Auto Update Rule form

Configuration Services Auto Update Rules Auto Update Rules view Auto Update Rule form

The Auto Update Rule form enables you to add and edit an auto update rule. Use an auto update rule to automatically update selected fields, add/release a hold, and grant/cancel a permission for an entity when an event (on page 1) occurs. Auto update rules are generally used in combination with a filter that defines a subset of the target entities affected by the rule.

For example, you can:

• Update the equipment grade to an out of service grade for units with severe damage when damage is recorded.

• Update the group code to RAIL for import containers for a specific line operator with a defined set of destinations that are always served by rail, when the container is discharged from a vessel.

By using an auto update rule to update the group code to RAIL, you can easily list the import containers that must depart by rail for the specific line operator.

• Release an inspection hold that was applied by an EDI message on a container when an inspection service event is performed and recorded for the container.

• Add a hold to all empty containers when they are deramped from rail to verify that they are really empty.

• Grant a customs permission and update the group code when a customs inspection service event is performed and recorded for a unit.

In addition, instead of using a permission you can use an auto update rule to add a hold to a large set of target entities. For example, if you need to prevent all full export containers from being loaded to a vessel until customs approves, you can use:

• A permission that N4 automatically applies to all full export units per a service business rule, or

• An auto update rule that automatically adds a hold to all full export units when a UNIT_RECEIVE or UNIT_DERAMP event occurs.

If you use an auto update rule to add/release or grant/cancel a hold/permission, we recommend that you define filter criteria on the Filter tab to determine the subset of target entities for which the auto update rule is enforced. If no filter criteria are defined, the auto update rule affects all entities and therefore N4 will automatically add/release or grant/cancel a hold/permission on all entities that incur the associated event type.

To add or edit an auto update rule:

1. In the Name field, enter a name that uniquely identifies the auto update rule.

2. From the Event Type drop-down list, select the event type that triggers the auto update rule.

3. Optionally, on the Filter tab, define filter criteria to determine the target entities for which the auto update rule is enforced. If no filter criteria are defined, the auto update rule affects all entities that are of the target entity type for the event type selected in step 2.

The filter attributes available in the Filter Criteria area depend on the target entity type such as unit, booking, or vessel visit for the event type. For more information on adding filter criteria, see Creating a filter.

4. Click Save.

You must save the auto update rule before you can add fields to be updated for the target entities or holds/permissions to be added/released or granted/canceled when the selected event type occurs.

After adding an auto update rule:

• Use the Update Fields tab (on page 1) to add, edit, or delete fields.

• Use the Holds/Permissions tab (on page 1) to add, edit, or delete holds/permissions.