Processing Constraints

In this Post, I will try to explain you about the Processing Constrainst by giving you an example using the navigation.

Processing Constraints allow Order Management users the ability to control changes to sales orders, at all stages of its order or line workflows to avoid data inconsistencies and audit problems.

From Order Management super user responsibility, we’re going to create a constraint which will prevent creation of sales orders or Sales order Line when ever user is selecting Warehouse 'ABC' from a specific responsibility called "Order Management Non-ABC".

Creating a Validation Template. A Validation Template names a condition and defines the semantics of how to validate that condition. Validation templates can be used in the processing constraints framework to specify the constraining conditions for a given constraint.
1) Navigate to Setup > Rules and open the Validation Templates Form. Here, create a new validation for our Warehouse.
2) Enter Entity as Order header and Template name as 'ABC Org' and give the short name as 'ABC_Org' and select the Validation Type as 'TBL'. And enter another line for Entity as 'Order Line' because we need to put restriction on both Sales Order as well as on SO Line.
3) Now, select Column as 'Warehouse' under Validation Semantics and select Validation Operation as '= (Equal To)' and Value String as 'ABC'. Save it.

Now, we will create Processing Constraint for Entity 'Order Header' to put restrictions on creation of Sales Order.
4) Navigate to Setup > Rules and open the Processing Constraints form.
5) Once you’re in the Processing Constraints form, search for application “Order Management” and entity 'Order Header'.
6) Now, click into the Constraints block and create a new record with an operation of “Create” and user action “Not Allowed” and leave other options as default.
7) Now, enter any Group Number let say '101'and select the scope as 'Any' and Validation Entry as 'Order Header' and Record Set as 'Warehouse' and validation template as 'ABC Org'.
8) Give a message to the user saying that "You are not allowed to create Sales Order or Sales Order Line".
9) Now go to the Applicable Tab and select the “Constrained responsibilities” radio option, we now have the ability to pick and choose which responsibilities to apply this constraint. Here, select our responsibility "Order Management Non-ABC".

Now, create a new Constraints for Entity 'Order Line' to put restriction on creation of Sales Order Line.
10) Once you’re in the Processing Constraints form, search for application “Order Management” and entity 'Order Line'.
11) Repeat the steps from 6 to 8 and save it.

Now, if any user is trying to create a Sales Order or Sales Order Line using "Order Management Non-ABC" responsibility then they will receive a message saying that "You are not allowed to create Sales Order or Sales Order Line".