Sunday, January 1, 2017

Using a withdrawn rule to move a rule into a different Applies To class

You can use the Withdrawn setting to move a rule from one Applies To class to another that is an ancestor class in the class hierarchy. This is possible even if the RuleSet version containing the rule to be moved is locked.
For example, assume that you decide the rule AlphaCorp-Finance-Payables-Overseas.ExciseTax (in RuleSet Alpha:02-01-07) has broader use than that implied by the Applies To class, and properly belongs to AlphaCorp-Finance-, an ancestor class.
In some cases, you can delete the original rule and retype it from scratch with the new Applies To class, but this is not ossible if the original rule belongs to a locked ruleset version. To move the rule to the new Applies To class:
1.  Open the rule to be moved.
2.  Use the Save As toolbar button to copy the rule into Alpha:02-01-08, a higher version.
3.  Set the Availability of the copy to Withdrawn.
4.  Use the Save As toolbar button again to copy the rule into the new Applies To class. Set the Availability of this copy to Yes.
The AlphaCorp-Finance-Payables.Overseas rule is now never selected by rule resolution, but every user who formerly accessed the AlphaCorp-Finance-Payables.Overseas rule now can execute the AlphaCorp-Finance- copy (unless rule resolution finds another rule earlier).


You can use the Withdrawn setting to move a rule from one ruleset to another that is lower on your ruleset list. This move is possible even if the ruleset or ruleset version containing the rule you plan to move is locked.
For example, assume that rule FOO is in ruleset Delta:02-10-15 but you later determine that the ruleis of broader applicability and belongs in Alpha:02-01-07, where ruleset Alpha:02-01 is a prerequisite of Delta:02-10. In some cases, you can first delete FOO from Delta and then retype the rule into Alpha, but such deleting and re-entering isn't possible if Delta:02-10-15 is locked. Assuming Delta:02-10-20 and Alpha:02-01-07 are the current ruleset Versions, to move the FOO rule:
1.  Open the rule to be moved.
2.  Use the Save As toolbar button to copy the rule into Delta:02-10-20.
3.  Set the Availability of the copy to Withdrawn. Both Delta rules are no invisible to ruleresolution
4.  Use the Save As toolbar button to copy the original rule into Alpha:02-01-07. Set the Availability of this copy to Yes.
The Delta:02-10-15 rule is now never selected by rule resolution, but every user who formerly accessed the Delta:02-10-15 rule now can execute the Alpha copy (unless rule resolution finds another rule earlier).




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