You can update rules, delete draft rules, and duplicate rules.

Steps

1. Navigate to the Rules page.

   Navigation: Contract Expert > Rules tab

2. Search for the rule that you want to update.

   For more information, see the Searching for Rules section. The system displays the rules that match your search criteria. From this page you choose to Update, Duplicate, or Delete rules.

3. Update Rules: If you click the Update icon, the system changes the status of the active rule to Revision; if you update a draft rule, the status remains Draft. The system allows updates to the conditions, results, and template assignments. However, you cannot update the following fields:

   • Operating Unit

   • Rule Type

   • Name

   • Intent

4. Delete Rules: You can delete only rules in the Draft status.

5. Duplicate Rules: You can duplicate rules within your operating unit. The system creates a new rule. You must provide a new name and description for the rule. The system validates the rule when you click the Save, Apply, or Apply and Add Another button. The contract template assignments are also copied during the duplicate process.