Creating Guidance Rules

To create a guidance rule

1. Go to ADMIN SETUP> Pricing Administration > Deal Guidance > Guidance Rules. The Guidance Rules page is displayed.
2. Click Create New.

3. Enter the following details:

   Rule Name	Enter a name 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 the Business Object drop-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 the Business Object drop-down depend on the Guidance Type selection. 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 a brief description of the guidance rule.

4. Click Save.

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

1. Go to ADMIN SETUP> Pricing Administration > Deal Guidance> Guidance Rules. The Guidance Rules page is displayed.
2. Click the ellipsis icon  next to the guidance rule name and click Delete. The Delete Deal Guidance Rule pop-up is displayed.
3. Click Confirm.