Business Rule Examples (Master Data Services)

This article shows examples of business rules for Master Data Services. You'll find these examples in the sample models that are included with your installation of Master Data Services.

For instructions on how to deploy the sample models, see Master Data Services Installation and Configuration.

Business Rule Examples

Sample Model Entity Business Rule Name Description
Customer Customer Person pmt terms Specifies default payment terms for customers.

In the following business rule, if the CustomerType attribute value meets the is equal rule condition, then the defaults to rule action is applied to the PaymentTerms attribute. Otherwise no action is taken.

If CustomerType is equal to 2 Then PaymentTerms defaults to CASH Else None
Sample Model Entity Business Rule Name Description
Customer Customer Org pmt terms Specifies default payment terms for organizations.

In the following business rule, if the CustomerType attribute value meets the is equal rule condition, then the defaults to rule action is applied to the PaymentTerms attribute. Otherwise no action is taken.

If CustomerType is equal to 1 Then PaymentTerms defaults to 210Net30 Else None
Sample Model Entity Business Rule Name Description
Product Product DaysToManufacture Specifies the range of days-to-manufacturing for in house manufacturing.

In the following business rule, if the InHouseManufacture attribute value meets the is equal rule condition, then the must be between rule action is applied to the DaysToManufacture attribute. Otherwise no action is taken.

If InHouseManufacture is equal to Y Then DaysToManufacture must be between 1 and 10 Else None
Sample Model Entity Business Rule Name Description
Product Product Required fields Specifies the required attributes for the product entity members.

In the following business rule, under all conditions the is required validation action is taken for the specified attributes. The attribute values cannot be Null or blank.

If None Then Name is required ProductSubCategory is required Color is required StandardCost is required SafetyStockLevel is required ReorderPoint is required InHouseManufacture is required SellStartDate is required FinishedGoodIndicator is required ProductLine is required Else None
Sample Model Entity Business Rule Name Description
Product Product Std Cost Requires that the standard cost is greater than 0.

In the following business rule, under all conditions the must be greater than rule action is applied to the StandardCost attribute of products.

If None Then StandardCost must be greater than 0 Else None
Sample Model Entity Business Rule Name Description
Product Product FG MSRP Cost Specifies that if the product is a finished good, the MSRP (manufacturer suggested retail price) and dealer costs must be greater than 0.

In the following business rule, if the FinishedGoodIndicator attribute value meets the is equal rule condition, the must be greater than rule action is applied to the MSRP and DealerCost attributes.

If FinishedGoodIndicator is equal to Y Then MSRP must be greater than 0 DealerCost must be greater than 0 Else None
Sample Model Entity Business Rule Name Description
Product Product Default Name Specifies the default product name based on the values of the Color and Class attributes. When the Color attribute value is not YLO and the Class attribute is not NA, the default name is Yellow NA.

In the following business rule, if the Color and Class attributes do not meet the is equal rule condition, the defaults to rule action is applied to the Name attribute.

If (Color is equal to YLO AND Class is equal to NA) is not true Then Name defaults to Yellow NA Else Name defaults to Other

To view the business rule examples in the sample models

  1. Navigate to the Master Data Services Web site that you set up after installing MDS, and click the System Administration box.
    For instructions on setting up the Web site, see Master Data Services Installation and Configuration.
  2. Click the sample model that contains the business rule, as listed in the tables above, and then click Entities.
  3. Click the entity to which the rule applies, as listed in the tables above, and then click Business Rules.
  4. Click the name of the business rule that you want to view. The UI expands to show the If, Then and Else statements.