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Manage automated rules

The BOM Automator app is used to manage rules applied for Bill of Materials (BOM) automation. From here you can:

  • View a rule set
  • Create a new rule
  • Update an existing rule
  • Test a rule set

View a rule set​

You can use the BOM Automator app to view the Project and Contractor-specific rule sets.

  1. Open the BOM Automator app in Console.
  2. Select a Project class to view the Project rule set.
    • The Contractor selector should show All contractors.
  3. To view a Contractor-specific rule set, select the relevant Contractor.

Create a new rule:​

To create an automation rule:

  1. Open the BOM Automator app in Console.
  2. Select the Rules tab.
  3. Click on Add Rule.
  4. In the Add Rule component:
    • Enter the Rule name.
    • Select the Rule type.
    • Select the Rule state.
  5. Define the rules based on the rule type (see below).
  6. Click Save changes to test proposed changes in the BOM tester.
  7. When the proposed changes are ready to be published, click Save and publish changes.

To define a SKU-based rule:

  1. Select the SKU or Sub Category on which to base your rule.
  2. Add the SKU(s) to include:
    • Enter the quantity of the related SKU or Sub Category, as an integer or formula.
    • Select the SKUs

To define a Condition-based rule:

  1. Create the condition(s):
    • Select the dynamic value on which to base your comparison.
    • Select an operation
    • Either enter a static value or select a dynamic value to compare to.
  2. Add the SKU(s) to include when all conditions are met:
    • Enter the quantity of the related SKU or Sub Category, as an integer or formula.
    • Select the SKUs

To define a Fixed rule:

  1. Add the SKU(s) to include:
    • Enter the quantity of the related SKU or Sub Category, as an integer or formula.
    • Select the SKUs

Update an existing rule​

To update an existing relational rule:

  1. Open the BOM Automator app in Console.
  2. Once you have found the rule you wish to edit, click on the down arrow to expand the rule.
  3. Click on Edit.
  4. Update the rule as required.
    • To change the rule state, update the Active check box.
  5. Click Save changes to test proposed changes in the BOM tester.
  6. When the proposed changes are ready to be published, click Save and publish changes.

Test a rule set​

To test a set of BOM Automation rules:

  1. Open the BOM Automator app in Console.
  2. Select Rule Tester.
  3. In the Rule Tester panel, configure the test by entering a Project class, Contractor class, or Quote ID.
    • If required, click the toggle to include proposed changes.
  4. Click on Generate.
  5. View the Sample BOM.