Go to ADMIN SETUP > Pricing Administration > Price Waterfall > Price Waterfall Rulesets. The Price Waterfall Rulesets page is displayed.
ClickCreate New. The New Price Ruleset pop-up is displayed.
Enter the following details:
Field
Description
Ruleset Name
Enter a mandatory name for the ruleset.
Sequence
Enter a mandatorySequencein which the system will evaluate multiple rulesets. Typically, you will perform line item adjustments first and then any summary adjustments
Description
Enter a description for the ruleset.
Active
Turn this setting on to set the ruleset as active.
Stop Processing More Rules
Turn this setting on to indicate that if the ruleset is satisfied, CPQ does not process any more rules.
Enable Data Range in Rule Entry
Turn this setting on to set the effective date and expiration date on the rule entry.
ClickSave. A new waterfall price ruleset is created and you are redirected to the price waterfall ruleset details page.
On the Details tab, you can update the details if required.
Click the Condition & Criteria tab and enter the following details:
Under the Conditions section:
In thePrice Listfield, search and select a price list.
On theProduct Familydrop-down, select a product family.
On theProduct Categorydrop-down, select a product category.
On theProduct Groupdrop-down, select a product group.
On theCategorydrop-down, select a category.
On theCharge Typedrop-down, select a charge type.
Under the Criteria section, do the following steps to add a ruleset criteria.
ClickAdd Criteria. The Charge Type Criteria pop-up is displayed.
On the Line Items tab, enter the following details:
Field: Select a field on the product. You can select custom fields also.
Operator: Select an operator.
Value: Enter a value.
ClickAdd Criteriato add one more criteria.
Click the remove icon ()to remove a criteria.
ClickRemove Allto remove all criteria.
Turn theLogicbutton onand enter a value in theLogicfield when you add multiple criteria.
ClickSave.
On the Product Attributes tab, enter the following details:
Field: Select a field on the product. You can select custom fields also.
Operator: Select an operator.
Value: Enter a value.
ClickAdd Criteriato add one more criteria.
Click the remove icon ()to remove a criteria.
ClickRemove Allto remove all criteria
Turn theLogicbutton onand enter a value in theLogicfield when you add multiple criteria.
ClickSave.
ClickSaveon the price ruleset details page.
To delete a price ruleset
Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
Search for the price ruleset you want to delete.
Click the ellipsis icon ()next to the price ruleset name and clickDelete. The Delete Price Ruleset pop-up is displayed.