Go to ADMIN SETUP> Pricing Administration > Deal Guidance > Guidance Rules. The Guidance Rules page is displayed.
Click Create New.
Enter the following details:
Rule Name
Enter aname for the guidance rule.
Sequence
Enter the sequence for the rule.
Guidance Type
Select a type of guidance that controls which values are available on theBusiness Objectdrop-down. Supported value is Line Level, which means the guidance is based on a field at the line-item level.
Is Active
Toggle-on to make the rule active.
Business Object
Select a business object for the guidance rule. The options on theBusiness Objectdrop-down depend on theGuidance Typeselection. This must match the object you plan to use the deal guidance for. Supported value is LineItem.
Dimension Set
Select the Dimension set.
Measure
Select the measure.
Currency Scope
Select the currency for the rule.
Description
Enter abrief description of the guidance rule.
ClickSave.
You are navigated to the guidance rules page. Click the dimension set name link in the Dimension Set Name column to view the details.
To delete a guidance rule
Go to ADMIN SETUP> Pricing Administration > Deal Guidance> Guidance Rules. The Guidance Rules page is displayed.
Click the ellipsis iconnext to the guidance rule name and clickDelete. The Delete Deal Guidance Rule pop-up is displayed.