Update showroom inventory quantity from IMI Screen.

• Update unit price base on user input gm%.

• Validate address Via UPS API.

• Vendor Voucher Class Business Rules.

• Visibility of Cycle Counts on Physical Count Screen.

• When a Sales Order's value is increased by <x%>.

• When an order is created to automatically update the pick and expedite times on the orders scheduled release. This update will come from new user defined field(s) in Customer Maintenance.

• Will Call split pick ticket Business rule for an ecommerce project.

• WWMS: Prevent user from picking incorrect bin for “Rush” order.

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